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-1.93%
This Month
+11.48%
Year To Date
+50.32%
2 Years
+74.32%
5 Years
+153.05%
10 Years
+17.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology16.53%
- 💰 Finance16.08%
- ⚡ Utilities10.1%
- 🖥️ Technology Services8.51%
- 👥 Copy Trading8.17%
- 🪨 Non Energy Minerals7.98%
- 🍞 Consumer Non Durables6.46%
- 🧬 Health Technology3.98%
- 🛍️ Retail Trade3.15%
- 🪙 Cryptocurrencies3.12%
- 🚗 Consumer Durables2.78%
- 📦 Distribution Services2.76%
- 🛠️ Producer Manufacturing2.42%
- ⛏️ Energy Minerals2.21%
- 📡 Communications1.94%
- 🧪 Process Industries1.58%
- 🏭 Industrial Services1.4%
- 🏥 Health Services0.64%
- 💵 Cash0.13%
- 💇♀️ Consumer Services0.11%
- ❓ Other0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE65.14%
- 🇺🇸 Nasdaq28.84%
- 🌍 Digital Currency3.12%
- 🇫🇷 Euronext Paris1.3%
- 🇬🇧 LSE1.06%
- 🇩🇪 FRA0.3%
- 🇪🇸 Bolsa De Madrid0.09%
- 🇭🇰 Hong Kong Exchanges0.06%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States85.46%
- 🇬🇧 United Kingdom3.86%
- 🇹🇼 Taiwan1.57%
- 🇧🇷 Brazil1.53%
- 🇫🇷 France1.3%
- 🇰🇷 South Korea0.94%
- 🇯🇵 Japan0.74%
- 🇨🇳 China0.6%
- 🇩🇪 Germany0.3%
- 🇨🇦 Canada0.23%
- 🇪🇸 Spain0.09%
- 🇮🇪 Ireland0.08%
- 🇷🇺 Russia0.07%
- 🇳🇱 Netherlands0%
Dividends
Dividend Yield
2.13%
104 out of 126 instruments pay dividend.
90 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DonFan | 0.15% | 1.82% | - |
 O | 0.11% | 5.41% | $3.09 |
 VALE | 0.09% | 5.76% | $1.33 |
 BTI | 0.09% | 5.72% | $2.92 |
 MO | 0.06% | 6% | $3.92 |
 PRU | 0.05% | 5.46% | $5.1 |
 KO | 0.05% | 2.7% | $1.89 |
 OGZDL.L | 0.05% | 67.74% | - |
 SHEL | 0.05% | 3.41% | $2.7 |
 OHI | 0.04% | 6.14% | $2.68 |
 AGNC | 0.04% | 13.99% | $1.44 |
 PFE | 0.04% | 6.69% | $1.66 |
 SPG | 0.03% | 4.27% | $7.75 |
 ORA.PA | 0.03% | 4.28% | $0.72 |
 RIO | 0.03% | 3.79% | $4.34 |
 JPM | 0.03% | 1.93% | $4.4 |
 T.US | 0.03% | 4.85% | $1.11 |
 WPC | 0.03% | 4.95% | $3.67 |
 FCPT | 0.03% | 6.03% | $1.38 |
 ABBV | 0.03% | 3% | $6.06 |
 MRK | 0.03% | 2.78% | $3.04 |
 SO | 0.03% | 3.32% | $2.82 |
 STLD | 0.03% | 0.76% | $1.77 |
 STAG | 0.02% | 4.11% | $1.47 |
 VZ | 0.02% | 6.14% | $2.66 |
 VST | 0.02% | 0.6% | $0.85 |
 RDN | 0.02% | 3.04% | $0.94 |
 KMI | 0.02% | 3.71% | $1.14 |
 NRG | 0.02% | 1.42% | $1.57 |
 SAN.PA | 0.02% | 5.31% | $3.76 |
 UNM | 0.02% | 2.17% | $1.46 |
 AEP | 0.02% | 2.96% | $3.47 |
 PSX | 0.02% | 2.7% | $4.3 |
 PEG | 0.02% | 3.38% | $2.34 |
 BG | 0.02% | 2.24% | $2.7 |
 MMM | 0.02% | 1.97% | $5.21 |
 ED | 0.02% | 3.34% | $3.28 |
 AFL | 0.02% | 2.08% | $1.84 |
 BK | 0.02% | 1.53% | $1.68 |
