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+2.08%
This Month
+13.44%
Year To Date
+67.4%
2 Years
+62.15%
5 Years
+96.05%
10 Years
+11.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs45.56%
- 💻 Electronic Technology13.75%
- 🖥️ Technology Services13.06%
- 🛍️ Retail Trade7.45%
- 💇♀️ Consumer Services7.43%
- 💰 Finance6.54%
- 🚗 Consumer Durables4.7%
- 🍞 Consumer Non Durables0.72%
- 🚚 Transportation0.68%
- 💵 Cash0.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.14%
- 🇺🇸 NYSE38.76%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.62%
- 🇨🇦 Canada0.72%
Dividends
Dividend Yield
0.26%
12 out of 29 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $O (5.34%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 COST | Ex-Dividend | Oct 31, 2025 | $1.30 |
 O | Ex-Dividend | Oct 31, 2025 | $0.27 |
 MA | Pay Day | Nov 7, 2025 | $0.76 |
 SBUX | Ex-Dividend | Nov 14, 2025 | $0.62 |
COST | Pay Day | Nov 14, 2025 | $1.30 |
O | Pay Day | Nov 14, 2025 | $0.27 |
 MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
SBUX | Pay Day | Nov 28, 2025 | $0.62 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
 SMH | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 4.3/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
-0.86
-0.86
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
-0.86
-0.86
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43.54
High:
TSLA
259.11TSLALow:
CRWD
-420.87CRWDDetails
PEG Ratio
3,716.93
High:
AAPL
27,104.01AAPLLow:
UBER
3.07UBERDetails
Price/Book
19.47
High:
MA
65.34MALow:
MAR
-23.87MARDetails
Price/Sales
10.66
High:CRWD
28.99CRWDLow:
COST
1.51COSTDetails
Price/CF
32.55
High:CRWD
81.8CRWDLow:
LULU
12.1LULUDetails
Price/FCF
56.06
High:
SBUX
1,256.06SBUXLow:
ADBE
15.76ADBEDetails
P/E Ratio
43.54
High:TSLA
259.11TSLALow:CRWD
-420.87CRWDDetails
PEG Ratio
3,716.93
High:AAPL
27,104.01AAPLLow:UBER
3.07UBERDetails
Price/Book
19.47
High:MA
65.34MALow:MAR
-23.87MARDetails
Price/Sales
10.66
High:CRWD
28.99CRWDLow:COST
1.51COSTDetails
Price/CF
32.55
High:CRWD
81.8CRWDLow:LULU
12.1LULUDetails
Price/FCF
56.06
High:SBUX
1,256.06SBUXLow:ADBE
15.76ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.67% | Sep 2021 | Jun 2024 | 33 |
-10.14% | Feb 2025 | Jun 2025 | 4 |
-6.64% | Sep 2020 | Nov 2020 | 2 |
-3.43% | Feb 2020 | Apr 2020 | 2 |
-1.54% | May 2021 | Jun 2021 | 1 |
-1.52% | Jul 2024 | Aug 2024 | 1 |
-1.4% | Jan 2021 | Apr 2021 | 3 |
-0.5% | Sep 2019 | Oct 2019 | 1 |
-0.49% | Dec 2024 | Jan 2025 | 1 |
-0.01% | Oct 2024 | Nov 2024 | 1 |