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+13.92%
This Month
+2.68%
Year To Date
+69.14%
2 Years
+45%
5 Years
-74.56%
10 Years
-16.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services42.85%
- 💻 Electronic Technology21.11%
- 💰 Finance20.15%
- 🛍️ Retail Trade12.87%
- 🪙 Cryptocurrencies2.04%
- 🚗 Consumer Durables0.96%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq65.35%
- 🇺🇸 NYSE30.84%
- 🌍 Digital Currency2.04%
- 🇬🇧 LSE1.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States90.76%
- 🇱🇺 Luxembourg2.93%
- 🇬🇧 United Kingdom1.75%
- 🇳🇱 Netherlands1.56%
- 🇮🇱 Israel0.93%
Dividends
Dividend Yield
0.64%
16 out of 30 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $TGT (3.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MS | 0.14% | 2.06% | $3.4 |
 GS | 0.1% | 1.65% | $11 |
 MSFT | 0.08% | 0.85% | $3 |
 JPM | 0.07% | 1.86% | $4.4 |
 C | 0.06% | 1.77% | $2.12 |
 QCOM | 0.05% | 2.55% | $3.25 |
 AAPL | 0.04% | 0.38% | $0.97 |
 META | 0.03% | 0.31% | $1 |
 GOOG | 0.03% | 0.25% | $0.2 |
 RR.L | 0.01% | 0.75% | - |
 CRM | 0.01% | 0.9% | $0.4 |
 TGT | 0.01% | 3.51% | $4.42 |
 INTU | 0.01% | 1.07% | $3.6 |
 MRVL | 0.01% | 0.16% | $0.24 |
 MU | 0% | 0.11% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CRM | Pay Day | Apr 23, 2026 | $0.44 |
RR.L | Ex-Dividend | Apr 23, 2026 | $0.07 |
JPM | Pay Day | Apr 30, 2026 | $1.50 |
MS | Ex-Dividend | Apr 30, 2026 | $1.00 |
MRVL | Pay Day | Apr 30, 2026 | $0.06 |
C | Ex-Dividend | May 4, 2026 | $0.60 |
TGT | Ex-Dividend | May 13, 2026 | $1.14 |
MS | Pay Day | May 15, 2026 | $1.00 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
C | Pay Day | May 22, 2026 | $0.60 |
GS | Ex-Dividend | Jun 1, 2026 | $4.50 |
TGT | Pay Day | Jun 1, 2026 | $1.14 |
RR.L | Pay Day | Jun 3, 2026 | $0.07 |
QCOM | Ex-Dividend | Jun 4, 2026 | $0.92 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
GS | Pay Day | Jun 29, 2026 | $4.50 |
Performance Metrics
Score 2.4/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
-0.22
-0.22
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.3
-0.3
-1
1
2
3
3
Jensen's Alpha
-19.21
-19.21
-20
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.68
-0.68
-1
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
-0.22
-0.22
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.3
-0.3
-1
1
2
3
3
Jensen's Alpha
-19.21
-19.21
-20
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.68
-0.68
-1
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.41
High:
TSLA
364.78TSLALow:
GTLB
-63.3GTLBDetails
PEG Ratio
113.47
High:JPM
602.25JPMLow:
ASAN
-27.81ASANDetails
Price/Book
9.04
High:
PLTR
47.39PLTRLow:
FVRR
0.94FVRRDetails
Price/Sales
6.98
High:PLTR
84.18PLTRLow:TGT
0.57TGTDetails
Price/CF
20.78
High:PLTR
214.31PLTRLow:MS
5.75MSDetails
Price/FCF
48.39
High:
AMZN
325.85AMZNLow:FVRR
6.57FVRRDetails
P/E Ratio
30.41
High:TSLA
364.78TSLALow:GTLB
-63.3GTLBDetails
PEG Ratio
113.47
High:JPM
602.25JPMLow:ASAN
-27.81ASANDetails
Price/Book
9.04
High:PLTR
47.39PLTRLow:FVRR
0.94FVRRDetails
Price/Sales
6.98
High:PLTR
84.18PLTRLow:TGT
0.57TGTDetails
Price/CF
20.78
High:PLTR
214.31PLTRLow:MS
5.75MSDetails
Price/FCF
48.39
High:AMZN
325.85AMZNLow:FVRR
6.57FVRRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-89.68% | Mar 2018 | - | 98 |