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+10.59%
This Month
+21.1%
Year To Date
+139.76%
2 Years
+564.31%
5 Years
+564.31%
10 Years
+71.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology52.95%
- 🖥️ Technology Services12.99%
- 💵 Cash8.75%
- 🪙 Cryptocurrencies4.22%
- ⚡ Utilities4.12%
- 🚗 Consumer Durables4.02%
- 🛠️ Producer Manufacturing3.54%
- 💰 Finance3.04%
- 🧩 Miscellaneous2.31%
- 🪨 Non Energy Minerals2.31%
- ❓ Other2.28%
- 🛍️ Retail Trade2.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.48%
- 🇺🇸 NYSE37.58%
- 🇬🇧 LSE6.43%
- 🌍 Digital Currency4.22%
- 🇦🇪 Dubai Financial Market2.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.86%
- 🇰🇷 South Korea6.43%
- 🇹🇼 Taiwan6.41%
- 🇳🇱 Netherlands6.34%
- 🇬🇧 United Kingdom5.93%
- 🇨🇳 China2.22%
Dividends
Dividend Yield
0.32%
16 out of 28 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $NEE (2.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NEE | 0.07% | 2.69% | $1.97 |
 TSM | 0.05% | 0.74% | $1.74 |
 C | 0.04% | 1.92% | $2.12 |
 NVT | 0.03% | 0.5% | $0.75 |
 SMSN.L | 0.03% | 0.45% | $23.68 |
 NEM | 0.02% | 0.95% | $1.3 |
 BABA | 0.02% | 0.79% | $0.98 |
 GE | 0.01% | 0.51% | $0.44 |
 META | 0.01% | 0.34% | $1 |
 CEG | 0.01% | 0.55% | - |
 NVDA | 0.01% | 0.13% | $0.02 |
 GOOG | 0.01% | 0.22% | $0.2 |
 GEV | 0% | 0.17% | - |
 MU | 0% | 0.07% | $0.46 |
 WDC | 0% | 0.1% | - |
 VRT | 0% | 0.06% | $0.06 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
NEM | Ex-Dividend | May 27, 2026 | $0.26 |
NVDA | Ex-Dividend | Jun 4, 2026 | $0.25 |
WDC | Ex-Dividend | Jun 5, 2026 | $0.15 |
NEE | Ex-Dividend | Jun 5, 2026 | $0.62 |
CEG | Pay Day | Jun 5, 2026 | $0.43 |
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
NEE | Pay Day | Jun 15, 2026 | $0.62 |
GEV | Ex-Dividend | Jun 16, 2026 | $0.50 |
WDC | Pay Day | Jun 17, 2026 | $0.15 |
NEM | Pay Day | Jun 22, 2026 | $0.26 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
GEV | Pay Day | Jul 14, 2026 | $0.50 |
NVT | Ex-Dividend | Jul 24, 2026 | $0.21 |
NVT | Pay Day | Aug 7, 2026 | $0.21 |
Performance Metrics
Score 8.3/10
Beta
2.07
2.07
0
0.8
1.2
0
3
Sharpe Ratio
1.12
1.12
0
0.5
1
2
2
Sortino Ratio
3.04
3.04
0
1
2
4
4
Jensen's Alpha
50.61
50.61
-2
0
2
51
51
Omega Ratio
2.68
2.68
0
1
1.5
3
3
Treynor Ratio
2.48
2.48
0
0.75
1.25
3
3
Information Ratio
1.04
1.04
0
0.3
0.6
2
2
Calmar Ratio
2.32
2.32
0
0.3
0.6
3
3
Beta
2.07
2.07
0
0.8
1.2
0
3
Sharpe Ratio
1.12
1.12
0
0.5
1
2
2
Sortino Ratio
3.04
3.04
0
1
2
4
4
Jensen's Alpha
50.61
50.61
-2
0
2
51
51
Omega Ratio
2.68
2.68
0
1
1.5
3
3
Treynor Ratio
2.48
2.48
0
0.75
1.25
3
3
Information Ratio
1.04
1.04
0
0.3
0.6
2
2
Calmar Ratio
2.32
2.32
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
32.68
High:
TSLA
389.19TSLALow:
BE
-5,363.3BEDetails
PEG Ratio
-46.37
High:META
365.78METALow:
RKLB
-2,056.59RKLBDetails
Price/Book
10.26
High:BE
93.3BELow:C
1.11CDetails
Price/Sales
11.43
High:RKLB
120.95RKLBLow:
OKLO
-OKLODetails
Price/CF
22.55
High:
NBIS
172.05NBISLow:C
4.51CDetails
Price/FCF
49.19
High:NEE
2,356.18NEELow:C
6.13CDetails
P/E Ratio
32.68
High:TSLA
389.19TSLALow:BE
-5,363.3BEDetails
PEG Ratio
-46.37
High:META
365.78METALow:RKLB
-2,056.59RKLBDetails
Price/Book
10.26
High:BE
93.3BELow:C
1.11CDetails
Price/Sales
11.43
High:RKLB
120.95RKLBLow:OKLO
-OKLODetails
Price/CF
22.55
High:NBIS
172.05NBISLow:C
4.51CDetails
Price/FCF
49.19
High:NEE
2,356.18NEELow:C
6.13CDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.81% | Apr 2024 | Nov 2024 | 7 |
-19.91% | Nov 2025 | May 2026 | 6 |
-12.78% | May 2023 | Oct 2023 | 5 |
-3.6% | Feb 2023 | Mar 2023 | 1 |
-1.65% | Jan 2024 | Feb 2024 | 1 |
-0.59% | Aug 2025 | Sep 2025 | 1 |