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+0.27%
This Month
+11.61%
Year To Date
+39%
2 Years
+66.01%
5 Years
+66.01%
10 Years
+11.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.52%
- 💻 Electronic Technology18.94%
- 🪙 Cryptocurrencies12.94%
- 🧩 Miscellaneous12.36%
- 🛍️ Retail Trade6.65%
- 📡 Communications5.67%
- 🧬 Health Technology4.58%
- 💰 Finance4.05%
- 📊 ETFs2.82%
- 🛠️ Producer Manufacturing2.27%
- 🍞 Consumer Non Durables1.44%
- 🪨 Non Energy Minerals1.23%
- 🚚 Transportation0.42%
- ❓ Other0.31%
- 🚗 Consumer Durables0.28%
- 💇♀️ Consumer Services0.27%
- 💼 Commercial Services0.23%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.05%
- 🇺🇸 NYSE40.18%
- 🌍 Digital Currency12.94%
- Regular Trading Hours - RTH0.31%
- 🇩🇪 FRA0.26%
- 🇫🇷 Euronext Paris0.23%
- 🇺🇸 OTC Markets Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.77%
- 🇹🇼 Taiwan3.39%
- 🇳🇱 Netherlands3.22%
- 🇬🇧 United Kingdom2.84%
- 🇯🇵 Japan1.54%
- 🇱🇺 Luxembourg1.02%
- 🇩🇰 Denmark0.91%
- 🇸🇪 Sweden0.31%
- 🇩🇪 Germany0.26%
- 🇫🇷 France0.23%
- 🇨🇦 Canada0.07%
Dividends
Dividend Yield
0.75%
33 out of 50 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.43%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 T.US | 0.12% | 4.32% | $1.11 |
 SPY | 0.1% | 0.96% | - |
 VOD | 0.09% | 3.01% | $0.94 |
 MSFT | 0.05% | 0.73% | $3 |
 KMB | 0.04% | 4.84% | $4.8 |
 GOOG | 0.03% | 0.25% | $0.2 |
 TS | 0.03% | 3.15% | $1.2 |
 UPS | 0.03% | 6.41% | $6.5 |
 NVO | 0.02% | 2.64% | $0.98 |
 JNJ | 0.02% | 1.9% | $4.81 |
 TSM | 0.02% | 0.7% | $1.74 |
 ABT.US | 0.02% | 2.29% | $2.16 |
 VOW3.DE | 0.02% | 6.43% | $9.06 |
 NKE | 0.02% | 4.24% | $1.45 |
 V | 0.02% | 0.69% | $2.01 |
 TEP.PA | 0.01% | 6.39% | $3.85 |
 ASML | 0.01% | 0.44% | $5.57 |
 GE | 0.01% | 0.49% | $0.44 |
 AAPL | 0.01% | 0.33% | $0.97 |
 PG | 0.01% | 2.91% | $3.83 |
 SYK | 0.01% | 1.15% | $3.15 |
 META | 0.01% | 0.34% | $1 |
 MCD | 0.01% | 2.87% | $6.53 |
 QQQ | 0.01% | 0.39% | - |
 SONY | 0.01% | 0.45% | $0.49 |
 BAC | 0.01% | 1.79% | $0.96 |
 JPM | 0.01% | 1.67% | $4.4 |
 MA | 0.01% | 0.58% | $2.46 |
 LLY | 0% | 0.58% | $4.86 |
 GEV | 0% | 0.19% | - |
 NVDA | 0% | 0.12% | $0.02 |
 NUE | 0% | 0.85% | $2.13 |
 NTDOY | 0% | 2.26% | $0.24 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.1/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
1.08
1.08
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
1.08
1.08
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.86
High:
PANW
268.08PANWLow:
INTC
-175.38INTCDetails
PEG Ratio
87.59
High:JPM
653.32JPMLow:INTC
-203.76INTCDetails
Price/Book
9.22
High:MA
69.54MALow:MCD
-151.69MCDDetails
Price/Sales
8.33
High:PANW
24.61PANWLow:
LAC
-LACDetails
Price/CF
20.1
High:NKE
54.38NKELow:VOD
2.22VODDetails
Price/FCF
57.04
High:NUE
1,977.25NUELow:TEP.PA
3.92TEP.PADetails
P/E Ratio
28.86
High:PANW
268.08PANWLow:INTC
-175.38INTCDetails
PEG Ratio
87.59
High:JPM
653.32JPMLow:INTC
-203.76INTCDetails
Price/Book
9.22
High:MA
69.54MALow:MCD
-151.69MCDDetails
Price/Sales
8.33
High:PANW
24.61PANWLow:LAC
-LACDetails
Price/CF
20.1
High:NKE
54.38NKELow:VOD
2.22VODDetails
Price/FCF
57.04
High:NUE
1,977.25NUELow:TEP.PA
3.92TEP.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.6% | Jan 2022 | Dec 2023 | 23 |
-9.35% | Nov 2025 | Apr 2026 | 5 |
-7.76% | Feb 2025 | Jun 2025 | 4 |
-4.14% | Jul 2024 | Dec 2024 | 5 |
-3.6% | Jun 2026 | Aug 2026 | 2 |
-2.47% | Apr 2024 | May 2024 | 1 |