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+1.24%
This Month
+6.12%
Year To Date
+35.06%
2 Years
+56.68%
5 Years
+4793.07%
10 Years
+52.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs39.14%
- 🪙 Cryptocurrencies26.98%
- 💵 Cash16.86%
- 🖥️ Technology Services7.48%
- 💻 Electronic Technology5.38%
- 🧬 Health Technology1.92%
- 🚗 Consumer Durables1.64%
- 💰 Finance1.39%
- 🛍️ Retail Trade0.93%
- 💇♀️ Consumer Services0.87%
- 🛠️ Producer Manufacturing0.83%
- 🍞 Consumer Non Durables0.47%
- 📦 Distribution Services0.3%
- ⚡ Utilities0.3%
- 🚚 Transportation0.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.9%
- 🌍 Digital Currency26.98%
- 🇺🇸 NYSE24.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.16%
- 🇮🇪 Ireland0.25%
- 🇳🇱 Netherlands0.2%
- 🇺🇾 Uruguay0.19%
Dividends
Dividend Yield
0.11%
27 out of 58 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PEP (3.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AEP | 0.01% | 3.28% | $3.47 |
 PAYX | 0.01% | 3.66% | $3.65 |
 GILD | 0.01% | 2.62% | $3.04 |
 PEP | 0.01% | 3.73% | $5.15 |
 AMGN | 0.01% | 3.04% | $8.76 |
 CSCO | 0.01% | 2.11% | $1.58 |
 FAST | 0.01% | 2.08% | $1.48 |
 ADP | 0.01% | 2.38% | $5.45 |
 QCOM | 0% | 1.97% | $3.25 |
 TXN | 0% | 3.07% | $5.14 |
 MSFT | 0% | 0.73% | $3 |
 ADI | 0% | 1.42% | $3.56 |
 PCAR | 0% | 1.18% | $1.11 |
 NXPI | 0% | 1.78% | $4.06 |
 MAR | 0% | 0.88% | $2.19 |
 CTAS | 0% | 0.9% | $5.4 |
 ODFL | 0% | 0.7% | $0.92 |
 INTU | 0% | 0.67% | $3.6 |
 LRCX | 0% | 0.61% | $8 |
 BKNG | 0% | 0.72% | $17.5 |
 AVGO | 0% | 0.66% | $19.7 |
 ROP | 0% | 0.76% | $2.93 |
 AMAT | 0% | 0.69% | $1.44 |
 KLAC | 0% | 0.62% | $5.65 |
 COST | 0% | 0.57% | $19.22 |
 REGN | 0% | 0.47% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.4/10
Beta
0.3
0.3
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
2.55
2.55
0
1
2
3
3
Jensen's Alpha
73.75
73.75
-2
0
2
74
74
Omega Ratio
2.3
2.3
0
1
1.5
3
3
Treynor Ratio
16.63
16.63
0
0.75
1.25
17
17
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Beta
0.3
0.3
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
2.55
2.55
0
1
2
3
3
Jensen's Alpha
73.75
73.75
-2
0
2
74
74
Omega Ratio
2.3
2.3
0
1
1.5
3
3
Treynor Ratio
16.63
16.63
0
0.75
1.25
17
17
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
54.64
High:
INTC
3,566.98INTCLow:
MDB
-475.06MDBDetails
PEG Ratio
757.99
High:
AMAT
6,243.73AMATLow:MDB
-693.8MDBDetails
Price/Book
17.41
High:
FTNT
83.09FTNTLow:
ORLY
-89.08ORLYDetails
Price/Sales
14.59
High:
PLTR
121.14PLTRLow:
CHTR
0.51CHTRDetails
Price/CF
47.05
High:
KTOS
668.08KTOSLow:CHTR
2.38CHTRDetails
Price/FCF
75.99
High:
PEP
5,253.35PEPLow:CHTR
8.55CHTRDetails
P/E Ratio
54.64
High:INTC
3,566.98INTCLow:MDB
-475.06MDBDetails
PEG Ratio
757.99
High:AMAT
6,243.73AMATLow:MDB
-693.8MDBDetails
Price/Book
17.41
High:FTNT
83.09FTNTLow:ORLY
-89.08ORLYDetails
Price/Sales
14.59
High:PLTR
121.14PLTRLow:CHTR
0.51CHTRDetails
Price/CF
47.05
High:KTOS
668.08KTOSLow:CHTR
2.38CHTRDetails
Price/FCF
75.99
High:PEP
5,253.35PEPLow:CHTR
8.55CHTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.15% | Mar 2018 | Jun 2019 | 15 |
-32.31% | Dec 2024 | Jul 2025 | 7 |
-25.21% | Jul 2021 | Jun 2023 | 23 |
-17% | Jun 2024 | Nov 2024 | 5 |
-11.56% | Aug 2023 | Feb 2024 | 6 |
-9.15% | Apr 2024 | May 2024 | 1 |
-8.78% | Oct 2025 | - | 3 |
-8.64% | Oct 2017 | Dec 2017 | 2 |
-4.77% | Sep 2020 | Nov 2020 | 2 |
-3.79% | Aug 2019 | Jan 2020 | 5 |
-3.19% | Jan 2017 | Mar 2017 | 2 |
-2.26% | May 2017 | Jun 2017 | 1 |
-1.67% | Aug 2025 | Sep 2025 | 1 |
-1.56% | May 2021 | Jun 2021 | 1 |
-1.26% | Aug 2017 | Sep 2017 | 1 |