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+0.45%
This Month
+2.45%
Year To Date
+2.45%
2 Years
+2.45%
5 Years
+2.45%
10 Years
+4.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash21.18%
- 💰 Finance15.01%
- 🖥️ Technology Services8.79%
- 💇♀️ Consumer Services7.95%
- 📊 ETFs7.15%
- 💻 Electronic Technology6.71%
- 🪨 Non Energy Minerals6.29%
- 🛍️ Retail Trade3.81%
- 🍞 Consumer Non Durables3.69%
- 🛠️ Producer Manufacturing3.52%
- 🚗 Consumer Durables3.38%
- 🧬 Health Technology2.46%
- 🚚 Transportation1.94%
- 🏥 Health Services1.82%
- 🧪 Process Industries1.55%
- 🏭 Industrial Services1.3%
- ⚡ Utilities1.28%
- 🪙 Cryptocurrencies1.09%
- 💼 Commercial Services0.54%
- ⛏️ Energy Minerals0.45%
- 📡 Communications0.39%
- 🧩 Miscellaneous0.34%
- 📦 Distribution Services0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.74%
- 🇺🇸 Nasdaq31.03%
- 🇬🇧 LSE2.41%
- 🇩🇪 Xetra ETFs1.33%
- 🌍 Digital Currency1.09%
- 🇭🇰 Hong Kong Exchanges0.61%
- 🇩🇪 FRA0.15%
- 🇫🇷 Euronext Paris0.12%
- 🇮🇹 Borsa Italiana0.06%
- 🇩🇰 Copenhagen Stock Exchange0.03%
- 🇨🇭 SIX0.02%
- 🇺🇸 Chicago Board Options Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.36%
- 🇨🇦 Canada4.72%
- 🇬🇧 United Kingdom1.75%
- 🇩🇪 Germany1.41%
- 🇸🇬 Singapore1.13%
- 🇨🇴 Colombia1.09%
- 🇪🇸 Spain1.08%
- 🇧🇲 Bermuda1.06%
- 🇿🇦 South Africa1.04%
- 🇨🇳 China0.75%
- 🇹🇼 Taiwan0.58%
- 🇯🇵 Japan0.51%
- 🇮🇪 Ireland0.43%
- 🇨🇭 Switzerland0.4%
- 🇮🇹 Italy0.38%
- 🇮🇱 Israel0.38%
- 🇺🇾 Uruguay0.28%
- 🇩🇰 Denmark0.23%
- 🇳🇱 Netherlands0.2%
- 🇫🇷 France0.15%
- 🇧🇷 Brazil0.15%
- 🇭🇰 Hong Kong0.1%
- 🇫🇮 Finland0.09%
Dividends
Dividend Yield
0.21%
216 out of 322 instruments pay dividend.
64 dividend payments in the next 30 days.
Highest Dividend: $PBR (15.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CIB | 0.13% | 11.93% | $3.37 |
 BTI | 0.06% | 5.39% | $2.92 |
 C | 0.03% | 2.39% | $2.12 |
 DB | 0.02% | 2.27% | $0.49 |
 SAN | 0.02% | 1.77% | $0.13 |
 GFI | 0.02% | 1.83% | $0.31 |
 B | 0.02% | 1.63% | $0.4 |
 SBUX | 0.02% | 2.86% | $2.24 |
 BND | 0.02% | 3.73% | - |
 SHV | 0.01% | 4.63% | - |
 UNH | 0.01% | 2.74% | $7.74 |
 SOXS | 0.01% | 9.84% | - |
 KHC | 0.01% | 5.89% | $1.6 |
 SCHW | 0.01% | 1.15% | $1 |
 AEM | 0.01% | 1.08% | $1.6 |
 LQDE.L | 0.01% | 4.96% | - |
 TGT | 0.01% | 4.84% | $4.42 |
 HMC | 0.01% | 3.28% | $0.65 |
 TLT | 0.01% | 4.3% | - |
 IBKR | 0.01% | 0.47% | $0.55 |
 TMF | 0.01% | 4.1% | - |
 RCL | 0.01% | 0.7% | - |
 VALE | 0.01% | 6.95% | $1.33 |
 AGX | 0.01% | 0.72% | $1.15 |
 TM | 0.01% | 2.71% | $4.64 |
