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-1.5%
Today
+0.37%
This Month
+6.43%
Year To Date
+63.64%
2 Years
+20.99%
5 Years
+5.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs30.37%
- 🖥️ Technology Services28.22%
- 💻 Electronic Technology21.23%
- 💰 Finance8.56%
- 🪙 Cryptocurrencies4.52%
- 🧬 Health Technology2.43%
- 🛍️ Retail Trade1.86%
- 💼 Commercial Services1.23%
- 🚗 Consumer Durables1.2%
- 💵 Cash0.56%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq74.89%
- 🇺🇸 NYSE18.64%
- 🌍 Digital Currency4.52%
- 🇺🇸 Chicago Board Options Exchange1.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.9%
- 🇹🇼 Taiwan2.35%
- 🇳🇱 Netherlands1.47%
Dividends
Dividend Yield
0.38%
19 out of 38 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $QCOM (2.32%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.1% | 0.63% | - |
 AVGO | 0.05% | 0.85% | $19.7 |
 QCOM | 0.03% | 2.32% | $3.25 |
 TSM | 0.03% | 1.11% | $1.74 |
 WCLD | 0.02% | 1.68% | - |
 MSCI | 0.02% | 1.21% | $5.96 |
 XLK | 0.02% | 0.74% | - |
 V | 0.02% | 0.62% | $2.01 |
 MSFT | 0.01% | 0.69% | $3 |
 SMH | 0.01% | 0.51% | - |
 VGT | 0.01% | 0.58% | - |
 ASML | 0.01% | 0.79% | $5.57 |
 MA | 0.01% | 0.49% | $2.46 |
 CRM | 0.01% | 0.6% | $0.4 |
 META | 0.01% | 0.3% | $1 |
 GOOG | 0.01% | 0.47% | $0.2 |
 AAPL | 0.01% | 0.5% | $0.97 |
 CIBR | 0.01% | 0.24% | - |
 NVDA | 0% | 0.03% | $0.02 |
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 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
SMH | Pay Day | Dec 24, 2025 | $1.07 |
Performance Metrics
Score 2.9/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
-1.7
-1.7
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
-1.7
-1.7
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.32
High:
PLTR
567.73PLTRLow:
SNOW
-49.82SNOWDetails
PEG Ratio
429.13
High:
ADSK
5,182.81ADSKLow:
U
-46.59UDetails
Price/Book
12.34
High:
MA
79.68MALow:
MSCI
-45.89MSCIDetails
Price/Sales
11.06
High:PLTR
106.55PLTRLow:
XYZ
1.7XYZDetails
Price/CF
27.65
High:PLTR
161.45PLTRLow:
PYPL
9.74PYPLDetails
Price/FCF
46.63
High:PLTR
163.42PLTRLow:PYPL
10.92PYPLDetails
P/E Ratio
38.32
High:PLTR
567.73PLTRLow:SNOW
-49.82SNOWDetails
PEG Ratio
429.13
High:ADSK
5,182.81ADSKLow:U
-46.59UDetails
Price/Book
12.34
High:MA
79.68MALow:MSCI
-45.89MSCIDetails
Price/Sales
11.06
High:PLTR
106.55PLTRLow:XYZ
1.7XYZDetails
Price/CF
27.65
High:PLTR
161.45PLTRLow:PYPL
9.74PYPLDetails
Price/FCF
46.63
High:PLTR
163.42PLTRLow:PYPL
10.92PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.08% | Nov 2021 | Sep 2024 | 34 |
-13.16% | Feb 2025 | May 2025 | 3 |