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+1.05%
This Month
+14.74%
Year To Date
+76.48%
2 Years
+181.78%
5 Years
+188.73%
10 Years
+23.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services19.01%
- 💰 Finance18.3%
- 🛍️ Retail Trade17.74%
- 💻 Electronic Technology14.42%
- 🪙 Cryptocurrencies9.04%
- 🏥 Health Services8.39%
- 🧬 Health Technology7.02%
- 🚗 Consumer Durables6.03%
- 💵 Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.09%
- 🇺🇸 NYSE43.82%
- 🌍 Digital Currency9.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States82.79%
- 🇩🇰 Denmark7.02%
- 🇮🇱 Israel1.1%
Dividends
Dividend Yield
0.75%
9 out of 18 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.74%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
 MSFT | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
 UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
 GS | Pay Day | Sep 29, 2025 | $4.00 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
 WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 7.3/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.69
1.69
0
1
2
3
3
Jensen's Alpha
4.37
4.37
-2
0
2
5
5
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.69
1.69
0
1
2
3
3
Jensen's Alpha
4.37
4.37
-2
0
2
5
5
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.85
High:
TSLA
196.04TSLALow:
RIVN
-4.24RIVNDetails
PEG Ratio
98.96
High:
MSFT
240.18MSFTLow:RIVN
-9.29RIVNDetails
Price/Book
7.52
High:
NVDA
41.74NVDALow:
BRK.B
1.64BRK.BDetails
Price/Sales
5.56
High:NVDA
25.49NVDALow:
BJ
0.61BJDetails
Price/CF
23.47
High:RIVN
86.72RIVNLow:
GS
3.27GSDetails
Price/FCF
52.3
High:TSLA
200.12TSLALow:GS
3.62GSDetails
P/E Ratio
31.85
High:TSLA
196.04TSLALow:RIVN
-4.24RIVNDetails
PEG Ratio
98.96
High:MSFT
240.18MSFTLow:RIVN
-9.29RIVNDetails
Price/Book
7.52
High:NVDA
41.74NVDALow:BRK.B
1.64BRK.BDetails
Price/Sales
5.56
High:NVDA
25.49NVDALow:BJ
0.61BJDetails
Price/CF
23.47
High:RIVN
86.72RIVNLow:GS
3.27GSDetails
Price/FCF
52.3
High:TSLA
200.12TSLALow:GS
3.62GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.8% | Nov 2021 | Dec 2023 | 25 |
-12.67% | Feb 2025 | Jul 2025 | 5 |
-5.45% | Apr 2024 | May 2024 | 1 |
-4.49% | Sep 2020 | Nov 2020 | 2 |
-4.33% | Sep 2021 | Oct 2021 | 1 |
-3.11% | Dec 2024 | Jan 2025 | 1 |
-1.85% | Jul 2021 | Aug 2021 | 1 |
-1.4% | Aug 2024 | Sep 2024 | 1 |
-0.71% | Jan 2021 | Feb 2021 | 1 |
-0.37% | Jan 2024 | Feb 2024 | 1 |