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+1.4%
Today
+2.47%
This Month
+4.52%
Year To Date
+72.97%
2 Years
+134.33%
5 Years
+19.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology29.11%
- 📊 ETFs27.22%
- 🖥️ Technology Services22.09%
- 💰 Finance8.44%
- 🪙 Cryptocurrencies7.48%
- 🧬 Health Technology2.41%
- 🚗 Consumer Durables2.37%
- 🧪 Process Industries0.62%
- 🚚 Transportation0.21%
- 🛍️ Retail Trade0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq63.52%
- 🇺🇸 NYSE26.52%
- 🌍 Digital Currency7.48%
- 🇨🇭 SIX2.31%
- 🇭🇰 Hong Kong Exchanges0.17%
- 🇩🇪 FRA0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.2%
- 🇨🇭 Switzerland2.31%
- 🇩🇪 Germany0.47%
- 🇨🇳 China0.26%
- 🇱🇺 Luxembourg0.1%
Dividends
Dividend Yield
0.53%
15 out of 32 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $UBSG.ZU (2.64%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 PATK | Pay Day | Jun 9, 2025 | $0.40 |
 NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
 MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
 META | Ex-Dividend | Jun 16, 2025 | $0.52 |
META | Pay Day | Jun 26, 2025 | $0.52 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
Performance Metrics
Score 6.3/10
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
9.2
9.2
-2
0
2
10
10
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
9.2
9.2
-2
0
2
10
10
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.11
High:
GWRE
650.46GWRELow:
ILMN
-13.47ILMNDetails
PEG Ratio
135.15
High:
PLTR
634.66PLTRLow:ILMN
-52.71ILMNDetails
Price/Book
14.14
High:PLTR
52.16PLTRLow:
DB
0.75DBDetails
Price/Sales
12.97
High:PLTR
98.27PLTRLow:
DHER.DE
0.56DHER.DEDetails
Price/CF
29.14
High:PLTR
161.45PLTRLow:DB
1.03DBDetails
Price/FCF
40.28
High:
URI
208.16URILow:DB
1.09DBDetails
P/E Ratio
36.11
High:GWRE
650.46GWRELow:ILMN
-13.47ILMNDetails
PEG Ratio
135.15
High:PLTR
634.66PLTRLow:ILMN
-52.71ILMNDetails
Price/Book
14.14
High:PLTR
52.16PLTRLow:DB
0.75DBDetails
Price/Sales
12.97
High:PLTR
98.27PLTRLow:DHER.DE
0.56DHER.DEDetails
Price/CF
29.14
High:PLTR
161.45PLTRLow:DB
1.03DBDetails
Price/FCF
40.28
High:URI
208.16URILow:DB
1.09DBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.14% | Jan 2018 | Dec 2020 | 35 |
-38.41% | Jan 2022 | Feb 2024 | 25 |
-11.59% | Dec 2024 | May 2025 | 5 |
-6.67% | Sep 2021 | Oct 2021 | 1 |
-5.53% | Apr 2024 | May 2024 | 1 |
-3.43% | May 2021 | Jun 2021 | 1 |
-0.85% | Jul 2024 | Aug 2024 | 1 |
-0.75% | Feb 2021 | Apr 2021 | 2 |