 KO | 0.01% | 2.97% | $1.89 |
 AVGO | 0.01% | 0.69% | $19.7 |
 JNJ | 0.01% | 2.86% | $4.81 |
 KGC | 0.01% | 0.56% | $0.12 |
 QQQ | 0.01% | 0.51% | - |
 IBTF | 0.01% | 4.29% | - |
 STZ | 0.01% | 2.74% | $3.68 |
 VNOM | 0% | 6.32% | $2.08 |
 DIS | 0% | 0.85% | $0.75 |
 GUSH | 0% | 3.04% | - |
 BKNG | 0% | 0.68% | $17.5 |
 GOOG | 0% | 0.35% | $0.2 |
 IBTG | 0% | 4.08% | - |
 1088.HK | 0% | 6.77% | $2.44 |
 EUN5.DE | 0% | 3.39% | - |
 PBR | 0% | 15.13% | $1.73 |
 CLX | 0% | 3.88% | $4.8 |
 1398.HK | 0% | 5.59% | $0.33 |
 TIP | 0% | 2.47% | - |
 HWM | 0% | 0.23% | $0.19 |
 MSFT | 0% | 0.67% | $3 |
 META | 0% | 0.27% | $1 |
 IBCN.DE | 0% | 2.59% | - |
 LLY | 0% | 0.8% | $4.86 |
 TSM | 0% | 1.01% | $1.74 |
 COFA.PA | 0% | 9.07% | $1.3 |
 GM | 0% | 0.93% | $0.42 |
 RACE | 0% | 0.72% | $2.64 |
 SCHD | 0% | 3.87% | - |
 HII | 0% | 2.01% | $5.14 |
 VGIT | 0% | 3.72% | - |
 RCO.PA | 0% | 2.86% | $2 |
 CSCO | 0% | 2.44% | $1.58 |
 PFE | 0% | 6.92% | $1.66 |
 BARC.L | 0% | 2.35% | $0.08 |
 TOL | 0% | 0.65% | $0.86 |
 GEV | 0% | 0.13% | - |
 CCJ | 0% | 0.16% | $0.09 |
 JXN | 0% | 3.26% | $2.64 |
 IS04.DE | 0% | 2.83% | - |
 WPC | 0% | 5.21% | $3.67 |
 0700.HK | 0% | 0.74% | $3.4 |
 AZN.L | 0% | 2.03% | $2.28 |
 AMGN | 0% | 3.32% | $8.76 |
 9988.HK | 0% | 0.78% | $0.98 |
 CME | 0% | 4.09% | $9.75 |
 GILD | 0% | 2.73% | $3.04 |
 QCOM | 0% | 2.18% | $3.25 |
 SNY | 0% | 3.47% | $1.48 |
 TMUS | 0% | 1.4% | $1.95 |
 SSRM | 0% | 0.63% | $0.28 |
 JNUG | 0% | 1.47% | - |
 IMB.L | 0% | 6.03% | $1.49 |
 XYL | 0% | 1.11% | $1.38 |
 BP.L | 0% | 5.9% | $0.23 |
 RGLD | 0% | 0.73% | $1.58 |
 ABBV | 0% | 3.06% | $6.06 |
 IBCL.DE | 0% | 3.26% | - |
 NOVO-B.CO | 0% | 3.33% | $9.4 |
 BATS.L | 0% | 5.83% | $2.36 |
 VCSH | 0% | 4.13% | - |
 PAAS | 0% | 1.26% | $0.4 |
 XLU | 0% | 2.79% | - |
 IUSM.DE | 0% | 4.06% | - |
 HON | 0% | 2.11% | $4.27 |
 RIO.L | 0% | 6.06% | $3.41 |
 JPM | 0% | 1.8% | $4.4 |
 NI | 0% | 2.78% | $1.05 |
 IBDQ | 0% | 3.93% | - |
 MDLZ | 0% | 3.11% | $1.7 |
 ADP | 0% | 2.08% | $5.45 |
 RTX | 0% | 1.66% | $2.44 |
 ASML | 0% | 0.78% | $5.57 |
 WMT | 0% | 0.94% | $0.81 |
 VOD.L | 0% | 4.31% | $0.08 |
 1109.HK | 0% | 4.61% | $1.58 |
 RSG | 0% | 1.03% | $2.14 |
 TMO | 0% | 0.34% | $1.48 |
 COST | 0% | 0.51% | $19.22 |
 VNQ | 0% | 3.89% | - |
 GSK.L | 0% | 4.28% | $0.59 |
 NESN.ZU | 0% | 4.04% | $3 |
 SBRY.L | 0% | 4.39% | $0.13 |
 PRY.MI | 0% | 1.05% | $0.7 |
 SSO | 0% | 0.81% | - |
 ADI | 0% | 1.58% | $3.56 |
 RKT.L | 0% | 3.62% | $1.93 |
 KGF.L | 0% | 4.92% | $0.12 |
