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+0.7%
Today
+0.76%
This Month
+5.96%
Year To Date
+36.28%
2 Years
+38.3%
5 Years
+8.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash41.94%
- 📊 ETFs28.09%
- 🪙 Cryptocurrencies20.26%
- 💻 Electronic Technology5.97%
- 🖥️ Technology Services4.41%
- 🪨 Non Energy Minerals1.59%
- ⚡ Utilities1.37%
- 💰 Finance1.06%
- 📦 Distribution Services0.94%
- 🛍️ Retail Trade0.84%
- 🧪 Process Industries0.6%
- 💇♀️ Consumer Services0.54%
- 💼 Commercial Services0.48%
- 🧬 Health Technology0.31%
- 🛠️ Producer Manufacturing0.19%
- 🍞 Consumer Non Durables0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.09%
- 🌍 Digital Currency20.26%
- 🇺🇸 Nasdaq11.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.31%
- 🇨🇦 Canada1.59%
- 🇰🇿 Kazakhstan0.74%
- 🇨🇳 China0.4%
- 🇧🇷 Brazil0.21%
- 🇮🇱 Israel0.19%
Dividends
Dividend Yield
0.23%
25 out of 40 instruments pay dividend.
14 dividend payments in the next 30 days.
Highest Dividend: $EIX (6.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EWW | 0.05% | 3.61% | - |
 BIL | 0.02% | 4.76% | - |
 IBM | 0.02% | 2.49% | $6.65 |
 EIX | 0.01% | 6.01% | $3.04 |
 CDP | 0.01% | 4.31% | $1.16 |
 FE | 0.01% | 4.24% | $1.64 |
 DUK | 0.01% | 3.63% | $4.1 |
 EVRG | 0.01% | 4.07% | $2.54 |
 EBR | 0.01% | 3.81% | $0.06 |
 HRB | 0.01% | 2.58% | $1.28 |
 GIS | 0.01% | 4.4% | $2.36 |
 ABM | 0.01% | 2.19% | $0.9 |
 DOX | 0.01% | 2.15% | $1.83 |
 SYY | 0.01% | 2.78% | $2.01 |
 NSP | 0.01% | 3.87% | $2.31 |
 BDX | 0.01% | 2.36% | $3.76 |
 ECL | 0.01% | 0.95% | $2.24 |
 TECK | 0% | 0.9% | $0.37 |
 YUMC | 0% | 1.87% | $0.58 |
 META | 0% | 0.29% | $1 |
 MSFT | 0% | 0.69% | $3 |
 AGI | 0% | 0.36% | $0.1 |
 GOOG | 0% | 0.46% | $0.2 |
 BSY | 0% | 0.53% | $0.22 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
BDX | Ex-Dividend | Jun 9, 2025 | $1.04 |
IBM | Pay Day | Jun 10, 2025 | $1.68 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
AGI | Ex-Dividend | Jun 12, 2025 | $0.02 |
BSY | Pay Day | Jun 12, 2025 | $0.07 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
DUK | Pay Day | Jun 16, 2025 | $1.04 |
TECK | Ex-Dividend | Jun 16, 2025 | $0.09 |
ECL | Ex-Dividend | Jun 17, 2025 | $0.65 |
YUMC | Pay Day | Jun 18, 2025 | $0.24 |
EVRG | Pay Day | Jun 20, 2025 | $0.67 |
NSP | Pay Day | Jun 20, 2025 | $0.60 |
META | Pay Day | Jun 26, 2025 | $0.52 |
AGI | Pay Day | Jun 26, 2025 | $0.02 |
BDX | Pay Day | Jun 30, 2025 | $1.04 |
DOX | Ex-Dividend | Jun 30, 2025 | $0.53 |
CDP | Ex-Dividend | Jun 30, 2025 | $0.30 |
TECK | Pay Day | Jun 30, 2025 | $0.09 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
SYY | Ex-Dividend | Jul 3, 2025 | $0.54 |
HRB | Pay Day | Jul 3, 2025 | $0.38 |
ECL | Pay Day | Jul 15, 2025 | $0.65 |
CDP | Pay Day | Jul 16, 2025 | $0.30 |
SYY | Pay Day | Jul 25, 2025 | $0.54 |
DOX | Pay Day | Jul 25, 2025 | $0.53 |
EWW | Pay Day | Dec 20, 2025 | $1.58 |
Performance Metrics
Score 4.9/10
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
0.52
0.52
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
0.52
0.52
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.47
High:
GME
110.88GMELow:
ROKU
-102.28ROKUDetails
PEG Ratio
1,685.32
High:
FRHC
33,383.2FRHCLow:ROKU
-125.16ROKUDetails
Price/Book
18.02
High:
NVDA
40.72NVDALow:
HRB
-40.09HRBDetails
Price/Sales
13.01
High:NVDA
23.2NVDALow:
NSP
0.36NSPDetails
Price/CF
27.11
High:GME
82.66GMELow:
EIX
4.38EIXDetails
Price/FCF
39.67
High:
EVRG
194.43EVRGLow:NSP
7.34NSPDetails
P/E Ratio
38.47
High:GME
110.88GMELow:ROKU
-102.28ROKUDetails
PEG Ratio
1,685.32
High:FRHC
33,383.2FRHCLow:ROKU
-125.16ROKUDetails
Price/Book
18.02
High:NVDA
40.72NVDALow:HRB
-40.09HRBDetails
Price/Sales
13.01
High:NVDA
23.2NVDALow:NSP
0.36NSPDetails
Price/CF
27.11
High:GME
82.66GMELow:EIX
4.38EIXDetails
Price/FCF
39.67
High:EVRG
194.43EVRGLow: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 |
-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 |