Loading...
+0.33%
This Month
+19.23%
Year To Date
+106.67%
2 Years
+85.15%
5 Years
+117.83%
10 Years
+14.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies39.86%
- 📊 ETFs15.44%
- 🖥️ Technology Services14.96%
- 💻 Electronic Technology11.72%
- 🛍️ Retail Trade7.94%
- 💼 Commercial Services3.63%
- 💰 Finance2.43%
- 💵 Cash1.77%
- 🛠️ Producer Manufacturing1.35%
- 💇♀️ Consumer Services0.71%
- 🍞 Consumer Non Durables0.45%
- 🧬 Health Technology0.16%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency39.86%
- 🇺🇸 Nasdaq38.42%
- 🇺🇸 NYSE14.89%
- 🇬🇧 LSE2.47%
- 🇩🇪 Xetra ETFs2.29%
- 🇺🇸 Chicago Board Options Exchange0.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.79%
- 🇺🇾 Uruguay4.21%
- 🇨🇦 Canada2.76%
- 🇳🇱 Netherlands1.73%
- 🇹🇼 Taiwan1.27%
- 🇸🇬 Singapore0.91%
- 🇮🇱 Israel0.88%
- 🇨🇭 Switzerland0.45%
- 🇮🇪 Ireland0.35%
Dividends
Dividend Yield
0.15%
17 out of 62 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $ACN (2.32%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY5.L | 0.02% | 1.05% | - |
 ASML | 0.01% | 0.78% | $5.57 |
 TSM | 0.01% | 1.01% | $1.74 |
 LRCX | 0.01% | 0.92% | $8 |
 VGT | 0.01% | 0.47% | - |
 AVGO | 0.01% | 0.7% | $19.7 |
 EWY | 0.01% | 1.81% | - |
 QQQ | 0.01% | 0.51% | - |
 ACN | 0.01% | 2.32% | $4.99 |
 MSFT | 0.01% | 0.67% | $3 |
 IDEM.L | 0.01% | 1.23% | - |
 GOOG | 0.01% | 0.35% | $0.2 |
 CIBR | 0.01% | 0.25% | - |
 INDA | 0.01% | 0.72% | - |
 CRM | 0% | 0.66% | $0.4 |
 INTU | 0% | 0.64% | $3.6 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
CRM | Ex-Dividend | Sep 17, 2025 | $0.42 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
LRCX | Ex-Dividend | Sep 24, 2025 | $0.26 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
CRM | Pay Day | Oct 9, 2025 | $0.42 |
INTU | Ex-Dividend | Oct 9, 2025 | $1.20 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
LRCX | Pay Day | Oct 15, 2025 | $0.26 |
INTU | Pay Day | Oct 17, 2025 | $1.20 |
EWY | Pay Day | Dec 20, 2025 | $0.00 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 4.1/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
-1.66
-1.66
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
-1.66
-1.66
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.86
High:
PLTR
508.84PLTRLow:
UPST
-876.8UPSTDetails
PEG Ratio
48.51
High:PLTR
649.32PLTRLow:UPST
-904.78UPSTDetails
Price/Book
15.25
High:
RBLX
250.58RBLXLow:
WIX
-73.01WIXDetails
Price/Sales
11.18
High:PLTR
114.05PLTRLow:
CPNG
1.66CPNGDetails
Price/CF
32.2
High:PLTR
202PLTRLow:
UPWK
8.56UPWKDetails
Price/FCF
61.52
High:
SEDG
476.9SEDGLow:
INMD
8.78INMDDetails
P/E Ratio
40.86
High:PLTR
508.84PLTRLow:UPST
-876.8UPSTDetails
PEG Ratio
48.51
High:PLTR
649.32PLTRLow:UPST
-904.78UPSTDetails
Price/Book
15.25
High:RBLX
250.58RBLXLow:WIX
-73.01WIXDetails
Price/Sales
11.18
High:PLTR
114.05PLTRLow:CPNG
1.66CPNGDetails
Price/CF
32.2
High:PLTR
202PLTRLow:UPWK
8.56UPWKDetails
Price/FCF
61.52
High:SEDG
476.9SEDGLow:INMD
8.78INMDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.48% | Nov 2021 | Sep 2025 | 46 |
-26.24% | Feb 2020 | Aug 2020 | 6 |
-11.35% | May 2021 | Oct 2021 | 5 |
-2.58% | Sep 2020 | Nov 2020 | 2 |