 NG.L | 0% | 4.53% | $0.57 |
 SPHD | 0% | 3.48% | - |
 OLN | 0% | 3.18% | $0.8 |
 NTES | 0% | 2.16% | $2.58 |
 BK | 0% | 1.87% | $1.68 |
 LLOY.L | 0% | 4.19% | $0.03 |
 DGX | 0% | 1.73% | $2.92 |
 INCH.L | 0% | 3.98% | $0.34 |
 DGE.L | 0% | 3.89% | $0.81 |
 RHM.DE | 0% | 0.47% | $5.7 |
 VOO | 0% | 1.22% | - |
 LRCX | 0% | 0.92% | $8 |
 WM | 0% | 1.47% | $2.9 |
 VUG | 0% | 0.45% | - |
 NVDA | 0% | 0.02% | $0.02 |
 GGB | 0% | 3.15% | $0.22 |
 00388.HK | 0% | 2.5% | $8.41 |
 GLEN.L | 0% | 2.61% | $0.1 |
 CAH | 0% | 1.37% | $2.01 |
 KLAC | 0% | 0.8% | $5.65 |
 INTU | 0% | 0.64% | $3.6 |
 VWO | 0% | 2.81% | - |
 WPM | 0% | 0.64% | $0.61 |
 ALLE | 0% | 1.16% | $1.86 |
 MA | 0% | 0.5% | $2.46 |
 2899.HK | 0% | 1.93% | $0.27 |
 MMM | 0% | 1.86% | $5.21 |
 CQQQ | 0% | 0.25% | - |
 ICE | 0% | 1.09% | $1.77 |
 FL | 0% | 1.89% | $1.6 |
 XLI | 0% | 1.31% | - |
 CEG | 0% | 0.51% | - |
 01211.HK | 0% | 1.37% | $3.41 |
 CTAS | 0% | 0.79% | $5.4 |
 IWM | 0% | 1.15% | - |
 APH | 0% | 0.6% | $0.44 |
 ADS.DE | 0% | 1.14% | $0.7 |
 COR | 0% | 0.75% | $2.02 |
 MU | 0% | 0.35% | $0.46 |
 FNV | 0% | 0.79% | $1.41 |
 XLK | 0% | 0.61% | - |
 CASY | 0% | 0.41% | $1.79 |
 MCK | 0% | 0.43% | $2.48 |
 ITA | 0% | 0.58% | - |
 DHR | 0% | 0.59% | $1.05 |
 GOOGL | 0% | 0.35% | $0.2 |
 AG | 0% | 0.22% | $0.02 |
 CW | 0% | 0.18% | $0.81 |
 PAGS | 0% | 0% | - |
 BABA | 0% | -0.76% | $-0.98 |
 GEHC | 0% | -0.18% | $-0.12 |
 AAPL | 0% | -0.43% | $-0.97 |
 SAP.DE | 0% | -1.03% | $-2.2 |
 INTC | 0% | -0.51% | $-0.5 |
 CAT | 0% | -1.36% | $-5.31 |
 EXP | 0% | -0.42% | $-1 |
 WFRD | 0% | -1.6% | - |
 CVS | 0% | -3.62% | $-2.54 |
 MGPI | 0% | -1.66% | $-0.48 |
 ENTG | 0% | -0.49% | $-0.4 |
 AMAT | 0% | -1.06% | $-1.44 |
 NOK | 0% | -2.49% | $-0.1 |
 LIN | 0% | -1.26% | $-5.33 |
 EL | 0% | -1.57% | $-2.64 |
 EFX | 0% | -0.71% | $-1.56 |
 ELV | 0% | -2.16% | $-6.22 |
 ODFL | 0% | -0.73% | $-0.92 |
 DHI | 0% | -0.88% | $-1.15 |
 XEL | 0% | -3.12% | $-2.13 |
 SPB | 0% | -3.31% | $-1.68 |
 AEP | 0% | -3.46% | $-3.47 |
 EXC | 0% | -3.66% | $-1.48 |
 HAS | 0% | -3.51% | $-2.8 |
 LKQ | 0% | -3.73% | $-1.17 |
 VOD | 0% | -4% | $-0.94 |
 IRDM | 0% | -2.28% | $-0.53 |
 NVO | 0% | -2.23% | $-0.98 |
 V | 0% | -0.69% | $-2.01 |
 MORN | 0% | -0.71% | $-1.62 |
 MMC | -0.01% | -1.64% | $-2.84 |
 AXP | -0.01% | -0.93% | $-2.6 |
 PEP | -0.01% | -3.81% | $-5.15 |
 KLG | -0.01% | -2.86% | $-0.48 |
 ARCC | -0.01% | -8.58% | $-1.62 |
 PG | -0.01% | -2.59% | $-3.83 |
 PAA | -0.01% | -8.5% | $-1.17 |
