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-0.02%
Today
+2.5%
This Month
+0.43%
Year To Date
+24.01%
2 Years
+20.89%
5 Years
+5.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs68.27%
- 🖥️ Technology Services9.76%
- 🪙 Cryptocurrencies7.64%
- 💻 Electronic Technology5.66%
- 💰 Finance3.45%
- 🛍️ Retail Trade2.8%
- 🚗 Consumer Durables2.43%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.8%
- 🇺🇸 NYSE31.38%
- 🇩🇪 Xetra ETFs18.87%
- 🌍 Digital Currency7.64%
- 🇬🇧 LSE7.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.65%
Dividends
Dividend Yield
0.32%
23 out of 42 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $TQQQ (1.41%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TQQQ | 0.04% | 1.41% | - |
 SPXL | 0.03% | 0.88% | - |
 MSFT | 0.02% | 0.7% | $3 |
 SSO | 0.02% | 0.87% | - |
 SOXX | 0.02% | 0.72% | - |
 XLK | 0.01% | 0.67% | - |
 SPYG | 0.01% | 0.6% | - |
 GOOGL | 0.01% | 0.46% | $0.2 |
 QQQ | 0.01% | 0.58% | - |
 AAPL | 0.01% | 0.51% | $0.97 |
 IUSG | 0.01% | 0.58% | - |
 VOOG | 0.01% | 0.54% | - |
 VONG | 0.01% | 0.54% | - |
 FTEC | 0.01% | 0.5% | - |
 VUG | 0.01% | 0.47% | - |
 META | 0.01% | 0.3% | $1 |
 IWF | 0.01% | 0.45% | - |
 SMH | 0.01% | 0.45% | - |
 IVW | 0.01% | 0.44% | - |
 MGK | 0.01% | 0.44% | - |
 SCHG | 0.01% | 0.41% | - |
 IYW | 0% | 0.21% | - |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 3.3/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-0.91
-0.91
-2
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-0.91
-0.91
-2
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
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
33.25
High:
TSLA
178.9TSLALow:
GOOGL
19.48GOOGLDetails
PEG Ratio
107.7
High:
MSFT
303.42MSFTLow:
AMZN
48.12AMZNDetails
Price/Book
12.2
High:
AAPL
43.94AAPLLow:GOOGL
6.15GOOGLDetails
Price/Sales
8.56
High:
NVDA
23.53NVDALow:AMZN
3.52AMZNDetails
Price/CF
22.1
High:TSLA
54.2TSLALow:GOOGL
14.33GOOGLDetails
Price/FCF
44.64
High:TSLA
134.59TSLALow:GOOGL
29.2GOOGLDetails
P/E Ratio
33.25
High:TSLA
178.9TSLALow:GOOGL
19.48GOOGLDetails
PEG Ratio
107.7
High:MSFT
303.42MSFTLow:AMZN
48.12AMZNDetails
Price/Book
12.2
High:AAPL
43.94AAPLLow:GOOGL
6.15GOOGLDetails
Price/Sales
8.56
High:NVDA
23.53NVDALow:AMZN
3.52AMZNDetails
Price/CF
22.1
High:TSLA
54.2TSLALow:GOOGL
14.33GOOGLDetails
Price/FCF
44.64
High:TSLA
134.59TSLALow:GOOGL
29.2GOOGLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.26% | Feb 2025 | - | 5 |
-13.62% | Apr 2022 | Jan 2023 | 9 |
-8.54% | Aug 2023 | Dec 2023 | 4 |
-6.76% | Feb 2023 | Jul 2023 | 5 |
-4.21% | Jul 2024 | Jan 2025 | 6 |
-3.47% | Apr 2024 | May 2024 | 1 |
-1.51% | Feb 2022 | Mar 2022 | 1 |