Loading...
-2.69%
This Month
+17.84%
Year To Date
+146.02%
2 Years
+179.97%
5 Years
+112.47%
10 Years
+13.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology24.55%
- 📊 ETFs19.26%
- 🖥️ Technology Services18.25%
- 🍞 Consumer Non Durables16.52%
- 💰 Finance8.3%
- 🛍️ Retail Trade6.69%
- 💇♀️ Consumer Services1.95%
- 💵 Cash1.91%
- 🧩 Miscellaneous1.7%
- 🧬 Health Technology1.51%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.83%
- 🇺🇸 NYSE40.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States75.52%
- 🇩🇰 Denmark1.51%
- 🇮🇱 Israel0.74%
Dividends
Dividend Yield
0.19%
9 out of 21 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NKE (4.36%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AXP | Pay Day | Nov 10, 2026 | $0.95 |
 CAKE.US | Ex-Dividend | Nov 11, 2026 | -$0.30 |
 WYNN | Ex-Dividend | Nov 14, 2026 | $0.25 |
 MCD | Ex-Dividend | Dec 1, 2026 | $1.86 |
 NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
 CRM | Ex-Dividend | Dec 17, 2026 | $0.44 |
 AVGO | Ex-Dividend | Dec 21, 2026 | $0.65 |
AXP | Ex-Dividend | Jan 9, 2027 | $0.95 |
 NVO | Ex-Dividend | Feb 17, 2027 | $1.22 |
Performance Metrics
Score 3.7/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-4.53
-4.53
-5
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-4.53
-4.53
-5
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.19
High:
AMD
162.13AMDLow:
FUBO
2FUBODetails
PEG Ratio
33.28
High:
NOW
441NOWLow:FUBO
0.01FUBODetails
Price/Book
8.36
High:
PLTR
46.56PLTRLow:MCD
-161.19MCDDetails
Price/Sales
7.12
High:PLTR
79.03PLTRLow:FUBO
0.15FUBODetails
Price/CF
29.68
High:PLTR
88.14PLTRLow:WYNN
6.85WYNNDetails
Price/FCF
100.63
High:NKE
947.69NKELow:FUBO
10.26FUBODetails
P/E Ratio
40.19
High:AMD
162.13AMDLow:FUBO
2FUBODetails
PEG Ratio
33.28
High:NOW
441NOWLow:FUBO
0.01FUBODetails
Price/Book
8.36
High:PLTR
46.56PLTRLow:MCD
-161.19MCDDetails
Price/Sales
7.12
High:PLTR
79.03PLTRLow:FUBO
0.15FUBODetails
Price/CF
29.68
High:PLTR
88.14PLTRLow:WYNN
6.85WYNNDetails
Price/FCF
100.63
High:NKE
947.69NKELow:FUBO
10.26FUBODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.47% | Jun 2020 | Nov 2024 | 53 |
-22.48% | Nov 2025 | May 2026 | 6 |
-3.78% | Mar 2025 | Apr 2025 | 1 |
-3.31% | Jun 2026 | Aug 2026 | 2 |
-2.69% | Oct 2026 | - | 1 |