 STLA.US | -0.01% | -8.81% | $-1.71 |
 CSWC | -0.01% | -10.15% | $-2.27 |
 HRB | -0.01% | -3.03% | $-1.28 |
 BALL | -0.01% | -1.58% | $-0.8 |
 TRNO | -0.01% | -3.38% | $-1.8 |
 MCD | -0.01% | -2.26% | $-6.53 |
 IEX | -0.01% | -1.7% | $-2.61 |
 GS | -0.01% | -1.76% | $-11 |
 ESS | -0.01% | -3.76% | $-9.52 |
 BLK | -0.01% | -1.89% | $-20.2 |
 SON | -0.02% | -4.55% | $-2.05 |
 CWT | -0.02% | -2.52% | $-1.08 |
 FCPT | -0.02% | -5.39% | $-1.37 |
 MUR | -0.02% | -5.17% | $-1.15 |
 UMC | -0.02% | -5.48% | $-0.36 |
 CMCSA | -0.02% | -3.86% | $-1.2 |
 AGNC | -0.11% | -13.97% | $-1.44 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
AZN.L | Pay Day | Sep 8, 2025 | $1.03 |
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
1109.HK | Ex-Dividend | Sep 9, 2025 | $0.03 |
CME | Ex-Dividend | Sep 9, 2025 | $1.25 |
AGNC | Pay Day | Sep 10, 2025 | -$0.12 |
ELV | Ex-Dividend | Sep 10, 2025 | -$1.71 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
AEP | Pay Day | Sep 10, 2025 | -$0.93 |
SON | Pay Day | Sep 10, 2025 | -$0.53 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
NTES | Pay Day | Sep 11, 2025 | $0.57 |
AMAT | Pay Day | Sep 11, 2025 | -$0.46 |
TMUS | Pay Day | Sep 11, 2025 | $0.88 |
FNV | Ex-Dividend | Sep 11, 2025 | $0.38 |
MMM | Pay Day | Sep 12, 2025 | $0.73 |
AMGN | Pay Day | Sep 12, 2025 | $2.38 |
WM | Ex-Dividend | Sep 12, 2025 | $0.82 |
ADP | Ex-Dividend | Sep 12, 2025 | $1.54 |
HII | Pay Day | Sep 12, 2025 | $1.35 |
IBKR | Pay Day | Sep 12, 2025 | $0.08 |
OLN | Pay Day | Sep 12, 2025 | $0.20 |
GFI | Ex-Dividend | Sep 12, 2025 | $0.40 |
KLG | Pay Day | Sep 12, 2025 | -$0.16 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
GILD | Ex-Dividend | Sep 15, 2025 | $0.79 |
EXC | Pay Day | Sep 15, 2025 | -$0.40 |
TMO | Ex-Dividend | Sep 15, 2025 | $0.43 |
XEL | Ex-Dividend | Sep 15, 2025 | -$0.57 |
CTAS | Pay Day | Sep 15, 2025 | $0.45 |
B | Pay Day | Sep 15, 2025 | $0.15 |
ALLE | Ex-Dividend | Sep 15, 2025 | $0.51 |
EFX | Pay Day | Sep 15, 2025 | -$0.50 |
ARCC | Ex-Dividend | Sep 15, 2025 | -$0.48 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
IRDM | Ex-Dividend | Sep 15, 2025 | -$0.15 |
AG | Pay Day | Sep 15, 2025 | $0.00 |
EXP | Ex-Dividend | Sep 15, 2025 | -$0.25 |
JXN | Ex-Dividend | Sep 15, 2025 | $0.80 |
CSWC | Ex-Dividend | Sep 15, 2025 | -$0.19 |
MCD | Pay Day | Sep 16, 2025 | -$1.77 |
EL | Pay Day | Sep 16, 2025 | -$0.35 |
BALL | Pay Day | Sep 16, 2025 | -$0.20 |
APH | Ex-Dividend | Sep 16, 2025 | $0.16 |
BARC.L | Pay Day | Sep 16, 2025 | $0.04 |