 NUE | 0.02% | 0.87% | $2.13 |
 PEP | 0.02% | 4.08% | $5.15 |
 DLR | 0.02% | 2.59% | $4.88 |
 CAG | 0.02% | 11.03% | $1.4 |
 CCI | 0.02% | 4.56% | $6.26 |
 HMC | 0.02% | 4.22% | $0.65 |
 CAH | 0.02% | 1.05% | $2.01 |
 PPL | 0.02% | 3.17% | $1 |
 ADP | 0.02% | 2.91% | $5.45 |
 DTE | 0.02% | 3.26% | $4.01 |
 LMT | 0.02% | 2.63% | $12.45 |
 RTX | 0.02% | 1.54% | $2.44 |
 ADM | 0.02% | 2.48% | $1.9 |
 KMB | 0.02% | 5.43% | $4.8 |
 MS | 0.02% | 1.84% | $3.4 |
 CMI | 0.02% | 1.19% | $6.72 |
 HII | 0.01% | 1.9% | $5.14 |
 TSN | 0.01% | 3.61% | $1.96 |
 NEE | 0.01% | 2.79% | $1.97 |
 ALL | 0.01% | 2.04% | $3.62 |
 ORI | 0.01% | 3.25% | $1.02 |
 KHC | 0.01% | 7.21% | $1.6 |
 NOC | 0.01% | 1.74% | $7.67 |
 WM | 0.01% | 1.63% | $2.9 |
 STX.US | 0.01% | 0.33% | $2.8 |
 CLX | 0.01% | 5.6% | $4.8 |
 UNH | 0.01% | 2.25% | $7.74 |
 GILD | 0.01% | 2.49% | $3.04 |
 EVRG | 0.01% | 3.36% | $2.54 |
 WKC | 0.01% | 2.69% | $0.62 |
 TSM | 0.01% | 0.69% | $1.74 |
 EMR | 0.01% | 1.57% | $2.1 |
 SPB | 0.01% | 2.3% | $1.68 |
 ATO | 0.01% | 2.32% | $3.16 |
 LEG | 0.01% | 1.96% | $1.43 |
 FAF | 0.01% | 3.34% | $2.12 |
 CSCO | 0.01% | 1.29% | $1.58 |
 GD | 0.01% | 1.81% | $5.48 |
 CVS | 0.01% | 2.8% | $2.54 |
 BMY | 0.01% | 4.47% | $2.34 |
 GOOG | 0.01% | 0.23% | $0.2 |
 KR | 0.01% | 2.26% | $1.16 |
 TM | 0.01% | 3.17% | $4.64 |
 SWK | 0.01% | 4.23% | $3.24 |
 PG | 0.01% | 3.02% | $3.83 |
 HD | 0.01% | 3% | $8.52 |
 CL | 0.01% | 2.49% | $1.96 |
 MPT | 0.01% | 6.99% | $0.6 |
 JNJ | 0.01% | 2.29% | $4.81 |
 ABT.US | 0.01% | 2.67% | $2.16 |
 DHI | 0.01% | 1.2% | $1.15 |
 COST | 0.01% | 0.55% | $19.22 |
 WMT | 0% | 0.84% | $0.81 |
 META | 0% | 0.34% | $1 |
 PHM | 0% | 0.85% | $0.76 |
 SNX.US | 0% | 0.66% | $1.5 |
 SMSN.L | 0% | 0.4% | $23.68 |
 AAPL | 0% | 0.34% | $0.97 |
 JD.US | 0% | 3.33% | $0.74 |
 BABA | 0% | 0.82% | $0.98 |
 SOLS | 0% | -0.18% | - |
 GEHC | 0% | -0.22% | $-0.12 |
 VLTO | 0% | -0.59% | $-0.27 |
 VSNT | 0% | -1.86% | - |
 GEV | 0% | -0.18% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
SO | Pay Day | Jun 8, 2026 | $0.76 |
SWK | Ex-Dividend | Jun 8, 2026 | $0.83 |
ATO | Pay Day | Jun 8, 2026 | $1.00 |
FAF | Ex-Dividend | Jun 8, 2026 | $0.55 |
GOOG (DonFan) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 HOG (DonFan) | Ex-Dividend | Jun 8, 2026 | $0.19 |
SO (DonFan) | Pay Day | Jun 8, 2026 | $0.76 |
SWK (DonFan) | Ex-Dividend | Jun 8, 2026 | $0.83 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
AGNC | Pay Day | Jun 9, 2026 | $0.12 |
PEG | Ex-Dividend | Jun 9, 2026 | $0.67 |
