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+0.07%
Today
-4.23%
This Month
-12.01%
Year To Date
-43.43%
2 Years
-8.83%
5 Years
-2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ๐๏ธ Retail Trade20.72%
- ๐โโ๏ธ Consumer Services13.74%
- ๐ ETFs13.53%
- ๐ฅ๏ธ Technology Services11.51%
- ๐ช Cryptocurrencies10.43%
- ๐ป Electronic Technology9.47%
- ๐ Consumer Non Durables9.38%
- ๐ฅ Health Services3.2%
- ๐ Consumer Durables2.89%
- ๐งฉ Miscellaneous2.7%
- ๐ ๏ธ Producer Manufacturing1.91%
- ๐ Transportation0.52%
- ๐ต Cash0%
Exchanges Breakdown
- Exchange
- Total
- ๐บ๐ธ Nasdaq54.12%
- ๐บ๐ธ NYSE24.72%
- ๐ Digital Currency10.43%
- ๐ฌ๐ง LSE6.39%
- ๐บ๐ธ Chicago Board Options Exchange2.22%
- ๐ญ๐ฐ Hong Kong Exchanges2.12%
Countries Breakdown
- Country
- Total
- ๐บ๐ธ United States65.44%
- ๐ฏ๐ต Japan2.58%
- ๐จ๐ณ China2.12%
- ๐ฐ๐ท South Korea1.53%
- ๐ฌ๐ง United Kingdom0.97%
- ๐บ๐พ Uruguay0.69%
Dividends
Dividend Yield
0.87%
22 out of 40 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $UPS (6.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PEP | 0.13% | 3.79% | $5.15 |
 DG.US | 0.12% | 2.54% | $2.36 |
 MCD | 0.11% | 2.21% | $6.53 |
 CMCSA | 0.09% | 3.7% | $1.2 |
 NKE | 0.06% | 2.76% | $1.45 |
 HUM | 0.04% | 1.34% | $3.54 |
 SMSN.L | 0.04% | 2.48% | $23.68 |
 UPS | 0.03% | 6.77% | $6.5 |
 DIA.US | 0.03% | 1.59% | - |
 DIS | 0.03% | 1.18% | $0.75 |
 SBUX | 0.03% | 2.94% | $2.24 |
 XLF | 0.03% | 1.43% | - |
 AMAT | 0.02% | 1.21% | $1.44 |
 0700.HK | 0.02% | 0.98% | $3.4 |
 MSFT | 0.02% | 0.88% | $3 |
 GOOG | 0.02% | 0.52% | $0.2 |
 QQQ | 0.01% | 0.64% | - |
 SMH | 0.01% | 0.51% | - |
 SONY | 0.01% | 0.38% | $0.49 |
 MTCH | 0.01% | 1.31% | - |
 CIBR | 0% | 0.26% | - |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CMCSA | Pay Day | Apr 23, 2025 | $0.33 |
QQQ | Pay Day | Apr 24, 2025 | $- |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
SBUX | Ex-Dividend | May 16, 2025 | $0.61 |
0700.HK | Ex-Dividend | May 16, 2025 | $0.58 |
AMAT | Ex-Dividend | May 22, 2025 | $0.46 |
SBUX | Pay Day | May 30, 2025 | $0.61 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
HUM | Ex-Dividend | Jun 27, 2025 | $0.88 |
CIBR | Pay Day | Jun 28, 2025 | $- |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
HUM | Pay Day | Jul 25, 2025 | $0.88 |
SMH | Pay Day | Dec 24, 2025 | $- |
Performance Metrics
Score 2.8/10
Beta
0.3
0.3
0
0.8
1.2
0
2
Sharpe Ratio
0
0
-1
0.5
1
1.5
1.5
Sortino Ratio
0
0
-1
1
2
3
3
Jensen's Alpha
-3.66
-3.66
-4
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
-0.01
-0.01
-1
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
0.3
0.3
0
0.8
1.2
0
2
Sharpe Ratio
0
0
-1
0.5
1
1.5
1.5
Sortino Ratio
0
0
-1
1
2
3
3
Jensen's Alpha
-3.66
-3.66
-4
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
-0.01
-0.01
-1
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.57
High:
ARM
132.91ARMLow:
DLTR
-5.61DLTRDetails
PEG Ratio
92.14
High:
PEP
356.23PEPLow:
SMSN.L
8.58SMSN.LDetails
Price/Book
7.61
High:
NVDA
31.32NVDALow:
MTCH
-114.63MTCHDetails
Price/Sales
5.46
High:ARM
29.01ARMLow:
HUM
0.27HUMDetails
Price/CF
22.32
High:ARM
162.85ARMLow:
CHTR
3.37CHTRDetails
Price/FCF
44.18
High:PEP
5,253.35PEPLow:
SONY
5.77SONYDetails
P/E Ratio
26.57
High:ARM
132.91ARMLow:DLTR
-5.61DLTRDetails
PEG Ratio
92.14
High:PEP
356.23PEPLow:SMSN.L
8.58SMSN.LDetails
Price/Book
7.61
High:NVDA
31.32NVDALow:MTCH
-114.63MTCHDetails
Price/Sales
5.46
High:ARM
29.01ARMLow:HUM
0.27HUMDetails
Price/CF
22.32
High:ARM
162.85ARMLow:CHTR
3.37CHTRDetails
Price/FCF
44.18
High:PEP
5,253.35PEPLow:SONY
5.77SONYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-65.77% | Feb 2021 | - | 51 |