ICE | Ex-Dividend | Sep 16, 2025 | $0.48 |
00388.HK | Pay Day | Sep 16, 2025 | $0.77 |
ADI | Pay Day | Sep 16, 2025 | $0.99 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
ODFL | Pay Day | Sep 17, 2025 | -$0.28 |
GM | Pay Day | Sep 18, 2025 | $0.15 |
RKT.L | Pay Day | Sep 18, 2025 | $1.14 |
LIN | Pay Day | Sep 18, 2025 | -$1.50 |
GLEN.L | Pay Day | Sep 19, 2025 | $0.05 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
BLK | Pay Day | Sep 23, 2025 | -$5.21 |
SPB | Pay Day | Sep 23, 2025 | -$0.47 |
LRCX | Ex-Dividend | Sep 24, 2025 | $0.26 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
ELV | Pay Day | Sep 25, 2025 | -$1.71 |
XYL | Pay Day | Sep 25, 2025 | $0.40 |
RIO.L | Pay Day | Sep 25, 2025 | $1.48 |
CME | Pay Day | Sep 25, 2025 | $1.25 |
FNV | Pay Day | Sep 25, 2025 | $0.38 |
GFI | Pay Day | Sep 25, 2025 | $0.40 |
JXN | Pay Day | Sep 25, 2025 | $0.80 |
WM | Pay Day | Sep 26, 2025 | $0.82 |
KHC | Pay Day | Sep 26, 2025 | $0.40 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
GILD | Pay Day | Sep 29, 2025 | $0.79 |
GS | Pay Day | Sep 29, 2025 | -$4.00 |
TRNO | Ex-Dividend | Sep 29, 2025 | -$0.52 |
PEP | Pay Day | Sep 30, 2025 | -$1.42 |
BKNG | Pay Day | Sep 30, 2025 | $9.60 |
MDLZ | Ex-Dividend | Sep 30, 2025 | $0.50 |
IMB.L | Pay Day | Sep 30, 2025 | $0.53 |
ICE | Pay Day | Sep 30, 2025 | $0.48 |
ALLE | Pay Day | Sep 30, 2025 | $0.51 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
ESS | Ex-Dividend | Sep 30, 2025 | -$2.57 |
ARCC | Pay Day | Sep 30, 2025 | -$0.48 |
IRDM | Pay Day | Sep 30, 2025 | -$0.15 |
CSWC | Pay Day | Sep 30, 2025 | -$0.19 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
CMCSA | Ex-Dividend | Oct 1, 2025 | -$0.33 |
MCK | Pay Day | Oct 1, 2025 | $0.82 |
CAH | Ex-Dividend | Oct 1, 2025 | $0.51 |
ADP | Pay Day | Oct 1, 2025 | $1.54 |
RCO.PA | Pay Day | Oct 1, 2025 | $1.74 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
RSG | Ex-Dividend | Oct 2, 2025 | $0.62 |
BATS.L | Ex-Dividend | Oct 2, 2025 | $0.76 |
CSCO | Ex-Dividend | Oct 3, 2025 | $0.41 |
DGX | Ex-Dividend | Oct 3, 2025 | $0.80 |
BTI | Ex-Dividend | Oct 3, 2025 | $0.75 |
RGLD | Ex-Dividend | Oct 3, 2025 | $0.45 |
HRB | Pay Day | Oct 6, 2025 | -$0.42 |
APH | Pay Day | Oct 8, 2025 | $0.16 |
INTU | Ex-Dividend | Oct 9, 2025 | $1.20 |
GSK.L | Pay Day | Oct 9, 2025 | $0.21 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
TRNO | Pay Day | Oct 10, 2025 | -$0.52 |
MDLZ | Pay Day | Oct 14, 2025 | $0.50 |
