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+15.82%
This Month
+21.11%
Year To Date
+138.91%
2 Years
+29.29%
5 Years
+31.86%
10 Years
+5.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash50.66%
- 📊 ETFs23.3%
- 🖥️ Technology Services6.74%
- ⛏️ Energy Minerals2.91%
- 🛍️ Retail Trade2.74%
- 🚗 Consumer Durables2.39%
- 💻 Electronic Technology2.23%
- 💰 Finance1.82%
- 📈 Indexes1.59%
- ❓ Other1.53%
- 💇♀️ Consumer Services1.21%
- 🧬 Health Technology0.85%
- 🍞 Consumer Non Durables0.22%
- 🛠️ Producer Manufacturing0.1%
- 🚚 Transportation0.06%
- 💼 Commercial Services0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq20.24%
- 🇺🇸 NYSE19.27%
- 🇺🇸 Chicago Board Options Exchange3.04%
- 🌍 CFD1.59%
- Regular Trading Hours - RTH1.53%
- 🇭🇰 Hong Kong Exchanges1.05%
- 🇸🇦 Tadawul0.95%
- 🇦🇺 Sydney0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.42%
- 🇨🇳 China2.98%
- 🇸🇦 Saudi Arabia0.95%
- 🇺🇾 Uruguay0.69%
- 🇹🇼 Taiwan0.06%
- 🇮🇪 Ireland0.06%
- 🇮🇱 Israel0.04%
- 🇯🇵 Japan0.04%
- 🇦🇺 Australia0.03%
Dividends
Dividend Yield
0.14%
25 out of 84 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $F (4.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CVX | 0.07% | 3.71% | $6.28 |
 BABA | 0.01% | 0.79% | $0.98 |
 MSFT | 0.01% | 0.86% | $3 |
 0700.HK | 0.01% | 0.9% | $3.4 |
 V | 0.01% | 0.78% | $2.01 |
 F | 0.01% | 4.71% | $0.78 |
 LLY | 0.01% | 0.62% | $4.86 |
 NKE | 0% | 2.75% | $1.45 |
 AAPL | 0% | 0.4% | $0.97 |
 META | 0% | 0.32% | $1 |
 MS | 0% | 2.37% | $3.4 |
 JPM | 0% | 1.95% | $4.4 |
 KO | 0% | 2.64% | $1.89 |
 WES.ASX | 0% | 2.83% | $1.94 |
 TM | 0% | 2.42% | $4.64 |
 CAT | 0% | 0.81% | $5.31 |
 HD | 0% | 2.55% | $8.52 |
 MCD | 0% | 2.2% | $6.53 |
 BLK | 0% | 2.05% | $20.2 |
 TSM | 0% | 0.78% | $1.74 |
 WMT | 0% | 0.78% | $0.81 |
 DIS | 0% | 1.46% | $0.75 |
 PYPL | 0% | 0.6% | - |
 GOOG | 0% | 0.28% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-3.47
-3.47
-4
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-3.47
-3.47
-4
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.5
High:
TWLO
624TWLOLow:
DKNG
-647.07DKNGDetails
PEG Ratio
129.58
High:JPM
1,118.42JPMLow:DKNG
-642.17DKNGDetails
Price/Book
7.83
High:AAPL
43.77AAPLLow:MCD
-131.7MCDDetails
Price/Sales
7.74
High:
MSTR
90.21MSTRLow:
BYND
0.21BYNDDetails
Price/CF
26.67
High:MSTR
7,511.07MSTRLow:F
2.59FDetails
Price/FCF
59.91
High:BABA
1,196.17BABALow:F
5.83FDetails
P/E Ratio
36.5
High:TWLO
624TWLOLow:DKNG
-647.07DKNGDetails
PEG Ratio
129.58
High:JPM
1,118.42JPMLow:DKNG
-642.17DKNGDetails
Price/Book
7.83
High:AAPL
43.77AAPLLow:MCD
-131.7MCDDetails
Price/Sales
7.74
High:MSTR
90.21MSTRLow:BYND
0.21BYNDDetails
Price/CF
26.67
High:MSTR
7,511.07MSTRLow:F
2.59FDetails
Price/FCF
59.91
High:BABA
1,196.17BABALow:F
5.83FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.35% | Jan 2022 | Oct 2025 | 45 |
-16.07% | Feb 2021 | Dec 2021 | 10 |
-11.11% | Nov 2025 | Mar 2026 | 4 |