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+3.08%
This Month
-1.92%
Year To Date
+83.14%
2 Years
+159.35%
5 Years
+159.35%
10 Years
+31.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs58.26%
- 💻 Electronic Technology10.46%
- 🪙 Cryptocurrencies10.04%
- 🖥️ Technology Services8.38%
- 💵 Cash6.68%
- 🧩 Miscellaneous2.7%
- 🛍️ Retail Trade1.64%
- 💰 Finance1.56%
- 🚗 Consumer Durables1.36%
- 💼 Commercial Services0.51%
- 🛠️ Producer Manufacturing0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.21%
- 🇺🇸 Nasdaq32.8%
- 🌍 Digital Currency10.04%
- 🇬🇧 LSE1.09%
- 🇭🇰 Hong Kong Exchanges0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.15%
- 🇬🇧 United Kingdom2.05%
- 🇯🇵 Japan0.7%
- 🇰🇷 South Korea0.65%
- 🇱🇺 Luxembourg0.38%
- 🇩🇪 Germany0.21%
- 🇨🇳 China0%
Dividends
Dividend Yield
0.11%
20 out of 53 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $HPQ (6.11%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QCOM | 0.02% | 2.83% | $3.25 |
 IBM | 0.02% | 2.73% | $6.65 |
 HPQ | 0.02% | 6.11% | $1.1 |
 MSFT | 0.01% | 0.96% | $3 |
 ORCL | 0.01% | 1.38% | $1.6 |
 HPE | 0.01% | 2.23% | $0.51 |
 AVGO | 0% | 0.8% | $19.7 |
 SMSN.L | 0% | 0.7% | $23.68 |
 GOOG | 0% | 0.29% | $0.2 |
 META | 0% | 0.37% | $1 |
 AAPL | 0% | 0.41% | $0.97 |
 RR.L | 0% | 0.8% | - |
 PYPL | 0% | 0.62% | - |
 SONY | 0% | 0.5% | $0.49 |
 SAP | 0% | 1.11% | $1.73 |
 GE | 0% | 0.55% | $0.44 |
 MU | 0% | 0.14% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
 GBTC | 0% | 0.21% | $0.11 |
 GEV | 0% | -0.17% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ORCL | Ex-Dividend | Apr 9, 2026 | $0.50 |
GEV | Pay Day | Apr 14, 2026 | -$0.50 |
MU | Pay Day | Apr 15, 2026 | $0.15 |
RR.L | Ex-Dividend | Apr 23, 2026 | $0.07 |
HPE | Pay Day | Apr 23, 2026 | $0.14 |
ORCL | Pay Day | Apr 24, 2026 | $0.50 |
GE | Pay Day | Apr 27, 2026 | $0.47 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
RR.L | Pay Day | Jun 3, 2026 | $0.07 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
Performance Metrics
Score 7.5/10
Beta
2
2
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.06
2.06
0
1
2
3
3
Jensen's Alpha
2.87
2.87
-2
0
2
4.5
4.5
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.89
0.89
0
0.3
0.6
1
1
Calmar Ratio
1.52
1.52
0
0.3
0.6
2
2
Beta
2
2
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.06
2.06
0
1
2
3
3
Jensen's Alpha
2.87
2.87
-2
0
2
4.5
4.5
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.89
0.89
0
0.3
0.6
1
1
Calmar Ratio
1.52
1.52
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
32.72
High:
TSLA
354.33TSLALow:
INTC
-586.45INTCDetails
PEG Ratio
29.42
High:
NFLX
137.84NFLXLow:INTC
-597.18INTCDetails
Price/Book
9.78
High:
PLTR
47.42PLTRLow:HPQ
-22.69HPQDetails
Price/Sales
7.93
High:PLTR
84.24PLTRLow:HPQ
0.31HPQDetails
Price/CF
26.25
High:
MSTR
7,511.07MSTRLow:HPQ
4.89HPQDetails
Price/FCF
60.7
High:MSTR
1,187.5MSTRLow:SONY
8.72SONYDetails
P/E Ratio
32.72
High:TSLA
354.33TSLALow:INTC
-586.45INTCDetails
PEG Ratio
29.42
High:NFLX
137.84NFLXLow:INTC
-597.18INTCDetails
Price/Book
9.78
High:PLTR
47.42PLTRLow:HPQ
-22.69HPQDetails
Price/Sales
7.93
High:PLTR
84.24PLTRLow:HPQ
0.31HPQDetails
Price/CF
26.25
High:MSTR
7,511.07MSTRLow:HPQ
4.89HPQDetails
Price/FCF
60.7
High:MSTR
1,187.5MSTRLow:SONY
8.72SONYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.22% | Feb 2025 | Aug 2025 | 6 |
-15.95% | Aug 2023 | Dec 2023 | 4 |
-13.13% | Feb 2026 | - | 3 |
-10.23% | Apr 2024 | May 2024 | 1 |
-7.38% | Dec 2022 | Jan 2023 | 1 |
-5.54% | Nov 2025 | Jan 2026 | 2 |
-4.61% | Feb 2023 | Jun 2023 | 4 |
-4.58% | Jul 2024 | Sep 2024 | 2 |
-1.81% | Oct 2024 | Nov 2024 | 1 |
-0.88% | Dec 2024 | Jan 2025 | 1 |