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+0.09%
Today
-3.29%
This Month
-13.5%
Year To Date
+50.96%
2 Years
-1.67%
5 Years
-0.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs31.08%
- 🖥️ Technology Services27.95%
- 💻 Electronic Technology19.62%
- 💰 Finance10.23%
- 🪙 Cryptocurrencies4.35%
- 🧬 Health Technology2.58%
- 🛍️ Retail Trade1.9%
- 🚗 Consumer Durables1.26%
- 💼 Commercial Services0.58%
- 💵 Cash0.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq73.6%
- 🇺🇸 NYSE20.01%
- 🌍 Digital Currency4.35%
- 🇺🇸 Chicago Board Options Exchange1.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.4%
- 🇹🇼 Taiwan2.16%
- 🇳🇱 Netherlands1.56%
Dividends
Dividend Yield
0.43%
19 out of 38 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $QCOM (2.49%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.11% | 0.64% | - |
 AVGO | 0.06% | 1.31% | $19.7 |
 QCOM | 0.03% | 2.49% | $3.25 |
 TSM | 0.03% | 1.35% | $1.74 |
 MSCI | 0.02% | 1.21% | $5.96 |
 WCLD | 0.02% | 1.68% | - |
 MSFT | 0.02% | 0.88% | $3 |
 V | 0.02% | 0.67% | $2.01 |
 XLK | 0.02% | 0.76% | - |
 ASML | 0.01% | 0.9% | $5.57 |
 MA | 0.01% | 0.55% | $2.46 |
 CRM | 0.01% | 0.65% | $0.4 |
 VGT | 0.01% | 0.59% | - |
 SMH | 0.01% | 0.51% | - |
 META | 0.01% | 0.4% | $1 |
 GOOG | 0.01% | 0.52% | $0.2 |
 AAPL | 0.01% | 0.51% | $0.97 |
 CIBR | 0.01% | 0.26% | - |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CRM | Pay Day | Apr 24, 2025 | $0.42 |
QQQ | Pay Day | Apr 24, 2025 | $- |
ASML | Ex-Dividend | Apr 28, 2025 | $1.92 |
ASML | Pay Day | May 6, 2025 | $1.92 |
MA | Pay Day | May 9, 2025 | $0.76 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
SMH | Pay Day | Dec 24, 2025 | $- |
Performance Metrics
Score 2.3/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.04
-0.04
-1
1
2
3
3
Jensen's Alpha
-4.9
-4.9
-5
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
-0.05
-0.05
-1
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.04
-0.04
-1
1
2
3
3
Jensen's Alpha
-4.9
-4.9
-5
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
-0.05
-0.05
-1
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.01
High:
PLTR
495.93PLTRLow:
SNOW
-37.12SNOWDetails
PEG Ratio
174.6
High:PLTR
441.28PLTRLow:
U
-52.24UDetails
Price/Book
9.2
High:
MA
72.91MALow:
MSCI
-45.23MSCIDetails
Price/Sales
8.41
High:PLTR
82.74PLTRLow:
XYZ
1.43XYZDetails
Price/CF
31.73
High:PLTR
165.72PLTRLow:
PYPL
11.62PYPLDetails
Price/FCF
54.86
High:
TSLA
396.62TSLALow:PYPL
12.79PYPLDetails
P/E Ratio
30.01
High:PLTR
495.93PLTRLow:SNOW
-37.12SNOWDetails
PEG Ratio
174.6
High:PLTR
441.28PLTRLow:U
-52.24UDetails
Price/Book
9.2
High:MA
72.91MALow:MSCI
-45.23MSCIDetails
Price/Sales
8.41
High:PLTR
82.74PLTRLow:XYZ
1.43XYZDetails
Price/CF
31.73
High:PLTR
165.72PLTRLow:PYPL
11.62PYPLDetails
Price/FCF
54.86
High:TSLA
396.62TSLALow:PYPL
12.79PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.08% | Nov 2021 | Sep 2024 | 34 |
-16.09% | Feb 2025 | - | 3 |