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+10.14%
This Month
+2.48%
Year To Date
+37.24%
2 Years
+52.42%
5 Years
+52.42%
10 Years
+10.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.27%
- 💻 Electronic Technology17.02%
- 🪙 Cryptocurrencies12.76%
- 🧩 Miscellaneous11.55%
- 🛍️ Retail Trade7.49%
- 📡 Communications6.31%
- 🧬 Health Technology4.5%
- 💰 Finance3.55%
- 📊 ETFs2.89%
- 🍞 Consumer Non Durables2.24%
- 🛠️ Producer Manufacturing1.94%
- 🪨 Non Energy Minerals1.21%
- 🚗 Consumer Durables0.72%
- 💼 Commercial Services0.42%
- 🚚 Transportation0.42%
- 💇♀️ Consumer Services0.39%
- ❓ Other0.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.52%
- 🇺🇸 NYSE37.83%
- 🌍 Digital Currency12.76%
- 🇩🇪 FRA0.35%
- Regular Trading Hours - RTH0.32%
- 🇫🇷 Euronext Paris0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.94%
- 🇹🇼 Taiwan3.18%
- 🇬🇧 United Kingdom3.09%
- 🇳🇱 Netherlands3.06%
- 🇱🇺 Luxembourg1.44%
- 🇯🇵 Japan1.13%
- 🇩🇰 Denmark0.93%
- 🇩🇪 Germany0.35%
- 🇫🇷 France0.22%
- 🇨🇦 Canada0.14%
Dividends
Dividend Yield
0.82%
32 out of 48 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $TEP.PA (8.19%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 T | 0.14% | 4.24% | $1.11 |
 SPY | 0.11% | 1.04% | - |
 VOD | 0.1% | 3.18% | $0.94 |
 MSFT | 0.05% | 0.85% | $3 |
 KMB | 0.04% | 5.13% | $4.8 |
 GOOG | 0.04% | 0.25% | $0.2 |
 TS | 0.03% | 2.98% | $1.2 |
 NVO | 0.03% | 3.04% | $0.98 |
 JNJ | 0.03% | 2.25% | $4.81 |
 UPS | 0.03% | 6.13% | $6.5 |
 VOW3.DE | 0.02% | 7.05% | $9.06 |
 ABT | 0.02% | 2.55% | $2.16 |
 TSM | 0.02% | 0.62% | $1.74 |
 NKE | 0.02% | 3.48% | $1.45 |
 V | 0.02% | 0.8% | $2.01 |
 TEP.PA | 0.02% | 8.19% | $3.85 |
 PEP | 0.02% | 3.63% | $5.15 |
 ASML | 0.02% | 0.51% | $5.57 |
 PG | 0.01% | 2.85% | $3.83 |
 SYK | 0.01% | 1.02% | $3.15 |
 GE | 0.01% | 0.51% | $0.44 |
 AAPL | 0.01% | 0.38% | $0.97 |
 META | 0.01% | 0.31% | $1 |
 MCD | 0.01% | 2.36% | $6.53 |
 MA | 0.01% | 0.63% | $2.46 |
 QQQ | 0.01% | 0.43% | - |
 SONY | 0.01% | 0.49% | $0.49 |
 LLY | 0% | 0.68% | $4.86 |
 GEV | 0% | 0.15% | - |
 PYPL | 0% | 0.55% | - |
 NVDA | 0% | 0.02% | $0.02 |
 NTDOY | 0% | 1.05% | $0.24 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PG | Ex-Dividend | Apr 24, 2026 | $1.09 |
GE | Pay Day | Apr 27, 2026 | $0.47 |
SYK | Pay Day | Apr 30, 2026 | $0.88 |
T | Pay Day | May 1, 2026 | $0.28 |
MA | Pay Day | May 8, 2026 | $0.87 |
PG | Pay Day | May 15, 2026 | $1.09 |
ABT | Pay Day | May 15, 2026 | $0.63 |
TS | Ex-Dividend | May 19, 2026 | $1.20 |
TS | Pay Day | May 20, 2026 | $1.20 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
TEP.PA | Ex-Dividend | May 26, 2026 | $5.23 |
TEP.PA | Pay Day | May 28, 2026 | $5.23 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 4.1/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
0.02
0.02
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.51
0.51
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
0.02
0.02
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.51
0.51
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.05
High:
TSLA
364.78TSLALow:
INTC
-836.39INTCDetails
PEG Ratio
110.07
High:TS
756.36TSLow:INTC
-851.7INTCDetails
Price/Book
9.56
High:MA
60.24MALow:MCD
-121.85MCDDetails
Price/Sales
8.18
High:NVDA
22.86NVDALow:
LAC
-LACDetails
Price/CF
22.8
High:TSLA
107.92TSLALow:VOD
1.93VODDetails
Price/FCF
62.95
High:KMB
1,882.62KMBLow:VOD
3.35VODDetails
P/E Ratio
32.05
High:TSLA
364.78TSLALow:INTC
-836.39INTCDetails
PEG Ratio
110.07
High:TS
756.36TSLow:INTC
-851.7INTCDetails
Price/Book
9.56
High:MA
60.24MALow:MCD
-121.85MCDDetails
Price/Sales
8.18
High:NVDA
22.86NVDALow:LAC
-LACDetails
Price/CF
22.8
High:TSLA
107.92TSLALow:VOD
1.93VODDetails
Price/FCF
62.95
High:KMB
1,882.62KMBLow:VOD
3.35VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.6% | Jan 2022 | Dec 2023 | 23 |
-9.35% | Nov 2025 | - | 6 |
-7.76% | Feb 2025 | Jun 2025 | 4 |
-4.14% | Jul 2024 | Dec 2024 | 5 |
-2.47% | Apr 2024 | May 2024 | 1 |