SPG | Ex-Dividend | Jun 9, 2026 | $2.25 |
JNJ (DonFan) | Pay Day | Jun 9, 2026 | $1.34 |
SPG (DonFan) | Ex-Dividend | Jun 9, 2026 | $2.25 |
EMR | Pay Day | Jun 10, 2026 | $0.56 |
AEP | Pay Day | Jun 10, 2026 | $0.95 |
PPL | Ex-Dividend | Jun 10, 2026 | $0.28 |
ADM | Pay Day | Jun 10, 2026 | $0.52 |
SOLS | Pay Day | Jun 10, 2026 | -$0.07 |
 CVX.US (DonFan) | Pay Day | Jun 10, 2026 | $1.78 |
 HPQ (DonFan) | Ex-Dividend | Jun 10, 2026 | $0.30 |
 TRV (DonFan) | Ex-Dividend | Jun 10, 2026 | $1.25 |
 XOM (DonFan) | Pay Day | Jun 10, 2026 | $1.03 |
EMR (DonFan) | Pay Day | Jun 10, 2026 | $0.56 |
 LLY (DonFan) | Pay Day | Jun 10, 2026 | $1.73 |
RTX | Pay Day | Jun 11, 2026 | $0.73 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
ORA.PA | Ex-Dividend | Jun 11, 2026 | $0.53 |
PRU | Pay Day | Jun 11, 2026 | $1.40 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
 MSFT (DonFan) | Pay Day | Jun 11, 2026 | $0.91 |
RTX (DonFan) | Pay Day | Jun 11, 2026 | $0.73 |
BABA (DonFan) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 LUV (DonFan) | Ex-Dividend | Jun 11, 2026 | $0.18 |
MMM | Pay Day | Jun 12, 2026 | $0.78 |
PFE | Pay Day | Jun 12, 2026 | $0.43 |
ADP | Ex-Dividend | Jun 12, 2026 | $1.70 |
HII | Pay Day | Jun 12, 2026 | $1.38 |
MMM (DonFan) | Pay Day | Jun 12, 2026 | $0.78 |
PFE (DonFan) | Pay Day | Jun 12, 2026 | $0.43 |
 YUM (DonFan) | Pay Day | Jun 12, 2026 | $0.75 |
ADP (DonFan) | Ex-Dividend | Jun 12, 2026 | $1.70 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
MRK | Ex-Dividend | Jun 15, 2026 | $0.85 |
ORA.PA | Pay Day | Jun 15, 2026 | $0.53 |
GILD | Ex-Dividend | Jun 15, 2026 | $0.82 |
TSN | Pay Day | Jun 15, 2026 | $0.51 |
MO | Ex-Dividend | Jun 15, 2026 | $1.06 |
NEE | Pay Day | Jun 15, 2026 | $0.62 |
ED | Pay Day | Jun 15, 2026 | $0.89 |
ORI | Pay Day | Jun 15, 2026 | $0.32 |
FAF | Pay Day | Jun 15, 2026 | $0.55 |
LEG | Ex-Dividend | Jun 15, 2026 | $0.05 |
CCI | Ex-Dividend | Jun 15, 2026 | $1.06 |
DLR | Ex-Dividend | Jun 15, 2026 | $1.22 |
O | Pay Day | Jun 15, 2026 | $0.27 |
GOOG (DonFan) | Pay Day | Jun 15, 2026 | $0.22 |
META (DonFan) | Ex-Dividend | Jun 15, 2026 | $0.53 |
KO (DonFan) | Ex-Dividend | Jun 15, 2026 | $0.53 |
MRK (DonFan) | Ex-Dividend | Jun 15, 2026 | $0.85 |
MO (DonFan) | Ex-Dividend | Jun 15, 2026 | $1.06 |
NEE (DonFan) | Pay Day | Jun 15, 2026 | $0.62 |
LEG (DonFan) | Ex-Dividend | Jun 15, 2026 | $0.05 |
 DPZ (DonFan) | Ex-Dividend | Jun 15, 2026 | $1.99 |
 PSA (DonFan) | Ex-Dividend | Jun 15, 2026 | $3.00 |
O (DonFan) | Pay Day | Jun 15, 2026 | $0.27 |
