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+0.7%
Today
+2.82%
This Month
-6.14%
Year To Date
+52.93%
2 Years
+223.47%
5 Years
+20.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies39.9%
- 🖥️ Technology Services19.85%
- 💻 Electronic Technology17.57%
- 🛠️ Producer Manufacturing8.55%
- 💰 Finance7.36%
- 💇♀️ Consumer Services3.41%
- 🛍️ Retail Trade1.86%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency39.9%
- 🇺🇸 NYSE33%
- 🇺🇸 Nasdaq25.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.62%
- 🇮🇱 Israel5.47%
- 🇨🇳 China2.03%
- 🇹🇼 Taiwan0.67%
- 🇱🇺 Luxembourg0.5%
- 🇮🇪 Ireland0.3%
Dividends
Dividend Yield
0.45%
16 out of 45 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MET (2.93%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CAT | 0.16% | 1.84% | $5.31 |
 MCD | 0.07% | 2.17% | $6.53 |
 MET | 0.07% | 2.93% | $2.11 |
 LMT | 0.07% | 2.7% | $12.45 |
 AAPL | 0.02% | 0.48% | $0.97 |
 BABA | 0.01% | 0.81% | $0.98 |
 TSM | 0.01% | 1.24% | $1.74 |
 AVGO | 0.01% | 1.16% | $19.7 |
 MSFT | 0.01% | 0.83% | $3 |
 ACN | 0.01% | 1.95% | $4.99 |
 MU | 0% | 0.58% | $0.46 |
 GOOGL | 0% | 0.49% | $0.2 |
 GE | 0% | 0.75% | $0.44 |
 META | 0% | 0.37% | $1 |
 CRM | 0% | 0.6% | $0.4 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MET | Ex-Dividend | May 6, 2025 | $0.57 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
ACN | Pay Day | May 15, 2025 | $1.48 |
CAT | Pay Day | May 20, 2025 | $1.41 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
MET | Pay Day | Jun 10, 2025 | $0.57 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
Performance Metrics
Score 6.1/10
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
6.46
6.46
-2
0
2
7
7
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
6.46
6.46
-2
0
2
7
7
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27
High:
PLTR
596.4PLTRLow:
CRWD
-5,064.12CRWDDetails
PEG Ratio
43.12
High:PLTR
530.68PLTRLow:
ZS
-2,334.69ZSDetails
Price/Book
7.56
High:PLTR
52.72PLTRLow:
MCD
-59.66MCDDetails
Price/Sales
5.96
High:PLTR
99.51PLTRLow:
MET
0.74METDetails
Price/CF
30.09
High:PLTR
165.72PLTRLow:MET
3.78METDetails
Price/FCF
50.49
High:
MU
1,171.75MULow:MET
4.27METDetails
P/E Ratio
27
High:PLTR
596.4PLTRLow:CRWD
-5,064.12CRWDDetails
PEG Ratio
43.12
High:PLTR
530.68PLTRLow:ZS
-2,334.69ZSDetails
Price/Book
7.56
High:PLTR
52.72PLTRLow:MCD
-59.66MCDDetails
Price/Sales
5.96
High:PLTR
99.51PLTRLow:MET
0.74METDetails
Price/CF
30.09
High:PLTR
165.72PLTRLow:MET
3.78METDetails
Price/FCF
50.49
High:MU
1,171.75MULow:MET
4.27METDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.4% | May 2021 | Nov 2024 | 42 |
-24.23% | Jul 2019 | Jul 2020 | 12 |
-10.68% | Feb 2025 | - | 3 |
-5.62% | Sep 2020 | Nov 2020 | 2 |
-0.05% | Dec 2024 | Jan 2025 | 1 |