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+1.76%
Today
-5.32%
This Month
-10.74%
Year To Date
+32.77%
2 Years
-10.83%
5 Years
-3.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs82.24%
- 🖥️ Technology Services5.14%
- 🪙 Cryptocurrencies2.76%
- 👥 Copy Trading2.32%
- 💰 Finance2.32%
- 🛍️ Retail Trade2.13%
- 💻 Electronic Technology1.66%
- 🍞 Consumer Non Durables0.24%
- ⚡ Utilities0.04%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE75.03%
- 🇺🇸 Nasdaq18.57%
- 🌍 Digital Currency3.83%
- 🇺🇸 Chicago Board Options Exchange1.26%
- 🇬🇧 LSE0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.65%
- 🇺🇾 Uruguay0.54%
- 🇨🇦 Canada0.24%
- 🇨🇳 China0.11%
- 🇮🇳 India0.04%
- 🇹🇼 Taiwan0.04%
- 🇱🇺 Luxembourg0.03%
- 🇮🇪 Ireland0.02%
Dividends
Dividend Yield
2.49%
18 out of 33 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $JEPQ (10.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 1.11% | 3.72% | - |
 JEPQ | 0.74% | 10.92% | - |
 VTI | 0.2% | 1.36% | - |
 JEPI | 0.1% | 7.47% | - |
 VOO | 0.1% | 1.36% | - |
 VGT | 0.08% | 0.59% | - |
 IEMG | 0.07% | 3.1% | - |
 IJR | 0.06% | 2.26% | - |
 MSFT | 0.01% | 0.85% | $3 |
 SMH | 0.01% | 0.51% | - |
 SCHG | 0.01% | 0.45% | - |
 GOOG | 0.01% | 0.51% | $0.2 |
 META | 0% | 0.37% | $1 |
 AAPL | 0% | 0.53% | $0.97 |
 AI-Revolution | 0% | 0.29% | - |
 ARKI.L | 0% | 5.52% | - |
 INDA | 0% | 0.78% | - |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 MU (AI-Revolution) | Pay Day | Apr 15 | $0.12 |
 CRM (AI-Revolution) | Pay Day | Apr 24 | $0.42 |
 GE (AI-Revolution) | Pay Day | Apr 25 | $0.36 |
MSFT | Ex-Dividend | May 15 | $0.83 |
MSFT (AI-Revolution) | Ex-Dividend | May 15 | $0.83 |
 ACN (AI-Revolution) | Pay Day | May 15 | $1.48 |
MSFT | Pay Day | Jun 12 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Jun 12 | $0.83 |
 TSM (AI-Revolution) | Ex-Dividend | Jun 12 | $0.68 |
IEMG | Pay Day | Jun 17 | $- |
TSM (AI-Revolution) | Pay Day | Jul 10 | $0.68 |
INDA | Pay Day | Dec 20 | $- |
SMH | Pay Day | Dec 24 | $- |
Performance Metrics
Score 2.2/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
-0.1
-0.1
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.14
-0.14
-1
1
2
3
3
Jensen's Alpha
-9.45
-9.45
-10
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.17
-0.17
-1
0.75
1.25
2
2
Information Ratio
-0.7
-0.7
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
-0.1
-0.1
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.14
-0.14
-1
1
2
3
3
Jensen's Alpha
-9.45
-9.45
-10
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.17
-0.17
-1
0.75
1.25
2
2
Information Ratio
-0.7
-0.7
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.96
High:
PLTR
468.48PLTRLow:
CRWD
-4,393.44CRWDDetails
PEG Ratio
103.11
High:PLTR
416.86PLTRLow:
COIN
0.67COINDetails
Price/Book
5.86
High:
AAPL
42.9AAPLLow:
BRK.B
1.71BRK.BDetails
Price/Sales
5.55
High:PLTR
78.16PLTRLow:
LULU
2.94LULUDetails
Price/CF
25.19
High:PLTR
165.72PLTRLow:
MELI
14.03MELIDetails
Price/FCF
52.6
High:PLTR
167.55PLTRLow:MELI
16.1MELIDetails
P/E Ratio
23.96
High:PLTR
468.48PLTRLow:CRWD
-4,393.44CRWDDetails
PEG Ratio
103.11
High:PLTR
416.86PLTRLow:COIN
0.67COINDetails
Price/Book
5.86
High:AAPL
42.9AAPLLow:BRK.B
1.71BRK.BDetails
Price/Sales
5.55
High:PLTR
78.16PLTRLow:LULU
2.94LULUDetails
Price/CF
25.19
High:PLTR
165.72PLTRLow:MELI
14.03MELIDetails
Price/FCF
52.6
High:PLTR
167.55PLTRLow:MELI
16.1MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.27% | May 2021 | Nov 2024 | 42 |
-14.94% | Dec 2024 | - | 5 |