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+0.34%
This Month
+8.72%
Year To Date
+47.32%
2 Years
+8.61%
5 Years
+8.61%
10 Years
+2.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs72.12%
- 💵 Cash9.68%
- 🖥️ Technology Services7.21%
- 🪙 Cryptocurrencies3.73%
- 🛍️ Retail Trade3.21%
- 💻 Electronic Technology1.2%
- 📈 Indexes0.72%
- 🏥 Health Services0.6%
- 💰 Finance0.5%
- 🚚 Transportation0.42%
- 👥 Copy Trading0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.49%
- 🇺🇸 NYSE40.64%
- 🌍 Digital Currency3.73%
- 🇺🇸 Chicago Board Options Exchange2.17%
- 🌍 CFD0.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.2%
- 🇺🇾 Uruguay0.97%
- 🇨🇳 China0%
- 🇹🇼 Taiwan0%
- 🇱🇺 Luxembourg0%
- 🇮🇪 Ireland0%
Dividends
Dividend Yield
1.15%
14 out of 24 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $JEPQ (11.23%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOGL (AI-Revolution) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (AI-Revolution) | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
 UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
GOOGL (AI-Revolution) | Pay Day | Sep 15, 2025 | $0.21 |
 TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 CRM (AI-Revolution) | Ex-Dividend | Sep 17, 2025 | $0.42 |
 AVGO (AI-Revolution) | Ex-Dividend | Sep 22, 2025 | $0.59 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
AVGO (AI-Revolution) | Pay Day | Sep 30, 2025 | $0.59 |
NVDA (AI-Revolution) | Pay Day | Oct 2, 2025 | $0.01 |
CRM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.42 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
 SMH | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 2.4/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.04
0.04
0
0.5
1
1.5
1.5
Sortino Ratio
0.05
0.05
0
1
2
3
3
Jensen's Alpha
-9.33
-9.33
-10
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.06
0.06
0
0.75
1.25
2
2
Information Ratio
-0.7
-0.7
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.04
0.04
0
0.5
1
1.5
1.5
Sortino Ratio
0.05
0.05
0
1
2
3
3
Jensen's Alpha
-9.33
-9.33
-10
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.06
0.06
0
0.75
1.25
2
2
Information Ratio
-0.7
-0.7
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.15
High:
PLTR
508.84PLTRLow:
MARA
13.61MARADetails
PEG Ratio
2,622.66
High:
AAPL
24,772.26AAPLLow:
UBER
2.98UBERDetails
Price/Book
9.38
High:PLTR
61.25PLTRLow:MARA
1.15MARADetails
Price/Sales
6.51
High:PLTR
114.05PLTRLow:
UNH
0.68UNHDetails
Price/CF
22.31
High:PLTR
202PLTRLow:UNH
9.8UNHDetails
Price/FCF
57.51
High:PLTR
204.47PLTRLow:UNH
16.23UNHDetails
P/E Ratio
32.15
High:PLTR
508.84PLTRLow:MARA
13.61MARADetails
PEG Ratio
2,622.66
High:AAPL
24,772.26AAPLLow:UBER
2.98UBERDetails
Price/Book
9.38
High:PLTR
61.25PLTRLow:MARA
1.15MARADetails
Price/Sales
6.51
High:PLTR
114.05PLTRLow:UNH
0.68UNHDetails
Price/CF
22.31
High:PLTR
202PLTRLow:UNH
9.8UNHDetails
Price/FCF
57.51
High:PLTR
204.47PLTRLow:UNH
16.23UNHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.27% | May 2021 | Nov 2024 | 42 |
-9.36% | Dec 2024 | Jun 2025 | 6 |