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+0.32%
Today
+5.8%
This Month
-5.64%
Year To Date
+798.89%
2 Years
+798.89%
5 Years
+273.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services49.72%
- 🛍️ Retail Trade34.28%
- 💰 Finance10.48%
- ⛏️ Energy Minerals2.22%
- 🪙 Cryptocurrencies1.84%
- 💻 Electronic Technology1.35%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq84%
- 🇺🇸 NYSE14.05%
- 🌍 Digital Currency1.84%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States96.7%
- 🇹🇼 Taiwan1.35%
Dividends
Dividend Yield
0.47%
5 out of 9 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $OXY (2.18%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 V | Ex-Dividend | May 13, 2025 | $0.59 |
 MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
V | Pay Day | Jun 2, 2025 | $0.59 |
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 OXY | Ex-Dividend | Jun 10, 2025 | $0.24 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
Performance Metrics
Score 8.7/10
Beta
4.14
4.14
0
0.8
1.2
0
5
Sharpe Ratio
2.16
2.16
0
0.5
1
3
3
Sortino Ratio
9.46
9.46
0
1
2
10
10
Jensen's Alpha
179.22
179.22
-2
0
2
180
180
Omega Ratio
8.39
8.39
0
1
1.5
9
9
Treynor Ratio
3.21
3.21
0
0.75
1.25
4
4
Information Ratio
2.25
2.25
0
0.3
0.6
3
3
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
4.14
4.14
0
0.8
1.2
0
5
Sharpe Ratio
2.16
2.16
0
0.5
1
3
3
Sortino Ratio
9.46
9.46
0
1
2
10
10
Jensen's Alpha
179.22
179.22
-2
0
2
180
180
Omega Ratio
8.39
8.39
0
1
1.5
9
9
Treynor Ratio
3.21
3.21
0
0.75
1.25
4
4
Information Ratio
2.25
2.25
0
0.3
0.6
3
3
Calmar Ratio
10
10
0
0.3
0.6
10
10
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.99
High:
V
35.73VLow:
OXY
16.77OXYDetails
PEG Ratio
161.96
High:V
287.04VLow:
AMZN
43.59AMZNDetails
Price/Book
8.13
High:V
18.37VLow:OXY
1.48OXYDetails
Price/Sales
6.03
High:V
18.43VLow:OXY
1.47OXYDetails
Price/CF
19.38
High:V
31.61VLow:OXY
4.19OXYDetails
Price/FCF
60.3
High:AMZN
98.68AMZNLow:OXY
16.49OXYDetails
P/E Ratio
29.99
High:V
35.73VLow:OXY
16.77OXYDetails
PEG Ratio
161.96
High:V
287.04VLow:AMZN
43.59AMZNDetails
Price/Book
8.13
High:V
18.37VLow:OXY
1.48OXYDetails
Price/Sales
6.03
High:V
18.43VLow:OXY
1.47OXYDetails
Price/CF
19.38
High:V
31.61VLow:OXY
4.19OXYDetails
Price/FCF
60.3
High:AMZN
98.68AMZNLow:OXY
16.49OXYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.44% | Apr 2024 | May 2024 | 1 |
-15.42% | Feb 2025 | - | 4 |
-7.26% | Jul 2024 | Oct 2024 | 3 |