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-2.27%
Today
-2.27%
This Month
+20.92%
Year To Date
+47.02%
2 Years
+47.02%
5 Years
+36.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies64.81%
- 🖥️ Technology Services12.4%
- 💻 Electronic Technology8.98%
- 🧬 Health Technology2.8%
- 💼 Commercial Services2.27%
- 💰 Finance2.26%
- 🛍️ Retail Trade2.14%
- 🚗 Consumer Durables1.45%
- 💇♀️ Consumer Services1.28%
- 🚚 Transportation0.68%
- 🍞 Consumer Non Durables0.66%
- 💵 Cash0.37%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency64.81%
- 🇺🇸 Nasdaq17.91%
- 🇺🇸 NYSE16.26%
- 🇬🇧 LSE0.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.8%
- 🇹🇼 Taiwan1.73%
- 🇬🇧 United Kingdom1.52%
- 🇨🇭 Switzerland1.31%
- 🇱🇺 Luxembourg0.73%
- 🇧🇲 Bermuda0.71%
- 🇺🇾 Uruguay0.07%
- 🇨🇦 Canada0.06%
Dividends
Dividend Yield
0.13%
15 out of 54 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $HSBC (5.78%)
Dividend Yield Breakdown
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 COST | Ex-Dividend | Feb 7 | $1.16 |
 AAPL | Ex-Dividend | Feb 10 | $0.25 |
 V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
 LLY | Ex-Dividend | Feb 14 | $1.50 |
COST | Pay Day | Feb 21 | $1.16 |
 GS | Ex-Dividend | Feb 28 | $3.00 |
V | Pay Day | Mar 3 | $0.59 |
LLY | Pay Day | Mar 10 | $1.50 |
 GRMN | Ex-Dividend | Mar 14 | $0.75 |
 TSM | Ex-Dividend | Mar 18 | $0.69 |
GS | Pay Day | Mar 28 | $3.00 |
GRMN | Pay Day | Mar 28 | $0.75 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 6.1/10
Beta
1.7
1.7
0
0.8
1.2
0
2
Sharpe Ratio
1.21
1.21
0
0.5
1
2
2
Sortino Ratio
4.21
4.21
0
1
2
5
5
Jensen's Alpha
-1.43
-1.43
-2
0
2
4.5
4.5
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
7.72
7.72
0
0.3
0.6
8
8
Beta
1.7
1.7
0
0.8
1.2
0
2
Sharpe Ratio
1.21
1.21
0
0.5
1
2
2
Sortino Ratio
4.21
4.21
0
1
2
5
5
Jensen's Alpha
-1.43
-1.43
-2
0
2
4.5
4.5
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
7.72
7.72
0
0.3
0.6
8
8
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-5.43% | Dec 2024 | Jan 2025 | 1 |
-3.89% | Apr 2024 | May 2024 | 1 |
-3.54% | Oct 2024 | Nov 2024 | 1 |
-2.35% | Jun 2024 | Aug 2024 | 2 |