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+0.22%
Today
+2.38%
This Month
+5.28%
Year To Date
+68.66%
2 Years
+11.61%
5 Years
+2.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- š„ļø Technology Services29.79%
- š» Electronic Technology22.96%
- šŖ Cryptocurrencies12.32%
- š ETFs12.16%
- š° Finance7.44%
- šļø Retail Trade4.69%
- š§¬ Health Technology3.5%
- šµ Cash2.81%
- šŖØ Non Energy Minerals1.73%
- š Consumer Non Durables1.69%
- šāāļø Consumer Services0.78%
- š„ Health Services0.58%
- š” Communications0.46%
Exchanges Breakdown
- Exchange
- Total
- šŗšø Nasdaq52.9%
- šŗšø NYSE20.77%
- š Digital Currency12.32%
- š¬š§ LSE6.3%
- šš° Hong Kong Exchanges3.63%
- š«š· Euronext Paris1.23%
- šŗšø Chicago Board Options Exchange0.96%
Countries Breakdown
- Country
- Total
- šŗšø United States61.89%
- šØš³ China3.98%
- š¬š§ United Kingdom3.19%
- šØš¦ Canada1.73%
- š«š· France1.23%
- š¹š¼ Taiwan1.09%
- š³š± Netherlands0.52%
Dividends
Dividend Yield
0.46%
30 out of 46 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $VZ (6.16%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.05% | 1.29% | - |
 MSFT | 0.05% | 0.69% | $3 |
 JPM | 0.04% | 1.99% | $4.4 |
 VZ | 0.03% | 6.16% | $2.66 |
 JNJ | 0.02% | 3.24% | $4.81 |
 CRM | 0.02% | 0.59% | $0.4 |
 AAPL | 0.02% | 0.5% | $0.97 |
 MCD | 0.02% | 2.27% | $6.53 |
 IWM | 0.02% | 1.2% | - |
 UNH | 0.02% | 2.81% | $7.74 |
 AVGO | 0.02% | 0.91% | $19.7 |
 QQQ | 0.01% | 0.58% | - |
 META | 0.01% | 0.29% | $1 |
 RMS.PA | 0.01% | 1.12% | $25 |
 TSM | 0.01% | 1.1% | $1.74 |
 LLY | 0.01% | 0.73% | $4.86 |
 GOOG | 0.01% | 0.46% | $0.2 |
 AEM | 0.01% | 1.31% | $1.6 |
 YINN | 0.01% | 1.64% | - |
 KGC | 0.01% | 0.77% | $0.12 |
 MA | 0.01% | 0.48% | $2.46 |
 MS | 0.01% | 2.81% | $3.4 |
 INDA | 0.01% | 0.74% | - |
 GOOGL | 0.01% | 0.47% | $0.2 |
 RL | 0.01% | 1.23% | $3.08 |
 GS | 0.01% | 1.95% | $11 |
 COST | 0.01% | 0.47% | $19.22 |
 0700.HK | 0% | 0.88% | $3.4 |
 ASML | 0% | 0.78% | $5.57 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
KGC | Pay Day | Jun 12, 2025 | $0.03 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
CRM | Ex-Dividend | Jun 18, 2025 | $0.42 |
AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
META | Pay Day | Jun 26, 2025 | $0.52 |
RL | Ex-Dividend | Jun 27, 2025 | $0.91 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
VZ | Ex-Dividend | Jul 10, 2025 | $0.68 |
CRM | Pay Day | Jul 10, 2025 | $0.42 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
RL | Pay Day | Jul 11, 2025 | $0.91 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
VZ | Pay Day | Aug 1, 2025 | $0.68 |
AEM | Ex-Dividend | Sep 2, 2025 | $0.40 |
AEM | Pay Day | Sep 15, 2025 | $0.40 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.5/10
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-6.69
-6.69
-7
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.15
0.15
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-6.69
-6.69
-7
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.15
0.15
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.13
High:
PLTR
557.73PLTRLow:
TEM.US
-13.5TEM.USDetails
PEG Ratio
199.46
High:
RMS.PA
798.34RMS.PALow:
KC
-316.26KCDetails
Price/Book
13.18
High:
MA
80.5MALow:
MCD
-63.63MCDDetails
Price/Sales
9.64
High:PLTR
104.67PLTRLow:
UNH
0.68UNHDetails
Price/CF
24.45
High:PLTR
161.45PLTRLow:
GS
3.2GSDetails
Price/FCF
43.54
High:
LLY
631.92LLYLow:GS
3.63GSDetails
P/E Ratio
35.13
High:PLTR
557.73PLTRLow:TEM.US
-13.5TEM.USDetails
PEG Ratio
199.46
High:RMS.PA
798.34RMS.PALow:KC
-316.26KCDetails
Price/Book
13.18
High:MA
80.5MALow:MCD
-63.63MCDDetails
Price/Sales
9.64
High:PLTR
104.67PLTRLow:UNH
0.68UNHDetails
Price/CF
24.45
High:PLTR
161.45PLTRLow:GS
3.2GSDetails
Price/FCF
43.54
High:LLY
631.92LLYLow:GS
3.63GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.24% | Jul 2021 | Nov 2024 | 40 |
-11.84% | Feb 2025 | Jun 2025 | 4 |
-0.1% | Dec 2024 | Jan 2025 | 1 |