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+0.02%
Today
+2.06%
This Month
-9.47%
Year To Date
-10.22%
2 Years
-10.22%
5 Years
-13.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs52.82%
- 🚗 Consumer Durables7.94%
- 💵 Cash7.28%
- 🖥️ Technology Services6.17%
- 🧬 Health Technology5.16%
- 💻 Electronic Technology4.56%
- 🚚 Transportation3.58%
- 🛍️ Retail Trade3%
- 💰 Finance2.58%
- 🍞 Consumer Non Durables2.57%
- 💇♀️ Consumer Services2%
- 🏥 Health Services1.29%
- 🪙 Cryptocurrencies1.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.47%
- 🇺🇸 Nasdaq29.46%
- 🇬🇧 LSE6.29%
- 🇺🇸 Chicago Board Options Exchange3.63%
- 🇨🇭 SIX2.57%
- 🇩🇪 FRA2.33%
- 🌍 Digital Currency1.19%
- 🇭🇰 Hong Kong Exchanges0.92%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.51%
- 🇨🇳 China2.92%
- 🇨🇭 Switzerland2.57%
- 🇬🇧 United Kingdom2.51%
- 🇩🇪 Germany2.33%
Dividends
Dividend Yield
1.44%
19 out of 30 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $F (7.31%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 F | 0.23% | 7.31% | $0.78 |
 VWO | 0.19% | 3.02% | - |
 VOW3.DE | 0.16% | 6.94% | $9.06 |
 DGRO | 0.13% | 2.23% | - |
 VOO | 0.13% | 1.29% | - |
 GSK | 0.1% | 3.83% | $1.45 |
 NESN.ZU | 0.09% | 3.52% | $3 |
 URA | 0.08% | 2.39% | - |
 BX | 0.07% | 2.88% | $3.36 |
 SOXL | 0.06% | 2.17% | - |
 YUMC | 0.04% | 1.86% | $0.58 |
 UNH | 0.04% | 2.81% | $7.74 |
 ITA | 0.03% | 0.78% | - |
 SMH | 0.03% | 0.45% | - |
 MSFT | 0.02% | 0.69% | $3 |
 GOOG | 0.01% | 0.46% | $0.2 |
 CIBR | 0.01% | 0.23% | - |
 AAPL | 0.01% | 0.5% | $0.97 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
YUMC | Pay Day | Jun 18, 2025 | $0.24 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
GSK | Pay Day | Jul 10, 2025 | $0.43 |
SMH | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 1.7/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
-1.18
-1.18
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.35
-1.35
-2
1
2
3
3
Jensen's Alpha
-20.13
-20.13
-21
0
2
4.5
4.5
Omega Ratio
0.26
0.26
0
1
1.5
2.5
2.5
Treynor Ratio
-1.79
-1.79
-2
0.75
1.25
2
2
Information Ratio
-1.89
-1.89
-2
0.3
0.6
1
1
Calmar Ratio
-0.88
-0.88
-1
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
-1.18
-1.18
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.35
-1.35
-2
1
2
3
3
Jensen's Alpha
-20.13
-20.13
-21
0
2
4.5
4.5
Omega Ratio
0.26
0.26
0
1
1.5
2.5
2.5
Treynor Ratio
-1.79
-1.79
-2
0.75
1.25
2
2
Information Ratio
-1.89
-1.89
-2
0.3
0.6
1
1
Calmar Ratio
-0.88
-0.88
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.23
High:
TSLA
162.31TSLALow:
NTLA
-1.55NTLADetails
PEG Ratio
86.85
High:
MSFT
300.52MSFTLow:NTLA
-60.37NTLADetails
Price/Book
9.91
High:
AAPL
45.61AAPLLow:
VOW3.DE
0.27VOW3.DEDetails
Price/Sales
5.75
High:
NVDA
23.49NVDALow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
21.34
High:TSLA
54.2TSLALow:
F
2.27FDetails
Price/FCF
46.37
High:
03690.HK
387.8103690.HKLow:F
6.36FDetails
P/E Ratio
32.23
High:TSLA
162.31TSLALow:NTLA
-1.55NTLADetails
PEG Ratio
86.85
High:MSFT
300.52MSFTLow:NTLA
-60.37NTLADetails
Price/Book
9.91
High:AAPL
45.61AAPLLow:VOW3.DE
0.27VOW3.DEDetails
Price/Sales
5.75
High:NVDA
23.49NVDALow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
21.34
High:TSLA
54.2TSLALow:F
2.27FDetails
Price/FCF
46.37
High:03690.HK
387.8103690.HKLow:F
6.36FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.79% | Feb 2025 | - | 5 |
-1.37% | Dec 2024 | Jan 2025 | 1 |