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+0.97%
This Month
+11.93%
Year To Date
+50.63%
2 Years
+42.33%
5 Years
+42.33%
10 Years
+19.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs69.72%
- 🖥️ Technology Services8.56%
- 💻 Electronic Technology6.05%
- 🛍️ Retail Trade4.95%
- 🪙 Cryptocurrencies3.24%
- 💰 Finance3.06%
- 🧪 Process Industries2.21%
- 🧬 Health Technology0.76%
- 🏥 Health Services0.44%
- 💇♀️ Consumer Services0.36%
- 💼 Commercial Services0.32%
- 🏭 Industrial Services0.12%
- 🚗 Consumer Durables0.11%
- 🍞 Consumer Non Durables0.09%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE70.86%
- 🇺🇸 Nasdaq25.61%
- 🌍 Digital Currency3.24%
- 🇬🇧 LSE0.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.26%
- 🇮🇪 Ireland2.28%
- 🇬🇧 United Kingdom0.29%
- 🇮🇱 Israel0.11%
- 🇨🇦 Canada0.09%
Dividends
Dividend Yield
0.94%
22 out of 45 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $CALM (7.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.42% | 1.22% | - |
 SPYG | 0.18% | 0.58% | - |
 CALM | 0.16% | 7.37% | $1.87 |
 QCOM | 0.05% | 2.18% | $3.25 |
 VB | 0.04% | 1.4% | - |
 GOOG | 0.01% | 0.35% | $0.2 |
 MSFT | 0.01% | 0.67% | $3 |
 AAPL | 0.01% | 0.43% | $0.97 |
 VXUS | 0.01% | 2.83% | - |
 VEU | 0.01% | 2.75% | - |
 BMY | 0% | 5.24% | $2.34 |
 V | 0% | 0.69% | $2.01 |
 GILD | 0% | 2.73% | $3.04 |
 AMGN | 0% | 3.32% | $8.76 |
 KNSL | 0% | 0.15% | $0.58 |
 META | 0% | 0.27% | $1 |
 YOU | 0% | 1.44% | $0.35 |
 SMH | 0% | 0.38% | - |
 UNH | 0% | 2.74% | $7.74 |
 EXPE | 0% | 0.56% | - |
 CHE | 0% | 0.45% | $1.6 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
YOU | Ex-Dividend | Sep 10, 2025 | $0.12 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
KNSL | Pay Day | Sep 11, 2025 | $0.17 |
AMGN | Pay Day | Sep 12, 2025 | $2.38 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
GILD | Ex-Dividend | Sep 15, 2025 | $0.79 |
YOU | Pay Day | Sep 17, 2025 | $0.12 |
EXPE | Pay Day | Sep 18, 2025 | $0.40 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
GILD | Pay Day | Sep 29, 2025 | $0.79 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
SMH | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 5.5/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
1.05
1.05
0
0.5
1
2
2
Sortino Ratio
1.7
1.7
0
1
2
3
3
Jensen's Alpha
-0.19
-0.19
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
1.74
1.74
0
0.3
0.6
2
2
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
1.05
1.05
0
0.5
1
2
2
Sortino Ratio
1.7
1.7
0
1
2
3
3
Jensen's Alpha
-0.19
-0.19
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
1.74
1.74
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.89
High:
AMD
93.13AMDLow:
CALM
4.53CALMDetails
PEG Ratio
2,523.44
High:
AAPL
24,779.06AAPLLow:CALM
1.34CALMDetails
Price/Book
11.47
High:AAPL
54.11AAPLLow:
DVA
-27.22DVADetails
Price/Sales
7.75
High:
NVDA
25.49NVDALow:
UNH
0.67UNHDetails
Price/CF
22.27
High:NVDA
55.25NVDALow:CALM
3.8CALMDetails
Price/FCF
49.82
High:
AMZN
175.86AMZNLow:CALM
6.33CALMDetails
P/E Ratio
31.89
High:AMD
93.13AMDLow:CALM
4.53CALMDetails
PEG Ratio
2,523.44
High:AAPL
24,779.06AAPLLow:CALM
1.34CALMDetails
Price/Book
11.47
High:AAPL
54.11AAPLLow:DVA
-27.22DVADetails
Price/Sales
7.75
High:NVDA
25.49NVDALow:UNH
0.67UNHDetails
Price/CF
22.27
High:NVDA
55.25NVDALow:CALM
3.8CALMDetails
Price/FCF
49.82
High:AMZN
175.86AMZNLow:CALM
6.33CALMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.79% | Feb 2025 | Jun 2025 | 4 |
-2.26% | Apr 2024 | May 2024 | 1 |
-1.64% | Dec 2024 | Jan 2025 | 1 |
-1.29% | Oct 2023 | Nov 2023 | 1 |
-0.33% | Oct 2024 | Nov 2024 | 1 |