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0%
Today
+3.14%
This Month
+12.12%
Year To Date
+65.07%
2 Years
+124.07%
5 Years
+34.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services46.7%
- 💻 Electronic Technology20.36%
- 📊 ETFs17.09%
- 🛍️ Retail Trade10.14%
- 💰 Finance5.7%
- 🪙 Cryptocurrencies0.01%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq76.55%
- 🇺🇸 NYSE23.44%
- 🌍 Digital Currency0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.84%
- 🇳🇱 Netherlands6.06%
Dividends
Dividend Yield
0.32%
12 out of 21 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $VIG (1.79%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 META | Ex-Dividend | Jun 16, 2025 | $0.52 |
 GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
 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 |
 MRVL | Ex-Dividend | Jul 11, 2025 | $0.06 |
MRVL | Pay Day | Jul 31, 2025 | $0.06 |
 MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 7.8/10
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
1.8
1.8
0
1
2
3
3
Jensen's Alpha
13.89
13.89
-2
0
2
14
14
Omega Ratio
2.13
2.13
0
1
1.5
3
3
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.97
0.97
0
0.3
0.6
1
1
Calmar Ratio
1.75
1.75
0
0.3
0.6
2
2
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
1.8
1.8
0
1
2
3
3
Jensen's Alpha
13.89
13.89
-2
0
2
14
14
Omega Ratio
2.13
2.13
0
1
1.5
3
3
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.97
0.97
0
0.3
0.6
1
1
Calmar Ratio
1.75
1.75
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.43
High:
AMD
85.15AMDLow:
NET
-723.78NETDetails
PEG Ratio
-37.79
High:
COIN
893.04COINLow:NET
-1,287.99NETDetails
Price/Book
8.29
High:NET
41.79NETLow:AMD
3.24AMDDetails
Price/Sales
6.7
High:NET
33.59NETLow:
AMZN
3.52AMZNDetails
Price/CF
18.22
High:
HOOD
92.21HOODLow:
GOOGL
14.33GOOGLDetails
Price/FCF
44.42
High:NET
214.03NETLow:COIN
14.39COINDetails
P/E Ratio
29.43
High:AMD
85.15AMDLow:NET
-723.78NETDetails
PEG Ratio
-37.79
High:COIN
893.04COINLow:NET
-1,287.99NETDetails
Price/Book
8.29
High:NET
41.79NETLow:AMD
3.24AMDDetails
Price/Sales
6.7
High:NET
33.59NETLow:AMZN
3.52AMZNDetails
Price/CF
18.22
High:HOOD
92.21HOODLow:GOOGL
14.33GOOGLDetails
Price/FCF
44.42
High:NET
214.03NETLow:COIN
14.39COINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.39% | Feb 2025 | May 2025 | 3 |
-14.18% | Sep 2022 | Nov 2022 | 2 |
-10.1% | Aug 2023 | Nov 2023 | 3 |
-9.99% | Dec 2022 | Jan 2023 | 1 |
-7.11% | Apr 2024 | Jun 2024 | 2 |
-4.08% | Jul 2024 | Sep 2024 | 2 |
-3.6% | Apr 2023 | May 2023 | 1 |
-1.72% | Oct 2024 | Nov 2024 | 1 |
-0.98% | Dec 2024 | Jan 2025 | 1 |