HMC | Pay Day | Jun 16, 2026 | $0.66 |
SPB | Pay Day | Jun 16, 2026 | $0.47 |
PHM | Ex-Dividend | Jun 16, 2026 | $0.26 |
GEV | Ex-Dividend | Jun 16, 2026 | -$0.50 |
 MCD (DonFan) | Pay Day | Jun 16, 2026 | $1.86 |
 ECL (DonFan) | Ex-Dividend | Jun 16, 2026 | $0.73 |
GEV (DonFan) | Ex-Dividend | Jun 16, 2026 | -$0.50 |
NOC | Pay Day | Jun 17, 2026 | $2.47 |
RDN | Pay Day | Jun 17, 2026 | $0.26 |
 WDC (DonFan) | Pay Day | Jun 17, 2026 | $0.15 |
HD | Pay Day | Jun 18, 2026 | $2.33 |
WM | Pay Day | Jun 18, 2026 | $0.94 |
EVRG | Pay Day | Jun 18, 2026 | $0.69 |
MPT | Ex-Dividend | Jun 18, 2026 | $0.09 |
HD (DonFan) | Pay Day | Jun 18, 2026 | $2.33 |
WM (DonFan) | Pay Day | Jun 18, 2026 | $0.94 |
 VOW3.DE (DonFan) | Ex-Dividend | Jun 19, 2026 | $6.04 |
 D (DonFan) | Pay Day | Jun 20, 2026 | $0.67 |
DTE | Ex-Dividend | Jun 22, 2026 | $1.17 |
VST | Ex-Dividend | Jun 22, 2026 | $0.23 |
SWK | Pay Day | Jun 23, 2026 | $0.83 |
VOW3.DE (DonFan) | Pay Day | Jun 23, 2026 | $6.04 |
SWK (DonFan) | Pay Day | Jun 23, 2026 | $0.83 |
 BLK (DonFan) | Pay Day | Jun 23, 2026 | $5.73 |
STX.US | Ex-Dividend | Jun 24, 2026 | $0.74 |
META | Pay Day | Jun 25, 2026 | $0.53 |
META (DonFan) | Pay Day | Jun 25, 2026 | $0.53 |
HOG (DonFan) | Pay Day | Jun 25, 2026 | $0.19 |
LMT | Pay Day | Jun 26, 2026 | $3.45 |
KHC | Pay Day | Jun 26, 2026 | $0.40 |
 BAC (DonFan) | Pay Day | Jun 26, 2026 | $0.28 |
LMT (DonFan) | Pay Day | Jun 26, 2026 | $3.45 |
 NVDA (DonFan) | Pay Day | Jun 26, 2026 | $0.25 |
 DHR (DonFan) | Ex-Dividend | Jun 26, 2026 | $0.40 |
 ULVR.L (DonFan) | Pay Day | Jun 26, 2026 | $0.55 |
KHC (DonFan) | Pay Day | Jun 26, 2026 | $0.40 |
GILD | Pay Day | Jun 29, 2026 | $0.82 |
SHEL | Pay Day | Jun 29, 2026 | $0.78 |
SHEL (DonFan) | Pay Day | Jun 29, 2026 | $0.78 |
PEP | Pay Day | Jun 30, 2026 | $1.48 |
PEG | Pay Day | Jun 30, 2026 | $0.67 |
STLD | Ex-Dividend | Jun 30, 2026 | $0.53 |
SPG | Pay Day | Jun 30, 2026 | $2.25 |
CCI | Pay Day | Jun 30, 2026 | $1.06 |
DLR | Pay Day | Jun 30, 2026 | $1.22 |
VST | Pay Day | Jun 30, 2026 | $0.23 |
STAG | Ex-Dividend | Jun 30, 2026 | $0.39 |
VLTO | Ex-Dividend | Jun 30, 2026 | -$0.13 |
 DIS (DonFan) | Ex-Dividend | Jun 30, 2026 | $0.75 |
TRV (DonFan) | Pay Day | Jun 30, 2026 | $1.25 |
PEP (DonFan) | Pay Day | Jun 30, 2026 | $1.48 |
 BKNG (DonFan) | Pay Day | Jun 30, 2026 | $0.42 |
 UNP (DonFan) | Pay Day | Jun 30, 2026 | $1.38 |
 DE (DonFan) | Ex-Dividend | Jun 30, 2026 | $1.62 |
 MDLZ (DonFan) | Ex-Dividend | Jun 30, 2026 | $0.50 |
 ITW (DonFan) | Ex-Dividend | Jun 30, 2026 | $1.61 |
