Loading...
+0.62%
This Month
+20.26%
Year To Date
+93.41%
2 Years
+36.71%
5 Years
+36.71%
10 Years
+8.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs29.44%
- 🖥️ Technology Services28.59%
- 💻 Electronic Technology22.72%
- 💰 Finance7.8%
- 🪙 Cryptocurrencies4.97%
- 🛍️ Retail Trade1.83%
- 🧬 Health Technology1.79%
- 🚗 Consumer Durables1.31%
- 💼 Commercial Services1.16%
- 💵 Cash0.64%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq75.39%
- 🇺🇸 NYSE17.53%
- 🌍 Digital Currency4.97%
- 🇺🇸 Chicago Board Options Exchange1.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.33%
- 🇹🇼 Taiwan2.49%
- 🇳🇱 Netherlands1.37%
Dividends
Dividend Yield
0.33%
19 out of 38 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $QCOM (2.18%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.08% | 0.51% | - |
 AVGO | 0.05% | 0.69% | $19.7 |
 TSM | 0.03% | 1.01% | $1.74 |
 QCOM | 0.02% | 2.18% | $3.25 |
 WCLD | 0.02% | 1.68% | - |
 MSCI | 0.02% | 1.26% | $5.96 |
 V | 0.01% | 0.69% | $2.01 |
 MSFT | 0.01% | 0.67% | $3 |
 XLK | 0.01% | 0.61% | - |
 ASML | 0.01% | 0.78% | $5.57 |
 MA | 0.01% | 0.5% | $2.46 |
 VGT | 0.01% | 0.47% | - |
 SMH | 0.01% | 0.38% | - |
 CRM | 0.01% | 0.65% | $0.4 |
 META | 0.01% | 0.27% | $1 |
 GOOG | 0.01% | 0.35% | $0.2 |
 AAPL | 0.01% | 0.43% | $0.97 |
 CIBR | 0% | 0.25% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
SMH | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 3.3/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-1.56
-1.56
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-1.56
-1.56
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
42.28
High:
PLTR
518.91PLTRLow:
SNOW
-53.5SNOWDetails
PEG Ratio
1,129.16
High:
AAPL
24,779.06AAPLLow:
U
-78.43UDetails
Price/Book
13.89
High:
MA
68.72MALow:
MSCI
-48.64MSCIDetails
Price/Sales
12.48
High:PLTR
116.31PLTRLow:
XYZ
1.97XYZDetails
Price/CF
33.87
High:PLTR
202PLTRLow:
PYPL
11.97PYPLDetails
Price/FCF
61.14
High:PLTR
204.47PLTRLow:PYPL
13.72PYPLDetails
P/E Ratio
42.28
High:PLTR
518.91PLTRLow:SNOW
-53.5SNOWDetails
PEG Ratio
1,129.16
High:AAPL
24,779.06AAPLLow:U
-78.43UDetails
Price/Book
13.89
High:MA
68.72MALow:MSCI
-48.64MSCIDetails
Price/Sales
12.48
High:PLTR
116.31PLTRLow:XYZ
1.97XYZDetails
Price/CF
33.87
High:PLTR
202PLTRLow:PYPL
11.97PYPLDetails
Price/FCF
61.14
High:PLTR
204.47PLTRLow:PYPL
13.72PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.08% | Nov 2021 | Sep 2024 | 34 |
-13.16% | Feb 2025 | May 2025 | 3 |