Loading...
0%
Today
+2.4%
This Month
+8.46%
Year To Date
+10.06%
2 Years
+10.06%
5 Years
+15.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology39.53%
- 🖥️ Technology Services35.6%
- 📊 ETFs6.09%
- 🛍️ Retail Trade5.81%
- 🛠️ Producer Manufacturing5.16%
- 🚗 Consumer Durables4.82%
- 💵 Cash3.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq73.37%
- 🇺🇸 NYSE23.63%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States73.05%
- 🇳🇱 Netherlands6.2%
- 🇹🇼 Taiwan6.16%
- 🇬🇧 United Kingdom5.5%
Dividends
Dividend Yield
0.29%
10 out of 16 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $TSM (1.1%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
 MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
 META | Ex-Dividend | Jun 16, 2025 | $0.52 |
 VRT | Ex-Dividend | Jun 16, 2025 | $0.04 |
META | Pay Day | Jun 26, 2025 | $0.52 |
VRT | Pay Day | Jun 26, 2025 | $0.04 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
Performance Metrics
Score 5.1/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
8.79
8.79
-2
0
2
9
9
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.71
0.71
0
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
8.79
8.79
-2
0
2
9
9
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.71
0.71
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.79
High:
PLTR
557.73PLTRLow:
NET
-756.19NETDetails
PEG Ratio
28.67
High:PLTR
676.01PLTRLow:NET
-1,345.66NETDetails
Price/Book
11.99
High:PLTR
55.56PLTRLow:
GOOG
6.16GOOGDetails
Price/Sales
8.77
High:PLTR
104.67PLTRLow:
SYM
1.54SYMDetails
Price/CF
21.77
High:
ARM
286.48ARMLow:SYM
5.1SYMDetails
Price/FCF
45.57
High:ARM
638.94ARMLow:SYM
6.05SYMDetails
P/E Ratio
33.79
High:PLTR
557.73PLTRLow:NET
-756.19NETDetails
PEG Ratio
28.67
High:PLTR
676.01PLTRLow:NET
-1,345.66NETDetails
Price/Book
11.99
High:PLTR
55.56PLTRLow:GOOG
6.16GOOGDetails
Price/Sales
8.77
High:PLTR
104.67PLTRLow:SYM
1.54SYMDetails
Price/CF
21.77
High:ARM
286.48ARMLow:SYM
5.1SYMDetails
Price/FCF
45.57
High:ARM
638.94ARMLow:SYM
6.05SYMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.53% | Feb 2025 | May 2025 | 3 |