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+2.98%
This Month
+2.98%
Year To Date
+46.9%
2 Years
+25.15%
5 Years
+78.76%
10 Years
+9.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs34.66%
- 💵 Cash26.19%
- 🪙 Cryptocurrencies17%
- 💻 Electronic Technology10.64%
- 🖥️ Technology Services8.47%
- 🛍️ Retail Trade2.1%
- 🪨 Non Energy Minerals2.02%
- ⚡ Utilities1.39%
- ⛏️ Energy Minerals1.28%
- 📦 Distribution Services0.88%
- 💰 Finance0.82%
- 🧪 Process Industries0.54%
- 🏭 Industrial Services0.42%
- 💇♀️ Consumer Services0.42%
- 🧬 Health Technology0.39%
- 💼 Commercial Services0.35%
- 🛠️ Producer Manufacturing0.2%
- 🍞 Consumer Non Durables0.12%
- ❓ Other0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.38%
- 🇺🇸 Nasdaq21.38%
- 🌍 Digital Currency17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.56%
- 🇨🇦 Canada2.02%
- 🇰🇿 Kazakhstan0.52%
- 🇨🇳 China0.5%
- 🇧🇷 Brazil0.24%
- 🇮🇱 Israel0.2%
Dividends
Dividend Yield
0.24%
26 out of 46 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AXIA (8.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CVX | 0.03% | 4.13% | $6.28 |
 AXIA | 0.02% | 8.4% | $0.06 |
 XOM | 0.02% | 3.05% | $3.76 |
 IBM | 0.01% | 2.31% | $6.65 |
 MSFT | 0.01% | 0.77% | $3 |
 EIX | 0.01% | 5.59% | $3.04 |
 CDP | 0.01% | 4% | $1.16 |
 FE | 0.01% | 3.77% | $1.64 |
 EVRG | 0.01% | 3.54% | $2.54 |
 DUK | 0.01% | 3.55% | $4.1 |
 GOOG | 0.01% | 0.26% | $0.2 |
 HAL | 0.01% | 2.08% | $0.66 |
 HRB | 0.01% | 3.95% | $1.28 |
 DOX | 0.01% | 2.56% | $1.83 |
 GIS | 0.01% | 5.48% | $2.36 |
 ABM | 0.01% | 2.39% | $0.9 |
 SYY | 0.01% | 2.79% | $2.01 |
 ECL | 0.01% | 0.98% | $2.24 |
 BDX | 0.01% | 2.07% | $3.76 |
 NSP | 0.01% | 5.29% | $2.31 |
 YUMC | 0% | 2.02% | $0.58 |
 TECK | 0% | 0.72% | $0.37 |
 META | 0% | 0.35% | $1 |
 AGI | 0% | 0.25% | $0.1 |
 NVDA | 0% | 0.02% | $0.02 |
 BSY | 0% | 0.73% | $0.22 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5/10
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
0.45
0.45
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
0.45
0.45
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.62
High:
INTC
4,581.13INTCLow:
ROKU
-518.94ROKUDetails
PEG Ratio
226.74
High:INTC
4,563.91INTCLow:ROKU
-617.97ROKUDetails
Price/Book
13.83
High:NVDA
36.4NVDALow:HRB
-9.23HRBDetails
Price/Sales
11.36
High:NVDA
23.3NVDALow:NSP
0.26NSPDetails
Price/CF
30.46
High:NVDA
54.84NVDALow:EIX
3.95EIXDetails
Price/FCF
59.58
High:
AMZN
225.5AMZNLow:NSP
7.34NSPDetails
P/E Ratio
37.62
High:INTC
4,581.13INTCLow:ROKU
-518.94ROKUDetails
PEG Ratio
226.74
High:INTC
4,563.91INTCLow:ROKU
-617.97ROKUDetails
Price/Book
13.83
High:NVDA
36.4NVDALow:HRB
-9.23HRBDetails
Price/Sales
11.36
High:NVDA
23.3NVDALow:NSP
0.26NSPDetails
Price/CF
30.46
High:NVDA
54.84NVDALow:EIX
3.95EIXDetails
Price/FCF
59.58
High:AMZN
225.5AMZNLow:NSP
7.34NSPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.2% | Jul 2021 | Nov 2024 | 40 |
-5.78% | Feb 2025 | May 2025 | 3 |
-4.09% | Jan 2020 | Apr 2020 | 3 |
-3.49% | Nov 2025 | - | 3 |
-2.06% | Dec 2024 | Jan 2025 | 1 |
-1.91% | May 2021 | Jun 2021 | 1 |
-1.01% | Feb 2021 | Apr 2021 | 2 |
-0.69% | Dec 2020 | Jan 2021 | 1 |
-0.25% | Sep 2020 | Nov 2020 | 2 |
-0.08% | Sep 2019 | Oct 2019 | 1 |
-0.07% | Nov 2019 | Dec 2019 | 1 |