Loading...
+9.89%
This Month
+7.65%
Year To Date
+105.64%
2 Years
+33.29%
5 Years
+33.29%
10 Years
+6.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance23.3%
- 🧩 Miscellaneous13.39%
- 💻 Electronic Technology12.82%
- 🖥️ Technology Services12.07%
- 📊 ETFs9.47%
- 🛍️ Retail Trade7.23%
- 💵 Cash6.86%
- 🚗 Consumer Durables5.43%
- 🪙 Cryptocurrencies5.07%
- 🍞 Consumer Non Durables3%
- 🧬 Health Technology2.65%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.2%
- 🇺🇸 Nasdaq34.24%
- 🇬🇧 LSE12.92%
- 🌍 Digital Currency5.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.6%
- 🇮🇹 Italy4.45%
- 🇰🇷 South Korea3.71%
- 🇺🇾 Uruguay1.75%
- 🇨🇦 Canada0.53%
- 🇰🇾 Cayman Islands0.09%
Dividends
Dividend Yield
1.09%
19 out of 35 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $ARE (8.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.2% | 4.98% | $3.09 |
 AMT | 0.18% | 3.8% | $6.56 |
 PEP | 0.11% | 3.63% | $5.15 |
 EQIX | 0.1% | 1.74% | $16.19 |
 ADC | 0.09% | 3.91% | $2.96 |
 VICI | 0.09% | 6.23% | $1.66 |
 PLD | 0.08% | 2.83% | $3.66 |
 RACE | 0.05% | 1.14% | $2.64 |
 DELL | 0.04% | 1.07% | $1.63 |
 MSFT | 0.04% | 0.85% | $3 |
 ARE | 0.02% | 8.39% | $5.02 |
 JPM | 0.02% | 1.86% | $4.4 |
 SMSN.L | 0.02% | 0.58% | $23.68 |
 LLY | 0.02% | 0.68% | $4.86 |
 RY | 0.01% | 2.54% | $4.03 |
 QQQ | 0.01% | 0.43% | - |
 AAPL | 0.01% | 0.38% | $0.97 |
 GOOG | 0% | 0.25% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
RY | Ex-Dividend | Apr 23, 2026 | $1.20 |
AMT | Pay Day | Apr 28, 2026 | $1.79 |
JPM | Pay Day | Apr 30, 2026 | $1.50 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
ADC | Ex-Dividend | Apr 30, 2026 | $0.27 |
DELL | Pay Day | May 1, 2026 | $0.63 |
RACE | Pay Day | May 5, 2026 | $4.27 |
ADC | Pay Day | May 14, 2026 | $0.27 |
O | Pay Day | May 15, 2026 | $0.27 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
RY | Pay Day | May 22, 2026 | $1.20 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
Performance Metrics
Score 4.3/10
Beta
1.83
1.83
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
1.4
1.4
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
1.83
1.83
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
1.4
1.4
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.36
High:
TSLA
364.78TSLALow:ARE
-5.8AREDetails
PEG Ratio
215.82
High:
MELI
1,046.73MELILow:LLY
42.54LLYDetails
Price/Book
8.04
High:
FTNT
49.59FTNTLow:DELL
-51.88DELLDetails
Price/Sales
6.54
High:
PLTR
84.18PLTRLow:DELL
1.16DELLDetails
Price/CF
21.36
High:PLTR
214.31PLTRLow:ARE
5.9AREDetails
Price/FCF
61.06
High:PLD
345.35PLDLow:
NU
9.68NUDetails
P/E Ratio
32.36
High:TSLA
364.78TSLALow:ARE
-5.8AREDetails
PEG Ratio
215.82
High:MELI
1,046.73MELILow:LLY
42.54LLYDetails
Price/Book
8.04
High:FTNT
49.59FTNTLow:DELL
-51.88DELLDetails
Price/Sales
6.54
High:PLTR
84.18PLTRLow:DELL
1.16DELLDetails
Price/CF
21.36
High:PLTR
214.31PLTRLow:ARE
5.9AREDetails
Price/FCF
61.06
High:PLD
345.35PLDLow:NU
9.68NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-79.54% | Sep 2021 | Nov 2024 | 38 |
-10.03% | Dec 2024 | Jun 2025 | 6 |
-6.53% | Nov 2025 | Apr 2026 | 5 |