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+1.99%
This Month
+13.18%
Year To Date
+65.43%
2 Years
+41.66%
5 Years
+41.66%
10 Years
+9.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs72.82%
- 🖥️ Technology Services9.04%
- 💰 Finance5.75%
- 🪙 Cryptocurrencies4.1%
- 💻 Electronic Technology2.47%
- 🛍️ Retail Trade2.05%
- 🏭 Industrial Services1.94%
- 🧩 Miscellaneous1.3%
- 💵 Cash0.76%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE68.82%
- 🇺🇸 Nasdaq25.66%
- 🌍 Digital Currency4.1%
- 🇺🇸 Chicago Board Options Exchange0.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.56%
Dividends
Dividend Yield
1.04%
21 out of 27 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $REET (3.95%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 REET | 0.15% | 3.95% | - |
 VTI | 0.12% | 1.22% | - |
 SCHD | 0.12% | 3.87% | - |
 SPYG | 0.11% | 0.58% | - |
 SPY | 0.09% | 1.16% | - |
 XLP | 0.08% | 2.48% | - |
 VT.US | 0.06% | 1.77% | - |
 MCHI | 0.06% | 2.59% | - |
 XLV | 0.06% | 1.78% | - |
 VOX | 0.04% | 1.02% | - |
 QQQ | 0.02% | 0.51% | - |
 IVV | 0.02% | 1.29% | - |
 VOO | 0.02% | 1.22% | - |
 OIH | 0.01% | 2.36% | - |
 MA | 0.01% | 0.5% | $2.46 |
 VGT | 0.01% | 0.47% | - |
 META | 0.01% | 0.28% | $1 |
 GOOG | 0.01% | 0.41% | $0.2 |
 AAPL | 0.01% | 0.45% | $0.97 |
 ITA | 0.01% | 0.58% | - |
 INTC | 0% | 0.53% | $0.5 |
Performance Metrics
Score 4.5/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
0.71
0.71
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
0.71
0.71
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.16
High:
NFLX
51.74NFLXLow:
AFRM
-340.21AFRMDetails
PEG Ratio
2,178.91
High:
AAPL
23,827.33AAPLLow:AFRM
-373.83AFRMDetails
Price/Book
10.73
High:
MA
67.55MALow:
INTC
1.13INTCDetails
Price/Sales
6.91
High:MA
17.6MALow:
TPC
0.62TPCDetails
Price/CF
21.4
High:NFLX
64.2NFLXLow:TPC
3.9TPCDetails
Price/FCF
48.2
High:
AMZN
175.86AMZNLow:TPC
4.41TPCDetails
P/E Ratio
31.16
High:NFLX
51.74NFLXLow:AFRM
-340.21AFRMDetails
PEG Ratio
2,178.91
High:AAPL
23,827.33AAPLLow:AFRM
-373.83AFRMDetails
Price/Book
10.73
High:MA
67.55MALow:INTC
1.13INTCDetails
Price/Sales
6.91
High:MA
17.6MALow:TPC
0.62TPCDetails
Price/CF
21.4
High:NFLX
64.2NFLXLow:TPC
3.9TPCDetails
Price/FCF
48.2
High:AMZN
175.86AMZNLow:TPC
4.41TPCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.3% | Feb 2022 | Feb 2024 | 24 |
-8.46% | Feb 2025 | Jun 2025 | 4 |
-5.22% | Apr 2024 | May 2024 | 1 |
-1.71% | Dec 2024 | Jan 2025 | 1 |
-0.11% | Jul 2024 | Aug 2024 | 1 |