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0%
This Month
-5.66%
Year To Date
+24.94%
2 Years
+35.39%
5 Years
+35.39%
10 Years
+6.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs27.63%
- 🖥️ Technology Services27.15%
- 💻 Electronic Technology15.78%
- 🧩 Miscellaneous9.6%
- 💰 Finance7.29%
- 🛍️ Retail Trade4.96%
- 🍞 Consumer Non Durables2.82%
- 🪙 Cryptocurrencies2.74%
- 🧬 Health Technology1.59%
- 💵 Cash0.45%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE48.43%
- 🇺🇸 Nasdaq47.01%
- 🌍 Digital Currency2.74%
- 🇬🇧 LSE1.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.76%
- 🇹🇼 Taiwan4.86%
- 🇳🇱 Netherlands3.44%
- 🇰🇾 Cayman Islands0.52%
Dividends
Dividend Yield
0.49%
20 out of 38 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $O (5.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.1% | 0.96% | $3 |
 O | 0.05% | 5.26% | $3.09 |
 V | 0.05% | 0.84% | $2.01 |
 KO | 0.04% | 2.71% | $1.89 |
 QQQ | 0.04% | 0.48% | - |
 TSM | 0.04% | 0.8% | $1.74 |
 PG | 0.03% | 2.95% | $3.83 |
 LMT | 0.03% | 2.19% | $12.45 |
 GOOG | 0.02% | 0.28% | $0.2 |
 ASML | 0.02% | 0.54% | $5.57 |
 META | 0.02% | 0.36% | $1 |
 WMT | 0.01% | 0.8% | $0.81 |
 JNJ | 0.01% | 2.13% | $4.81 |
 TMO | 0% | 0.36% | $1.48 |
 ORCL | 0% | 1.37% | $1.6 |
 AAPL | 0% | 0.41% | $0.97 |
 COST | 0% | 0.52% | $19.22 |
 MA | 0% | 0.66% | $2.46 |
 NVDA | 0% | 0.02% | $0.02 |
 XDJP.L | 0% | 0.01% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Ex-Dividend | Apr 9, 2026 | $0.87 |
ORCL | Ex-Dividend | Apr 9, 2026 | $0.50 |
TMO | Pay Day | Apr 15, 2026 | $0.47 |
O | Pay Day | Apr 15, 2026 | $0.27 |
ORCL | Pay Day | Apr 24, 2026 | $0.50 |
WMT | Ex-Dividend | May 8, 2026 | $0.25 |
MA | Pay Day | May 8, 2026 | $0.87 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
WMT | Pay Day | May 26, 2026 | $0.25 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 4/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-0.93
-0.93
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-0.93
-0.93
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.77
High:
PANW
88.71PANWLow:
CRWD
-527.72CRWDDetails
PEG Ratio
162.97
High:V
532.18VLow:JNJ
24.44JNJDetails
Price/Book
9.3
High:MA
57.74MALow:O
1.45ODetails
Price/Sales
8.29
High:CRWD
20.94CRWDLow:WMT
1.4WMTDetails
Price/CF
24.07
High:
TTWO
70.92TTWOLow:
NU
9.67NUDetails
Price/FCF
60.79
High:ORCL
348.36ORCLLow:NU
9.68NUDetails
P/E Ratio
27.77
High:PANW
88.71PANWLow:CRWD
-527.72CRWDDetails
PEG Ratio
162.97
High:V
532.18VLow:JNJ
24.44JNJDetails
Price/Book
9.3
High:MA
57.74MALow:O
1.45ODetails
Price/Sales
8.29
High:CRWD
20.94CRWDLow:WMT
1.4WMTDetails
Price/CF
24.07
High:TTWO
70.92TTWOLow:NU
9.67NUDetails
Price/FCF
60.79
High:ORCL
348.36ORCLLow:NU
9.68NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.9% | Jan 2022 | Feb 2024 | 25 |
-8.24% | Oct 2024 | Jun 2025 | 8 |
-7.93% | Feb 2026 | - | 2 |
-5.11% | Sep 2021 | Oct 2021 | 1 |
-2.5% | Apr 2024 | May 2024 | 1 |
-1.66% | Nov 2021 | Dec 2021 | 1 |
-1.15% | Nov 2025 | Jan 2026 | 2 |