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+1.4%
This Month
+15.18%
Year To Date
+52.35%
2 Years
+152.1%
5 Years
+273.95%
10 Years
+24.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology26.12%
- 🖥️ Technology Services25.02%
- 🛍️ Retail Trade11.57%
- 💰 Finance10.86%
- 💵 Cash7.49%
- 🪙 Cryptocurrencies5.55%
- 🏥 Health Services5.06%
- 📊 ETFs4.73%
- 🧩 Miscellaneous2.25%
- 🚚 Transportation1.75%
- ⚡ Utilities1.1%
- 🛠️ Producer Manufacturing0.47%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.94%
- 🇺🇸 NYSE25.42%
- 🌍 Digital Currency5.55%
- 🇫🇷 Euronext Paris1.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States75.01%
- 🇮🇱 Israel3.35%
- 🇨🇳 China2.03%
- 🇳🇱 Netherlands1.56%
Dividends
Dividend Yield
0.47%
15 out of 36 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ZIM (6.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UNH | 0.12% | 2.38% | $7.74 |
 JPM | 0.11% | 1.71% | $4.4 |
 ZIM | 0.07% | 6.53% | $0.23 |
 MSFT | 0.04% | 0.72% | $3 |
 AIR.PA | 0.03% | 1.65% | $1.8 |
 GOOG | 0.02% | 0.24% | $0.2 |
 BABA | 0.02% | 0.88% | $0.98 |
 COST | 0.02% | 0.62% | $19.22 |
 WMT | 0.01% | 0.92% | $0.81 |
 META | 0.01% | 0.28% | $1 |
 NVDA | 0.01% | 0.12% | $0.02 |
 SPY | 0.01% | 0.95% | - |
 CEG | 0.01% | 0.62% | - |
 QQQ | 0.01% | 0.38% | - |
 MU | 0% | 0.05% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 SOXL | Ex-Dividend | Sep 23, 2026 | $0.00 |
 TMF | Ex-Dividend | Sep 23, 2026 | $0.00 |
META | Pay Day | Sep 28, 2026 | $0.53 |
JPM | Ex-Dividend | Oct 6, 2026 | $1.50 |
MU | Ex-Dividend | Oct 6, 2026 | $0.15 |
COST | Ex-Dividend | Oct 24, 2026 | $1.47 |
 INTC | Ex-Dividend | Nov 7, 2026 | $0.12 |
CEG | Ex-Dividend | Nov 18, 2026 | $0.43 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
WMT | Ex-Dividend | Nov 21, 2026 | $0.25 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
UNH | Ex-Dividend | Dec 14, 2026 | $2.21 |
ZIM | Ex-Dividend | Dec 20, 2026 | $0.88 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
AIR.PA | Ex-Dividend | Apr 21, 2027 | $3.78 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
Performance Metrics
Score 7.1/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
6.1
6.1
-2
0
2
7
7
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
6.1
6.1
-2
0
2
7
7
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.5
High:
RKT
243.9RKTLow:
BE
-4,337.06BEDetails
PEG Ratio
154.02
High:JPM
653.32JPMLow:INTC
-203.76INTCDetails
Price/Book
8.15
High:BE
75.45BELow:ZIM
0.76ZIMDetails
Price/Sales
6.87
High:BE
31.93BELow:ZIM
0.46ZIMDetails
Price/CF
19.22
High:RKT
260.84RKTLow:ZIM
2.34ZIMDetails
Price/FCF
40.13
High:BABA
1,196.17BABALow:
FVRR
3.55FVRRDetails
P/E Ratio
27.5
High:RKT
243.9RKTLow:BE
-4,337.06BEDetails
PEG Ratio
154.02
High:JPM
653.32JPMLow:INTC
-203.76INTCDetails
Price/Book
8.15
High:BE
75.45BELow:ZIM
0.76ZIMDetails
Price/Sales
6.87
High:BE
31.93BELow:ZIM
0.46ZIMDetails
Price/CF
19.22
High:RKT
260.84RKTLow:ZIM
2.34ZIMDetails
Price/FCF
40.13
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 |
-5.3% | Jun 2026 | - | 4 |
-5.1% | Sep 2020 | Nov 2020 | 2 |
-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 |