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+0.36%
Today
-3.32%
This Month
-11.16%
Year To Date
-12.91%
2 Years
+38.75%
5 Years
+5.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance49.2%
- 🖥️ Technology Services17.99%
- 💻 Electronic Technology11.81%
- 🪙 Cryptocurrencies3.58%
- 🛍️ Retail Trade3.18%
- 🧪 Process Industries0.78%
- 💵 Cash0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61%
- 🇺🇸 Nasdaq18.69%
- 🌍 Digital Currency3.58%
- 🇬🇧 LSE3.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.27%
- 🇬🇧 United Kingdom11.95%
- 🇰🇾 Cayman Islands3.45%
- 🇹🇼 Taiwan3.28%
Dividends
Dividend Yield
3.7%
13 out of 19 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $ORC (19.65%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM | Pay Day | Apr 30, 2025 | $1.40 |
 ORC | Ex-Dividend | Apr 30, 2025 | $0.12 |
 DELL | Pay Day | May 2, 2025 | $0.52 |
 C | Ex-Dividend | May 5, 2025 | $0.56 |
 PUK | Pay Day | May 14, 2025 | $0.33 |
 MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
C | Pay Day | May 23, 2025 | $0.56 |
ORC | Pay Day | May 29, 2025 | $0.12 |
 GS | Ex-Dividend | May 30, 2025 | $3.00 |
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
Performance Metrics
Score 5.7/10
Beta
0.33
0.33
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
4.21
4.21
-2
0
2
5
5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.92
1.92
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
0.33
0.33
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
4.21
4.21
-2
0
2
5
5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.92
1.92
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
21.59
High:
CRDO
3,141.61CRDOLow:
SNOW
-41.13SNOWDetails
PEG Ratio
196.62
High:CRDO
2,803.64CRDOLow:
ORC
10.29ORCDetails
Price/Book
4.55
High:
NVDA
33.55NVDALow:
RR.L
-70.35RR.LDetails
Price/Sales
4.27
High:
LWLG
1,114.66LWLGLow:
DELL
0.71DELLDetails
Price/CF
14.32
High:CRDO
1,118.95CRDOLow:
GS
2.57GSDetails
Price/FCF
24.45
High:
C
233.54CLow:GS
2.82GSDetails
P/E Ratio
21.59
High:CRDO
3,141.61CRDOLow:SNOW
-41.13SNOWDetails
PEG Ratio
196.62
High:CRDO
2,803.64CRDOLow:ORC
10.29ORCDetails
Price/Book
4.55
High:NVDA
33.55NVDALow:RR.L
-70.35RR.LDetails
Price/Sales
4.27
High:LWLG
1,114.66LWLGLow:DELL
0.71DELLDetails
Price/CF
14.32
High:CRDO
1,118.95CRDOLow:GS
2.57GSDetails
Price/FCF
24.45
High:C
233.54CLow:GS
2.82GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.83% | Jul 2013 | Jul 2020 | 84 |
-19.17% | Nov 2021 | - | 42 |
-18.13% | May 2021 | Aug 2021 | 3 |
-8.13% | Sep 2021 | Oct 2021 | 1 |
-2.47% | Sep 2020 | Nov 2020 | 2 |