Loading...
+1.78%
This Month
+9.57%
Year To Date
+9.57%
2 Years
+9.57%
5 Years
+9.57%
10 Years
+16.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs46.96%
- 🖥️ Technology Services35.52%
- 💻 Electronic Technology12.5%
- 🛍️ Retail Trade4.69%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE46.96%
- 🇺🇸 Nasdaq35.17%
- 🇺🇸 NYSE17.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.87%
- 🇨🇳 China5.05%
- 🇹🇼 Taiwan2.06%
- 🇱🇺 Luxembourg1.19%
- 🇮🇪 Ireland0.54%
Dividends
Dividend Yield
0.11%
11 out of 36 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $ACN (2.32%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
 GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
 TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
 CRM | Ex-Dividend | Sep 17, 2025 | $0.42 |
 AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
CRM | Pay Day | Oct 9, 2025 | $0.42 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 4.5/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
-1.75
-1.75
-2
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
3.15
3.15
0
0.3
0.6
4
4
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
-1.75
-1.75
-2
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
3.15
3.15
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.39
High:
TWLO
895.57TWLOLow:
ZS
-1,049.96ZSDetails
PEG Ratio
24.01
High:TWLO
860.32TWLOLow:ZS
-3,383.01ZSDetails
Price/Book
10.5
High:
PLTR
62.45PLTRLow:
BIDU
0.98BIDUDetails
Price/Sales
9.52
High:PLTR
116.28PLTRLow:
SMCI
1.14SMCIDetails
Price/CF
25.13
High:PLTR
202PLTRLow:
MU
7.16MUDetails
Price/FCF
60.12
High:PLTR
204.47PLTRLow:
ZM
12.37ZMDetails
P/E Ratio
36.39
High:TWLO
895.57TWLOLow:ZS
-1,049.96ZSDetails
PEG Ratio
24.01
High:TWLO
860.32TWLOLow:ZS
-3,383.01ZSDetails
Price/Book
10.5
High:PLTR
62.45PLTRLow:BIDU
0.98BIDUDetails
Price/Sales
9.52
High:PLTR
116.28PLTRLow:SMCI
1.14SMCIDetails
Price/CF
25.13
High:PLTR
202PLTRLow:MU
7.16MUDetails
Price/FCF
60.12
High:PLTR
204.47PLTRLow:ZM
12.37ZMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|