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-3.53%
This Month
-6.16%
Year To Date
+33.61%
2 Years
+435.38%
5 Years
+187.61%
10 Years
+13.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology32.48%
- 🖥️ Technology Services22.58%
- 💰 Finance17.35%
- 🛍️ Retail Trade10.35%
- 🪙 Cryptocurrencies7.73%
- 🚗 Consumer Durables2.97%
- 🛠️ Producer Manufacturing2.67%
- 🪨 Non Energy Minerals1.86%
- 🏥 Health Services1.38%
- 💵 Cash0.68%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.25%
- 🇺🇸 NYSE31.05%
- 🌍 Digital Currency7.73%
- 🇩🇪 FRA1.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States83.1%
- 🇦🇺 Australia2.36%
- 🇹🇼 Taiwan2.36%
- 🇳🇱 Netherlands1.42%
- 🇩🇪 Germany1.36%
- 🇱🇺 Luxembourg1.05%
Dividends
Dividend Yield
0.46%
16 out of 30 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (3.04%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GS | 0.15% | 1.8% | $11 |
 UNH | 0.04% | 3.04% | $7.74 |
 FCFS | 0.04% | 0.84% | $1.4 |
 JPM | 0.03% | 1.95% | $4.4 |
 MSFT | 0.03% | 0.86% | $3 |
 QCOM | 0.03% | 2.58% | $3.25 |
 GOOG | 0.03% | 0.28% | $0.2 |
 AVGO | 0.02% | 0.71% | $19.7 |
 GLW | 0.02% | 0.8% | $1.12 |
 BAC | 0.02% | 2.2% | $0.96 |
 TSM | 0.02% | 0.78% | $1.74 |
 WDC | 0.02% | 0.17% | - |
 CASY | 0.01% | 0.32% | $1.79 |
 RHM.DE | 0.01% | 0.5% | $5.7 |
 GEV | 0% | 0.18% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.4/10
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
3.47
3.47
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
3.47
3.47
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.7
High:
TSLA
377.27TSLALow:
BE
-432.61BEDetails
PEG Ratio
126.3
High:
INOD
1,338.89INODLow:
IREN
8.63IRENDetails
Price/Book
8.75
High:BE
60.04BELow:BAC
1.31BACDetails
Price/Sales
7.28
High:
PLTR
88.09PLTRLow:UNH
0.59UNHDetails
Price/CF
25.07
High:PLTR
214.31PLTRLow:JPM
8.75JPMDetails
Price/FCF
64.18
High:RHM.DE
5,198.92RHM.DELow:JPM
10.48JPMDetails
P/E Ratio
31.7
High:TSLA
377.27TSLALow:BE
-432.61BEDetails
PEG Ratio
126.3
High:INOD
1,338.89INODLow:IREN
8.63IRENDetails
Price/Book
8.75
High:BE
60.04BELow:BAC
1.31BACDetails
Price/Sales
7.28
High:PLTR
88.09PLTRLow:UNH
0.59UNHDetails
Price/CF
25.07
High:PLTR
214.31PLTRLow:JPM
8.75JPMDetails
Price/FCF
64.18
High:RHM.DE
5,198.92RHM.DELow:JPM
10.48JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.56% | Jan 2018 | Jul 2023 | 66 |
-16.83% | Sep 2023 | Dec 2023 | 3 |
-15.8% | Nov 2025 | - | 5 |
-15.48% | Feb 2025 | May 2025 | 3 |
-8.79% | Apr 2024 | Nov 2024 | 7 |
-4.11% | Dec 2024 | Jan 2025 | 1 |