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+1.21%
This Month
+66.99%
Year To Date
+139.76%
2 Years
+341.55%
5 Years
+341.55%
10 Years
+46.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs37.93%
- 💵 Cash32.49%
- 💻 Electronic Technology11.61%
- 🖥️ Technology Services8.24%
- 🪙 Cryptocurrencies6.24%
- 🧬 Health Technology1.92%
- 🧩 Miscellaneous1.62%
- 💰 Finance1.59%
- 🛍️ Retail Trade1.37%
- 🚗 Consumer Durables1.05%
- ❓ Other0.86%
- 💼 Commercial Services0.4%
- 🚚 Transportation0.34%
- ⚡ Utilities0.23%
- 🏭 Industrial Services0.17%
- 🛠️ Producer Manufacturing0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.49%
- 🇺🇸 Nasdaq30.11%
- 🌍 Digital Currency6.24%
- 🇬🇧 LSE0.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.75%
- 🇬🇧 United Kingdom1.16%
- 🇰🇷 South Korea0.9%
- 🇩🇪 Germany0.52%
- 🇯🇵 Japan0.52%
- 🇳🇱 Netherlands0.5%
- 🇸🇪 Sweden0.43%
- 🇩🇰 Denmark0.29%
Dividends
Dividend Yield
0.15%
31 out of 102 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.03% | 6.05% | $1.66 |
 BMY | 0.01% | 3.76% | $2.34 |
 IBM | 0.01% | 2.87% | $6.65 |
 QCOM | 0.01% | 2.13% | $3.25 |
 MSFT | 0.01% | 0.73% | $3 |
 HPE | 0.01% | 1.07% | $0.51 |
 NVO | 0.01% | 2.64% | $0.98 |
 ORCL | 0.01% | 1.26% | $1.6 |
 HPQ | 0.01% | 3.68% | $1.1 |
 WMB | 0% | 2.76% | $1.85 |
 JPM | 0% | 1.67% | $4.4 |
 AVGO | 0% | 0.71% | $19.7 |
 CVS | 0% | 2.75% | $2.54 |
 META | 0% | 0.34% | $1 |
 AAPL | 0% | 0.33% | $0.97 |
 GOOG | 0% | 0.25% | $0.2 |
 PYPL | 0% | 0.76% | - |
 DELL | 0% | 0.44% | $1.63 |
 SMSN.L | 0% | 0.31% | $23.68 |
 SAP | 0% | 0.99% | $1.73 |
 ASML | 0% | 0.44% | $5.57 |
 GE | 0% | 0.49% | $0.44 |
 SONY | 0% | 0.45% | $0.49 |
 VST | 0% | 0.61% | $0.85 |
 V | 0% | 0.69% | $2.01 |
 NVDA | 0% | 0.12% | $0.02 |
 MA | 0% | 0.58% | $2.46 |
 MU | 0% | 0.05% | $0.46 |
 MRVL | 0% | 0.11% | $0.24 |
 GBTC | 0% | 0.18% | $0.11 |
 GEV | 0% | -0.19% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.9/10
Beta
2.43
2.43
0
0.8
1.2
0
3
Sharpe Ratio
1.1
1.1
0
0.5
1
2
2
Sortino Ratio
2.5
2.5
0
1
2
3
3
Jensen's Alpha
5.88
5.88
-2
0
2
6
6
Omega Ratio
2.3
2.3
0
1
1.5
3
3
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
0.98
0.98
0
0.3
0.6
1
1
Calmar Ratio
1.93
1.93
0
0.3
0.6
2
2
Beta
2.43
2.43
0
0.8
1.2
0
3
Sharpe Ratio
1.1
1.1
0
0.5
1
2
2
Sortino Ratio
2.5
2.5
0
1
2
3
3
Jensen's Alpha
5.88
5.88
-2
0
2
6
6
Omega Ratio
2.3
2.3
0
1
1.5
3
3
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
0.98
0.98
0
0.3
0.6
1
1
Calmar Ratio
1.93
1.93
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
32.62
High:
ARM
382.08ARMLow:
INTC
-175.38INTCDetails
PEG Ratio
292.21
High:ARM
2,952.5ARMLow:INTC
-203.76INTCDetails
Price/Book
9.89
High:MA
69.54MALow:DELL
-201.07DELLDetails
Price/Sales
8.46
High:ARM
70.2ARMLow:
SKHY
-SKHYDetails
Price/CF
21.07
High:
MSTR
7,511.07MSTRLow:HPQ
4.2HPQDetails
Price/FCF
46.98
High:MSTR
1,187.5MSTRLow:JPM
6.1JPMDetails
P/E Ratio
32.62
High:ARM
382.08ARMLow:INTC
-175.38INTCDetails
PEG Ratio
292.21
High:ARM
2,952.5ARMLow:INTC
-203.76INTCDetails
Price/Book
9.89
High:MA
69.54MALow:DELL
-201.07DELLDetails
Price/Sales
8.46
High:ARM
70.2ARMLow:SKHY
-SKHYDetails
Price/CF
21.07
High:MSTR
7,511.07MSTRLow:HPQ
4.2HPQDetails
Price/FCF
46.98
High:MSTR
1,187.5MSTRLow:JPM
6.1JPMDetails
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 | Apr 2026 | 2 |
-11.51% | Jun 2026 | - | 4 |
-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 |