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-0.31%
This Month
+0.77%
Year To Date
+0.77%
2 Years
+0.77%
5 Years
+0.77%
10 Years
+0.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs50.91%
- 💵 Cash24.91%
- 🍞 Consumer Non Durables14.9%
- 🧬 Health Technology5.03%
- 💇♀️ Consumer Services4.57%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE70.76%
- 🇺🇸 Nasdaq4.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.49%
Dividends
Dividend Yield
0.7%
5 out of 10 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $PEP (3.94%)
Portfolio Valuation
Based on current positions
P/E Ratio
24.12
High:
JNJ
26.61JNJLow:
PG
20.91PGDetails
PEG Ratio
222.08
High:
MCD
330.85MCDLow:
KO
93.25KODetails
Price/Book
8.56
High:KO
10.29KOLow:MCD
-154.27MCDDetails
Price/Sales
4.71
High:MCD
7.26MCDLow:
PEP
2.09PEPDetails
Price/CF
21.14
High:JNJ
25.71JNJLow:PEP
15.7PEPDetails
Price/FCF
116.83
High:KO
208.03KOLow:PG
71.92PGDetails
P/E Ratio
24.12
High:JNJ
26.61JNJLow:PG
20.91PGDetails
PEG Ratio
222.08
High:MCD
330.85MCDLow:KO
93.25KODetails
Price/Book
8.56
High:KO
10.29KOLow:MCD
-154.27MCDDetails
Price/Sales
4.71
High:MCD
7.26MCDLow:PEP
2.09PEPDetails
Price/CF
21.14
High:JNJ
25.71JNJLow:PEP
15.7PEPDetails
Price/FCF
116.83
High:KO
208.03KOLow:PG
71.92PGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-0.31% | May 2026 | - | 1 |