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-0.01%
This Month
-2.04%
Year To Date
+20.69%
2 Years
+16.85%
5 Years
+61.11%
10 Years
+6.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services49.56%
- 🖥️ Technology Services14.06%
- 📊 ETFs11.69%
- 💻 Electronic Technology11.47%
- 🪙 Cryptocurrencies7.59%
- 🚗 Consumer Durables3.53%
- 🛍️ Retail Trade1.45%
- 🧪 Process Industries0.38%
- ❓ Other0.21%
- 📦 Distribution Services0.06%
- 🧬 Health Technology0.01%
- 🍞 Consumer Non Durables0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.31%
- 🇺🇸 Nasdaq31.1%
- 🌍 Digital Currency7.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.51%
Dividends
Dividend Yield
0.71%
8 out of 32 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $RCL (1.91%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MU | Pay Day | Oct 29, 2026 | $0.15 |
 CCL | Ex-Dividend | Nov 7, 2026 | $0.15 |
 AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
 MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
 GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
 NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
 RCL | Ex-Dividend | Dec 17, 2026 | $1.50 |
 META | Ex-Dividend | Dec 21, 2026 | $0.53 |
MU | Ex-Dividend | Jan 14, 2027 | $0.15 |
Performance Metrics
Score 3.2/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-5.6
-5.6
-6
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-5.6
-5.6
-6
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.22
High:
TSLA
351.88TSLALow:
GRWG
-5.57GRWGDetails
PEG Ratio
1.3
High:
NCLH
3.83NCLHLow:MU
0.02MUDetails
Price/Book
10.6
High:AAPL
46.13AAPLLow:
ANGI
0.36ANGIDetails
Price/Sales
9.88
High:
SPCE
325.44SPCELow:
INO
-INODetails
Price/CF
19.11
High:
FIRY
652.51FIRYLow:ANGI
4.1ANGIDetails
Price/FCF
48.55
High:
AMZN
325.85AMZNLow:FIRY
3.32FIRYDetails
P/E Ratio
26.22
High:TSLA
351.88TSLALow:GRWG
-5.57GRWGDetails
PEG Ratio
1.3
High:NCLH
3.83NCLHLow:MU
0.02MUDetails
Price/Book
10.6
High:AAPL
46.13AAPLLow:ANGI
0.36ANGIDetails
Price/Sales
9.88
High:SPCE
325.44SPCELow:INO
-INODetails
Price/CF
19.11
High:FIRY
652.51FIRYLow:ANGI
4.1ANGIDetails
Price/FCF
48.55
High:AMZN
325.85AMZNLow:FIRY
3.32FIRYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.98% | Feb 2021 | Nov 2024 | 45 |
-28.27% | Feb 2025 | Jul 2025 | 5 |
-27.57% | Jun 2018 | Jan 2021 | 31 |
-16.18% | Sep 2025 | - | 14 |
-5.01% | May 2016 | Jun 2016 | 1 |
-2.36% | Dec 2024 | Jan 2025 | 1 |
-2% | Nov 2016 | Mar 2017 | 4 |
-0.86% | Mar 2018 | May 2018 | 2 |