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-0.53%
Today
+0.69%
This Month
+3.21%
Year To Date
-22.67%
2 Years
-3.14%
5 Years
+1.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ๐๏ธ Retail Trade23.16%
- ๐ ETFs13.35%
- ๐โโ๏ธ Consumer Services12.9%
- ๐ฅ๏ธ Technology Services11.96%
- ๐ช Cryptocurrencies11.95%
- ๐ป Electronic Technology10.98%
- ๐ Consumer Non Durables8.04%
- ๐ Consumer Durables2.91%
- ๐งฉ Miscellaneous2.35%
- ๐ ๏ธ Producer Manufacturing1.95%
- ๐ Transportation0.44%
- ๐ต Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- ๐บ๐ธ Nasdaq57.23%
- ๐บ๐ธ NYSE20.72%
- ๐ Digital Currency11.95%
- ๐ฌ๐ง LSE5.91%
- ๐บ๐ธ Chicago Board Options Exchange2.17%
- ๐ญ๐ฐ Hong Kong Exchanges2.01%
Countries Breakdown
- Country
- Total
- ๐บ๐ธ United States64.64%
- ๐ฏ๐ต Japan2.41%
- ๐จ๐ณ China2.01%
- ๐ฐ๐ท South Korea1.49%
- ๐ฌ๐ง United Kingdom1.06%
- ๐บ๐พ Uruguay0.72%
Dividends
Dividend Yield
0.76%
21 out of 38 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $UPS (6.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PEP | 0.14% | 4.21% | $5.15 |
 DG.US | 0.1% | 2.07% | $2.36 |
 MCD | 0.09% | 2.27% | $6.53 |
 CMCSA | 0.08% | 3.75% | $1.2 |
 NKE | 0.05% | 2.5% | $1.45 |
 DIA.US | 0.03% | 1.65% | - |
 SMSN.L | 0.03% | 2.13% | $23.68 |
 UPS | 0.03% | 6.73% | $6.5 |
 DIS | 0.03% | 0.88% | $0.75 |
 SBUX | 0.03% | 2.74% | $2.24 |
 XLF | 0.03% | 1.46% | - |
 AMAT | 0.02% | 1.01% | $1.44 |
 0700.HK | 0.02% | 0.88% | $3.4 |
 GOOG | 0.02% | 0.47% | $0.2 |
 MSFT | 0.02% | 0.69% | $3 |
 SMH | 0.01% | 0.51% | - |
 QQQ | 0.01% | 0.63% | - |
 MTCH | 0.01% | 1.8% | - |
 SONY | 0.01% | 0.37% | $0.49 |
 CIBR | 0% | 0.24% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
CMCSA | Ex-Dividend | Jul 2, 2025 | $0.33 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
MTCH | Ex-Dividend | Jul 3, 2025 | $0.19 |
MTCH | Pay Day | Jul 18, 2025 | $0.19 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
CMCSA | Pay Day | Jul 23, 2025 | $0.33 |
SMH | Pay Day | Dec 24, 2025 | $1.07 |
Performance Metrics
Score 3.2/10
Beta
0.33
0.33
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-2.1
-2.1
-3
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
0.33
0.33
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-2.1
-2.1
-3
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.33
High:
TSLA
182.61TSLALow:
DLTR
-6.39DLTRDetails
PEG Ratio
153.43
High:
PEP
867.64PEPLow:
DIS
5.37DISDetails
Price/Book
9.98
High:
NVDA
41.28NVDALow:
MCD
-64.5MCDDetails
Price/Sales
7.86
High:
ARM
34.65ARMLow:
DG.US
0.6DG.USDetails
Price/CF
21.39
High:ARM
286.48ARMLow:
CHTR
3.45CHTRDetails
Price/FCF
38.01
High:PEP
5,253.35PEPLow:
CROX
6.79CROXDetails
P/E Ratio
32.33
High:TSLA
182.61TSLALow:DLTR
-6.39DLTRDetails
PEG Ratio
153.43
High:PEP
867.64PEPLow:DIS
5.37DISDetails
Price/Book
9.98
High:NVDA
41.28NVDALow:MCD
-64.5MCDDetails
Price/Sales
7.86
High:ARM
34.65ARMLow:DG.US
0.6DG.USDetails
Price/CF
21.39
High:ARM
286.48ARMLow:CHTR
3.45CHTRDetails
Price/FCF
38.01
High:PEP
5,253.35PEPLow:CROX
6.79CROXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.23% | Feb 2021 | - | 53 |