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+1.48%
This Month
+12.35%
Year To Date
+86.34%
2 Years
+125.34%
5 Years
+152.07%
10 Years
+20.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs42.36%
- 🪙 Cryptocurrencies20.2%
- 💵 Cash11.65%
- 🚗 Consumer Durables10.76%
- 💻 Electronic Technology6.33%
- 🖥️ Technology Services4.83%
- 💰 Finance4.63%
- 🛍️ Retail Trade2.65%
- 🍞 Consumer Non Durables0.74%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.45%
- 🇺🇸 Nasdaq32.66%
- 🌍 Digital Currency20.2%
- 🇭🇰 Hong Kong Exchanges1.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.08%
- 🇨🇳 China1.5%
- 🇺🇾 Uruguay1.36%
Dividends
Dividend Yield
0.78%
28 out of 46 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $TLT (4.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TLT | 0.1% | 4.3% | - |
 USRT | 0.08% | 3% | - |
 DGRO | 0.08% | 2.21% | - |
 VWO | 0.07% | 2.81% | - |
 VNQ | 0.06% | 3.89% | - |
 IEF | 0.06% | 3.7% | - |
 SHY | 0.05% | 3.95% | - |
 STAG | 0.04% | 4.02% | $1.47 |
 VTI | 0.04% | 1.22% | - |
 MCHI | 0.03% | 2.59% | - |
 MAA | 0.03% | 4.14% | $5.81 |
 FXI | 0.02% | 2.62% | - |
 IWO | 0.02% | 0.8% | - |
 VOO | 0.02% | 1.22% | - |
 PEP | 0.01% | 3.79% | $5.15 |
 KO | 0.01% | 2.97% | $1.89 |
 AAPL | 0.01% | 0.43% | $0.97 |
 BND | 0.01% | 3.73% | - |
 QQQ | 0.01% | 0.51% | - |
 V | 0.01% | 0.69% | $2.01 |
 META | 0.01% | 0.27% | $1 |
 MSFT | 0% | 0.67% | $3 |
 GOOGL | 0% | 0.35% | $0.2 |
 IWM | 0% | 1.15% | - |
 MA | 0% | 0.5% | $2.46 |
 BABA | 0% | 0.76% | $0.98 |
 9988.HK | 0% | 0.78% | $0.98 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
STAG | Ex-Dividend | Sep 30, 2025 | $0.12 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
STAG | Pay Day | Oct 15, 2025 | $0.12 |
Performance Metrics
Score 6.1/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
1.52
1.52
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
1.52
1.52
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
46.47
High:
PLTR
508.84PLTRLow:
IONQ
-20.72IONQDetails
PEG Ratio
3,304.37
High:
AAPL
24,772.26AAPLLow:
BABA
11.92BABADetails
Price/Book
14.22
High:
MA
67.4MALow:
STAG
2STAGDetails
Price/Sales
10.02
High:
RGTI
568.28RGTILow:
PEP
2.19PEPDetails
Price/CF
31.27
High:
KO
233.26KOLow:BABA
13.01BABADetails
Price/FCF
62.09
High:PEP
5,253.35PEPLow:
MELI
22.87MELIDetails
P/E Ratio
46.47
High:PLTR
508.84PLTRLow:IONQ
-20.72IONQDetails
PEG Ratio
3,304.37
High:AAPL
24,772.26AAPLLow:BABA
11.92BABADetails
Price/Book
14.22
High:MA
67.4MALow:STAG
2STAGDetails
Price/Sales
10.02
High:RGTI
568.28RGTILow:PEP
2.19PEPDetails
Price/CF
31.27
High:KO
233.26KOLow:BABA
13.01BABADetails
Price/FCF
62.09
High:PEP
5,253.35PEPLow:MELI
22.87MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.08% | Nov 2021 | Jul 2024 | 32 |
-12.16% | Feb 2025 | Jul 2025 | 5 |
-10.73% | Sep 2020 | Nov 2020 | 2 |
-5.2% | Sep 2021 | Oct 2021 | 1 |
-2.07% | May 2021 | Jul 2021 | 2 |
-1.91% | Aug 2024 | Sep 2024 | 1 |
-1.13% | Feb 2021 | Mar 2021 | 1 |
-0.54% | Dec 2024 | Jan 2025 | 1 |