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+1.5%
Today
+2.75%
This Month
+4.24%
Year To Date
+56.05%
2 Years
+127.28%
5 Years
-3.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology24.27%
- 🪙 Cryptocurrencies17.32%
- 🖥️ Technology Services16.39%
- 🛍️ Retail Trade11.04%
- ⛏️ Energy Minerals7.67%
- 🧬 Health Technology5.45%
- 💵 Cash4.28%
- 🏭 Industrial Services3.22%
- 📦 Distribution Services2.98%
- 💼 Commercial Services2.87%
- 💇♀️ Consumer Services2.77%
- 🛠️ Producer Manufacturing1.74%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq65.62%
- 🌍 Digital Currency17.32%
- 🇺🇸 NYSE12.79%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.35%
- 🇮🇪 Ireland5.05%
- 🇳🇱 Netherlands4.47%
- 🇧🇲 Bermuda1.53%
Dividends
Dividend Yield
0.63%
13 out of 28 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $FANG (3.73%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 OXY | Ex-Dividend | Jun 10, 2025 | $0.24 |
 NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
 VLO | Pay Day | Jun 18, 2025 | $1.13 |
 AMKR | Pay Day | Jun 25, 2025 | $0.08 |
 QCOM | Pay Day | Jun 26, 2025 | $0.89 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
 NTAP | Ex-Dividend | Jul 3, 2025 | $0.52 |
 SLB | Pay Day | Jul 10, 2025 | $0.28 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
NTAP | Pay Day | Jul 23, 2025 | $0.52 |
Performance Metrics
Score 2.6/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.02
0.02
0
1
2
3
3
Jensen's Alpha
-8.85
-8.85
-9
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.04
0.04
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.02
0.02
0
1
2
3
3
Jensen's Alpha
-8.85
-8.85
-9
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.04
0.04
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.69
High:
DXCM
64.36DXCMLow:
DBD
-182.56DBDDetails
PEG Ratio
52.69
High:
ADBE
96.25ADBELow:
DOCU
1.35DOCUDetails
Price/Book
7.36
High:
NVDA
40.72NVDALow:
ANDE
0.86ANDEDetails
Price/Sales
4.83
High:NVDA
23.2NVDALow:ANDE
0.1ANDEDetails
Price/CF
17.59
High:NVDA
35.87NVDALow:
OXY
4.19OXYDetails
Price/FCF
40.58
High:
AMZN
98.68AMZNLow:
SCSC
5.27SCSCDetails
P/E Ratio
25.69
High:DXCM
64.36DXCMLow:DBD
-182.56DBDDetails
PEG Ratio
52.69
High:ADBE
96.25ADBELow:DOCU
1.35DOCUDetails
Price/Book
7.36
High:NVDA
40.72NVDALow:ANDE
0.86ANDEDetails
Price/Sales
4.83
High:NVDA
23.2NVDALow:ANDE
0.1ANDEDetails
Price/CF
17.59
High:NVDA
35.87NVDALow:OXY
4.19OXYDetails
Price/FCF
40.58
High:AMZN
98.68AMZNLow:SCSC
5.27SCSCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.15% | Nov 2017 | - | 92 |
-22.89% | Jun 2017 | Sep 2017 | 3 |