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0%
This Month
-2.01%
Year To Date
+21.59%
2 Years
+21.59%
5 Years
+21.59%
10 Years
+13.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs62.75%
- 💻 Electronic Technology14.42%
- 🖥️ Technology Services9.07%
- 🪙 Cryptocurrencies3.77%
- 🛠️ Producer Manufacturing2.36%
- 💵 Cash2.17%
- 📡 Communications1.15%
- 🪨 Non Energy Minerals0.94%
- 🛍️ Retail Trade0.73%
- 🚚 Transportation0.55%
- 🏭 Industrial Services0.54%
- 💇♀️ Consumer Services0.36%
- 🧪 Process Industries0.35%
- 💼 Commercial Services0.09%
- 💰 Finance0.09%
- 🏥 Health Services0.09%
- 🍞 Consumer Non Durables0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.06%
- 🇺🇸 NYSE40.26%
- 🌍 Digital Currency3.77%
- 🇫🇷 Euronext Paris0.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.33%
- 🇮🇱 Israel2.3%
- 🇳🇱 Netherlands0.68%
- 🇨🇳 China0.6%
- 🇹🇼 Taiwan0.42%
- 🇨🇦 Canada0.39%
- 🇭🇰 Hong Kong0.3%
- 🇨🇾 Cyprus0.28%
- 🇧🇲 Bermuda0.26%
- 🇮🇪 Ireland0.09%
- 🇩🇪 Germany0.09%
- 🇰🇾 Cayman Islands0.09%
Dividends
Dividend Yield
0.14%
46 out of 132 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $INSW (6.04%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INSW | 0.02% | 6.04% | $5.74 |
 FRO | 0.01% | 5.04% | $2.17 |
 TXN | 0.01% | 2.83% | $5.14 |
 LMT | 0.01% | 2.19% | $12.45 |
 SIMO | 0.01% | 2.55% | $1.49 |
 HON | 0.01% | 2.03% | $4.27 |
 IRDM | 0.01% | 1.51% | $0.53 |
 KBR | 0.01% | 1.76% | $0.57 |
 LHX | 0.01% | 1.37% | $4.6 |
 NOC | 0% | 1.32% | $7.67 |
 AIR.PA | 0% | 1.91% | $1.8 |
 BALL | 0% | 1.33% | $0.8 |
 RTX | 0% | 1.39% | $2.44 |
 AMAT | 0% | 0.54% | $1.44 |
 ORCL | 0% | 1.37% | $1.6 |
 TSM | 0% | 0.8% | $1.74 |
 LRCX | 0% | 0.45% | $8 |
 MSFT | 0% | 0.96% | $3 |
 AVGO | 0% | 0.79% | $19.7 |
 LDOS | 0% | 1.06% | $1.5 |
 BABA | 0% | 0.83% | $0.98 |
 CAT | 0% | 0.81% | $5.31 |
 GLW | 0% | 0.78% | $1.12 |
 ASML | 0% | 0.54% | $5.57 |
 STX.US | 0% | 0.69% | $2.8 |
 APH | 0% | 0.65% | $0.44 |
 META | 0% | 0.36% | $1 |
 MRVL | 0% | 0.23% | $0.24 |
 CRM | 0% | 0.9% | $0.4 |
 GOOGL | 0% | 0.28% | $0.2 |
 MU | 0% | 0.13% | $0.46 |
 ESLT | 0% | 0.3% | - |
 FTI | 0% | 0.29% | $0.2 |
 VRT | 0% | 0.08% | $0.06 |
 HWM | 0% | 0.19% | $0.19 |
 POWL | 0% | 0.19% | $1.06 |
 CW | 0% | 0.14% | $0.81 |
 GEV | 0% | 0.17% | - |
 WDC | 0% | 0.15% | - |
 TER | 0% | 0.16% | $0.46 |
 HL | 0% | 0.08% | $0.03 |
 NVDA | 0% | 0.02% | $0.02 |
 SAP | 0% | -1.1% | $-1.73 |
 PAYC | 0% | -1.23% | $-1.5 |
 UNH | 0% | -3.24% | $-7.74 |
 ACN | 0% | -3.23% | $-4.99 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
