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+11.38%
This Month
+4.62%
Year To Date
+64.73%
2 Years
+87.29%
5 Years
+87.29%
10 Years
+27.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs46.04%
- 💻 Electronic Technology26.43%
- 🖥️ Technology Services11.02%
- 🛍️ Retail Trade4.69%
- 💵 Cash3.18%
- 🧩 Miscellaneous3.14%
- 💰 Finance2.64%
- 🧬 Health Technology1.02%
- 🚗 Consumer Durables0.87%
- ⛏️ Energy Minerals0.62%
- 🛠️ Producer Manufacturing0.35%
- 🪙 Cryptocurrencies0.32%
- ⚡ Utilities0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.87%
- 🇺🇸 Nasdaq44.46%
- 🇬🇧 LSE2.28%
- 🌍 Digital Currency0.32%
- 🇩🇪 Xetra ETFs0.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.21%
- 🇹🇼 Taiwan4.41%
- 🇳🇱 Netherlands3.85%
- 🇰🇷 South Korea1.47%
- 🇺🇾 Uruguay0.99%
- 🇵🇪 Peru0.82%
Dividends
Dividend Yield
0.21%
24 out of 48 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $O (4.98%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.03% | 0.62% | $1.74 |
 CVX | 0.02% | 3.77% | $6.28 |
 ASML | 0.02% | 0.51% | $5.57 |
 BAP | 0.02% | 3.23% | $9.27 |
 MSFT | 0.02% | 0.85% | $3 |
 O | 0.02% | 4.98% | $3.09 |
 GOOG | 0.01% | 0.25% | $0.2 |
 AAPL | 0.01% | 0.38% | $0.97 |
 META | 0.01% | 0.31% | $1 |
 SMSN.L | 0.01% | 0.58% | $23.68 |
 IFS | 0.01% | 3.7% | $1 |
 AVGO | 0.01% | 0.62% | $19.7 |
 UDVD.L | 0.01% | 1.52% | - |
 LLY | 0.01% | 0.68% | $4.86 |
 JNJ | 0.01% | 2.25% | $4.81 |
 V | 0% | 0.8% | $2.01 |
 CAT | 0% | 0.76% | $5.31 |
 NEE | 0% | 2.52% | $1.97 |
 NVDA | 0% | 0.02% | $0.02 |
 JPM | 0% | 1.86% | $4.4 |
 WMT | 0% | 0.77% | $0.81 |
 MA | 0% | 0.63% | $2.46 |
 COST | 0% | 0.51% | $19.22 |
 MU | 0% | 0.11% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
IFS | Ex-Dividend | Apr 24, 2026 | $1.80 |
JPM | Pay Day | Apr 30, 2026 | $1.50 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
COST | Ex-Dividend | May 1, 2026 | $1.47 |
IFS | Pay Day | May 5, 2026 | $1.80 |
WMT | Ex-Dividend | May 8, 2026 | $0.25 |
MA | Pay Day | May 8, 2026 | $0.87 |
COST | Pay Day | May 15, 2026 | $1.47 |
O | Pay Day | May 15, 2026 | $0.27 |
CAT | Pay Day | May 19, 2026 | $1.51 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
WMT | Pay Day | May 26, 2026 | $0.25 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 7.9/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
1.21
1.21
0
0.5
1
2
2
Sortino Ratio
2.2
2.2
0
1
2
3
3
Jensen's Alpha
5.42
5.42
-2
0
2
6
6
Omega Ratio
1.87
1.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
2.37
2.37
0
0.3
0.6
3
3
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
1.21
1.21
0
0.5
1
2
2
Sortino Ratio
2.2
2.2
0
1
2
3
3
Jensen's Alpha
5.42
5.42
-2
0
2
6
6
Omega Ratio
1.87
1.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
2.37
2.37
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
36.13
High:
TSLA
364.78TSLALow:IFS
10.15IFSDetails
PEG Ratio
124.14
High:
MELI
1,046.73MELILow:MU
5.16MUDetails
Price/Book
13.76
High:MA
60.24MALow:
BRK.B
1.43BRK.BDetails
Price/Sales
11.3
High:AVGO
28.61AVGOLow:WMT
1.44WMTDetails
Price/CF
28.67
High:TSLA
107.92TSLALow:IFS
4.34IFSDetails
Price/FCF
58.34
High:NEE
2,356.18NEELow:IFS
5.39IFSDetails
P/E Ratio
36.13
High:TSLA
364.78TSLALow:IFS
10.15IFSDetails
PEG Ratio
124.14
High:MELI
1,046.73MELILow:MU
5.16MUDetails
Price/Book
13.76
High:MA
60.24MALow:BRK.B
1.43BRK.BDetails
Price/Sales
11.3
High:AVGO
28.61AVGOLow:WMT
1.44WMTDetails
Price/CF
28.67
High:TSLA
107.92TSLALow:IFS
4.34IFSDetails
Price/FCF
58.34
High:NEE
2,356.18NEELow:IFS
5.39IFSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.39% | Nov 2025 | Apr 2026 | 5 |
-6.91% | Mar 2025 | May 2025 | 2 |
-3.6% | Apr 2024 | May 2024 | 1 |
-2.88% | Oct 2023 | Nov 2023 | 1 |