Loading...
0%
Today
+1.04%
This Month
+0.69%
Year To Date
+28.89%
2 Years
+582.89%
5 Years
+68.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology26.6%
- 📡 Communications14.14%
- 🛍️ Retail Trade13.64%
- 💇♀️ Consumer Services12.47%
- ⚡ Utilities12.05%
- 🧬 Health Technology11.91%
- 🏥 Health Services7.77%
- 🚗 Consumer Durables1.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE57.84%
- 🇺🇸 Nasdaq42.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
Dividends
Dividend Yield
1.36%
8 out of 9 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $SO (3.29%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LLY | Pay Day | Jun 10, 2025 | $1.50 |
 NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
 MCD | Pay Day | Jun 16, 2025 | $1.77 |
 UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
 WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
 TMUS | Ex-Dividend | Aug 29, 2025 | $0.88 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
TMUS | Pay Day | Sep 11, 2025 | $0.88 |
Performance Metrics
Score 8.4/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
2.63
2.63
0
1
2
3
3
Jensen's Alpha
142.68
142.68
-2
0
2
143
143
Omega Ratio
2.56
2.56
0
1
1.5
3
3
Treynor Ratio
8.14
8.14
0
0.75
1.25
9
9
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
1.33
1.33
0
0.3
0.6
2
2
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
2.63
2.63
0
1
2
3
3
Jensen's Alpha
142.68
142.68
-2
0
2
143
143
Omega Ratio
2.56
2.56
0
1
1.5
3
3
Treynor Ratio
8.14
8.14
0
0.75
1.25
9
9
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
1.33
1.33
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.89
High:
TSLA
162.31TSLALow:
UNH
12.68UNHDetails
PEG Ratio
99.03
High:
SO
263.96SOLow:UNH
28.03UNHDetails
Price/Book
21.33
High:
LLY
46.3LLYLow:
MCD
-63.63MCDDetails
Price/Sales
5.47
High:
NVDA
23.49NVDALow:UNH
0.68UNHDetails
Price/CF
30.06
High:LLY
79.83LLYLow:SO
10.45SODetails
Price/FCF
44.66
High:LLY
631.92LLYLow:
TMUS
25.75TMUSDetails
P/E Ratio
37.89
High:TSLA
162.31TSLALow:UNH
12.68UNHDetails
PEG Ratio
99.03
High:SO
263.96SOLow:UNH
28.03UNHDetails
Price/Book
21.33
High:LLY
46.3LLYLow:MCD
-63.63MCDDetails
Price/Sales
5.47
High:NVDA
23.49NVDALow:UNH
0.68UNHDetails
Price/CF
30.06
High:LLY
79.83LLYLow:SO
10.45SODetails
Price/FCF
44.66
High:LLY
631.92LLYLow:TMUS
25.75TMUSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.9% | Mar 2022 | Feb 2023 | 11 |
-34.52% | Aug 2023 | May 2024 | 9 |
-8.64% | Mar 2023 | May 2023 | 2 |
-4.96% | Dec 2024 | - | 7 |
-0.3% | Oct 2024 | Nov 2024 | 1 |