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+0.39%
This Month
+8.78%
Year To Date
+47.39%
2 Years
+8.66%
5 Years
+8.66%
10 Years
+2.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs72.03%
- 💵 Cash9.68%
- 🖥️ Technology Services7.25%
- 🪙 Cryptocurrencies3.76%
- 🛍️ Retail Trade3.22%
- 💻 Electronic Technology1.21%
- 📈 Indexes0.75%
- 🏥 Health Services0.62%
- 💰 Finance0.5%
- 🚚 Transportation0.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.51%
- 🇺🇸 NYSE40.58%
- 🌍 Digital Currency3.76%
- 🇺🇸 Chicago Board Options Exchange2.17%
- 🌍 CFD0.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.24%
- 🇺🇾 Uruguay0.97%
- 🇨🇳 China0%
- 🇹🇼 Taiwan0%
- 🇱🇺 Luxembourg0%
- 🇮🇪 Ireland0%
Dividends
Dividend Yield
1.15%
22 out of 54 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $JEPQ (11.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JEPQ | 0.6% | 11.23% | - |
 VTI | 0.19% | 1.22% | - |
 SCHG | 0.08% | 0.39% | - |
 IEFA | 0.07% | 3.11% | - |
 QQQ | 0.06% | 0.51% | - |
 IEMG | 0.06% | 3.13% | - |
 SMH | 0.05% | 0.38% | - |
 UNH | 0.02% | 2.7% | $7.74 |
 MSFT | 0.01% | 0.67% | $3 |
 AAPL | 0.01% | 0.43% | $0.97 |
 META | 0% | 0.27% | $1 |
 GOOG | 0% | 0.35% | $0.2 |
 CIBR | 0% | 0.25% | - |
 TSM | 0% | 1.01% | $1.74 |
 BABA | 0% | 0.74% | $0.98 |
 AVGO | 0% | 0.68% | $19.7 |
 ACN | 0% | 2.34% | $4.99 |
 MU | 0% | 0.36% | $0.46 |
 GOOGL | 0% | 0.35% | $0.2 |
 GE | 0% | 0.46% | $0.44 |
 CRM | 0% | 0.66% | $0.4 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
GOOGL | 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 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
CRM | Pay Day | Oct 9, 2025 | $0.42 |
TSM | 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
32.16
High:
TWLO
892.2TWLOLow:
ZS
-1,022.37ZSDetails
PEG Ratio
2,609.12
High:
AAPL
24,772.26AAPLLow:ZS
-3,294.11ZSDetails
Price/Book
9.38
High:
PLTR
61.25PLTRLow:
BIDU
0.92BIDUDetails
Price/Sales
6.51
High:PLTR
114.05PLTRLow:
UNH
0.68UNHDetails
Price/CF
22.31
High:PLTR
202PLTRLow:
MU
7.16MUDetails
Price/FCF
57.56
High:PLTR
204.47PLTRLow:
ZM
12.37ZMDetails
P/E Ratio
32.16
High:TWLO
892.2TWLOLow:ZS
-1,022.37ZSDetails
PEG Ratio
2,609.12
High:AAPL
24,772.26AAPLLow:ZS
-3,294.11ZSDetails
Price/Book
9.38
High:PLTR
61.25PLTRLow:BIDU
0.92BIDUDetails
Price/Sales
6.51
High:PLTR
114.05PLTRLow:UNH
0.68UNHDetails
Price/CF
22.31
High:PLTR
202PLTRLow:MU
7.16MUDetails
Price/FCF
57.56
High:PLTR
204.47PLTRLow:ZM
12.37ZMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.27% | May 2021 | Nov 2024 | 42 |
-9.36% | Dec 2024 | Jun 2025 | 6 |