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+0.38%
This Month
+12.33%
Year To Date
+36.48%
2 Years
+24.28%
5 Years
+852.63%
10 Years
+23.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash31%
- 🖥️ Technology Services22.8%
- 📊 ETFs18.81%
- 🪙 Cryptocurrencies8.39%
- 🛍️ Retail Trade6.35%
- 💻 Electronic Technology6.01%
- 💰 Finance3.91%
- 🧬 Health Technology3.63%
- 🚚 Transportation1.11%
- 🚗 Consumer Durables1.07%
- ⚡ Utilities1.04%
- 💼 Commercial Services0.85%
- 💇♀️ Consumer Services0.71%
- 🏥 Health Services0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq29.95%
- 🇺🇸 NYSE28.46%
- 🌍 Digital Currency8.39%
- 🇬🇧 LSE4.15%
- 🇨🇭 SIX1.36%
- 🇫🇷 Euronext Paris1.07%
- 🇺🇸 Chicago Board Options Exchange0.79%
- 🇳🇱 Euronext Amsterdam0.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.46%
- 🇨🇳 China2.14%
- 🇨🇭 Switzerland2.02%
- 🇳🇱 Netherlands1.78%
- 🇬🇧 United Kingdom1.75%
- 🇺🇾 Uruguay1.26%
- 🇭🇰 Hong Kong0.87%
- 🇨🇦 Canada0.39%
Dividends
Dividend Yield
0.23%
19 out of 50 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SWKS (4.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ROG.ZU | 0.04% | 2.94% | $9.6 |
 PHIA.NV | 0.03% | 3.74% | - |
 ALLY | 0.02% | 2.59% | $1.2 |
 AZN.L | 0.02% | 1.79% | $2.28 |
 MSFT | 0.01% | 0.71% | $3 |
 BABA | 0.01% | 0.68% | $0.98 |
 SIMO | 0.01% | 1.66% | $1.49 |
 LSEG.L | 0.01% | 1.53% | $1.15 |
 SWKS | 0.01% | 4.39% | $2.72 |
 AIR.PA | 0.01% | 1.02% | $1.8 |
 CRM | 0.01% | 0.63% | $0.4 |
 V | 0.01% | 0.69% | $2.01 |
 META | 0.01% | 0.32% | $1 |
 MA | 0.01% | 0.54% | $2.46 |
 GOOG | 0.01% | 0.26% | $0.2 |
 VST | 0.01% | 0.56% | $0.85 |
 PYPL | 0% | 0.23% | - |
 NVDA | 0% | 0.02% | $0.02 |
 NBN | 0% | 0.04% | $0.04 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.8/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.96
1.96
0
1
2
3
3
Jensen's Alpha
16.36
16.36
-2
0
2
17
17
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
2.53
2.53
0
0.75
1.25
3
3
Information Ratio
0.5
0.5
0
0.3
0.6
1
1
Calmar Ratio
0.73
0.73
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.96
1.96
0
1
2
3
3
Jensen's Alpha
16.36
16.36
-2
0
2
17
17
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
2.53
2.53
0
0.75
1.25
3
3
Information Ratio
0.5
0.5
0
0.3
0.6
1
1
Calmar Ratio
0.73
0.73
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.03
High:
INTC
3,415.09INTCLow:
CRWD
-380.87CRWDDetails
PEG Ratio
280.82
High:INTC
3,402.26INTCLow:
GTLB
-801.55GTLBDetails
Price/Book
9.8
High:
GDDY
187.53GDDYLow:
ETSY
-4.94ETSYDetails
Price/Sales
8.12
High:
CRSP
131.18CRSPLow:
CSIQ
0.28CSIQDetails
Price/CF
24.31
High:
TSLA
99.57TSLALow:ALLY
3.39ALLYDetails
Price/FCF
59.22
High:SIMO
251.07SIMOLow:
TDOC
4.96TDOCDetails
P/E Ratio
36.03
High:INTC
3,415.09INTCLow:CRWD
-380.87CRWDDetails
PEG Ratio
280.82
High:INTC
3,402.26INTCLow:GTLB
-801.55GTLBDetails
Price/Book
9.8
High:GDDY
187.53GDDYLow:ETSY
-4.94ETSYDetails
Price/Sales
8.12
High:CRSP
131.18CRSPLow:CSIQ
0.28CSIQDetails
Price/CF
24.31
High:TSLA
99.57TSLALow:ALLY
3.39ALLYDetails
Price/FCF
59.22
High:SIMO
251.07SIMOLow:TDOC
4.96TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.08% | Jul 2021 | Nov 2024 | 40 |
-33.63% | Apr 2015 | Apr 2017 | 24 |
-21.5% | Aug 2018 | Jan 2020 | 17 |
-10.03% | Mar 2020 | Jul 2020 | 4 |
-8.47% | Feb 2025 | Jun 2025 | 4 |
-6.46% | Mar 2018 | Jun 2018 | 3 |
-6.07% | Sep 2017 | Oct 2017 | 1 |
-4.19% | Nov 2025 | - | 2 |
-3.12% | Sep 2020 | Nov 2020 | 2 |
-2.17% | Feb 2021 | Jun 2021 | 4 |
-1.58% | Dec 2024 | Jan 2025 | 1 |
-0.7% | Jan 2018 | Feb 2018 | 1 |