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0%
Today
0%
This Month
+3.66%
Year To Date
+25.75%
2 Years
+30.6%
5 Years
+6.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services41.02%
- 💻 Electronic Technology17.8%
- 🛍️ Retail Trade14.87%
- 💵 Cash8.62%
- 💰 Finance5.5%
- 🛠️ Producer Manufacturing3.81%
- 💼 Commercial Services3.55%
- 💇♀️ Consumer Services3.53%
- 🧪 Process Industries2.87%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.74%
- 🇺🇸 NYSE30.34%
- 🇭🇰 Hong Kong Exchanges5.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.73%
- 🇨🇳 China11.94%
- 🇮🇪 Ireland3.4%
- 🇬🇧 United Kingdom2.87%
Dividends
Dividend Yield
0.55%
15 out of 18 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $MMM (2.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MMM | 0.09% | 2.37% | $5.21 |
 BABA | 0.06% | 0.99% | $0.98 |
 0700.HK | 0.05% | 0.85% | $3.4 |
 ACN | 0.05% | 1.44% | $4.99 |
 MSFT | 0.05% | 0.76% | $3 |
 AVGO | 0.04% | 0.98% | $19.7 |
 LIN | 0.04% | 1.25% | $5.33 |
 AAPL | 0.03% | 0.53% | $0.97 |
 GOOG | 0.03% | 0.29% | $0.2 |
 DIS | 0.03% | 0.88% | $0.75 |
 V | 0.02% | 0.65% | $2.01 |
 CRM | 0.02% | 0.47% | $0.4 |
 META | 0.02% | 0.29% | $1 |
 COST | 0.01% | 0.47% | $19.22 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 3.2/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
-7.12
-7.12
-8
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
-1.23
-1.23
-2
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
-7.12
-7.12
-8
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
-1.23
-1.23
-2
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.33% | Jul 2021 | - | 43 |
-4.98% | Sep 2020 | Nov 2020 | 2 |
-1.44% | May 2021 | Jun 2021 | 1 |
-0.85% | Jun 2020 | Jul 2020 | 1 |