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-3.86%
This Month
-0.7%
Year To Date
+31.87%
2 Years
+46.15%
5 Years
+46.15%
10 Years
+8.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.91%
- 🛍️ Retail Trade27.02%
- 📊 ETFs8.96%
- 💻 Electronic Technology8.09%
- 🏥 Health Services7.45%
- 💰 Finance5.34%
- 🚚 Transportation4.36%
- 💇♀️ Consumer Services2.04%
- 🪙 Cryptocurrencies1.83%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.75%
- 🇺🇸 NYSE36.42%
- 🌍 Digital Currency1.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.38%
- 🇺🇾 Uruguay27.02%
- 🇹🇼 Taiwan8.09%
- 🇮🇱 Israel1.72%
Dividends
Dividend Yield
0.2%
6 out of 17 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $PAYC (1.11%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PAYC | Pay Day | Jun 8, 2026 | $0.38 |
 GOOGL | Ex-Dividend | Jun 8, 2026 | $0.22 |
 YOU | Ex-Dividend | Jun 10, 2026 | $0.15 |
 TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
 META | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
YOU | Pay Day | Jun 24, 2026 | $0.15 |
META | Pay Day | Jun 25, 2026 | $0.53 |
 BKNG | Pay Day | Jun 30, 2026 | $0.42 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 3.4/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-2.42
-2.42
-3
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.54
0.54
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-2.42
-2.42
-3
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.54
0.54
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.5
High:YOU
44YOULow:
HIMS
-342HIMSDetails
PEG Ratio
204.46
High:META
376.16METALow:
PLMR
32.7PLMRDetails
Price/Book
7.11
High:YOU
29.58YOULow:BKNG
-14.98BKNGDetails
Price/Sales
8.34
High:TSM
17.37TSMLow:
OSCR
0.59OSCRDetails
Price/CF
16.3
High:
BRK.B
22.72BRK.BLow:OSCR
1.33OSCRDetails
Price/FCF
45.42
High:TSM
86.82TSMLow:OSCR
1.35OSCRDetails
P/E Ratio
26.5
High:YOU
44YOULow:HIMS
-342HIMSDetails
PEG Ratio
204.46
High:META
376.16METALow:PLMR
32.7PLMRDetails
Price/Book
7.11
High:YOU
29.58YOULow:BKNG
-14.98BKNGDetails
Price/Sales
8.34
High:TSM
17.37TSMLow:OSCR
0.59OSCRDetails
Price/CF
16.3
High:BRK.B
22.72BRK.BLow:OSCR
1.33OSCRDetails
Price/FCF
45.42
High:TSM
86.82TSMLow:OSCR
1.35OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.76% | Jan 2022 | Feb 2024 | 25 |
-13.4% | Feb 2025 | Jun 2025 | 4 |
-12.33% | Oct 2025 | - | 9 |
-5.38% | Sep 2021 | Dec 2021 | 3 |
-2.89% | Mar 2024 | May 2024 | 2 |
-2.81% | Jul 2024 | Sep 2024 | 2 |
-1.73% | Oct 2024 | Jan 2025 | 3 |
-0.76% | Aug 2025 | Sep 2025 | 1 |