LRCX | Pay Day | Apr 8, 2026 | $0.26 |
STX.US | Pay Day | Apr 8, 2026 | $0.74 |
ORCL | Ex-Dividend | Apr 9, 2026 | $0.50 |
ACN | Ex-Dividend | Apr 9, 2026 | -$1.63 |
CRM | Ex-Dividend | Apr 9, 2026 | $0.44 |
MRVL | Ex-Dividend | Apr 10, 2026 | $0.06 |
CW | Pay Day | Apr 13, 2026 | $0.24 |
ESLT | Ex-Dividend | Apr 13, 2026 | $1.00 |
APH | Pay Day | Apr 14, 2026 | $0.25 |
GEV | Pay Day | Apr 14, 2026 | $0.50 |
MU | Pay Day | Apr 15, 2026 | $0.15 |
KBR | Pay Day | Apr 15, 2026 | $0.17 |
AIR.PA | Ex-Dividend | Apr 21, 2026 | $3.78 |
AIR.PA | Pay Day | Apr 23, 2026 | $3.78 |
CRM | Pay Day | Apr 23, 2026 | $0.44 |
ORCL | Pay Day | Apr 24, 2026 | $0.50 |
ESLT | Pay Day | Apr 27, 2026 | $1.00 |
MRVL | Pay Day | Apr 30, 2026 | $0.06 |
SIMO | Ex-Dividend | May 7, 2026 | $0.50 |
ACN | Pay Day | May 15, 2026 | -$1.63 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
AMAT | Ex-Dividend | May 21, 2026 | $0.53 |
SIMO | Pay Day | May 21, 2026 | $0.50 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
AMAT | Pay Day | Jun 11, 2026 | $0.53 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 6.9/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
1.08
1.08
0
0.5
1
2
2
Sortino Ratio
2.58
2.58
0
1
2
3
3
Jensen's Alpha
3.68
3.68
-2
0
2
4.5
4.5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
4.05
4.05
0
0.3
0.6
5
5
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
1.08
1.08
0
0.5
1
2
2
Sortino Ratio
2.58
2.58
0
1
2
3
3
Jensen's Alpha
3.68
3.68
-2
0
2
4.5
4.5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
4.05
4.05
0
0.3
0.6
5
5
Portfolio Valuation
Based on current positions
P/E Ratio
32.28
High:
TWLO
638.36TWLOLow:
INTC
-538.83INTCDetails
PEG Ratio
126.71
High:ACN
3,318.35ACNLow:
RKLB
-8,733.58RKLBDetails
Price/Book
8.42
High:STX.US
186.16STX.USLow:
TDG
-7.05TDGDetails
Price/Sales
7.2
High:
ASTS
332.04ASTSLow:UNH
0.55UNHDetails
Price/CF
24.68
High:
BULL
1,936.14BULLLow:
VSAT
3.1VSATDetails
Price/FCF
60.32
High:TXN
4,155.74TXNLow:
SATS
6.89SATSDetails
P/E Ratio
32.28
High:TWLO
638.36TWLOLow:INTC
-538.83INTCDetails
PEG Ratio
126.71
High:ACN
3,318.35ACNLow:RKLB
-8,733.58RKLBDetails
Price/Book
8.42
High:STX.US
186.16STX.USLow:TDG
-7.05TDGDetails
Price/Sales
7.2
High:ASTS
332.04ASTSLow:UNH
0.55UNHDetails
Price/CF
24.68
High:BULL
1,936.14BULLLow:VSAT
3.1VSATDetails
Price/FCF
60.32
High:TXN
4,155.74TXNLow:SATS
6.89SATSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-5.55% | Mar 2026 | - | 1 |
-4.53% | Mar 2025 | Jun 2025 | 3 |
-3.99% | Oct 2024 | Nov 2024 | 1 |
-1.26% | Nov 2025 | Jan 2026 | 2 |