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+4.48%
This Month
+4.48%
Year To Date
+116.71%
2 Years
+491.54%
5 Years
+220.2%
10 Years
+15.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance31.07%
- 💻 Electronic Technology24.86%
- 🖥️ Technology Services20.49%
- 🛍️ Retail Trade8.66%
- 🪙 Cryptocurrencies4.54%
- 🚗 Consumer Durables2.91%
- 🏥 Health Services2.16%
- 🧬 Health Technology2.06%
- 💵 Cash1.51%
- 💹 Forex1.05%
- 🛠️ Producer Manufacturing0.93%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq70.29%
- 🇺🇸 NYSE22.86%
- 🌍 Digital Currency4.54%
- 🌍 FX1.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States86.76%
- 🇰🇾 Cayman Islands5.12%
- 🇹🇼 Taiwan1.26%
Dividends
Dividend Yield
0.4%
17 out of 31 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GS | 0.11% | 1.65% | $11 |
 UNH | 0.06% | 2.6% | $7.74 |
 FCFS | 0.03% | 0.95% | $1.4 |
 JPM | 0.03% | 1.92% | $4.4 |
 GLW | 0.03% | 1.22% | $1.12 |
 MSFT | 0.02% | 0.77% | $3 |
 AVGO | 0.02% | 0.72% | $19.7 |
 GOOG | 0.02% | 0.26% | $0.2 |
 BAC | 0.02% | 2.08% | $0.96 |
 C | 0.02% | 2.11% | $2.12 |
 TSM | 0.01% | 0.81% | $1.74 |
 CASY | 0.01% | 0.35% | $1.79 |
 WDC | 0.01% | 0.14% | - |
 META | 0.01% | 0.35% | $1 |
 GEHC | 0% | 0.18% | $0.12 |
 GEV | 0% | 0.18% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.5/10
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
3.93
3.93
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
3.93
3.93
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.37
High:
TSLA
280.13TSLALow:
BE
-5,214.78BEDetails
PEG Ratio
-137.33
High:JPM
1,131.13JPMLow:BE
-4,622.6BEDetails
Price/Book
9.2
High:BE
54.92BELow:
TMHC
0.99TMHCDetails
Price/Sales
7.4
High:
CRDO
36.12CRDOLow:UNH
0.71UNHDetails
Price/CF
22.38
High:
AXON
230.38AXONLow:GS
4.22GSDetails
Price/FCF
50.51
High:GLW
421.31GLWLow:GS
4.8GSDetails
P/E Ratio
34.37
High:TSLA
280.13TSLALow:BE
-5,214.78BEDetails
PEG Ratio
-137.33
High:JPM
1,131.13JPMLow:BE
-4,622.6BEDetails
Price/Book
9.2
High:BE
54.92BELow:TMHC
0.99TMHCDetails
Price/Sales
7.4
High:CRDO
36.12CRDOLow:UNH
0.71UNHDetails
Price/CF
22.38
High:AXON
230.38AXONLow:GS
4.22GSDetails
Price/FCF
50.51
High:GLW
421.31GLWLow:GS
4.8GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.56% | Jan 2018 | Jul 2023 | 66 |
-16.83% | Sep 2023 | Dec 2023 | 3 |
-15.48% | Feb 2025 | May 2025 | 3 |
-10.27% | Nov 2025 | - | 3 |
-8.79% | Apr 2024 | Nov 2024 | 7 |
-4.11% | Dec 2024 | Jan 2025 | 1 |