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0%
Today
+16.83%
This Month
+44.14%
Year To Date
+149.12%
2 Years
+141.9%
5 Years
+23.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies35.58%
- 💵 Cash33.12%
- 📊 ETFs19.39%
- 🚗 Consumer Durables7.75%
- 🖥️ Technology Services5.93%
- 💻 Electronic Technology5.37%
- 🛍️ Retail Trade1.78%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.04%
- 🌍 Digital Currency35.58%
- 🇺🇸 NYSE3.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.83%
Dividends
Dividend Yield
0.14%
3 out of 10 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $QQQ (0.66%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.13% | 0.66% | - |
 GOOG | 0.01% | 0.36% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Dec 5 | $0.01 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
GOOG | Pay Day | Dec 16 | $0.20 |
NVDA | Pay Day | Dec 27 | $0.01 |
Performance Metrics
Score 4.9/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
-0.3
-0.3
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
-0.3
-0.3
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.05% | Nov 2021 | Jan 2024 | 26 |
-8.9% | Mar 2024 | Apr 2024 | 1 |
-7.96% | May 2024 | Oct 2024 | 5 |
-7.08% | Aug 2020 | Oct 2020 | 2 |
-3.5% | Aug 2021 | Sep 2021 | 1 |
-1.93% | Dec 2020 | Mar 2021 | 3 |
-0.96% | Apr 2021 | May 2021 | 1 |
-0.02% | Apr 2020 | May 2020 | 1 |