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+3.54%
This Month
+26.06%
Year To Date
+99.13%
2 Years
+235.17%
5 Years
+235.17%
10 Years
+45.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies23.17%
- 💻 Electronic Technology21.08%
- 📊 ETFs14.78%
- 🖥️ Technology Services12.11%
- 🚚 Transportation8.28%
- 🍞 Consumer Non Durables5.94%
- 🏭 Industrial Services4.46%
- 🧬 Health Technology3.51%
- ⛏️ Energy Minerals2.21%
- 💰 Finance2.02%
- 🛍️ Retail Trade1.25%
- 🛠️ Producer Manufacturing0.69%
- 💇♀️ Consumer Services0.41%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.05%
- 🇺🇸 NYSE37.7%
- 🌍 Digital Currency23.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.62%
- 🇳🇱 Netherlands18.21%
- 🇩🇰 Denmark2.89%
- 🇨🇳 China1.25%
Dividends
Dividend Yield
0.99%
22 out of 30 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $UPS (6.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UPS | 0.2% | 6.78% | $6.5 |
 SLB | 0.13% | 2.99% | $1.05 |
 ASML | 0.1% | 0.56% | $5.57 |
 NVO | 0.08% | 2.65% | $0.98 |
 PEP | 0.07% | 3.84% | $5.15 |
 PG | 0.06% | 2.99% | $3.83 |
 FDX | 0.05% | 2.08% | $5.16 |
 NKE | 0.04% | 2.54% | $1.45 |
 OXY | 0.04% | 2.32% | $0.8 |
 CVX | 0.03% | 4.6% | $6.28 |
 DAL | 0.03% | 1.01% | $0.3 |
 MSFT | 0.03% | 0.71% | $3 |
 PFE | 0.03% | 6.77% | $1.66 |
 BAC | 0.03% | 2.02% | $0.96 |
 GOOG | 0.02% | 0.26% | $0.2 |
 KO | 0.02% | 2.91% | $1.89 |
 MCD | 0.01% | 2.31% | $6.53 |
 BABA | 0.01% | 0.66% | $0.98 |
 CAT | 0.01% | 0.98% | $5.31 |
 JNJ | 0.01% | 2.57% | $4.81 |
 V | 0.01% | 0.75% | $2.01 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 9.1/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
1.55
1.55
0
0.5
1
2
2
Sortino Ratio
3.66
3.66
0
1
2
4
4
Jensen's Alpha
22.63
22.63
-2
0
2
23
23
Omega Ratio
3.53
3.53
0
1
1.5
4
4
Treynor Ratio
2.68
2.68
0
0.75
1.25
3
3
Information Ratio
1.61
1.61
0
0.3
0.6
2
2
Calmar Ratio
3.88
3.88
0
0.3
0.6
4
4
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
1.55
1.55
0
0.5
1
2
2
Sortino Ratio
3.66
3.66
0
1
2
4
4
Jensen's Alpha
22.63
22.63
-2
0
2
23
23
Omega Ratio
3.53
3.53
0
1
1.5
4
4
Treynor Ratio
2.68
2.68
0
0.75
1.25
3
3
Information Ratio
1.61
1.61
0
0.3
0.6
2
2
Calmar Ratio
3.88
3.88
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.4
High:
NVDA
45.81NVDALow:
DAL
9.5DALDetails
PEG Ratio
144.16
High:
V
1,169.07VLow:
PFE
11.45PFEDetails
Price/Book
10.7
High:NVDA
37.81NVDALow:
MCD
-102.32MCDDetails
Price/Sales
9.48
High:NVDA
24.2NVDALow:DAL
0.7DALDetails
Price/CF
23.8
High:NVDA
54.84NVDALow:
OXY
4.21OXYDetails
Price/FCF
52.3
High:
PEP
5,253.35PEPLow:
BAC
11.87BACDetails
P/E Ratio
33.4
High:NVDA
45.81NVDALow:DAL
9.5DALDetails
PEG Ratio
144.16
High:V
1,169.07VLow:PFE
11.45PFEDetails
Price/Book
10.7
High:NVDA
37.81NVDALow:MCD
-102.32MCDDetails
Price/Sales
9.48
High:NVDA
24.2NVDALow:DAL
0.7DALDetails
Price/CF
23.8
High:NVDA
54.84NVDALow:OXY
4.21OXYDetails
Price/FCF
52.3
High:PEP
5,253.35PEPLow:BAC
11.87BACDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.47% | Aug 2022 | Nov 2022 | 3 |
-7.8% | Aug 2023 | Nov 2023 | 3 |
-7.66% | Dec 2024 | May 2025 | 5 |
-5.94% | Oct 2025 | - | 3 |
-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 |