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+0.11%
This Month
+12.13%
Year To Date
+57.79%
2 Years
+88.05%
5 Years
+157.04%
10 Years
+19.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash26.44%
- 🪙 Cryptocurrencies25.03%
- 💻 Electronic Technology13.88%
- 📊 ETFs10.39%
- 💰 Finance8.6%
- 🖥️ Technology Services7.78%
- 🚗 Consumer Durables7.03%
- 👥 Copy Trading2.38%
- 💇♀️ Consumer Services1.96%
- 🍞 Consumer Non Durables1.67%
- 🛠️ Producer Manufacturing1.54%
- 🧬 Health Technology1.31%
- 🛍️ Retail Trade1.03%
- 📡 Communications0.46%
- 💼 Commercial Services0.35%
- 🚚 Transportation0.21%
- 🧪 Process Industries0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.43%
- 🌍 Digital Currency25.06%
- 🇺🇸 NYSE23.73%
- 🇺🇸 Chicago Board Options Exchange0.57%
- 🇬🇧 LSE0.41%
- 🇭🇰 Hong Kong Exchanges0.32%
- 🇳🇱 Euronext Amsterdam0.05%
- 🇩🇪 FRA0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.7%
- 🇯🇵 Japan0.98%
- 🇨🇳 China0.83%
- 🇬🇧 United Kingdom0.66%
- 🇨🇭 Switzerland0.33%
- 🇩🇪 Germany0.26%
- 🇳🇱 Netherlands0.07%
- 🇨🇦 Canada0.07%
- 🇰🇾 Cayman Islands0.04%
- 🇸🇬 Singapore0.04%
- 🇮🇪 Ireland0.02%
- 🇮🇱 Israel0.01%
Dividends
Dividend Yield
0.28%
25 out of 68 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VZ (6.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.03% | 6.5% | $1.66 |
 AXP | 0.03% | 0.83% | $2.6 |
 KO | 0.02% | 2.89% | $1.89 |
 JPM | 0.02% | 1.82% | $4.4 |
 MCD | 0.02% | 2.26% | $6.53 |
 GOOG | 0.02% | 0.27% | $0.2 |
 PEP | 0.01% | 3.73% | $5.15 |
 T | 0.01% | 4.56% | $1.11 |
 VZ | 0.01% | 6.67% | $2.66 |
 NKE | 0.01% | 2.37% | $1.45 |
 IBM | 0.01% | 2.18% | $6.65 |
 MONY.L | 0.01% | 6.66% | $0.12 |
 AAPL | 0.01% | 0.38% | $0.97 |
 MA | 0.01% | 0.56% | $2.46 |
 V | 0.01% | 0.71% | $2.01 |
 AMAT | 0.01% | 0.7% | $1.44 |
 Social-Investor | 0.01% | 0.6% | - |
 rubymza | 0.01% | 0.57% | - |
 DIS | 0.01% | 0.9% | $0.75 |
 BWA | 0.01% | 1.25% | $0.44 |
 SONY | 0% | 0.39% | $0.49 |
 0700.HK | 0% | 0.75% | $3.4 |
 NVDA | 0% | 0.02% | $0.02 |
 BABA | 0% | 0.68% | $0.98 |
 PYPL | 0% | 0.23% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.3/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
-4.28
-4.28
-5
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
-4.28
-4.28
-5
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.54
High:
INTC
3,566.98INTCLow:
ROKU
-542.78ROKUDetails
PEG Ratio
380.92
High:
AMAT
6,243.73AMATLow:ROKU
-646.35ROKUDetails
Price/Book
13.4
High:
RBLX
152.42RBLXLow:
MCD
-104.27MCDDetails
Price/Sales
10.94
High:
CRSP
134.99CRSPLow:
DMKPQ
-DMKPQDetails
Price/CF
32.33
High:
TSLA
99.57TSLALow:
VZ
4.84VZDetails
Price/FCF
55.4
High:
PEP
5,253.35PEPLow:
BWA
8.41BWADetails
P/E Ratio
39.54
High:INTC
3,566.98INTCLow:ROKU
-542.78ROKUDetails
PEG Ratio
380.92
High:AMAT
6,243.73AMATLow:ROKU
-646.35ROKUDetails
Price/Book
13.4
High:RBLX
152.42RBLXLow:MCD
-104.27MCDDetails
Price/Sales
10.94
High:CRSP
134.99CRSPLow:DMKPQ
-DMKPQDetails
Price/CF
32.33
High:TSLA
99.57TSLALow:VZ
4.84VZDetails
Price/FCF
55.4
High:PEP
5,253.35PEPLow:BWA
8.41BWADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.19% | Nov 2021 | Nov 2024 | 36 |
-18.87% | Feb 2025 | Jul 2025 | 5 |
-9.47% | Sep 2020 | Nov 2020 | 2 |
-7.68% | Sep 2021 | Oct 2021 | 1 |
-7.07% | Nov 2025 | - | 2 |
-5.92% | May 2021 | Aug 2021 | 3 |
-2.92% | Dec 2024 | Jan 2025 | 1 |
-0.41% | Jun 2020 | Jul 2020 | 1 |