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+1.42%
This Month
+2.73%
Year To Date
+14.5%
2 Years
+8.07%
5 Years
+67.16%
10 Years
+4.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash54.28%
- 🖥️ Technology Services27.66%
- 💻 Electronic Technology9.25%
- 💰 Finance7.2%
- 🍞 Consumer Non Durables5.25%
- 🪙 Cryptocurrencies3.66%
- 🛍️ Retail Trade2.22%
- 🚗 Consumer Durables1.8%
- 💇♀️ Consumer Services1.67%
- 📦 Distribution Services0.46%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.58%
- 🇺🇸 NYSE13.76%
- 🌍 Digital Currency3.66%
- 🇩🇪 FRA1.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.28%
- 🇯🇵 Japan2.05%
- 🇩🇪 Germany1.18%
Dividends
Dividend Yield
0.39%
11 out of 14 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $KDP (2.67%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL | Ex-Dividend | Aug 11, 2025 | $0.26 |
AAPL | Pay Day | Aug 14, 2025 | $0.26 |
 MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
 NKE | Ex-Dividend | Sep 2, 2025 | $0.40 |
 GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
 DPZ | Ex-Dividend | Sep 15, 2025 | $1.74 |
DPZ | Pay Day | Sep 30, 2025 | $1.74 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
Performance Metrics
Score 3.2/10
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-3.09
-3.09
-4
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.41
0.41
0
0.75
1.25
2
2
Information Ratio
-0.72
-0.72
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-3.09
-3.09
-4
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.41
0.41
0
0.75
1.25
2
2
Information Ratio
-0.72
-0.72
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.72
High:
TSLA
190.9TSLALow:
AVTR
11.42AVTRDetails
PEG Ratio
3,745.22
High:
AAPL
23,704.96AAPLLow:
ADS.DE
6.22ADS.DEDetails
Price/Book
12.03
High:
MA
66.26MALow:
DPZ
-3.76DPZDetails
Price/Sales
9.63
High:MA
17.26MALow:AVTR
1.18AVTRDetails
Price/CF
22.96
High:TSLA
70.91TSLALow:
SONY
7.14SONYDetails
Price/FCF
48.35
High:TSLA
200.12TSLALow:SONY
8.99SONYDetails
P/E Ratio
31.72
High:TSLA
190.9TSLALow:AVTR
11.42AVTRDetails
PEG Ratio
3,745.22
High:AAPL
23,704.96AAPLLow:ADS.DE
6.22ADS.DEDetails
Price/Book
12.03
High:MA
66.26MALow:DPZ
-3.76DPZDetails
Price/Sales
9.63
High:MA
17.26MALow:AVTR
1.18AVTRDetails
Price/CF
22.96
High:TSLA
70.91TSLALow:SONY
7.14SONYDetails
Price/FCF
48.35
High:TSLA
200.12TSLALow:SONY
8.99SONYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.53% | Jan 2022 | - | 44 |
-17.4% | Apr 2015 | Jul 2016 | 15 |
-12.38% | Oct 2018 | Oct 2019 | 12 |
-5.11% | Feb 2020 | May 2020 | 3 |
-3.98% | Dec 2014 | Feb 2015 | 2 |
-3.28% | Sep 2021 | Oct 2021 | 1 |
-2.6% | Sep 2020 | Nov 2020 | 2 |
-1.68% | Jan 2021 | Mar 2021 | 2 |
-1.65% | Mar 2018 | Jun 2018 | 3 |
-1.52% | Oct 2016 | Jan 2017 | 3 |
-0.96% | Aug 2017 | Nov 2017 | 3 |
-0.95% | May 2021 | Jun 2021 | 1 |
-0.87% | Nov 2021 | Dec 2021 | 1 |
-0.64% | May 2017 | Jun 2017 | 1 |