Loading...
-1.08%
This Month
+20.62%
Year To Date
+50.19%
2 Years
+147.76%
5 Years
+147.76%
10 Years
+25.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs29.87%
- 💻 Electronic Technology24.13%
- 🍞 Consumer Non Durables12.88%
- 🖥️ Technology Services12.54%
- 🚗 Consumer Durables6.28%
- 🧩 Miscellaneous4.61%
- 🪙 Cryptocurrencies2.69%
- 📡 Communications2.45%
- 💼 Commercial Services2.27%
- ❓ Other1.37%
- 💵 Cash1.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.96%
- 🇺🇸 NYSE37.44%
- 🌍 Digital Currency2.69%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.54%
Dividends
Dividend Yield
0.78%
10 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VZ (6.1%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INTU | Ex-Dividend | Oct 9, 2026 | $1.20 |
 VZ | Ex-Dividend | Oct 10, 2026 | $0.71 |
 AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
 MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
 NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
 PEP | Ex-Dividend | Dec 4, 2026 | $1.48 |
 PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
 NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
 KO | Ex-Dividend | Dec 15, 2026 | $0.53 |
 TNA | Ex-Dividend | Dec 23, 2026 | $0.00 |
Performance Metrics
Score 7.8/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
1.29
1.29
0
0.5
1
2
2
Sortino Ratio
3.1
3.1
0
1
2
4
4
Jensen's Alpha
6.73
6.73
-2
0
2
7
7
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.96
1.96
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
2.52
2.52
0
0.3
0.6
3
3
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
1.29
1.29
0
0.5
1
2
2
Sortino Ratio
3.1
3.1
0
1
2
4
4
Jensen's Alpha
6.73
6.73
-2
0
2
7
7
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.96
1.96
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
2.52
2.52
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
32.71
High:
TSLA
372.52TSLALow:PYPL
8.69PYPLDetails
PEG Ratio
68.59
High:
AMD
147.81AMDLow:NVDA
29.49NVDADetails
Price/Book
16.79
High:AAPL
44.76AAPLLow:VZ
1.7VZDetails
Price/Sales
12.28
High:AMD
24.58AMDLow:PYPL
1.25PYPLDetails
Price/CF
28.98
High:TSLA
79.58TSLALow:VZ
5.66VZDetails
Price/FCF
45.2
High:NKE
947.69NKELow:PYPL
7.94PYPLDetails
P/E Ratio
32.71
High:TSLA
372.52TSLALow:PYPL
8.69PYPLDetails
PEG Ratio
68.59
High:AMD
147.81AMDLow:NVDA
29.49NVDADetails
Price/Book
16.79
High:AAPL
44.76AAPLLow:VZ
1.7VZDetails
Price/Sales
12.28
High:AMD
24.58AMDLow:PYPL
1.25PYPLDetails
Price/CF
28.98
High:TSLA
79.58TSLALow:VZ
5.66VZDetails
Price/FCF
45.2
High:NKE
947.69NKELow:PYPL
7.94PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.48% | Dec 2024 | Jun 2025 | 6 |
-7.12% | Aug 2023 | Nov 2023 | 3 |
-5.05% | Nov 2025 | Apr 2026 | 5 |
-3.73% | Jun 2026 | Aug 2026 | 2 |
-3.72% | Mar 2024 | Jun 2024 | 3 |
-3.52% | Apr 2023 | Jun 2023 | 2 |
-3.43% | Jan 2024 | Feb 2024 | 1 |
-1.62% | Dec 2022 | Jan 2023 | 1 |
-1.61% | Oct 2024 | Nov 2024 | 1 |
-1.08% | Sep 2026 | - | 1 |