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+0.01%
Today
+1.77%
This Month
+3.18%
Year To Date
+36.36%
2 Years
+3.14%
5 Years
+0.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.91%
- 📊 ETFs27.67%
- 💻 Electronic Technology12.44%
- 🛍️ Retail Trade6.31%
- 💼 Commercial Services6.19%
- 🚗 Consumer Durables4.8%
- 💇♀️ Consumer Services4.07%
- 💰 Finance2.66%
- 🍞 Consumer Non Durables2.19%
- 🧬 Health Technology2.15%
- 🏥 Health Services1.87%
- 🛠️ Producer Manufacturing0.66%
- 🪙 Cryptocurrencies0.55%
- 🚚 Transportation0.42%
- 💵 Cash0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE53.78%
- 🇺🇸 Nasdaq45.43%
- 🌍 Digital Currency0.55%
- 🇬🇧 LSE0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.89%
- 🇨🇦 Canada6.18%
- 🇺🇾 Uruguay1.25%
- 🇯🇵 Japan1.15%
- 🇮🇱 Israel0.22%
Dividends
Dividend Yield
0.46%
16 out of 51 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $SBUX (2.68%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
 MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 KNSL | Pay Day | Jun 12, 2025 | $0.17 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
 LRCX | Ex-Dividend | Jun 18, 2025 | $0.23 |
 UNP | Pay Day | Jun 30, 2025 | $1.34 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
 MTCH | Ex-Dividend | Jul 3, 2025 | $0.19 |
 DGX | Ex-Dividend | Jul 7, 2025 | $0.80 |
LRCX | Pay Day | Jul 9, 2025 | $0.23 |
 INTU | Ex-Dividend | Jul 10, 2025 | $1.04 |
INTU | Pay Day | Jul 18, 2025 | $1.04 |
MTCH | Pay Day | Jul 18, 2025 | $0.19 |
DGX | Pay Day | Jul 21, 2025 | $0.80 |
 TAN | Pay Day | Dec 27, 2025 | $0.17 |
Performance Metrics
Score 2.2/10
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.03
-0.03
-1
1
2
3
3
Jensen's Alpha
-10.27
-10.27
-11
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-0.03
-0.03
-1
0.75
1.25
2
2
Information Ratio
-0.83
-0.83
-1
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.03
-0.03
-1
1
2
3
3
Jensen's Alpha
-10.27
-10.27
-11
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-0.03
-0.03
-1
0.75
1.25
2
2
Information Ratio
-0.83
-0.83
-1
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.44
High:
OKTA
163.14OKTALow:
HUBS
-1,362.4HUBSDetails
PEG Ratio
-66.72
High:
IDXX
1,041.62IDXXLow:HUBS
-1,637.41HUBSDetails
Price/Book
14.31
High:
CHWY
76.26CHWYLow:
MTCH
-43.32MTCHDetails
Price/Sales
10.01
High:
NET
35.09NETLow:
DAR
0.86DARDetails
Price/CF
27.53
High:
CFLT
240.97CFLTLow:DAR
6.07DARDetails
Price/FCF
43.55
High:
SBUX
1,256.06SBUXLow:DAR
9.58DARDetails
P/E Ratio
39.44
High:OKTA
163.14OKTALow:HUBS
-1,362.4HUBSDetails
PEG Ratio
-66.72
High:IDXX
1,041.62IDXXLow:HUBS
-1,637.41HUBSDetails
Price/Book
14.31
High:CHWY
76.26CHWYLow:MTCH
-43.32MTCHDetails
Price/Sales
10.01
High:NET
35.09NETLow:DAR
0.86DARDetails
Price/CF
27.53
High:CFLT
240.97CFLTLow:DAR
6.07DARDetails
Price/FCF
43.55
High:SBUX
1,256.06SBUXLow:DAR
9.58DARDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.33% | Jul 2021 | - | 48 |