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+2.42%
Today
+0.75%
This Month
-3.52%
Year To Date
+50.94%
2 Years
+113.67%
5 Years
+18.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies28.57%
- 💵 Cash18.08%
- 💻 Electronic Technology16.81%
- 📊 ETFs10.48%
- 💰 Finance8.97%
- 🖥️ Technology Services5.87%
- 🚗 Consumer Durables4.94%
- 💇♀️ Consumer Services2.27%
- 👥 Copy Trading2.26%
- 🍞 Consumer Non Durables2.13%
- 🛠️ Producer Manufacturing2.02%
- 🧬 Health Technology1.3%
- 🛍️ Retail Trade1.1%
- 📡 Communications0.6%
- 💼 Commercial Services0.44%
- 🧪 Process Industries0.02%
- 🚚 Transportation0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32%
- 🌍 Digital Currency28.61%
- 🇺🇸 NYSE25.76%
- 🇬🇧 LSE0.5%
- 🇺🇸 Chicago Board Options Exchange0.47%
- 🇭🇰 Hong Kong Exchanges0.33%
- 🇫🇷 Euronext Paris0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.23%
- 🇯🇵 Japan1.1%
- 🇬🇧 United Kingdom0.94%
- 🇨🇳 China0.78%
- 🇨🇭 Switzerland0.26%
- 🇩🇪 Germany0.09%
- 🇮🇱 Israel0.07%
- 🇫🇷 France0.05%
- 🇹🇼 Taiwan0.04%
- 🇮🇪 Ireland0.02%
- 🇨🇦 Canada0.02%
- 🇳🇱 Netherlands0.02%
Dividends
Dividend Yield
0.44%
28 out of 69 instruments pay dividend.
22 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.27%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.1% | 1.29% | - |
 PFE | 0.04% | 7.27% | $1.66 |
 AXP | 0.03% | 0.97% | $2.6 |
 KO | 0.03% | 2.8% | $1.89 |
 JPM | 0.02% | 2% | $4.4 |
 MCD | 0.02% | 2.28% | $6.53 |
 GOOG | 0.02% | 0.46% | $0.2 |
 PEP | 0.02% | 4.23% | $5.15 |
 T | 0.02% | 3.97% | $1.11 |
 QQQ | 0.01% | 0.58% | - |
 VZ | 0.01% | 6.18% | $2.66 |
 NKE | 0.01% | 2.52% | $1.45 |
 IBM | 0.01% | 2.49% | $6.65 |
 rubymza | 0.01% | 1.19% | - |
 MONY.L | 0.01% | 5.78% | $0.12 |
 AAPL | 0.01% | 0.49% | $0.97 |
 V | 0.01% | 0.62% | $2.01 |
 MA | 0.01% | 0.48% | $2.46 |
 ULVR.L | 0.01% | 3.25% | $1.47 |
 DIS | 0.01% | 0.88% | $0.75 |
 AMAT | 0.01% | 0.99% | $1.44 |
 BWA | 0.01% | 1.36% | $0.44 |
 INTC | 0.01% | 2.47% | $0.5 |
 Social-Investor | 0% | 0.42% | - |
 SONY | 0% | 0.37% | $0.49 |
 NVDA | 0% | 0.03% | $0.02 |
 0700.HK | 0% | 0.88% | $3.4 |
 BABA | 0% | 0.87% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (Social-Investor) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (rubymza) | Ex-Dividend | Jun 9, 2025 | $0.21 |
IBM | Pay Day | Jun 10, 2025 | $1.68 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (Social-Investor) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (rubymza) | Ex-Dividend | Jun 11, 2025 | $0.01 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
 MSFT (Social-Investor) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (Social-Investor) | Ex-Dividend | Jun 12, 2025 | $0.95 |
MSFT (rubymza) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (rubymza) | Ex-Dividend | Jun 12, 2025 | $0.68 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
ULVR.L | Pay Day | Jun 13, 2025 | $0.52 |
 DKS (rubymza) | Ex-Dividend | Jun 13, 2025 | $1.21 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
BWA | Pay Day | Jun 16, 2025 | $0.11 |
GOOG (Social-Investor) | Pay Day | Jun 16, 2025 | $0.21 |
 META (Social-Investor) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 VRT (Social-Investor) | Ex-Dividend | Jun 16, 2025 | $0.04 |
GOOG (rubymza) | Pay Day | Jun 16, 2025 | $0.21 |
 HPE (Social-Investor) | Ex-Dividend | Jun 18, 2025 | $0.13 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
DIS (Social-Investor) | Ex-Dividend | Jun 24, 2025 | $0.50 |
META (Social-Investor) | Pay Day | Jun 26, 2025 | $0.52 |
VRT (Social-Investor) | Pay Day | Jun 26, 2025 | $0.04 |
 GS (rubymza) | Pay Day | Jun 27, 2025 | $3.00 |
DKS (rubymza) | Pay Day | Jun 27, 2025 | $1.21 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
 DBRG (rubymza) | Ex-Dividend | Jun 30, 2025 | $0.01 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
NKE (Social-Investor) | Pay Day | Jul 1, 2025 | $0.40 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (Social-Investor) | Pay Day | Jul 3, 2025 | $0.01 |
JPM (rubymza) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (rubymza) | Pay Day | Jul 3, 2025 | $0.01 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
BABA (Social-Investor) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (rubymza) | Pay Day | Jul 10, 2025 | $0.68 |
DBRG (rubymza) | Pay Day | Jul 15, 2025 | $0.01 |
HPE (Social-Investor) | Pay Day | Jul 17, 2025 | $0.13 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
DIS (Social-Investor) | Pay Day | Jul 23, 2025 | $0.50 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
JPM (rubymza) | Pay Day | Jul 31, 2025 | $1.40 |
Performance Metrics
Score 4.1/10
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
-3.46
-3.46
-4
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
-3.46
-3.46
-4
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.33
High:
TSLA
156.57TSLALow:
VRTX
-113.14VRTXDetails
PEG Ratio
376.42
High:
KO
10,128.43KOLow:
RBLX
-254.56RBLXDetails
Price/Book
13.39
High:RBLX
205.49RBLXLow:
NIO
-139.34NIODetails
Price/Sales
10.01
High:
CRSP
87.98CRSPLow:
DMKPQ
-DMKPQDetails
Price/CF
28.52
High:KO
282.33KOLow:
BWA
4BWADetails
Price/FCF
40.01
High:
PEP
5,253.35PEPLow:
LYFT
5.47LYFTDetails
P/E Ratio
35.33
High:TSLA
156.57TSLALow:VRTX
-113.14VRTXDetails
PEG Ratio
376.42
High:KO
10,128.43KOLow:RBLX
-254.56RBLXDetails
Price/Book
13.39
High:RBLX
205.49RBLXLow:NIO
-139.34NIODetails
Price/Sales
10.01
High:CRSP
87.98CRSPLow:DMKPQ
-DMKPQDetails
Price/CF
28.52
High:KO
282.33KOLow:BWA
4BWADetails
Price/FCF
40.01
High:PEP
5,253.35PEPLow:LYFT
5.47LYFTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.19% | Nov 2021 | Nov 2024 | 36 |
-18.87% | Feb 2025 | - | 5 |
-9.47% | Sep 2020 | Nov 2020 | 2 |
-7.68% | Sep 2021 | Oct 2021 | 1 |
-5.92% | May 2021 | Aug 2021 | 3 |
-2.92% | Dec 2024 | Jan 2025 | 1 |
-0.41% | Jun 2020 | Jul 2020 | 1 |