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0%
This Month
+12.82%
Year To Date
+38%
2 Years
+35.8%
5 Years
+35.8%
10 Years
+8.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs56.28%
- 🖥️ Technology Services12.81%
- 💻 Electronic Technology12.78%
- 🪙 Cryptocurrencies12%
- 🚗 Consumer Durables3.41%
- 🛍️ Retail Trade2.72%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.8%
- 🇺🇸 NYSE24.59%
- 🇩🇪 Xetra ETFs16.53%
- 🌍 Digital Currency12%
- 🇬🇧 LSE7.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.84%
- 🇹🇼 Taiwan2.88%
Dividends
Dividend Yield
0.27%
22 out of 40 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $TSM (0.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.03% | 0.97% | $1.74 |
 AVGO | 0.02% | 0.8% | $19.7 |
 MSFT | 0.02% | 0.63% | $3 |
 AAPL | 0.02% | 0.5% | $0.97 |
 SOXX | 0.02% | 0.69% | - |
 GOOGL | 0.01% | 0.43% | $0.2 |
 XLK | 0.01% | 0.61% | - |
 IUSG | 0.01% | 0.59% | - |
 SPYG | 0.01% | 0.58% | - |
 VOOG | 0.01% | 0.53% | - |
 QQQ | 0.01% | 0.51% | - |
 VONG | 0.01% | 0.5% | - |
 FTEC | 0.01% | 0.46% | - |
 IVW | 0.01% | 0.46% | - |
 VUG | 0.01% | 0.45% | - |
 META | 0.01% | 0.27% | $1 |
 MGK | 0.01% | 0.43% | - |
 IWF | 0.01% | 0.42% | - |
 SMH | 0.01% | 0.38% | - |
 SCHG | 0.01% | 0.39% | - |
 IYW | 0% | 0.19% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Performance Metrics
Score 4.1/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
0.19
0.19
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
0.19
0.19
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.44
High:
TSLA
175.25TSLALow:
GOOGL
20.14GOOGLDetails
PEG Ratio
2,626.44
High:
AAPL
20,904.15AAPLLow:
MSTR
2.55MSTRDetails
Price/Book
12.9
High:
NVDA
50.53NVDALow:MSTR
2.17MSTRDetails
Price/Sales
9.76
High:MSTR
243.27MSTRLow:
AMZN
3.46AMZNDetails
Price/CF
25.46
High:MSTR
7,511.07MSTRLow:GOOGL
16.08GOOGLDetails
Price/FCF
52.09
High:MSTR
1,187.5MSTRLow:AAPL
37.19AAPLDetails
P/E Ratio
36.44
High:TSLA
175.25TSLALow:GOOGL
20.14GOOGLDetails
PEG Ratio
2,626.44
High:AAPL
20,904.15AAPLLow:MSTR
2.55MSTRDetails
Price/Book
12.9
High:NVDA
50.53NVDALow:MSTR
2.17MSTRDetails
Price/Sales
9.76
High:MSTR
243.27MSTRLow:AMZN
3.46AMZNDetails
Price/CF
25.46
High:MSTR
7,511.07MSTRLow:GOOGL
16.08GOOGLDetails
Price/FCF
52.09
High:MSTR
1,187.5MSTRLow:AAPL
37.19AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.26% | Feb 2025 | Jun 2025 | 4 |
-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 |