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+10.19%
This Month
+12.24%
Year To Date
+134.66%
2 Years
+115.37%
5 Years
+127.97%
10 Years
+19.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade32.18%
- 📊 ETFs16.07%
- 🖥️ Technology Services15.65%
- 🍞 Consumer Non Durables8.99%
- 💵 Cash8.33%
- 🪙 Cryptocurrencies6.84%
- 💇♀️ Consumer Services6.72%
- 💰 Finance6.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq69.6%
- 🇺🇸 NYSE16.07%
- 🌍 Digital Currency6.84%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.12%
- 🇨🇦 Canada2.48%
Dividends
Dividend Yield
0.63%
7 out of 16 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $NKE (3.48%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CRM | Pay Day | Apr 23, 2026 | $0.44 |
 JPM | Pay Day | Apr 30, 2026 | $1.50 |
 COST | Ex-Dividend | May 1, 2026 | $1.47 |
 WMT | Ex-Dividend | May 8, 2026 | $0.25 |
 SBUX | Ex-Dividend | May 15, 2026 | $0.62 |
COST | Pay Day | May 15, 2026 | $1.47 |
 MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
WMT | Pay Day | May 26, 2026 | $0.25 |
SBUX | Pay Day | May 29, 2026 | $0.62 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
Performance Metrics
Score 5.4/10
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
1.54
1.54
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
1.54
1.54
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.42
High:SBUX
83.31SBUXLow:
OPEN
-3.48OPENDetails
PEG Ratio
279.46
High:JPM
602.25JPMLow:
NFLX
66.71NFLXDetails
Price/Book
7.49
High:COST
13.83COSTLow:SBUX
-13.58SBUXDetails
Price/Sales
2.92
High:MSFT
10.21MSFTLow:
PTLO
0.57PTLODetails
Price/CF
20.6
High:
NKE
54.38NKELow:PTLO
4.66PTLODetails
Price/FCF
69.47
High:SBUX
1,256.06SBUXLow:OPEN
4.89OPENDetails
P/E Ratio
32.42
High:SBUX
83.31SBUXLow:OPEN
-3.48OPENDetails
PEG Ratio
279.46
High:JPM
602.25JPMLow:NFLX
66.71NFLXDetails
Price/Book
7.49
High:COST
13.83COSTLow:SBUX
-13.58SBUXDetails
Price/Sales
2.92
High:MSFT
10.21MSFTLow:PTLO
0.57PTLODetails
Price/CF
20.6
High:NKE
54.38NKELow:PTLO
4.66PTLODetails
Price/FCF
69.47
High:SBUX
1,256.06SBUXLow:OPEN
4.89OPENDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.38% | Jan 2022 | Sep 2024 | 32 |
-13.24% | Feb 2025 | May 2025 | 3 |
-6.5% | Mar 2026 | Apr 2026 | 1 |
-3.42% | Nov 2021 | Dec 2021 | 1 |
-2.88% | Oct 2025 | Jan 2026 | 3 |
-1.98% | Dec 2024 | Jan 2025 | 1 |
-1.95% | Jul 2021 | Aug 2021 | 1 |
-1.82% | Sep 2021 | Oct 2021 | 1 |