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-5.14%
This Month
-5.88%
Year To Date
+20.79%
2 Years
+34.63%
5 Years
+169.66%
10 Years
+18.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs22.3%
- 🖥️ Technology Services21.97%
- 🪙 Cryptocurrencies15.7%
- 💻 Electronic Technology15.01%
- 🛍️ Retail Trade10.45%
- 🍞 Consumer Non Durables5.93%
- 💰 Finance4.7%
- 🚚 Transportation3.64%
- 💵 Cash0.45%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.42%
- 🇺🇸 NYSE28.23%
- 🌍 Digital Currency15.7%
- 🇦🇺 Sydney8.34%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.35%
- 🇦🇺 Australia8.34%
Dividends
Dividend Yield
0.74%
9 out of 13 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $QAN.ASX (3.95%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL | Ex-Dividend | Jun 8, 2026 | $0.22 |
 MSFT | Pay Day | Jun 11, 2026 | $0.91 |
 META | Ex-Dividend | Jun 15, 2026 | $0.53 |
 KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
META | Pay Day | Jun 25, 2026 | $0.53 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
 NKE | Pay Day | Jul 1, 2026 | $0.41 |
 WMT | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 6.1/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
2.7
2.7
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
2.7
2.7
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.15
High:WMT
41.48WMTLow:
QAN.ASX
8.59QAN.ASXDetails
PEG Ratio
169.16
High:
CBA.ASX
435.64CBA.ASXLow:QAN.ASX
32.11QAN.ASXDetails
Price/Book
12.93
High:
AAPL
42.87AAPLLow:CBA.ASX
3.48CBA.ASXDetails
Price/Sales
6.76
High:GOOGL
10.76GOOGLLow:QAN.ASX
0.58QAN.ASXDetails
Price/CF
20.33
High:NKE
54.38NKELow:QAN.ASX
4.15QAN.ASXDetails
Price/FCF
43.04
High:NKE
947.69NKELow:QAN.ASX
9.8QAN.ASXDetails
P/E Ratio
31.15
High:WMT
41.48WMTLow:QAN.ASX
8.59QAN.ASXDetails
PEG Ratio
169.16
High:CBA.ASX
435.64CBA.ASXLow:QAN.ASX
32.11QAN.ASXDetails
Price/Book
12.93
High:AAPL
42.87AAPLLow:CBA.ASX
3.48CBA.ASXDetails
Price/Sales
6.76
High:GOOGL
10.76GOOGLLow:QAN.ASX
0.58QAN.ASXDetails
Price/CF
20.33
High:NKE
54.38NKELow:QAN.ASX
4.15QAN.ASXDetails
Price/FCF
43.04
High:NKE
947.69NKELow:QAN.ASX
9.8QAN.ASXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.59% | Jan 2021 | Nov 2024 | 46 |
-16.36% | Oct 2025 | - | 9 |
-12.63% | Feb 2025 | Jun 2025 | 4 |
-7.15% | Sep 2020 | Oct 2020 | 1 |
-1.47% | Dec 2024 | Jan 2025 | 1 |
-0.8% | Aug 2025 | Sep 2025 | 1 |