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+1.37%
Today
+2.7%
This Month
+7.99%
Year To Date
+63.66%
2 Years
+147.57%
5 Years
+23.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology31.5%
- 🖥️ Technology Services21.44%
- 💰 Finance14.28%
- 🛍️ Retail Trade12.27%
- 💵 Cash10.98%
- 📊 ETFs7.44%
- 🏥 Health Services4.38%
- 🪙 Cryptocurrencies0.68%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.53%
- 🇺🇸 NYSE26.41%
- 🇫🇷 Euronext Paris2.37%
- 🌍 Digital Currency0.68%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.03%
- 🇳🇱 Netherlands2.37%
- 🇨🇳 China1.9%
- 🇮🇱 Israel0.57%
Dividends
Dividend Yield
0.63%
13 out of 20 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.83%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
 MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
 META | Ex-Dividend | Jun 16, 2025 | $0.52 |
 UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
META | Pay Day | Jun 26, 2025 | $0.52 |
 JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
 WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
Performance Metrics
Score 6.9/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
7.01
7.01
-2
0
2
8
8
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
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
7.01
7.01
-2
0
2
8
8
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
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.88
High:
AMD
84.8AMDLow:
MARA
-10.34MARADetails
PEG Ratio
160.16
High:
COST
615.73COSTLow:
BABA
20.99BABADetails
Price/Book
8.89
High:
NVDA
40.72NVDALow:MARA
1.38MARADetails
Price/Sales
6.76
High:NVDA
23.2NVDALow:
UNH
0.66UNHDetails
Price/CF
25.67
High:
SMCI
138.16SMCILow:
FVRR
9.79FVRRDetails
Price/FCF
44.5
High:SMCI
598.42SMCILow:FVRR
9.93FVRRDetails
P/E Ratio
30.88
High:AMD
84.8AMDLow:MARA
-10.34MARADetails
PEG Ratio
160.16
High:COST
615.73COSTLow:BABA
20.99BABADetails
Price/Book
8.89
High:NVDA
40.72NVDALow:MARA
1.38MARADetails
Price/Sales
6.76
High:NVDA
23.2NVDALow:UNH
0.66UNHDetails
Price/CF
25.67
High:SMCI
138.16SMCILow:FVRR
9.79FVRRDetails
Price/FCF
44.5
High:SMCI
598.42SMCILow:FVRR
9.93FVRRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.26% | Dec 2021 | Jul 2023 | 19 |
-15.2% | Dec 2024 | - | 7 |
-9.95% | Sep 2023 | Dec 2023 | 3 |
-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 |