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+0.87%
This Month
+8.26%
Year To Date
+45.42%
2 Years
+109.93%
5 Years
+73.31%
10 Years
+9.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services41.95%
- 💵 Cash27.43%
- 🪙 Cryptocurrencies10.07%
- 💇♀️ Consumer Services4.1%
- 🍞 Consumer Non Durables3.85%
- 🛍️ Retail Trade2.29%
- 🚗 Consumer Durables2.04%
- 🌾 Commodities1.12%
- 💼 Commercial Services0.85%
- 💻 Electronic Technology0.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.05%
- 🇺🇸 NYSE12.35%
- 🌍 Digital Currency10.07%
- 🌍 Commodity1.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.3%
- 🇨🇳 China2.8%
- 🇮🇱 Israel0.58%
- 🇨🇦 Canada0.4%
- 🇳🇱 Netherlands0.32%
Dividends
Dividend Yield
0.63%
13 out of 36 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CMCSA (5.87%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CMCSA | Ex-Dividend | Oct 1, 2026 | $0.33 |
 ORCL | Ex-Dividend | Oct 10, 2026 | $0.50 |
 COST | Ex-Dividend | Oct 24, 2026 | $1.47 |
 PAYX | Ex-Dividend | Oct 28, 2026 | $1.19 |
 MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
 CDW | Ex-Dividend | Nov 25, 2026 | $0.63 |
 NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
 PEP | Ex-Dividend | Dec 4, 2026 | $1.48 |
 PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
 ADP | Ex-Dividend | Dec 11, 2026 | $1.70 |
 NXPI | Ex-Dividend | Dec 16, 2026 | $1.01 |
 CRM | Ex-Dividend | Dec 17, 2026 | $0.44 |
 BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
Performance Metrics
Score 3.4/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-3.72
-3.72
-4
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-3.72
-3.72
-4
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.62
High:
TSLA
372.52TSLALow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
146.41
High:CDW
1,321.51CDWLow:
PATH
3.1PATHDetails
Price/Book
5.81
High:TSLA
18.2TSLALow:
MSTR
0.89MSTRDetails
Price/Sales
4.36
High:MSTR
64.43MSTRLow:CMCSA
0.68CMCSADetails
Price/CF
18.6
High:MSTR
7,511.07MSTRLow:CMCSA
3.22CMCSADetails
Price/FCF
35.3
High:BABA
1,196.17BABALow:CMCSA
6.72CMCSADetails
P/E Ratio
28.62
High:TSLA
372.52TSLALow:BIDU
-5,065.95BIDUDetails
PEG Ratio
146.41
High:CDW
1,321.51CDWLow:PATH
3.1PATHDetails
Price/Book
5.81
High:TSLA
18.2TSLALow:MSTR
0.89MSTRDetails
Price/Sales
4.36
High:MSTR
64.43MSTRLow:CMCSA
0.68CMCSADetails
Price/CF
18.6
High:MSTR
7,511.07MSTRLow:CMCSA
3.22CMCSADetails
Price/FCF
35.3
High:BABA
1,196.17BABALow:CMCSA
6.72CMCSADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.26% | Dec 2021 | Sep 2024 | 33 |
-22.83% | Sep 2021 | Oct 2021 | 1 |
-21.01% | Nov 2025 | Aug 2026 | 9 |
-12.68% | Mar 2021 | Aug 2021 | 5 |
-9.53% | Feb 2025 | May 2025 | 3 |
-5.97% | Jan 2021 | Feb 2021 | 1 |
-2.72% | Dec 2024 | Jan 2025 | 1 |