Loading...
+2.45%
This Month
+12.55%
Year To Date
+127.77%
2 Years
-17.72%
5 Years
-17.72%
10 Years
-4.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology39.38%
- 💹 Forex30.29%
- 📊 ETFs15.24%
- 🛍️ Retail Trade8.58%
- 🏭 Industrial Services3.49%
- ⛏️ Energy Minerals3.01%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44%
- 🌍 FX30.29%
- 🇺🇸 NYSE25.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.46%
Dividends
Dividend Yield
0.82%
6 out of 9 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $TGT (4.27%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL | Ex-Dividend | Aug 11, 2025 | $0.26 |
 TGT | Ex-Dividend | Aug 13, 2025 | $1.14 |
AAPL | Pay Day | Aug 14, 2025 | $0.26 |
 COP | Ex-Dividend | Aug 18, 2025 | $0.78 |
TGT | Pay Day | Sep 1, 2025 | $1.14 |
COP | Pay Day | Sep 2, 2025 | $0.78 |
 SLB | Ex-Dividend | Sep 3, 2025 | $0.28 |
 QCOM | Ex-Dividend | Sep 4, 2025 | $0.89 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
SLB | Pay Day | Oct 9, 2025 | $0.28 |
Performance Metrics
Score 2.4/10
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-8.12
-8.12
-9
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-8.12
-8.12
-9
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.24
High:
AAPL
34.87AAPLLow:
SLB
11.26SLBDetails
PEG Ratio
17,777.59
High:AAPL
23,704.96AAPLLow:
QCOM
41.61QCOMDetails
Price/Book
30.99
High:AAPL
51.76AAPLLow:
COP
1.79COPDetails
Price/Sales
7.27
High:AAPL
8.39AAPLLow:
TGT
0.45TGTDetails
Price/CF
26.21
High:AAPL
27.69AAPLLow:COP
5.7COPDetails
Price/FCF
39.53
High:
AMZN
175.86AMZNLow:SLB
14.22SLBDetails
P/E Ratio
34.24
High:AAPL
34.87AAPLLow:SLB
11.26SLBDetails
PEG Ratio
17,777.59
High:AAPL
23,704.96AAPLLow:QCOM
41.61QCOMDetails
Price/Book
30.99
High:AAPL
51.76AAPLLow:COP
1.79COPDetails
Price/Sales
7.27
High:AAPL
8.39AAPLLow:TGT
0.45TGTDetails
Price/CF
26.21
High:AAPL
27.69AAPLLow:COP
5.7COPDetails
Price/FCF
39.53
High:AMZN
175.86AMZNLow:SLB
14.22SLBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.4% | Dec 2021 | - | 45 |
-24.15% | Aug 2021 | Oct 2021 | 2 |