Loading...
0%
Today
+6.05%
This Month
+6.05%
Year To Date
+83.56%
2 Years
+325.52%
5 Years
+33.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- š» Electronic Technology22.41%
- š„ļø Technology Services20.18%
- š° Finance15.29%
- š ETFs13.17%
- šļø Retail Trade9.72%
- š¼ Commercial Services8.86%
- š Transportation7.54%
- šµ Cash3%
Exchanges Breakdown
- Exchange
- Total
- šŗšø NYSE52.2%
- šŗšø Nasdaq28.38%
- š¬š§ LSE16.6%
Countries Breakdown
- Country
- Total
- šŗšø United States67.41%
- š¬š§ United Kingdom16.6%
Dividends
Dividend Yield
0.46%
10 out of 14 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $GS (1.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GS | 0.09% | 1.84% | $11 |
 JPM | 0.09% | 1.8% | $4.4 |
 WMT | 0.08% | 0.85% | $0.81 |
 IAG.L | 0.05% | 0.63% | - |
 AXP | 0.04% | 0.88% | $2.6 |
 V | 0.03% | 0.64% | $2.01 |
 GOOG | 0.02% | 0.3% | $0.2 |
 META | 0.02% | 0.3% | $1 |
 MA | 0.02% | 0.5% | $2.46 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
JPM | Pay Day | Jan 31 | $1.25 |
MA | Pay Day | Feb 7 | $0.76 |
AXP | Pay Day | Feb 10 | $0.70 |
GS | Ex-Dividend | Feb 28 | $3.00 |
GS | Pay Day | Mar 28 | $3.00 |
Performance Metrics
Score 9.2/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
1.42
1.42
0
0.5
1
2
2
Sortino Ratio
2.85
2.85
0
1
2
3
3
Jensen's Alpha
20.42
20.42
-2
0
2
21
21
Omega Ratio
2.62
2.62
0
1
1.5
3
3
Treynor Ratio
2.92
2.92
0
0.75
1.25
3
3
Information Ratio
1.18
1.18
0
0.3
0.6
2
2
Calmar Ratio
2.02
2.02
0
0.3
0.6
3
3
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
1.42
1.42
0
0.5
1
2
2
Sortino Ratio
2.85
2.85
0
1
2
3
3
Jensen's Alpha
20.42
20.42
-2
0
2
21
21
Omega Ratio
2.62
2.62
0
1
1.5
3
3
Treynor Ratio
2.92
2.92
0
0.75
1.25
3
3
Information Ratio
1.18
1.18
0
0.3
0.6
2
2
Calmar Ratio
2.02
2.02
0
0.3
0.6
3
3
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.11% | Apr 2022 | Oct 2022 | 6 |
-13.32% | Sep 2020 | Dec 2020 | 3 |
-5.43% | Nov 2021 | Mar 2022 | 4 |
-4.95% | Dec 2022 | Jan 2023 | 1 |
-3.98% | Aug 2023 | Nov 2023 | 3 |
-3.38% | Jul 2024 | Nov 2024 | 4 |
-2.93% | Jul 2021 | Sep 2021 | 2 |
-2.6% | Apr 2024 | May 2024 | 1 |
-2.18% | Feb 2023 | Mar 2023 | 1 |
-0.84% | Dec 2024 | Jan 2025 | 1 |