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0%
Today
+1.25%
This Month
+4.86%
Year To Date
+105.2%
2 Years
+337.07%
5 Years
+29.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology26.38%
- 🖥️ Technology Services22.89%
- 📊 ETFs17.93%
- 🚗 Consumer Durables11.06%
- 💰 Finance8.54%
- 🚚 Transportation4.97%
- 🍞 Consumer Non Durables3.09%
- 🏥 Health Services1.81%
- 💼 Commercial Services1.32%
- 🛠️ Producer Manufacturing1.31%
- 💵 Cash1.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq68.34%
- 🇺🇸 NYSE30.97%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.92%
- 🇱🇺 Luxembourg9.79%
- 🇸🇬 Singapore4.97%
- 🇹🇼 Taiwan2.69%
Dividends
Dividend Yield
0.34%
9 out of 17 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.81%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
 TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
 UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
 LRCX | Ex-Dividend | Jun 18, 2025 | $0.23 |
 AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
LRCX | Pay Day | Jul 9, 2025 | $0.23 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
Performance Metrics
Score 6.8/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
14.4
14.4
-2
0
2
15
15
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
14.4
14.4
-2
0
2
15
15
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
49.38
High:
GRAB
923.21GRABLow:
UNH
12.68UNHDetails
PEG Ratio
260.98
High:
PG
950.42PGLow:
HIMS
1.32HIMSDetails
Price/Book
23.87
High:
PLTR
55.56PLTRLow:
SOFI
2.35SOFIDetails
Price/Sales
16.52
High:PLTR
104.67PLTRLow:UNH
0.68UNHDetails
Price/CF
34.88
High:PLTR
161.45PLTRLow:SOFI
8.38SOFIDetails
Price/FCF
43.89
High:PLTR
163.42PLTRLow:SOFI
9.54SOFIDetails
P/E Ratio
49.38
High:GRAB
923.21GRABLow:UNH
12.68UNHDetails
PEG Ratio
260.98
High:PG
950.42PGLow:HIMS
1.32HIMSDetails
Price/Book
23.87
High:PLTR
55.56PLTRLow:SOFI
2.35SOFIDetails
Price/Sales
16.52
High:PLTR
104.67PLTRLow:UNH
0.68UNHDetails
Price/CF
34.88
High:PLTR
161.45PLTRLow:SOFI
8.38SOFIDetails
Price/FCF
43.89
High:PLTR
163.42PLTRLow:SOFI
9.54SOFIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.02% | Jul 2020 | Jan 2021 | 6 |
-26.36% | Jun 2021 | May 2022 | 11 |
-24.15% | Aug 2023 | Feb 2024 | 6 |
-14.79% | Jun 2022 | Oct 2022 | 4 |
-14.38% | Feb 2025 | May 2025 | 3 |
-8.36% | Nov 2022 | Jan 2023 | 2 |
-5.07% | Apr 2023 | May 2023 | 1 |
-5.02% | Mar 2021 | May 2021 | 2 |
-4.92% | Apr 2024 | May 2024 | 1 |
-1.16% | Feb 2023 | Mar 2023 | 1 |
-0.65% | Jul 2024 | Aug 2024 | 1 |