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-1.49%
This Month
-1.49%
Year To Date
+71.15%
2 Years
+148.61%
5 Years
+148.61%
10 Years
+31.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.76%
- 💻 Electronic Technology23.06%
- 💰 Finance14.51%
- 🪙 Cryptocurrencies13.89%
- ⚡ Utilities4.97%
- 📊 ETFs3.64%
- 💵 Cash3.51%
- 💇♀️ Consumer Services3.37%
- 🛍️ Retail Trade2.55%
- 📦 Distribution Services2.25%
- 🏥 Health Services2.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.51%
- 🇺🇸 NYSE37.62%
- 🌍 Digital Currency13.89%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.12%
- 🇮🇱 Israel2.37%
Dividends
Dividend Yield
0.53%
15 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.98%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QCOM | 0.08% | 2.34% | $3.25 |
 MSFT | 0.07% | 0.78% | $3 |
 UNH | 0.06% | 2.98% | $7.74 |
 DELL | 0.05% | 1.82% | $1.63 |
 BLK | 0.05% | 1.92% | $20.2 |
 DIS | 0.05% | 1.39% | $0.75 |
 ORCL | 0.05% | 1.17% | $1.6 |
 AVGO | 0.03% | 0.73% | $19.7 |
 AAPL | 0.02% | 0.4% | $0.97 |
 CAH | 0.02% | 0.97% | $2.01 |
 META | 0.02% | 0.29% | $1 |
 CEG | 0.01% | 0.54% | - |
 KKR | 0.01% | 0.63% | $0.67 |
 VST | 0.01% | 0.54% | $0.85 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.2/10
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
12.21
12.21
-2
0
2
13
13
Omega Ratio
1.95
1.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
0.77
0.77
0
0.3
0.6
1
1
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
12.21
12.21
-2
0
2
13
13
Omega Ratio
1.95
1.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
0.77
0.77
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.2
High:
PLTR
367.98PLTRLow:
IONQ
-8.55IONQDetails
PEG Ratio
160.1
High:META
479.82METALow:DIS
10.5DISDetails
Price/Book
8.12
High:PLTR
56.9PLTRLow:DELL
-29.87DELLDetails
Price/Sales
7.7
High:IONQ
168.96IONQLow:CAH
0.21CAHDetails
Price/CF
29.89
High:PLTR
258.05PLTRLow:CAH
7.48CAHDetails
Price/FCF
61.22
High:ORCL
348.36ORCLLow:CAH
9.48CAHDetails
P/E Ratio
33.2
High:PLTR
367.98PLTRLow:IONQ
-8.55IONQDetails
PEG Ratio
160.1
High:META
479.82METALow:DIS
10.5DISDetails
Price/Book
8.12
High:PLTR
56.9PLTRLow:DELL
-29.87DELLDetails
Price/Sales
7.7
High:IONQ
168.96IONQLow:CAH
0.21CAHDetails
Price/CF
29.89
High:PLTR
258.05PLTRLow:CAH
7.48CAHDetails
Price/FCF
61.22
High:ORCL
348.36ORCLLow:CAH
9.48CAHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.83% | Apr 2022 | Jul 2023 | 15 |
-13.09% | Feb 2025 | May 2025 | 3 |
-12.15% | Aug 2023 | Dec 2023 | 4 |
-7.9% | Apr 2024 | Jun 2024 | 2 |
-5.42% | Nov 2025 | - | 3 |
-3.42% | Jul 2024 | Sep 2024 | 2 |
-1.51% | Dec 2024 | Jan 2025 | 1 |
-1.26% | Oct 2024 | Nov 2024 | 1 |