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-0.61%
This Month
+16.24%
Year To Date
+52.81%
2 Years
+38.81%
5 Years
+38.81%
10 Years
+8.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services23.72%
- 💰 Finance17.43%
- 🛍️ Retail Trade12.87%
- 💻 Electronic Technology12.36%
- 📊 ETFs10.37%
- 🧬 Health Technology9.51%
- 🪙 Cryptocurrencies4.72%
- 🚗 Consumer Durables4.69%
- ⛏️ Energy Minerals4.26%
- 💵 Cash0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.11%
- 🇺🇸 Nasdaq45.1%
- 🌍 Digital Currency4.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.84%
Dividends
Dividend Yield
0.62%
15 out of 26 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $XOM (3.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 XOM | 0.15% | 3.42% | $3.76 |
 JNJ | 0.11% | 2.4% | $4.81 |
 JPM | 0.08% | 1.82% | $4.4 |
 ORCL | 0.04% | 1.08% | $1.6 |
 WMT | 0.04% | 0.81% | $0.81 |
 V | 0.03% | 0.71% | $2.01 |
 AVGO | 0.03% | 0.71% | $19.7 |
 LLY | 0.03% | 0.59% | $4.86 |
 MSFT | 0.03% | 0.74% | $3 |
 COST | 0.02% | 0.59% | $19.22 |
 MA | 0.02% | 0.56% | $2.46 |
 AAPL | 0.02% | 0.38% | $0.97 |
 META | 0.01% | 0.32% | $1 |
 GOOGL | 0.01% | 0.27% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 4.1/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-0.28
-0.28
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-0.28
-0.28
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.83
High:
PLTR
429.3PLTRLow:
JPM
15.78JPMDetails
PEG Ratio
240.52
High:
V
1,245.39VLow:
AVGO
26.46AVGODetails
Price/Book
9.25
High:PLTR
66.38PLTRLow:
BRK.B
1.54BRK.BDetails
Price/Sales
6.62
High:PLTR
121.14PLTRLow:
WMT
1.33WMTDetails
Price/CF
27.56
High:PLTR
258.05PLTRLow:
XOM
9.38XOMDetails
Price/FCF
63.34
High:
ORCL
348.36ORCLLow:JPM
29.28JPMDetails
P/E Ratio
34.83
High:PLTR
429.3PLTRLow:JPM
15.78JPMDetails
PEG Ratio
240.52
High:V
1,245.39VLow:AVGO
26.46AVGODetails
Price/Book
9.25
High:PLTR
66.38PLTRLow:BRK.B
1.54BRK.BDetails
Price/Sales
6.62
High:PLTR
121.14PLTRLow:WMT
1.33WMTDetails
Price/CF
27.56
High:PLTR
258.05PLTRLow:XOM
9.38XOMDetails
Price/FCF
63.34
High:ORCL
348.36ORCLLow:JPM
29.28JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.82% | Dec 2021 | Mar 2024 | 27 |
-10.9% | Feb 2025 | Jun 2025 | 4 |
-2.69% | Dec 2024 | Jan 2025 | 1 |
-2.01% | Apr 2024 | May 2024 | 1 |
-1.56% | Nov 2025 | - | 2 |