Loading...
+29.36%
This Month
+73.83%
Year To Date
+187.73%
2 Years
+359.62%
5 Years
+359.62%
10 Years
+53.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash44.7%
- 📊 ETFs37.1%
- 💻 Electronic Technology11.29%
- 🖥️ Technology Services7.09%
- 🪙 Cryptocurrencies6.42%
- 🧩 Miscellaneous1.41%
- 💰 Finance1.1%
- 🛍️ Retail Trade0.93%
- 🚗 Consumer Durables0.92%
- 💼 Commercial Services0.34%
- 🛠️ Producer Manufacturing0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.24%
- 🇺🇸 Nasdaq28.13%
- 🌍 Digital Currency6.42%
- 🇬🇧 LSE0.93%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.55%
- 🇬🇧 United Kingdom1.84%
- 🇰🇷 South Korea0.65%
- 🇯🇵 Japan0.55%
- 🇸🇪 Sweden0.46%
- 🇩🇪 Germany0.4%
- 🇹🇼 Taiwan0.35%
Dividends
Dividend Yield
0.09%
23 out of 52 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $HPQ (4.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IBM | 0.01% | 2.68% | $6.65 |
 QCOM | 0.01% | 1.43% | $3.25 |
 HPQ | 0.01% | 4.88% | $1.1 |
 MSFT | 0.01% | 0.86% | $3 |
 ORCL | 0.01% | 1.04% | $1.6 |
 SAP | 0% | 1.22% | $1.73 |
 HPE | 0% | 1.43% | $0.51 |
 CSCO | 0% | 1.4% | $1.58 |
 DELL | 0% | 0.7% | $1.63 |
 PYPL | 0% | 0.95% | - |
 AVGO | 0% | 0.59% | $19.7 |
 META | 0% | 0.34% | $1 |
 SMSN.L | 0% | 0.41% | $23.68 |
 TSM | 0% | 0.72% | $1.74 |
 AAPL | 0% | 0.34% | $0.97 |
 SONY | 0% | 0.5% | $0.49 |
 GOOG | 0% | 0.22% | $0.2 |
 RR.L | 0% | 0.75% | - |
 NVDA | 0% | 0.13% | $0.02 |
 GE | 0% | 0.49% | $0.44 |
 MU | 0% | 0.05% | $0.46 |
 GBTC | 0% | 0.18% | $0.11 |
 GEV | 0% | -0.16% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
RR.L | Pay Day | Jun 3, 2026 | $0.07 |
NVDA | Ex-Dividend | Jun 4, 2026 | $0.25 |
PYPL | Ex-Dividend | Jun 4, 2026 | $0.14 |
QCOM | Ex-Dividend | Jun 4, 2026 | $0.92 |
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
HPQ | Ex-Dividend | Jun 10, 2026 | $0.30 |
IBM | Pay Day | Jun 10, 2026 | $1.69 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
GEV | Ex-Dividend | Jun 16, 2026 | -$0.50 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
HPQ | Pay Day | Jul 1, 2026 | $0.30 |
CSCO | Ex-Dividend | Jul 6, 2026 | $0.42 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
GEV | Pay Day | Jul 14, 2026 | -$0.50 |
CSCO | Pay Day | Jul 22, 2026 | $0.42 |
Performance Metrics
Score 8.3/10
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
2.36
2.36
0
1
2
3
3
Jensen's Alpha
23.13
23.13
-2
0
2
24
24
Omega Ratio
2.37
2.37
0
1
1.5
3
3
Treynor Ratio
2.02
2.02
0
0.75
1.25
3
3
Information Ratio
0.9
0.9
0
0.3
0.6
1
1
Calmar Ratio
1.8
1.8
0
0.3
0.6
2
2
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
2.36
2.36
0
1
2
3
3
Jensen's Alpha
23.13
23.13
-2
0
2
24
24
Omega Ratio
2.37
2.37
0
1
1.5
3
3
Treynor Ratio
2.02
2.02
0
0.75
1.25
3
3
Information Ratio
0.9
0.9
0
0.3
0.6
1
1
Calmar Ratio
1.8
1.8
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
36.41
High:
TSLA
396.12TSLALow:HPE
-201.7HPEDetails
PEG Ratio
314.96
High:
ARM
2,932.64ARMLow:
INTC
-229.13INTCDetails
Price/Book
11
High:AAPL
42.47AAPLLow:DELL
-80.53DELLDetails
Price/Sales
9.83
High:
MSTR
108.88MSTRLow:HPQ
0.4HPQDetails
Price/CF
21.99
High:MSTR
7,511.07MSTRLow:HPQ
4.89HPQDetails
Price/FCF
52.38
High:MSTR
1,187.5MSTRLow:PYPL
7.94PYPLDetails
P/E Ratio
36.41
High:TSLA
396.12TSLALow:HPE
-201.7HPEDetails
PEG Ratio
314.96
High:ARM
2,932.64ARMLow:INTC
-229.13INTCDetails
Price/Book
11
High:AAPL
42.47AAPLLow:DELL
-80.53DELLDetails
Price/Sales
9.83
High:MSTR
108.88MSTRLow:HPQ
0.4HPQDetails
Price/CF
21.99
High:MSTR
7,511.07MSTRLow:HPQ
4.89HPQDetails
Price/FCF
52.38
High:MSTR
1,187.5MSTRLow:PYPL
7.94PYPLDetails
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 |
-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 |