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+1.68%
This Month
+7.3%
Year To Date
+35.8%
2 Years
-72.68%
5 Years
-72.68%
10 Years
-26.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology24.74%
- 🧬 Health Technology11.93%
- 🖥️ Technology Services10.45%
- 🍞 Consumer Non Durables7.73%
- 🪙 Cryptocurrencies6.59%
- 🚗 Consumer Durables5.32%
- ⛏️ Energy Minerals4.62%
- 🚚 Transportation4.58%
- ❓ Other4.45%
- 🛍️ Retail Trade4.43%
- 📊 ETFs4.17%
- 💰 Finance3.07%
- 💼 Commercial Services2.67%
- 🏥 Health Services2.37%
- 💵 Cash1.59%
- 📦 Distribution Services0.97%
- 🧪 Process Industries0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.77%
- 🇺🇸 NYSE38.61%
- 🌍 Digital Currency6.59%
- 🇦🇪 Dubai Financial Market3.45%
- Abu Dhabi1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.98%
- 🇨🇳 China6.16%
- 🇩🇰 Denmark4.35%
- 🇨🇦 Canada3.97%
- 🇸🇬 Singapore2.29%
- 🇹🇼 Taiwan1.8%
- 🇧🇷 Brazil0.66%
Dividends
Dividend Yield
0.89%
19 out of 58 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (10.04%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UPS | 0.15% | 6.59% | $6.5 |
 NVO | 0.11% | 2.44% | $0.98 |
 JD.US | 0.09% | 3.45% | $0.74 |
 PBR.A | 0.07% | 10.04% | $2.21 |
 BAX | 0.06% | 2.68% | $1.16 |
 NKE | 0.06% | 2.39% | $1.45 |
 CVS | 0.06% | 3.35% | $2.54 |
 QCOM | 0.06% | 1.98% | $3.25 |
 OXY | 0.05% | 2.41% | $0.8 |
 EL | 0.03% | 1.4% | $2.64 |
 UNH | 0.03% | 2.58% | $7.74 |
 CVE | 0.03% | 3.18% | $0.44 |
 XOM | 0.02% | 3.42% | $3.76 |
 BEKE | 0.02% | 1.87% | $0.31 |
 POOL | 0.02% | 2.1% | $4.5 |
 TSM | 0.02% | 0.93% | $1.74 |
 DVN | 0.01% | 2.67% | $2.05 |
 ORCL | 0.01% | 1.1% | $1.6 |
 PYPL | 0% | 0.23% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 2.1/10
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
-0.38
-0.38
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.52
-0.52
-1
1
2
3
3
Jensen's Alpha
-32.2
-32.2
-33
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.85
-0.85
-1
0.75
1.25
2
2
Information Ratio
-0.7
-0.7
-1
0.3
0.6
1
1
Calmar Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
-0.38
-0.38
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.52
-0.52
-1
1
2
3
3
Jensen's Alpha
-32.2
-32.2
-33
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.85
-0.85
-1
0.75
1.25
2
2
Information Ratio
-0.7
-0.7
-1
0.3
0.6
1
1
Calmar Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.68
High:
INTC
3,538.68INTCLow:
ZETA
-150.65ZETADetails
PEG Ratio
48.76
High:INTC
3,525.38INTCLow:
APLD
-1,079.23APLDDetails
Price/Book
5.35
High:
FTNT
82.39FTNTLow:
AMTX
-0.3AMTXDetails
Price/Sales
2.39
High:
QBTS
336.48QBTSLow:
ACET
-ACETDetails
Price/CF
15.24
High:
BULL
1,936.14BULLLow:
PBR.A
2.33PBR.ADetails
Price/FCF
47.47
High:BULL
1,936.14BULLLow:
JD.US
9.2JD.USDetails
P/E Ratio
29.68
High:INTC
3,538.68INTCLow:ZETA
-150.65ZETADetails
PEG Ratio
48.76
High:INTC
3,525.38INTCLow:APLD
-1,079.23APLDDetails
Price/Book
5.35
High:FTNT
82.39FTNTLow:AMTX
-0.3AMTXDetails
Price/Sales
2.39
High:QBTS
336.48QBTSLow:ACET
-ACETDetails
Price/CF
15.24
High:BULL
1,936.14BULLLow:PBR.A
2.33PBR.ADetails
Price/FCF
47.47
High:BULL
1,936.14BULLLow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.97% | May 2021 | - | 56 |
-3.58% | Mar 2021 | Apr 2021 | 1 |