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+4.51%
This Month
+4.51%
Year To Date
+78.38%
2 Years
+51.18%
5 Years
+51.15%
10 Years
+8.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology28.69%
- 📊 ETFs26.57%
- 💰 Finance14.51%
- 🪙 Cryptocurrencies9.19%
- 🖥️ Technology Services6.24%
- 🛍️ Retail Trade2.86%
- 📡 Communications2.12%
- 🍞 Consumer Non Durables1.93%
- 🪨 Non Energy Minerals1.33%
- 🚗 Consumer Durables1.3%
- 🚚 Transportation1.28%
- 🧬 Health Technology1.17%
- 🏥 Health Services0.67%
- 💇♀️ Consumer Services0.65%
- 🛠️ Producer Manufacturing0.56%
- 🧪 Process Industries0.43%
- ⛏️ Energy Minerals0.35%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.53%
- 🇺🇸 Nasdaq37.6%
- 🌍 Digital Currency9.19%
- 🇩🇰 Copenhagen Stock Exchange0.29%
- 🇫🇷 Euronext Paris0.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.88%
- 🇨🇦 Canada1.33%
- 🇩🇰 Denmark0.29%
- 🇳🇱 Netherlands0.25%
- 🇹🇼 Taiwan0.24%
- 🇨🇳 China0.11%
Dividends
Dividend Yield
0.14%
28 out of 73 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VZ (6.99%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UNH | 0.02% | 2.53% | $7.74 |
 CVX | 0.01% | 4.1% | $6.28 |
 VZ | 0.01% | 6.99% | $2.66 |
 KO | 0.01% | 2.85% | $1.89 |
 ABT | 0.01% | 1.98% | $2.16 |
 LEN | 0.01% | 1.7% | $1.75 |
 NOVO-B.CO | 0.01% | 3.12% | $9.4 |
 RCL | 0.01% | 1.27% | - |
 META | 0.01% | 0.35% | $1 |
 BLK | 0.01% | 1.91% | $20.2 |
 V | 0% | 0.76% | $2.01 |
 MSFT | 0% | 0.79% | $3 |
 AAPL | 0% | 0.42% | $0.97 |
 ALB | 0% | 0.9% | $1.6 |
 AGCO | 0% | 1.03% | $1.16 |
 CSCO | 0% | 2.24% | $1.58 |
 IBM | 0% | 2.28% | $6.65 |
 MU | 0% | 0.12% | $0.46 |
 AIR.PA | 0% | 0.96% | $1.8 |
 QCOM | 0% | 2.3% | $3.25 |
 TSM | 0% | 0.81% | $1.74 |
 STZ | 0% | 2.53% | $3.68 |
 LAD | 0% | 0.65% | $2.03 |
 BABA | 0% | 0.62% | $0.98 |
 GOOG | 0% | 0.25% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
 VRT | 0% | 0.1% | $0.06 |
 MRP | -0.01% | -8.32% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-7.29
-7.29
-8
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-7.29
-7.29
-8
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.98
High:
INTC
4,581.13INTCLow:
CRWD
-350.43CRWDDetails
PEG Ratio
183.93
High:INTC
4,563.91INTCLow:
ASTS
-216.57ASTSDetails
Price/Book
3.91
High:
PLTR
60.95PLTRLow:
TMC
-72.56TMCDetails
Price/Sales
5.16
High:ASTS
1,655.45ASTSLow:
ACHR
-ACHRDetails
Price/CF
27.86
High:PLTR
258.05PLTRLow:VZ
4.84VZDetails
Price/FCF
62.31
High:LEN
315.87LENLow:AGCO
12.07AGCODetails
P/E Ratio
26.98
High:INTC
4,581.13INTCLow:CRWD
-350.43CRWDDetails
PEG Ratio
183.93
High:INTC
4,563.91INTCLow:ASTS
-216.57ASTSDetails
Price/Book
3.91
High:PLTR
60.95PLTRLow:TMC
-72.56TMCDetails
Price/Sales
5.16
High:ASTS
1,655.45ASTSLow:ACHR
-ACHRDetails
Price/CF
27.86
High:PLTR
258.05PLTRLow:VZ
4.84VZDetails
Price/FCF
62.31
High:LEN
315.87LENLow:AGCO
12.07AGCODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-51.71% | Nov 2021 | Jan 2025 | 38 |
-16.98% | May 2021 | Oct 2021 | 5 |
-15.36% | Feb 2025 | Jun 2025 | 4 |
-9.08% | Nov 2025 | - | 3 |
-5.79% | Feb 2021 | Mar 2021 | 1 |