 SYK (DonFan) | Ex-Dividend | Jun 30, 2026 | $0.88 |
SPG (DonFan) | Pay Day | Jun 30, 2026 | $2.25 |
DPZ (DonFan) | Pay Day | Jun 30, 2026 | $1.99 |
PSA (DonFan) | Pay Day | Jun 30, 2026 | $3.00 |
VLTO (DonFan) | Ex-Dividend | Jun 30, 2026 | -$0.13 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
CAH | Ex-Dividend | Jul 1, 2026 | $0.52 |
ALL | Pay Day | Jul 1, 2026 | $1.08 |
ADP | Pay Day | Jul 1, 2026 | $1.70 |
PPL | Pay Day | Jul 1, 2026 | $0.28 |
VSNT | Ex-Dividend | Jul 1, 2026 | -$0.38 |
HPQ (DonFan) | Pay Day | Jul 1, 2026 | $0.30 |
KO (DonFan) | Pay Day | Jul 1, 2026 | $0.53 |
 NKE (DonFan) | Pay Day | Jul 1, 2026 | $0.41 |
 CMCSA (DonFan) | Ex-Dividend | Jul 1, 2026 | $0.33 |
CAH (DonFan) | Ex-Dividend | Jul 1, 2026 | $0.52 |
ADP (DonFan) | Pay Day | Jul 1, 2026 | $1.70 |
KMB | Pay Day | Jul 2, 2026 | $1.28 |
PHM | Pay Day | Jul 2, 2026 | $0.26 |
 SYY (DonFan) | Ex-Dividend | Jul 2, 2026 | $0.55 |
KMB (DonFan) | Pay Day | Jul 2, 2026 | $1.28 |
LUV (DonFan) | Pay Day | Jul 2, 2026 | $0.18 |
 GPC (DonFan) | Pay Day | Jul 2, 2026 | $1.06 |
CSCO | Ex-Dividend | Jul 6, 2026 | $0.42 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
CSCO (DonFan) | Ex-Dividend | Jul 6, 2026 | $0.42 |
JPM (DonFan) | Ex-Dividend | Jul 6, 2026 | $1.50 |
STX.US | Pay Day | Jul 7, 2026 | $0.74 |
MRK | Pay Day | Jul 8, 2026 | $0.85 |
MRK (DonFan) | Pay Day | Jul 8, 2026 | $0.85 |
 ROP (DonFan) | Ex-Dividend | Jul 8, 2026 | $0.91 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
MO | Pay Day | Jul 10, 2026 | $1.06 |
STLD | Pay Day | Jul 10, 2026 | $0.53 |
BTI | Ex-Dividend | Jul 10, 2026 | $0.83 |
MO (DonFan) | Pay Day | Jul 10, 2026 | $1.06 |
ITW (DonFan) | Pay Day | Jul 10, 2026 | $1.61 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
BABA (DonFan) | Pay Day | Jul 13, 2026 | $1.05 |
 HRL (DonFan) | Ex-Dividend | Jul 13, 2026 | $0.29 |
GEV | Pay Day | Jul 14, 2026 | -$0.50 |
MDLZ (DonFan) | Pay Day | Jul 14, 2026 | $0.50 |
GEV (DonFan) | Pay Day | Jul 14, 2026 | -$0.50 |
CAH | Pay Day | Jul 15, 2026 | $0.52 |
LEG | Pay Day | Jul 15, 2026 | $0.05 |
DTE | Pay Day | Jul 15, 2026 | $1.17 |
STAG | Pay Day | Jul 15, 2026 | $0.39 |
CAH (DonFan) | Pay Day | Jul 15, 2026 | $0.52 |
ECL (DonFan) | Pay Day | Jul 15, 2026 | $0.73 |
LEG (DonFan) | Pay Day | Jul 15, 2026 | $0.05 |
MPT | Pay Day | Jul 16, 2026 | $0.09 |
CSCO | Pay Day | Jul 22, 2026 | $0.42 |
VSNT | Pay Day | Jul 22, 2026 | -$0.38 |
CSCO (DonFan) | Pay Day | Jul 22, 2026 | $0.42 |
DIS (DonFan) | Pay Day | Jul 22, 2026 | $0.75 |
