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0%
This Month
+0.39%
Year To Date
+53.02%
2 Years
+267.83%
5 Years
+267.83%
10 Years
+36.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services42.71%
- 🚗 Consumer Durables18.49%
- 💻 Electronic Technology12.9%
- 🍞 Consumer Non Durables8.97%
- 🛍️ Retail Trade6.13%
- 🪙 Cryptocurrencies5.32%
- 💇♀️ Consumer Services2.75%
- 💼 Commercial Services0.73%
- 📡 Communications0.66%
- 💰 Finance0.49%
- 🛠️ Producer Manufacturing0.32%
- 🚚 Transportation0.23%
- 💵 Cash0.23%
- 📊 ETFs0.13%
- ❓ Other0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq81.57%
- 🇺🇸 NYSE13.02%
- 🌍 Digital Currency5.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States93.19%
- 🇸🇪 Sweden1.06%
- 🇨🇦 Canada0.13%
Dividends
Dividend Yield
0.31%
19 out of 41 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BGS (20.47%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NKE | 0.16% | 4.24% | $1.45 |
 T.US | 0.03% | 5.22% | $1.11 |
 HSY | 0.02% | 3.51% | $5.12 |
 EL | 0.02% | 1.27% | $2.64 |
 CAKE.US | 0.02% | 1.07% | $1.08 |
 NWL | 0.01% | 5.41% | $0.28 |
 BGS | 0.01% | 20.47% | $0.76 |
 DIS | 0.01% | 1.35% | $0.75 |
 PYPL | 0.01% | 0.98% | - |
 SCHW | 0.01% | 1.45% | $1 |
 META | 0.01% | 0.34% | $1 |
 WYNN | 0.01% | 1.35% | $1 |
 PSKY | 0.01% | 2.53% | $0.2 |
 WHR | 0% | 9.02% | $7 |
 LUV | 0% | 1.69% | $0.72 |
 WMT | 0% | 0.81% | $0.81 |
 GIL | 0% | 2.38% | $0.79 |
 AAPL | 0% | 0.31% | $0.97 |
 GOOG | 0% | 0.31% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INTC | Ex-Dividend | Nov 7, 2026 | $0.12 |
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
CAKE.US | Ex-Dividend | Nov 11, 2026 | $0.30 |
SCHW | Ex-Dividend | Nov 14, 2026 | $0.32 |
WYNN | Ex-Dividend | Nov 14, 2026 | $0.25 |
HSY | Ex-Dividend | Nov 14, 2026 | $1.45 |
GIL | Ex-Dividend | Nov 20, 2026 | $0.25 |
WMT | Ex-Dividend | Nov 21, 2026 | $0.25 |
WHR | Ex-Dividend | Nov 27, 2026 | $0.90 |
NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
EL | Ex-Dividend | Dec 1, 2026 | $0.35 |
NWL | Ex-Dividend | Dec 1, 2026 | $0.07 |
LUV | Ex-Dividend | Dec 3, 2026 | $0.18 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
PSKY | Ex-Dividend | Dec 15, 2026 | $0.05 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
DIS | Ex-Dividend | Dec 30, 2026 | $0.75 |
BGS | Ex-Dividend | Dec 30, 2026 | $0.10 |
T.US | Ex-Dividend | Jan 9, 2027 | $0.28 |
Performance Metrics
Score 7.3/10
Beta
1.78
1.78
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.63
1.63
0
1
2
3
3
Jensen's Alpha
14.14
14.14
-2
0
2
15
15
Omega Ratio
1.7
1.7
0
1
1.5
2.5
2.5
Treynor Ratio
1.57
1.57
0
0.75
1.25
2
2
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
1.12
1.12
0
0.3
0.6
2
2
Beta
1.78
1.78
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.63
1.63
0
1
2
3
3
Jensen's Alpha
14.14
14.14
-2
0
2
15
15
Omega Ratio
1.7
1.7
0
1
1.5
2.5
2.5
Treynor Ratio
1.57
1.57
0
0.75
1.25
2
2
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
1.12
1.12
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
84.02
High:
TSLA
439.79TSLALow:INTC
-27.21INTCDetails
PEG Ratio
0.84
High:WMT
11.2WMTLow:
FUBO
0.01FUBODetails
Price/Book
12.63
High:AAPL
46.83AAPLLow:WYNN
-45.56WYNNDetails
Price/Sales
10.77
High:
PLTR
76.82PLTRLow:BGS
0.11BGSDetails
Price/CF
45.07
High:PLTR
88.14PLTRLow:BGS
3.73BGSDetails
Price/FCF
139.71
High:NKE
947.69NKELow:PYPL
7.77PYPLDetails
P/E Ratio
84.02
High:TSLA
439.79TSLALow:INTC
-27.21INTCDetails
PEG Ratio
0.84
High:WMT
11.2WMTLow:FUBO
0.01FUBODetails
Price/Book
12.63
High:AAPL
46.83AAPLLow:WYNN
-45.56WYNNDetails
Price/Sales
10.77
High:PLTR
76.82PLTRLow:BGS
0.11BGSDetails
Price/CF
45.07
High:PLTR
88.14PLTRLow:BGS
3.73BGSDetails
Price/FCF
139.71
High:NKE
947.69NKELow:PYPL
7.77PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.59% | Jun 2022 | Mar 2023 | 9 |
-24.39% | Nov 2025 | - | 12 |
-17.41% | Aug 2023 | Dec 2023 | 4 |
-14.76% | Feb 2025 | May 2025 | 3 |
-9.52% | Jan 2024 | Feb 2024 | 1 |
-6.98% | Mar 2024 | Jun 2024 | 3 |
-6.62% | Apr 2023 | May 2023 | 1 |
-0.65% | Aug 2024 | Sep 2024 | 1 |