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+0.19%
Today
+1.28%
This Month
+3.17%
Year To Date
+40.17%
2 Years
+21.94%
5 Years
+5.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs67.75%
- 🪙 Cryptocurrencies8.96%
- 💰 Finance5.98%
- 🍞 Consumer Non Durables4.46%
- 🛍️ Retail Trade4.09%
- 💻 Electronic Technology3.68%
- 🧬 Health Technology2.54%
- 🖥️ Technology Services2.02%
- 🚗 Consumer Durables0.53%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE63.67%
- 🇺🇸 Nasdaq23.38%
- 🌍 Digital Currency8.96%
- 🇺🇸 Chicago Board Options Exchange3.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.14%
- 🇯🇵 Japan2.47%
- 🇬🇧 United Kingdom1.26%
- 🇮🇱 Israel0.43%
Dividends
Dividend Yield
1.45%
28 out of 34 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 0.27% | 3.97% | - |
 DGRO | 0.19% | 2.23% | - |
 VNQ | 0.16% | 4.07% | - |
 KO | 0.12% | 2.79% | $1.89 |
 VTI | 0.11% | 1.29% | - |
 XLV | 0.06% | 1.76% | - |
 BND | 0.06% | 3.75% | - |
 VTV | 0.05% | 2.29% | - |
 GSK | 0.05% | 3.83% | $1.45 |
 VFH | 0.04% | 1.77% | - |
 IUSG | 0.04% | 0.58% | - |
 PFE | 0.03% | 7.28% | $1.66 |
 IWM | 0.03% | 1.2% | - |
 XLK | 0.03% | 0.67% | - |
 INDA | 0.03% | 0.74% | - |
 QQQ | 0.03% | 0.58% | - |
 JNJ | 0.03% | 3.24% | $4.81 |
 ESGU | 0.03% | 1.14% | - |
 IWF | 0.02% | 0.45% | - |
 XLU | 0.01% | 2.78% | - |
 TLT | 0.01% | 4.39% | - |
 SONY | 0.01% | 0.37% | $0.49 |
 GS | 0.01% | 1.95% | $11 |
 GOOG | 0.01% | 0.46% | $0.2 |
 AAPL | 0.01% | 0.5% | $0.97 |
 RSP | 0.01% | 1.59% | - |
 MA | 0.01% | 0.48% | $2.46 |
 KNSL | 0% | 0.13% | $0.58 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
KNSL | Pay Day | Jun 12, 2025 | $0.17 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
GSK | Pay Day | Jul 10, 2025 | $0.43 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 2.9/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-2.29
-2.29
-3
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-2.29
-2.29
-3
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.81
High:
TSLA
162.31TSLALow:
BRK.B
13.15BRK.BDetails
PEG Ratio
2,371.22
High:
KO
10,192.65KOLow:
PFE
0.61PFEDetails
Price/Book
4.68
High:
MA
80.5MALow:PFE
1.47PFEDetails
Price/Sales
4.08
High:MA
18.57MALow:
GS
1.59GSDetails
Price/CF
21.4
High:KO
282.33KOLow:GS
3.2GSDetails
Price/FCF
54.78
High:KO
272.99KOLow:GS
3.63GSDetails
P/E Ratio
23.81
High:TSLA
162.31TSLALow:BRK.B
13.15BRK.BDetails
PEG Ratio
2,371.22
High:KO
10,192.65KOLow:PFE
0.61PFEDetails
Price/Book
4.68
High:MA
80.5MALow:PFE
1.47PFEDetails
Price/Sales
4.08
High:MA
18.57MALow:GS
1.59GSDetails
Price/CF
21.4
High:KO
282.33KOLow:GS
3.2GSDetails
Price/FCF
54.78
High:KO
272.99KOLow:GS
3.63GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.91% | Oct 2021 | Feb 2024 | 28 |
-5.74% | Feb 2025 | - | 5 |
-5.68% | Apr 2024 | Jun 2024 | 2 |
-2.75% | Dec 2024 | Jan 2025 | 1 |
-0.93% | Oct 2024 | Nov 2024 | 1 |