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+0.01%
Today
+2.34%
This Month
+12.02%
Year To Date
+72.64%
2 Years
+213.17%
5 Years
+28.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs51.53%
- 💻 Electronic Technology11.34%
- 🖥️ Technology Services8.68%
- 💵 Cash8.25%
- 🪙 Cryptocurrencies3.05%
- 💰 Finance2.84%
- 🛍️ Retail Trade2.05%
- 💼 Commercial Services1.1%
- 🍞 Consumer Non Durables0.6%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE46.33%
- 🇺🇸 Nasdaq19.5%
- 🇺🇸 NYSE12.31%
- 🌍 Digital Currency3.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.5%
- 🇨🇦 Canada1.1%
- 🇮🇪 Ireland1%
Dividends
Dividend Yield
0.15%
12 out of 24 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $KO (2.88%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DELL | Ex-Dividend | Jul 22, 2025 | $0.52 |
 JPM | Pay Day | Jul 31, 2025 | $1.40 |
 AON | Ex-Dividend | Aug 1, 2025 | $0.74 |
DELL | Pay Day | Aug 1, 2025 | $0.52 |
 WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
AON | Pay Day | Aug 15, 2025 | $0.74 |
 MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
 GS | Ex-Dividend | Aug 29, 2025 | $4.00 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
 KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
Performance Metrics
Score 8.5/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
1.17
1.17
0
0.5
1
2
2
Sortino Ratio
2.1
2.1
0
1
2
3
3
Jensen's Alpha
9.94
9.94
-2
0
2
10
10
Omega Ratio
2.03
2.03
0
1
1.5
3
3
Treynor Ratio
1.83
1.83
0
0.75
1.25
2
2
Information Ratio
0.97
0.97
0
0.3
0.6
1
1
Calmar Ratio
0.88
0.88
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
1.17
1.17
0
0.5
1
2
2
Sortino Ratio
2.1
2.1
0
1
2
3
3
Jensen's Alpha
9.94
9.94
-2
0
2
10
10
Omega Ratio
2.03
2.03
0
1
1.5
3
3
Treynor Ratio
1.83
1.83
0
0.75
1.25
2
2
Information Ratio
0.97
0.97
0
0.3
0.6
1
1
Calmar Ratio
0.88
0.88
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
47.69
High:
PLTR
670.39PLTRLow:
JPM
14.94JPMDetails
PEG Ratio
583.44
High:
KO
9,978.59KOLow:
SHOP
11.95SHOPDetails
Price/Book
21.89
High:PLTR
66.79PLTRLow:
DELL
-29.64DELLDetails
Price/Sales
11.3
High:PLTR
125.81PLTRLow:DELL
0.95DELLDetails
Price/CF
30.81
High:KO
282.33KOLow:
GS
3.2GSDetails
Price/FCF
42.53
High:KO
272.99KOLow:GS
3.63GSDetails
P/E Ratio
47.69
High:PLTR
670.39PLTRLow:JPM
14.94JPMDetails
PEG Ratio
583.44
High:KO
9,978.59KOLow:SHOP
11.95SHOPDetails
Price/Book
21.89
High:PLTR
66.79PLTRLow:DELL
-29.64DELLDetails
Price/Sales
11.3
High:PLTR
125.81PLTRLow:DELL
0.95DELLDetails
Price/CF
30.81
High:KO
282.33KOLow:GS
3.2GSDetails
Price/FCF
42.53
High:KO
272.99KOLow:GS
3.63GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.58% | Jan 2022 | Jun 2023 | 17 |
-8.56% | Aug 2023 | Nov 2023 | 3 |
-7.36% | Sep 2020 | Nov 2020 | 2 |
-5.42% | Sep 2021 | Oct 2021 | 1 |
-4.36% | Feb 2025 | May 2025 | 3 |
-0.95% | Jul 2024 | Aug 2024 | 1 |
-0.11% | Jan 2021 | Feb 2021 | 1 |