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-0.79%
This Month
+10.17%
Year To Date
+27.77%
2 Years
+253%
5 Years
+253%
10 Years
+35.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs23.05%
- 🪙 Cryptocurrencies19.04%
- 🖥️ Technology Services17.81%
- 💵 Cash13.29%
- 🏭 Industrial Services4.75%
- 🚚 Transportation3.96%
- 🧬 Health Technology3.94%
- 💰 Finance3.33%
- 💇♀️ Consumer Services3.25%
- 🍞 Consumer Non Durables3.05%
- 🏥 Health Services3.05%
- ⛏️ Energy Minerals1.38%
- 🛍️ Retail Trade1.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.95%
- 🇺🇸 Nasdaq21.89%
- 🌍 Digital Currency19.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.05%
- 🇩🇰 Denmark3.46%
- 🇨🇳 China1.27%
Dividends
Dividend Yield
0.84%
14 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UPS (5.75%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 V | Ex-Dividend | Nov 11, 2026 | $0.67 |
 UPS | Ex-Dividend | Nov 17, 2026 | $1.64 |
 CVX.US | Ex-Dividend | Nov 19, 2026 | $1.78 |
 MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
 JNJ | Ex-Dividend | Nov 25, 2026 | $1.34 |
 MCD | Ex-Dividend | Dec 1, 2026 | $1.86 |
 NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
 SLB | Ex-Dividend | Dec 2, 2026 | $0.29 |
 GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
 BAC | Ex-Dividend | Dec 4, 2026 | $0.28 |
 PEP | Ex-Dividend | Dec 4, 2026 | $1.48 |
 UNH | Ex-Dividend | Dec 14, 2026 | $2.21 |
 NVO | Ex-Dividend | Feb 17, 2027 | $1.22 |
 BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
Performance Metrics
Score 9.2/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
1.4
1.4
0
0.5
1
2
2
Sortino Ratio
3.09
3.09
0
1
2
4
4
Jensen's Alpha
19.26
19.26
-2
0
2
20
20
Omega Ratio
2.75
2.75
0
1
1.5
3
3
Treynor Ratio
2.44
2.44
0
0.75
1.25
3
3
Information Ratio
1.33
1.33
0
0.3
0.6
2
2
Calmar Ratio
3.5
3.5
0
0.3
0.6
4
4
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
1.4
1.4
0
0.5
1
2
2
Sortino Ratio
3.09
3.09
0
1
2
4
4
Jensen's Alpha
19.26
19.26
-2
0
2
20
20
Omega Ratio
2.75
2.75
0
1
1.5
3
3
Treynor Ratio
2.44
2.44
0
0.75
1.25
3
3
Information Ratio
1.33
1.33
0
0.3
0.6
2
2
Calmar Ratio
3.5
3.5
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
18.75
High:JNJ
41.92JNJLow:NVO
10.3NVODetails
PEG Ratio
1.01
High:MCD
4.24MCDLow:GOOG
0.17GOOGDetails
Price/Book
6.02
High:V
23.49VLow:MCD
-193.83MCDDetails
Price/Sales
6.76
High:V
19.29VLow:UNH
0.82UNHDetails
Price/CF
20.49
High:V
30.72VLow:BAC
7.71BACDetails
Price/FCF
137.56
High:UPS
1,905.89UPSLow:BAC
9.58BACDetails
P/E Ratio
18.75
High:JNJ
41.92JNJLow:NVO
10.3NVODetails
PEG Ratio
1.01
High:MCD
4.24MCDLow:GOOG
0.17GOOGDetails
Price/Book
6.02
High:V
23.49VLow:MCD
-193.83MCDDetails
Price/Sales
6.76
High:V
19.29VLow:UNH
0.82UNHDetails
Price/CF
20.49
High:V
30.72VLow:BAC
7.71BACDetails
Price/FCF
137.56
High:UPS
1,905.89UPSLow:BAC
9.58BACDetails
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 | Aug 2026 | 2 |
-4.62% | Dec 2022 | Jan 2023 | 1 |
-4.09% | Apr 2024 | May 2024 | 1 |
-3.21% | Oct 2026 | - | 2 |
-2.26% | Oct 2024 | Nov 2024 | 1 |
-0.25% | Jul 2024 | Aug 2024 | 1 |
-0.11% | Jun 2022 | Jul 2022 | 1 |