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+3.9%
This Month
+3.45%
Year To Date
+41.38%
2 Years
+231.46%
5 Years
+231.46%
10 Years
+36.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs25.18%
- 🖥️ Technology Services17.81%
- 🪙 Cryptocurrencies16.17%
- 💵 Cash7.71%
- 🍞 Consumer Non Durables6.55%
- 🧬 Health Technology5.03%
- 🏭 Industrial Services4.68%
- 💻 Electronic Technology4.51%
- 🚚 Transportation3.75%
- 💰 Finance3.38%
- 🏥 Health Services3.04%
- 🛍️ Retail Trade1.34%
- ⛏️ Energy Minerals1.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE48.11%
- 🇺🇸 Nasdaq28.35%
- 🌍 Digital Currency16.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.92%
- 🇩🇰 Denmark4.01%
- 🇨🇳 China1.34%
Dividends
Dividend Yield
0.96%
15 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.96%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UPS | 0.22% | 5.81% | $6.5 |
 PG | 0.15% | 2.9% | $3.83 |
 SLB | 0.11% | 2.28% | $1.05 |
 NVO | 0.1% | 2.48% | $0.98 |
 MSFT | 0.08% | 0.93% | $3 |
 UNH | 0.07% | 2.15% | $7.74 |
 NKE | 0.06% | 3.88% | $1.45 |
 CVX.US | 0.04% | 3.69% | $6.28 |
 PFE | 0.04% | 6.96% | $1.66 |
 BAC | 0.04% | 1.81% | $0.96 |
 GOOG | 0.02% | 0.26% | $0.2 |
 BABA | 0.01% | 0.9% | $0.98 |
 JNJ | 0.01% | 1.97% | $4.81 |
 V | 0.01% | 0.72% | $2.01 |
 NVDA | 0.01% | 0.14% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9.1/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
1.46
1.46
0
0.5
1
2
2
Sortino Ratio
3.41
3.41
0
1
2
4
4
Jensen's Alpha
20.26
20.26
-2
0
2
21
21
Omega Ratio
3.21
3.21
0
1
1.5
4
4
Treynor Ratio
2.51
2.51
0
0.75
1.25
3
3
Information Ratio
1.49
1.49
0
0.3
0.6
2
2
Calmar Ratio
3.64
3.64
0
0.3
0.6
4
4
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
1.46
1.46
0
0.5
1
2
2
Sortino Ratio
3.41
3.41
0
1
2
4
4
Jensen's Alpha
20.26
20.26
-2
0
2
21
21
Omega Ratio
3.21
3.21
0
1
1.5
4
4
Treynor Ratio
2.51
2.51
0
0.75
1.25
3
3
Information Ratio
1.49
1.49
0
0.3
0.6
2
2
Calmar Ratio
3.64
3.64
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
26.2
High:NVDA
32.31NVDALow:NVO
11.6NVODetails
PEG Ratio
95.37
High:PG
267.01PGLow:NVDA
29.49NVDADetails
Price/Book
8.66
High:NVDA
26.14NVDALow:PFE
1.53PFEDetails
Price/Sales
8.43
High:NVDA
20.3NVDALow:UNH
0.86UNHDetails
Price/CF
20.28
High:NKE
54.38NKELow:BAC
5.6BACDetails
Price/FCF
51.5
High:BABA
1,196.17BABALow:BAC
6.59BACDetails
P/E Ratio
26.2
High:NVDA
32.31NVDALow:NVO
11.6NVODetails
PEG Ratio
95.37
High:PG
267.01PGLow:NVDA
29.49NVDADetails
Price/Book
8.66
High:NVDA
26.14NVDALow:PFE
1.53PFEDetails
Price/Sales
8.43
High:NVDA
20.3NVDALow:UNH
0.86UNHDetails
Price/CF
20.28
High:NKE
54.38NKELow:BAC
5.6BACDetails
Price/FCF
51.5
High:BABA
1,196.17BABALow:BAC
6.59BACDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.47% | Aug 2022 | Nov 2022 | 3 |
-9.4% | Oct 2025 | May 2026 | 7 |
-7.8% | Aug 2023 | Nov 2023 | 3 |
-7.66% | Dec 2024 | May 2025 | 5 |
-7.52% | Jun 2026 | - | 2 |
-4.62% | Dec 2022 | Jan 2023 | 1 |
-4.09% | Apr 2024 | May 2024 | 1 |
-2.26% | Oct 2024 | Nov 2024 | 1 |
-0.25% | Jul 2024 | Aug 2024 | 1 |
-0.11% | Jun 2022 | Jul 2022 | 1 |