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+0.17%
This Month
+5.65%
Year To Date
-12.58%
2 Years
-16.47%
5 Years
-16.47%
10 Years
-5.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash60.49%
- 📊 ETFs13.03%
- 🖥️ Technology Services7%
- 🧬 Health Technology3.98%
- 🍞 Consumer Non Durables2.24%
- 💻 Electronic Technology1.47%
- ⛏️ Energy Minerals0.84%
- 🏥 Health Services0.75%
- 📡 Communications0.57%
- 🚚 Transportation0.45%
- 💇♀️ Consumer Services0.39%
- 🪙 Cryptocurrencies0.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE17.63%
- 🇺🇸 Nasdaq11.09%
- 🇬🇧 LSE1.02%
- 🇺🇸 Chicago Board Options Exchange0.99%
- 🌍 Digital Currency0.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.56%
- 🇬🇧 United Kingdom1.02%
- 🇧🇷 Brazil0.84%
- 🇨🇦 Canada0.28%
Dividends
Dividend Yield
0.87%
22 out of 38 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $PBR (14.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.28% | 6.99% | $1.66 |
 PBR | 0.12% | 14.81% | $1.73 |
 PSQ | 0.1% | 6.3% | - |
 SHY | 0.06% | 3.95% | - |
 SH | 0.05% | 5.03% | - |
 KHC | 0.05% | 5.94% | $1.6 |
 EWZ | 0.05% | 5.59% | - |
 SQQQ | 0.04% | 11.77% | - |
 UUP | 0.04% | 4.9% | - |
 TLT | 0.03% | 4.3% | - |
 SPXS | 0.03% | 5.38% | - |
 VOD.L | 0.02% | 4.31% | $0.08 |
 UNH | 0.02% | 2.78% | $7.74 |
 URA | 0.01% | 1.91% | - |
 SOXS | 0.01% | 9.84% | - |
 BKNG | 0% | -0.67% | $-17.5 |
 ORCL | 0% | -0.81% | $-1.6 |
 META | 0% | -0.27% | $-1 |
 SMH | -0.01% | -0.38% | - |
 MSFT | -0.01% | -0.66% | $-3 |
 HPE | -0.02% | -2.23% | $-0.51 |
 CSCO | -0.02% | -2.4% | $-1.58 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Sep 11, 2025 | -$0.83 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
HPE | Ex-Dividend | Sep 18, 2025 | -$0.13 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
KHC | Pay Day | Sep 26, 2025 | $0.40 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
BKNG | Pay Day | Sep 30, 2025 | -$9.60 |
CSCO | Ex-Dividend | Oct 3, 2025 | -$0.41 |
HPE | Pay Day | Oct 17, 2025 | -$0.13 |
CSCO | Pay Day | Oct 22, 2025 | -$0.41 |
SMH | Pay Day | Dec 24, 2025 | $0.00 |
UUP | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 3.5/10
Beta
-0.12
-0.12
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.92
-0.92
-1
0.5
1
1.5
1.5
Sortino Ratio
-1.02
-1.02
-2
1
2
3
3
Jensen's Alpha
-7.7
-7.7
-8
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
6.55
6.55
0
0.75
1.25
7
7
Information Ratio
-0.99
-0.99
-1
0.3
0.6
1
1
Calmar Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Beta
-0.12
-0.12
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.92
-0.92
-1
0.5
1
1.5
1.5
Sortino Ratio
-1.02
-1.02
-2
1
2
3
3
Jensen's Alpha
-7.7
-7.7
-8
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
6.55
6.55
0
0.75
1.25
7
7
Information Ratio
-0.99
-0.99
-1
0.3
0.6
1
1
Calmar Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.63
High:
PLTR
514.79PLTRLow:
BILL
-287.53BILLDetails
PEG Ratio
336.46
High:
BKNG
7,658.78BKNGLow:BILL
-155.77BILLDetails
Price/Book
7.12
High:
APP
141.46APPLow:BKNG
-27.19BKNGDetails
Price/Sales
6.77
High:PLTR
115.39PLTRLow:
WIZZ.L
0.31WIZZ.LDetails
Price/CF
20.3
High:PLTR
202PLTRLow:
VOD.L
1.59VOD.LDetails
Price/FCF
54.47
High:
ORCL
348.36ORCLLow:VOD.L
2.86VOD.LDetails
P/E Ratio
30.63
High:PLTR
514.79PLTRLow:BILL
-287.53BILLDetails
PEG Ratio
336.46
High:BKNG
7,658.78BKNGLow:BILL
-155.77BILLDetails
Price/Book
7.12
High:APP
141.46APPLow:BKNG
-27.19BKNGDetails
Price/Sales
6.77
High:PLTR
115.39PLTRLow:WIZZ.L
0.31WIZZ.LDetails
Price/CF
20.3
High:PLTR
202PLTRLow:VOD.L
1.59VOD.LDetails
Price/FCF
54.47
High:ORCL
348.36ORCLLow:VOD.L
2.86VOD.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.18% | Mar 2023 | - | 31 |
-6.76% | Jun 2022 | Jan 2023 | 7 |