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+3.93%
This Month
+3.93%
Year To Date
+3.93%
2 Years
+3.93%
5 Years
+3.93%
10 Years
+3.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash54.71%
- 💰 Finance18.65%
- 🧬 Health Technology9.62%
- 📡 Communications5.31%
- 💇♀️ Consumer Services4.65%
- 💻 Electronic Technology4.09%
- 🖥️ Technology Services3.8%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.38%
- 🇺🇸 NYSE13.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.16%
- 🇮🇪 Ireland3.97%
Dividends
Dividend Yield
0.6%
6 out of 10 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NSA (5.2%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MRVL | Pay Day | Apr 30, 2026 | $0.06 |
Portfolio Valuation
Based on current positions
P/E Ratio
44.06
High:
NSA
63.15NSALow:
JAZZ
-34.07JAZZDetails
PEG Ratio
80.58
High:
IRDM
323.81IRDMLow:
CAR
-38.06CARDetails
Price/Book
10.66
High:
CHH
30.25CHHLow:CAR
-5.52CARDetails
Price/Sales
7.28
High:MRVL
15.45MRVLLow:
SMMT
-SMMTDetails
Price/CF
15.49
High:MRVL
38.6MRVLLow:CAR
1.37CARDetails
Price/FCF
28.95
High:
REG
568.35REGLow:
VIRT
2.34VIRTDetails
P/E Ratio
44.06
High:NSA
63.15NSALow:JAZZ
-34.07JAZZDetails
PEG Ratio
80.58
High:IRDM
323.81IRDMLow:CAR
-38.06CARDetails
Price/Book
10.66
High:CHH
30.25CHHLow:CAR
-5.52CARDetails
Price/Sales
7.28
High:MRVL
15.45MRVLLow:SMMT
-SMMTDetails
Price/CF
15.49
High:MRVL
38.6MRVLLow:CAR
1.37CARDetails
Price/FCF
28.95
High:REG
568.35REGLow:VIRT
2.34VIRTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|