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+3.14%
This Month
-0.2%
Year To Date
+26%
2 Years
+75.05%
5 Years
+75.05%
10 Years
+16.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs36.07%
- 🖥️ Technology Services17.68%
- 💰 Finance12.21%
- 🪙 Cryptocurrencies11.59%
- 💻 Electronic Technology9.41%
- 💼 Commercial Services6.36%
- 🏭 Industrial Services2.38%
- 💇♀️ Consumer Services2.16%
- 🛍️ Retail Trade1.94%
- 💵 Cash0.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.2%
- 🇺🇸 Nasdaq32.01%
- 🌍 Digital Currency11.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.7%
- 🇳🇱 Netherlands5.6%
- 🇸🇪 Sweden2.21%
- 🇮🇱 Israel1.62%
Dividends
Dividend Yield
0.54%
15 out of 32 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MAIN (5.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MAIN | 0.15% | 5.72% | $2.85 |
 O | 0.14% | 5% | $3.09 |
 WM | 0.04% | 1.52% | $2.9 |
 AVGO | 0.03% | 0.66% | $19.7 |
 ASML | 0.02% | 0.41% | $5.57 |
 EFX | 0.02% | 1.25% | $1.56 |
 SPGI | 0.02% | 0.9% | $3.62 |
 V | 0.02% | 0.73% | $2.01 |
 BKNG | 0.02% | 0.9% | $17.5 |
 MCO | 0.02% | 0.8% | $3.24 |
 MA | 0.02% | 0.63% | $2.46 |
 CRM | 0.02% | 1.01% | $0.4 |
 GOOGL | 0.01% | 0.24% | $0.2 |
 COST | 0.01% | 0.6% | $19.22 |
 META | 0.01% | 0.33% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.4/10
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
-6.29
-6.29
-7
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
1.19
1.19
0
0.3
0.6
2
2
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
-6.29
-6.29
-7
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
1.19
1.19
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
32.08
High:AVGO
66.58AVGOLow:
SPCE
-0.59SPCEDetails
PEG Ratio
210.35
High:WM
822.01WMLow:SPCE
-0.93SPCEDetails
Price/Book
10.74
High:MA
69.54MALow:BKNG
-15.95BKNGDetails
Price/Sales
9.97
High:SPCE
155.93SPCELow:COST
1.39COSTDetails
Price/CF
22.49
High:AVGO
61.1AVGOLow:
ETOR
9.24ETORDetails
Price/FCF
54.75
High:MAIN
664.56MAINLow:ETOR
9.45ETORDetails
P/E Ratio
32.08
High:AVGO
66.58AVGOLow:SPCE
-0.59SPCEDetails
PEG Ratio
210.35
High:WM
822.01WMLow:SPCE
-0.93SPCEDetails
Price/Book
10.74
High:MA
69.54MALow:BKNG
-15.95BKNGDetails
Price/Sales
9.97
High:SPCE
155.93SPCELow:COST
1.39COSTDetails
Price/CF
22.49
High:AVGO
61.1AVGOLow:ETOR
9.24ETORDetails
Price/FCF
54.75
High:MAIN
664.56MAINLow:ETOR
9.45ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.15% | Oct 2025 | - | 10 |
-14.75% | Aug 2023 | Dec 2023 | 4 |
-12.28% | Feb 2025 | Jun 2025 | 4 |
-7.22% | Apr 2024 | Jul 2024 | 3 |
-5.22% | Apr 2023 | Jun 2023 | 2 |
-4.79% | Jan 2024 | Feb 2024 | 1 |
-3.56% | Feb 2023 | Mar 2023 | 1 |
-2.9% | Dec 2024 | Jan 2025 | 1 |
-0.94% | Aug 2024 | Sep 2024 | 1 |