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-4.69%
This Month
+12.12%
Year To Date
+53.33%
2 Years
+141.49%
5 Years
+264.01%
10 Years
+25.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology27.89%
- 🖥️ Technology Services25.5%
- 💵 Cash12.43%
- 🛍️ Retail Trade12.11%
- 💰 Finance8.77%
- 🏥 Health Services5.08%
- 🪙 Cryptocurrencies4.27%
- 🧩 Miscellaneous1.89%
- 🛠️ Producer Manufacturing1.76%
- 🚚 Transportation1.58%
- 📊 ETFs1.19%
- ⚡ Utilities1.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.58%
- 🇺🇸 NYSE18.9%
- 🌍 Digital Currency4.27%
- 🇫🇷 Euronext Paris1.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States75.89%
- 🇮🇱 Israel4.18%
- 🇨🇳 China2.34%
- 🇳🇱 Netherlands1.42%
Dividends
Dividend Yield
0.46%
15 out of 32 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $ZIM (7.82%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
 MSFT | Pay Day | Jun 11, 2026 | $0.91 |
 BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
 META | Ex-Dividend | Jun 15, 2026 | $0.53 |
META | Pay Day | Jun 25, 2026 | $0.53 |
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
 JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
 WMT | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 7/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
6.05
6.05
-2
0
2
7
7
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
6.05
6.05
-2
0
2
7
7
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.65
High:
RKT
224.24RKTLow:
FLNC
-73.5FLNCDetails
PEG Ratio
146.46
High:JPM
603.47JPMLow:
MU
11.46MUDetails
Price/Book
8.74
High:NVDA
27.09NVDALow:
ZIM
0.8ZIMDetails
Price/Sales
7.22
High:
AMD
23.05AMDLow:ZIM
0.49ZIMDetails
Price/CF
19.76
High:RKT
260.84RKTLow:ZIM
2.34ZIMDetails
Price/FCF
44.64
High:BABA
1,196.17BABALow:
FVRR
3.55FVRRDetails
P/E Ratio
29.65
High:RKT
224.24RKTLow:FLNC
-73.5FLNCDetails
PEG Ratio
146.46
High:JPM
603.47JPMLow:MU
11.46MUDetails
Price/Book
8.74
High:NVDA
27.09NVDALow:ZIM
0.8ZIMDetails
Price/Sales
7.22
High:AMD
23.05AMDLow:ZIM
0.49ZIMDetails
Price/CF
19.76
High:RKT
260.84RKTLow:ZIM
2.34ZIMDetails
Price/FCF
44.64
High:BABA
1,196.17BABALow:FVRR
3.55FVRRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.26% | Dec 2021 | Jul 2023 | 19 |
-16.97% | Nov 2025 | May 2026 | 6 |
-15.2% | Dec 2024 | Jun 2025 | 6 |
-9.95% | Sep 2023 | Dec 2023 | 3 |
-5.1% | Sep 2020 | Nov 2020 | 2 |
-4.69% | Jun 2026 | - | 1 |
-4.6% | Sep 2021 | Oct 2021 | 1 |
-4.16% | Apr 2024 | May 2024 | 1 |
-2.17% | Apr 2020 | May 2020 | 1 |
-0.86% | Jul 2024 | Aug 2024 | 1 |
-0.69% | Oct 2024 | Nov 2024 | 1 |
-0.48% | Feb 2021 | Apr 2021 | 2 |
-0.18% | Dec 2020 | Jan 2021 | 1 |