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Performance
PORTFOLIO STATISTICS · TIME-WEIGHTED RETURN · DESCRIPTIVE, NOT PREDICTIVE
Risk & concentration
12 TRADING DAYS · DESCRIPTIVE STATS
Volatility (ann.)
—
stdev of daily returns × √252
Beta vs S&P 500
—
Sharpe (1Y, ex-post)
—
vs 3M T-bill
Max drawdown
−6.8%
peak to trough in window
Best day
+8.54%
May 27
Worst day
−6.79%
May 19
Top-5 concentration
41%
of 24 holdings
Effective N
17.8
1 / Σ weight² — diversification
Investment income
DIVIDENDS & DISTRIBUTIONS · CAD-EQUIV
GROSS INCOME · TTM
$38
WITHHOLDING TAX
$3.84
PAYMENTS
2
FWD EST. / YR
$1045
yields cover 35% of MV
Upcoming · my holdings
NEXT 60 DAYS · TOP POSITIONS
Mon, Aug 24
DIV PAID
RY.TO
RY.TO
Wed, Aug 26
EARNINGS
NVDA
NVDA
Thu, Aug 27
EARNINGS
RY.TO
RY.TO
Thu, Sep 10
DIV PAID
MSFT
MSFT
Wed, Oct 21
EARNINGS
TSLA
TSLA
Time-weighted return (TWR) — flow-neutralized daily chain-link. FX: Bank of Canada FXUSDCAD. MWR/XIRR is annualized, investor-perspective.
Descriptive statistics — not financial advice