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-0.11%
Today
+2.57%
This Month
+7.83%
Year To Date
+37.98%
2 Years
+27.44%
5 Years
+6.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs66.99%
- 🪙 Cryptocurrencies9.96%
- 💰 Finance5.53%
- 🍞 Consumer Non Durables4.12%
- 🛍️ Retail Trade4.12%
- 💻 Electronic Technology3.34%
- 🧬 Health Technology2.69%
- 🖥️ Technology Services2.67%
- 🚗 Consumer Durables0.57%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE62.24%
- 🇺🇸 Nasdaq24.04%
- 🌍 Digital Currency9.96%
- 🇺🇸 Chicago Board Options Exchange3.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.28%
- 🇯🇵 Japan2.14%
- 🇬🇧 United Kingdom1.06%
- 🇮🇱 Israel0.57%
Dividends
Dividend Yield
1.42%
29 out of 36 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.8%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 0.27% | 3.97% | - |
 DGRO | 0.19% | 2.23% | - |
 VNQ | 0.15% | 4.07% | - |
 KO | 0.12% | 2.89% | $1.89 |
 VTI | 0.11% | 1.29% | - |
 XLV | 0.06% | 1.76% | - |
 BND | 0.06% | 3.75% | - |
 VTV | 0.05% | 2.19% | - |
 GSK | 0.05% | 4.27% | $1.45 |
 VFH | 0.04% | 1.77% | - |
 IUSG | 0.04% | 0.58% | - |
 IWM | 0.03% | 1.2% | - |
 XLK | 0.03% | 0.67% | - |
 PFE | 0.03% | 6.8% | $1.66 |
 QQQ | 0.03% | 0.58% | - |
 INDA | 0.03% | 0.74% | - |
 ESGU | 0.03% | 1.14% | - |
 JNJ | 0.03% | 3.03% | $4.81 |
 IWF | 0.02% | 0.45% | - |
 XLU | 0.01% | 2.78% | - |
 MRK | 0.01% | 3.92% | $3.04 |
 TLT | 0.01% | 4.39% | - |
 SONY | 0.01% | 0.4% | $0.49 |
 GS | 0.01% | 1.86% | $11 |
 GOOG | 0.01% | 0.42% | $0.2 |
 AAPL | 0.01% | 0.47% | $0.97 |
 RSP | 0.01% | 1.59% | - |
 MA | 0% | 0.53% | $2.46 |
 KNSL | 0% | 0.13% | $0.58 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
GS | Ex-Dividend | Aug 29, 2025 | $4.00 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
MRK | Ex-Dividend | Sep 15, 2025 | $0.81 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
MRK | Pay Day | Oct 7, 2025 | $0.81 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 3/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-2.61
-2.61
-3
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.32
0.32
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-2.61
-2.61
-3
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.32
0.32
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.04
High:
PLTR
650.96PLTRLow:
MRK
11.88MRKDetails
PEG Ratio
127.64
High:PLTR
789.01PLTRLow:
PFE
0.66PFEDetails
Price/Book
5.04
High:
MA
76.22MALow:
BRK.B
1.58BRK.BDetails
Price/Sales
4.31
High:PLTR
122.17PLTRLow:
SONY
1.72SONYDetails
Price/CF
21
High:
KO
233.26KOLow:
GS
3.2GSDetails
Price/FCF
54.34
High:KO
272.99KOLow:GS
3.63GSDetails
P/E Ratio
25.04
High:PLTR
650.96PLTRLow:MRK
11.88MRKDetails
PEG Ratio
127.64
High:PLTR
789.01PLTRLow:PFE
0.66PFEDetails
Price/Book
5.04
High:MA
76.22MALow:BRK.B
1.58BRK.BDetails
Price/Sales
4.31
High:PLTR
122.17PLTRLow:SONY
1.72SONYDetails
Price/CF
21
High:KO
233.26KOLow:GS
3.2GSDetails
Price/FCF
54.34
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 | Jun 2025 | 4 |
-5.68% | Apr 2024 | Jun 2024 | 2 |
-2.75% | Dec 2024 | Jan 2025 | 1 |
-0.93% | Oct 2024 | Nov 2024 | 1 |