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+386.29%
Today
+402.54%
This Month
+589.2%
Year To Date
+753.45%
2 Years
+753.45%
5 Years
+528.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology65.27%
- 🖥️ Technology Services14.23%
- 🌾 Commodities5.6%
- 📈 Indexes4.96%
- 🍞 Consumer Non Durables3.92%
- 🛍️ Retail Trade3.01%
- 💇♀️ Consumer Services3%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.27%
- 🇺🇸 NYSE27.5%
- 🌍 Commodity5.6%
- 🌍 CFD4.96%
- 🇬🇧 LSE4.33%
- 🇫🇷 Euronext Paris1.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.5%
- 🇹🇼 Taiwan6.8%
- 🇬🇧 United Kingdom3.92%
- 🇨🇳 China3.01%
- 🇱🇺 Luxembourg2.46%
- 🇳🇱 Netherlands1.33%
- 🇰🇷 South Korea0.41%
Dividends
Dividend Yield
1.05%
15 out of 21 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $BATS.L (7.96%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BATS.L | 0.31% | 7.96% | $2.36 |
 IBM | 0.14% | 2.99% | $6.65 |
 AVGO | 0.11% | 1.28% | $19.7 |
 DELL | 0.09% | 1.18% | $1.63 |
 CSCO | 0.07% | 2.73% | $1.58 |
 MCD | 0.07% | 2.34% | $6.53 |
 TSM | 0.07% | 1.03% | $1.74 |
 QCOM | 0.07% | 2.14% | $3.25 |
 BABA | 0.04% | 1.18% | $0.98 |
 MSFT | 0.03% | 0.74% | $3 |
 STMPA.PA | 0.02% | 1.44% | $0.28 |
 SMSN.L | 0.01% | 2.57% | $23.68 |
 AAPL | 0.01% | 0.43% | $0.97 |
 NVDA | 0.01% | 0.02% | $0.02 |
 META | 0% | 0.27% | $1 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MCD | Ex-Dividend | Dec 2 | $1.77 |
NVDA | Ex-Dividend | Dec 5 | $0.01 |
QCOM | Ex-Dividend | Dec 5 | $0.85 |
IBM | Pay Day | Dec 10 | $1.67 |
MSFT | Pay Day | Dec 12 | $0.83 |
TSM | Ex-Dividend | Dec 12 | $0.62 |
MCD | Pay Day | Dec 16 | $1.77 |
STMPA.PA | Ex-Dividend | Dec 16 | $0.09 |
STMPA.PA | Pay Day | Dec 18 | $0.09 |
QCOM | Pay Day | Dec 19 | $0.85 |
BATS.L | Ex-Dividend | Dec 19 | $0.74 |
NVDA | Pay Day | Dec 27 | $0.01 |
CSCO | Ex-Dividend | Jan 3 | $0.40 |
TSM | Pay Day | Jan 9 | $0.62 |
CSCO | Pay Day | Jan 22 | $0.40 |
BATS.L | Pay Day | Feb 3 | $0.74 |
Performance Metrics
Score 8.9/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
1.92
1.92
0
0.5
1
2
2
Sortino Ratio
4.6
4.6
0
1
2
5
5
Jensen's Alpha
11.68
11.68
-2
0
2
12
12
Omega Ratio
6.22
6.22
0
1
1.5
7
7
Treynor Ratio
2.14
2.14
0
0.75
1.25
3
3
Information Ratio
2.4
2.4
0
0.3
0.6
3
3
Calmar Ratio
5.96
5.96
0
0.3
0.6
6
6
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
1.92
1.92
0
0.5
1
2
2
Sortino Ratio
4.6
4.6
0
1
2
5
5
Jensen's Alpha
11.68
11.68
-2
0
2
12
12
Omega Ratio
6.22
6.22
0
1
1.5
7
7
Treynor Ratio
2.14
2.14
0
0.75
1.25
3
3
Information Ratio
2.4
2.4
0
0.3
0.6
3
3
Calmar Ratio
5.96
5.96
0
0.3
0.6
6
6
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.11% | Jul 2023 | Oct 2023 | 3 |
-5.59% | Mar 2024 | Apr 2024 | 1 |