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+1.27%
Today
+28.26%
This Month
+72.79%
Year To Date
+162.52%
2 Years
+591.97%
5 Years
+59.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- π₯οΈ Technology Services27%
- πͺ Cryptocurrencies22.22%
- π Consumer Durables11.64%
- π΅ Cash9.64%
- π° Finance9.03%
- π Consumer Non Durables7.84%
- ποΈ Retail Trade7.25%
- π» Electronic Technology3.82%
- π οΈ Producer Manufacturing1.67%
- πΌ Commercial Services1.65%
Exchanges Breakdown
- Exchange
- Total
- πΊπΈ Nasdaq43.37%
- πΊπΈ NYSE26.52%
- π Digital Currency22.22%
Countries Breakdown
- Country
- Total
- πΊπΈ United States64.36%
- π¨π³ China5.53%
Dividends
Dividend Yield
0.19%
6 out of 18 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $NKE (2.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NKE | 0.06% | 2.06% | $1.45 |
 BABA | 0.06% | 1.13% | $0.98 |
 PHIN | 0.03% | 1.9% | $1 |
 GOOG | 0.02% | 0.34% | $0.2 |
 META | 0.01% | 0.27% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
PHIN | Ex-Dividend | Nov 25 | $0.25 |
NKE | Ex-Dividend | Dec 2 | $0.40 |
NVDA | Ex-Dividend | Dec 5 | $0.01 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
PHIN | Pay Day | Dec 13 | $0.25 |
GOOG | Pay Day | Dec 16 | $0.20 |
NVDA | Pay Day | Dec 27 | $0.01 |
NKE | Pay Day | Jan 2 | $0.40 |
Performance Metrics
Score 7.3/10
Beta
2.18
2.18
0
0.8
1.2
0
3
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.68
1.68
0
1
2
3
3
Jensen's Alpha
33.75
33.75
-2
0
2
34
34
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
2.07
2.07
0
0.75
1.25
3
3
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Beta
2.18
2.18
0
0.8
1.2
0
3
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.68
1.68
0
1
2
3
3
Jensen's Alpha
33.75
33.75
-2
0
2
34
34
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
2.07
2.07
0
0.75
1.25
3
3
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.22% | Oct 2021 | Jun 2024 | 32 |
-31.34% | Feb 2020 | Mar 2020 | 1 |
-30.48% | May 2020 | Oct 2020 | 5 |
-28.48% | Apr 2021 | Sep 2021 | 5 |
-2.02% | Jul 2024 | Aug 2024 | 1 |