Loading...
+1.89%
Today
+2.18%
This Month
-5.24%
Year To Date
+104.02%
2 Years
-19.57%
5 Years
-4.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology33.46%
- 🖥️ Technology Services20.85%
- 💵 Cash16.75%
- 🪙 Cryptocurrencies14.84%
- 🍞 Consumer Non Durables4.79%
- 💰 Finance2.46%
- 🏥 Health Services2.07%
- 💼 Commercial Services1.26%
- 🚗 Consumer Durables1.15%
- 🛍️ Retail Trade1.06%
- 🛠️ Producer Manufacturing0.92%
- 💇♀️ Consumer Services0.84%
- 🚚 Transportation0.59%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.88%
- 🇺🇸 NYSE17.01%
- 🌍 Digital Currency14.84%
- 🇫🇷 Euronext Paris0.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.79%
- 🇮🇱 Israel0.95%
- 🇹🇼 Taiwan0.69%
- 🇫🇷 France0.56%
- 🇮🇪 Ireland0.47%
Dividends
Dividend Yield
0.66%
23 out of 60 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $INSW (10.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INTC | 0.15% | 2.47% | $0.5 |
 PEP | 0.12% | 4.23% | $5.15 |
 INSW | 0.06% | 10.73% | $5.74 |
 UNH | 0.06% | 2.83% | $7.74 |
 IBM | 0.04% | 2.49% | $6.65 |
 EL | 0.04% | 2.52% | $2.64 |
 AMKR | 0.03% | 1.7% | $0.31 |
 MCD | 0.02% | 2.28% | $6.53 |
 MSFT | 0.02% | 0.69% | $3 |
 KO | 0.02% | 2.8% | $1.89 |
 GOOG | 0.02% | 0.46% | $0.2 |
 ORCL | 0.01% | 0.98% | $1.6 |
 DLR | 0.01% | 2.76% | $4.88 |
 CSCO | 0.01% | 2.46% | $1.58 |
 MRVL | 0.01% | 0.35% | $0.24 |
 EQIX | 0.01% | 1.96% | $16.19 |
 AVGO | 0.01% | 0.9% | $19.7 |
 TSM | 0.01% | 1.1% | $1.74 |
 ETN | 0.01% | 1.17% | $3.6 |
 AAPL | 0.01% | 0.49% | $0.97 |
 MU | 0% | 0.42% | $0.46 |
 META | 0% | 0.29% | $1 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
IBM | Pay Day | Jun 10, 2025 | $1.68 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
INSW | Ex-Dividend | Jun 12, 2025 | $0.60 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
DLR | Ex-Dividend | Jun 13, 2025 | $1.22 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
EL | Pay Day | Jun 16, 2025 | $0.35 |
EQIX | Pay Day | Jun 18, 2025 | $4.69 |
AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
AMKR | Pay Day | Jun 25, 2025 | $0.08 |
META | Pay Day | Jun 26, 2025 | $0.52 |
INSW | Pay Day | Jun 26, 2025 | $0.60 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
DLR | Pay Day | Jun 30, 2025 | $1.22 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
Performance Metrics
Score 2.5/10
Beta
2.18
2.18
0
0.8
1.2
0
3
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-14.78
-14.78
-15
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
2.18
2.18
0
0.8
1.2
0
3
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-14.78
-14.78
-15
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.1
High:
PLTR
523.62PLTRLow:
SYM
-426.53SYMDetails
PEG Ratio
246.76
High:
KO
10,128.43KOLow:SYM
-605.41SYMDetails
Price/Book
9.85
High:PLTR
52.16PLTRLow:
MCD
-63.96MCDDetails
Price/Sales
7.82
High:PLTR
98.27PLTRLow:
BMBL
0.54BMBLDetails
Price/CF
23.01
High:KO
282.33KOLow:
UBI.PA
2.04UBI.PADetails
Price/FCF
43.41
High:
PEP
5,253.35PEPLow:UBI.PA
2.14UBI.PADetails
P/E Ratio
37.1
High:PLTR
523.62PLTRLow:SYM
-426.53SYMDetails
PEG Ratio
246.76
High:KO
10,128.43KOLow:SYM
-605.41SYMDetails
Price/Book
9.85
High:PLTR
52.16PLTRLow:MCD
-63.96MCDDetails
Price/Sales
7.82
High:PLTR
98.27PLTRLow:BMBL
0.54BMBLDetails
Price/CF
23.01
High:KO
282.33KOLow:UBI.PA
2.04UBI.PADetails
Price/FCF
43.41
High:PEP
5,253.35PEPLow:UBI.PA
2.14UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-78.17% | Nov 2021 | - | 44 |
-20.37% | May 2021 | Oct 2021 | 5 |
-11.3% | Sep 2020 | Nov 2020 | 2 |
-0.6% | Feb 2021 | Mar 2021 | 1 |