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+0.91%
Today
+1.5%
This Month
+10.46%
Year To Date
+41.72%
2 Years
+72.17%
5 Years
+15.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ๐ ETFs44.3%
- ๐ฐ Finance17.45%
- ๐ฅ๏ธ Technology Services12.25%
- ๐ป Electronic Technology8.6%
- ๐๏ธ Retail Trade7.6%
- ๐ Consumer Durables5.52%
- ๐ Transportation3.58%
- ๐ช Cryptocurrencies0.5%
- ๐ต Cash0.3%
Exchanges Breakdown
- Exchange
- Total
- ๐บ๐ธ NYSE56.49%
- ๐บ๐ธ Nasdaq42.81%
- ๐ Digital Currency0.5%
Countries Breakdown
- Country
- Total
- ๐บ๐ธ United States45.38%
- ๐ฏ๐ต Japan5.52%
- ๐จ๐ฆ Canada2.19%
- ๐ณ๐ฑ Netherlands1.91%
Dividends
Dividend Yield
1.11%
19 out of 24 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $O (5.64%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.2% | 5.64% | $3.09 |
 STAG | 0.16% | 4.17% | $1.47 |
 SCHF | 0.13% | 2.8% | - |
 VEU | 0.13% | 2.82% | - |
 VTI | 0.06% | 1.29% | - |
 SPY | 0.05% | 1.21% | - |
 TQQQ | 0.05% | 1.41% | - |
 NTDOY | 0.04% | 0.8% | $0.24 |
 MSFT | 0.04% | 0.65% | $3 |
 QQQ | 0.03% | 0.58% | - |
 VOO | 0.03% | 1.29% | - |
 AAPL | 0.03% | 0.48% | $0.97 |
 UPRO | 0.03% | 1.11% | - |
 SSO | 0.03% | 0.87% | - |
 VOOG | 0.02% | 0.54% | - |
 GOOG | 0.02% | 0.44% | $0.2 |
 ASML | 0.02% | 0.83% | $5.57 |
 SCHG | 0.01% | 0.41% | - |
 BN.US | 0.01% | 0.49% | $0.3 |
Performance Metrics
Score 5.2/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
0.41
0.41
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
0.41
0.41
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.33
High:
RDDT
229.33RDDTLow:
BRK.B
12.63BRK.BDetails
PEG Ratio
281.46
High:
O
1,975.94OLow:
UBER
2.08UBERDetails
Price/Book
7.02
High:
AAPL
47.23AAPLLow:O
1.31ODetails
Price/Sales
5.95
High:RDDT
18.84RDDTLow:
BN.US
1.26BN.USDetails
Price/CF
21.4
High:RDDT
60.87RDDTLow:BN.US
9.19BN.USDetails
Price/FCF
51.49
High:
STAG
118.67STAGLow:UBER
19.86UBERDetails
P/E Ratio
28.33
High:RDDT
229.33RDDTLow:BRK.B
12.63BRK.BDetails
PEG Ratio
281.46
High:O
1,975.94OLow:UBER
2.08UBERDetails
Price/Book
7.02
High:AAPL
47.23AAPLLow:O
1.31ODetails
Price/Sales
5.95
High:RDDT
18.84RDDTLow:BN.US
1.26BN.USDetails
Price/CF
21.4
High:RDDT
60.87RDDTLow:BN.US
9.19BN.USDetails
Price/FCF
51.49
High:STAG
118.67STAGLow:UBER
19.86UBERDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.54% | Nov 2021 | Jun 2024 | 31 |
-11.15% | Feb 2020 | May 2020 | 3 |
-7.23% | Feb 2025 | Jun 2025 | 4 |
-6.97% | Sep 2021 | Oct 2021 | 1 |
-5.77% | Sep 2020 | Nov 2020 | 2 |
-3.84% | May 2019 | Jun 2019 | 1 |
-2.31% | Oct 2024 | Nov 2024 | 1 |
-1.48% | Aug 2019 | Dec 2019 | 4 |
-1.29% | May 2021 | Jun 2021 | 1 |
-0.78% | Dec 2024 | Jan 2025 | 1 |