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+7.02%
This Month
+0.85%
Year To Date
+42.04%
2 Years
+39.07%
5 Years
+131%
10 Years
+16.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash38.63%
- 🖥️ Technology Services27.59%
- 💻 Electronic Technology14.42%
- 📊 ETFs8.72%
- 💰 Finance7.72%
- 🪙 Cryptocurrencies5.11%
- 🧩 Miscellaneous3.55%
- ⛏️ Energy Minerals2.1%
- 🍞 Consumer Non Durables1.46%
- 🛍️ Retail Trade0.82%
- 📡 Communications0.68%
- 💇♀️ Consumer Services0.44%
- 🧪 Process Industries0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.5%
- 🇺🇸 NYSE21.07%
- 🌍 Digital Currency5.11%
- 🇺🇸 Chicago Board Options Exchange0.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.47%
- 🇨🇳 China0.09%
Dividends
Dividend Yield
0.46%
19 out of 30 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $KHC (7.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BAC | 0.08% | 2.04% | $0.96 |
 AAPL | 0.06% | 0.38% | $0.97 |
 GOOG | 0.05% | 0.25% | $0.2 |
 CVX | 0.04% | 3.77% | $6.28 |
 MSFT | 0.04% | 0.85% | $3 |
 AXP | 0.04% | 1.03% | $2.6 |
 KHC | 0.03% | 7.21% | $1.6 |
 KO | 0.03% | 2.73% | $1.89 |
 OXY | 0.02% | 1.8% | $0.8 |
 T | 0.02% | 4.24% | $1.11 |
 QQQ | 0.02% | 0.43% | - |
 O | 0.01% | 4.98% | $3.09 |
 META | 0.01% | 0.31% | $1 |
 HPQ | 0.01% | 6.01% | $1.1 |
 KR | 0.01% | 2.07% | $1.16 |
 PSKY | 0% | 1.69% | $0.2 |
 JD.US | 0% | 3.12% | $0.74 |
 NKE | 0% | 3.48% | $1.45 |
 CE | 0% | 0.19% | $2.8 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CE | Ex-Dividend | Apr 27, 2026 | $0.03 |
JD.US | Pay Day | Apr 29, 2026 | $1.00 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
T | Pay Day | May 1, 2026 | $0.28 |
AXP | Pay Day | May 8, 2026 | $0.95 |
CE | Pay Day | May 11, 2026 | $0.03 |
KR | Ex-Dividend | May 15, 2026 | $0.35 |
O | Pay Day | May 15, 2026 | $0.27 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
KR | Pay Day | Jun 1, 2026 | $0.35 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
PSKY | Ex-Dividend | Jun 15, 2026 | $0.05 |
PSKY | Pay Day | Jul 1, 2026 | $0.05 |
Performance Metrics
Score 5/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
0.41
0.41
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
0.41
0.41
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.09
High:O
55.8OLow:
U
-27.75UDetails
PEG Ratio
118.52
High:
FND
3,450.96FNDLow:U
-64.04UDetails
Price/Book
11.94
High:AAPL
45.05AAPLLow:HPQ
-23.8HPQDetails
Price/Sales
9.12
High:O
10.41OLow:JD.US
0.24JD.USDetails
Price/CF
23.84
High:NKE
54.38NKELow:
CHTR
1.67CHTRDetails
Price/FCF
47.16
High:NKE
947.69NKELow:
LILA
4.75LILADetails
P/E Ratio
31.09
High:O
55.8OLow:U
-27.75UDetails
PEG Ratio
118.52
High:FND
3,450.96FNDLow:U
-64.04UDetails
Price/Book
11.94
High:AAPL
45.05AAPLLow:HPQ
-23.8HPQDetails
Price/Sales
9.12
High:O
10.41OLow:JD.US
0.24JD.USDetails
Price/CF
23.84
High:NKE
54.38NKELow:CHTR
1.67CHTRDetails
Price/FCF
47.16
High:NKE
947.69NKELow:LILA
4.75LILADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.33% | Nov 2021 | Nov 2024 | 36 |
-6.4% | Dec 2025 | Apr 2026 | 4 |
-5.68% | Sep 2020 | Nov 2020 | 2 |
-5.49% | Sep 2021 | Oct 2021 | 1 |
-5.02% | Feb 2025 | Jun 2025 | 4 |
-1.31% | May 2021 | Jun 2021 | 1 |
-1.08% | Mar 2021 | Apr 2021 | 1 |
-0.25% | Jul 2021 | Aug 2021 | 1 |
-0.15% | Dec 2024 | Jan 2025 | 1 |