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-2.1%
This Month
+3.49%
Year To Date
+31.52%
2 Years
+31.52%
5 Years
+31.52%
10 Years
+20.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services41.01%
- 💰 Finance22.63%
- 🛍️ Retail Trade14.66%
- 🏥 Health Services9.9%
- 💵 Cash5.78%
- 💻 Electronic Technology4.3%
- 📊 ETFs2.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.97%
- 🇺🇸 NYSE34.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States92.5%
Dividends
Dividend Yield
0.69%
8 out of 11 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.25%)
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 |
GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
META | Pay Day | Jun 25, 2026 | $0.53 |
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
 GS | Pay Day | Jun 29, 2026 | $4.50 |
 JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
 WMT | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 5/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
-1.77
-1.77
-2
0
2
4.5
4.5
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
1.45
1.45
0
0.3
0.6
2
2
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
-1.77
-1.77
-2
0
2
4.5
4.5
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
1.45
1.45
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
25.95
High:WMT
41.48WMTLow:
BRK.B
14.25BRK.BDetails
PEG Ratio
177.8
High:JPM
603.47JPMLow:NVDA
30.57NVDADetails
Price/Book
6.31
High:NVDA
27.09NVDALow:BRK.B
1.42BRK.BDetails
Price/Sales
5.73
High:NVDA
21.04NVDALow:
UNH
0.8UNHDetails
Price/CF
15.52
High:NVDA
40.43NVDALow:GS
2.27GSDetails
Price/FCF
39.39
High:
AMZN
325.85AMZNLow:GS
2.44GSDetails
P/E Ratio
25.95
High:WMT
41.48WMTLow:BRK.B
14.25BRK.BDetails
PEG Ratio
177.8
High:JPM
603.47JPMLow:NVDA
30.57NVDADetails
Price/Book
6.31
High:NVDA
27.09NVDALow:BRK.B
1.42BRK.BDetails
Price/Sales
5.73
High:NVDA
21.04NVDALow:UNH
0.8UNHDetails
Price/CF
15.52
High:NVDA
40.43NVDALow:GS
2.27GSDetails
Price/FCF
39.39
High:AMZN
325.85AMZNLow:GS
2.44GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.22% | Feb 2025 | Jun 2025 | 4 |
-8.53% | Feb 2026 | Apr 2026 | 2 |
-2.1% | Jun 2026 | - | 1 |
-0.61% | Nov 2025 | Dec 2025 | 1 |