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+0.37%
This Month
+14.42%
Year To Date
+75.62%
2 Years
+102.65%
5 Years
+173.88%
10 Years
+19.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies39.68%
- 💻 Electronic Technology12.9%
- 💵 Cash9.99%
- 🍞 Consumer Non Durables6.9%
- 🖥️ Technology Services6.24%
- 🚗 Consumer Durables5.32%
- 🧬 Health Technology5.3%
- 💰 Finance4.82%
- 🛍️ Retail Trade3.44%
- 💇♀️ Consumer Services2.89%
- 🚚 Transportation2.68%
- 📊 ETFs0.99%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency39.68%
- 🇺🇸 NYSE27.32%
- 🇺🇸 Nasdaq24.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.26%
- 🇹🇼 Taiwan2.22%
Dividends
Dividend Yield
1.21%
16 out of 24 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $RC (17.59%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.21% | 6.92% | $1.66 |
 UPS | 0.21% | 7.74% | $6.5 |
 ARE | 0.18% | 6.26% | $5.02 |
 RC | 0.18% | 17.59% | $1.26 |
 NKE | 0.11% | 2.17% | $1.45 |
 MCD | 0.07% | 2.26% | $6.53 |
 JNJ | 0.06% | 2.86% | $4.81 |
 QCOM | 0.06% | 2.18% | $3.25 |
 KO | 0.05% | 2.97% | $1.89 |
 TSM | 0.02% | 1.01% | $1.74 |
 GOOG | 0.02% | 0.35% | $0.2 |
 AAPL | 0.02% | 0.43% | $0.97 |
 QQQ | 0.01% | 0.51% | - |
 INTC | 0% | 0.51% | $0.5 |
 MU | 0% | 0.35% | $0.46 |
 MRVL | 0% | 0.38% | $0.24 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
ARE | Ex-Dividend | Sep 30, 2025 | $1.32 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
ARE | Pay Day | Oct 15, 2025 | $1.32 |
Performance Metrics
Score 6.8/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
7.21
7.21
-2
0
2
8
8
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
7.21
7.21
-2
0
2
8
8
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.85
High:
TSLA
196.04TSLALow:
ARE
-627.48AREDetails
PEG Ratio
3,450.52
High:
AAPL
24,779.06AAPLLow:
MRVL
-565.89MRVLDetails
Price/Book
11.05
High:AAPL
54.11AAPLLow:
MCD
-81.96MCDDetails
Price/Sales
7.56
High:TSLA
12.85TSLALow:
KMX
0.35KMXDetails
Price/CF
21.62
High:
KO
233.26KOLow:
MU
7.16MUDetails
Price/FCF
44.59
High:KO
272.99KOLow:
RC
0.56RCDetails
P/E Ratio
31.85
High:TSLA
196.04TSLALow:ARE
-627.48AREDetails
PEG Ratio
3,450.52
High:AAPL
24,779.06AAPLLow:MRVL
-565.89MRVLDetails
Price/Book
11.05
High:AAPL
54.11AAPLLow:MCD
-81.96MCDDetails
Price/Sales
7.56
High:TSLA
12.85TSLALow:KMX
0.35KMXDetails
Price/CF
21.62
High:KO
233.26KOLow:MU
7.16MUDetails
Price/FCF
44.59
High:KO
272.99KOLow:RC
0.56RCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.06% | Dec 2021 | May 2024 | 29 |
-11.6% | Dec 2024 | Jun 2025 | 6 |
-5.95% | Mar 2020 | May 2020 | 2 |
-5.19% | Sep 2021 | Oct 2021 | 1 |
-2.49% | May 2021 | Jun 2021 | 1 |
-2.31% | Jul 2021 | Aug 2021 | 1 |
-2.26% | Feb 2021 | Apr 2021 | 2 |
-1.15% | Sep 2020 | Nov 2020 | 2 |