CAH | Pay Day | Oct 15, 2025 | $0.51 |
TMO | Pay Day | Oct 15, 2025 | $0.43 |
RSG | Pay Day | Oct 15, 2025 | $0.62 |
LRCX | Pay Day | Oct 15, 2025 | $0.26 |
ESS | Pay Day | Oct 15, 2025 | -$2.57 |
DGE.L | Ex-Dividend | Oct 16, 2025 | $0.84 |
EXP | Pay Day | Oct 16, 2025 | -$0.25 |
INTU | Pay Day | Oct 17, 2025 | $1.20 |
RGLD | Pay Day | Oct 17, 2025 | $0.45 |
XEL | Pay Day | Oct 20, 2025 | -$0.57 |
DGX | Pay Day | Oct 20, 2025 | $0.80 |
CSCO | Pay Day | Oct 22, 2025 | $0.41 |
CMCSA | Pay Day | Oct 22, 2025 | -$0.33 |
1109.HK | Pay Day | Oct 27, 2025 | $0.03 |
1088.HK | Ex-Dividend | Oct 30, 2025 | $0.14 |
NI | Ex-Dividend | Oct 31, 2025 | $0.28 |
BATS.L | Pay Day | Nov 7, 2025 | $0.76 |
BTI | Pay Day | Nov 13, 2025 | $0.75 |
NI | Pay Day | Nov 20, 2025 | $0.28 |
AEM | Ex-Dividend | Dec 1, 2025 | $0.40 |
DGE.L | Pay Day | Dec 4, 2025 | $0.84 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
AEM | Pay Day | Dec 15, 2025 | $0.40 |
1088.HK | Pay Day | Dec 24, 2025 | $0.14 |
CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 2.8/10
Beta
0.12
0.12
0
0.8
1.2
0
2
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.06
-0.06
-1
1
2
3
3
Jensen's Alpha
-2.15
-2.15
-3
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-0.1
-0.1
-1
0.75
1.25
2
2
Information Ratio
-1.24
-1.24
-2
0.3
0.6
1
1
Calmar Ratio
2.89
2.89
0
0.3
0.6
3
3
Beta
0.12
0.12
0
0.8
1.2
0
2
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.06
-0.06
-1
1
2
3
3
Jensen's Alpha
-2.15
-2.15
-3
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-0.1
-0.1
-1
0.75
1.25
2
2
Information Ratio
-1.24
-1.24
-2
0.3
0.6
1
1
Calmar Ratio
2.89
2.89
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.95
High:
KTOS
682.3KTOSLow:
JXN
-1,543.4JXNDetails
PEG Ratio
278.76
High:
AAPL
24,779.06AAPLLow:
ZS
-3,222.65ZSDetails
Price/Book
8.34
High:
RBLX
254.7RBLXLow:
ABBV
-2,055.98ABBVDetails
Price/Sales
6.34
High:
MSTR
217.37MSTRLow:
TYRA
-TYRADetails
Price/CF
19.67
High:MSTR
7,511.07MSTRLow:
IBKR
0.74IBKRDetails
Price/FCF
34.68
High:
PEP
5,253.35PEPLow:IBKR
0.74IBKRDetails
P/E Ratio
34.95
High:KTOS
682.3KTOSLow:JXN
-1,543.4JXNDetails
PEG Ratio
278.76
High:AAPL
24,779.06AAPLLow:ZS
-3,222.65ZSDetails
Price/Book
8.34
High:RBLX
254.7RBLXLow:ABBV
-2,055.98ABBVDetails
Price/Sales
6.34
High:MSTR
217.37MSTRLow:TYRA
-TYRADetails
Price/CF
19.67
High:MSTR
7,511.07MSTRLow:IBKR
0.74IBKRDetails
Price/FCF
34.68
High:PEP
5,253.35PEPLow:IBKR
0.74IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-1.39% | Apr 2025 | Jun 2025 | 2 |