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+6.32%
This Month
+17.4%
Year To Date
+47.28%
2 Years
+45.26%
5 Years
+45.26%
10 Years
+8.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs48.85%
- 🧩 Miscellaneous45.62%
- 💵 Cash2.54%
- 🖥️ Technology Services2.26%
- 💻 Electronic Technology1.28%
- 💰 Finance0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.46%
- 🇺🇸 NYSE45.56%
- 🇺🇸 OTC Markets Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.26%
- 🇯🇵 Japan1.33%
Dividends
Dividend Yield
0.47%
5 out of 10 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $DIA.US (1.39%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Jun 11, 2026 | $0.91 |
Performance Metrics
Score 3.5/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
-1.3
-1.3
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
-1.3
-1.3
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.77
High:MSFT
24.93MSFTLow:
SONY
-67.67SONYDetails
PEG Ratio
84.12
High:MSFT
84.12MSFTLow:MSFT
84.12MSFTDetails
Price/Book
7.18
High:MSFT
7.5MSFTLow:
SFGYY
1.61SFGYYDetails
Price/Sales
8.73
High:MSFT
9.79MSFTLow:SFGYY
0.4SFGYYDetails
Price/CF
15.94
High:MSFT
16.2MSFTLow:SONY
9.5SONYDetails
Price/FCF
51.7
High:MSFT
58.56MSFTLow:SONY
8.72SONYDetails
P/E Ratio
25.77
High:MSFT
24.93MSFTLow:SONY
-67.67SONYDetails
PEG Ratio
84.12
High:MSFT
84.12MSFTLow:MSFT
84.12MSFTDetails
Price/Book
7.18
High:MSFT
7.5MSFTLow:SFGYY
1.61SFGYYDetails
Price/Sales
8.73
High:MSFT
9.79MSFTLow:SFGYY
0.4SFGYYDetails
Price/CF
15.94
High:MSFT
16.2MSFTLow:SONY
9.5SONYDetails
Price/FCF
51.7
High:MSFT
58.56MSFTLow:SONY
8.72SONYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.27% | Jan 2022 | Sep 2024 | 32 |
-7.05% | Dec 2024 | Jun 2025 | 6 |
-5.07% | Mar 2026 | Apr 2026 | 1 |
-4.67% | Sep 2021 | Oct 2021 | 1 |
-2.72% | Oct 2024 | Nov 2024 | 1 |
-1.6% | Nov 2025 | Jan 2026 | 2 |