CMCSA (DonFan) | Pay Day | Jul 22, 2026 | $0.33 |
 LOW (DonFan) | Ex-Dividend | Jul 22, 2026 | $1.25 |
ROP (DonFan) | Pay Day | Jul 22, 2026 | $0.91 |
SYY (DonFan) | Pay Day | Jul 24, 2026 | $0.55 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
VLTO | Pay Day | Jul 31, 2026 | -$0.13 |
JPM (DonFan) | Pay Day | Jul 31, 2026 | $1.50 |
DHR (DonFan) | Pay Day | Jul 31, 2026 | $0.40 |
SYK (DonFan) | Pay Day | Jul 31, 2026 | $0.88 |
VLTO (DonFan) | Pay Day | Jul 31, 2026 | -$0.13 |
LOW (DonFan) | Pay Day | Aug 5, 2026 | $1.25 |
DE (DonFan) | Pay Day | Aug 10, 2026 | $1.62 |
HRL (DonFan) | Pay Day | Aug 17, 2026 | $0.29 |
BG | Ex-Dividend | Aug 18, 2026 | $0.72 |
BTI | Pay Day | Aug 19, 2026 | $0.83 |
WMT | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT (DonFan) | Ex-Dividend | Aug 21, 2026 | $0.25 |
BG | Pay Day | Sep 1, 2026 | $0.72 |
WMT | Pay Day | Sep 8, 2026 | $0.25 |
WMT (DonFan) | Pay Day | Sep 8, 2026 | $0.25 |
 ITX.MC (DonFan) | Ex-Dividend | Oct 29, 2026 | $0.64 |
ITX.MC (DonFan) | Pay Day | Nov 2, 2026 | $0.64 |
Performance Metrics
Score 6.5/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
2.53
2.53
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.77
0.77
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
2.53
2.53
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.77
0.77
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.21
High:
PLTR
159.64PLTRLow:
INTC
-178.48INTCDetails
PEG Ratio
186.61
High:EVRG
3,453.21EVRGLow:INTC
-207.36INTCDetails
Price/Book
6.56
High:CL
469.62CLLow:CLX
-161.76CLXDetails
Price/Sales
5.19
High:PLTR
69.73PLTRLow:
BIGGQ
-BIGGQDetails
Price/CF
17.07
High:PLTR
138.09PLTRLow:
LUMN
1.4LUMNDetails
Price/FCF
40.58
High:NEE
2,356.18NEELow:PRU
4.35PRUDetails
P/E Ratio
29.21
High:PLTR
159.64PLTRLow:INTC
-178.48INTCDetails
PEG Ratio
186.61
High:EVRG
3,453.21EVRGLow:INTC
-207.36INTCDetails
Price/Book
6.56
High:CL
469.62CLLow:CLX
-161.76CLXDetails
Price/Sales
5.19
High:PLTR
69.73PLTRLow:BIGGQ
-BIGGQDetails
Price/CF
17.07
High:PLTR
138.09PLTRLow:LUMN
1.4LUMNDetails
Price/FCF
40.58
High:NEE
2,356.18NEELow:PRU
4.35PRUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.56% | Jan 2022 | Dec 2023 | 23 |
-8.15% | Mar 2020 | Apr 2020 | 1 |
-6.5% | Sep 2020 | Nov 2020 | 2 |
-6.2% | Dec 2024 | Jun 2025 | 6 |
-5.83% | Sep 2021 | Dec 2021 | 3 |
-5.77% | Mar 2026 | Apr 2026 | 1 |
-4.23% | Apr 2024 | Jul 2024 | 3 |
-1.93% | Jun 2026 | - | 1 |
-1.83% | Oct 2024 | Nov 2024 | 1 |
-1.19% | Jun 2021 | Jul 2021 | 1 |
-1.09% | Dec 2025 | Jan 2026 | 1 |
-0.77% | Jan 2024 | Feb 2024 | 1 |