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+5.02%
This Month
+60.77%
Year To Date
+101.18%
2 Years
+154.32%
5 Years
+154.32%
10 Years
+28.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash42.84%
- 📊 ETFs30.93%
- 🚗 Consumer Durables9.05%
- 🪙 Cryptocurrencies4.38%
- 🖥️ Technology Services3.69%
- 💻 Electronic Technology2.69%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE29.86%
- 🇺🇸 Nasdaq16.49%
- 🌍 Digital Currency4.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.43%
Dividends
Dividend Yield
0.04%
3 out of 9 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.83%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
Performance Metrics
Score 6.3/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
3.7
3.7
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
3.7
3.7
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
44.88
High:
TSLA
382.29TSLALow:
MSFT
25.49MSFTDetails
PEG Ratio
83.27
High:
AAPL
130.22AAPLLow:NVDA
30.57NVDADetails
Price/Book
14.54
High:AAPL
42.87AAPLLow:MSFT
7.67MSFTDetails
Price/Sales
12.86
High:NVDA
21.04NVDALow:MSFT
10.01MSFTDetails
Price/CF
29.87
High:TSLA
79.58TSLALow:MSFT
16.2MSFTDetails
Price/FCF
63.98
High:TSLA
187.89TSLALow:AAPL
32.24AAPLDetails
P/E Ratio
44.88
High:TSLA
382.29TSLALow:MSFT
25.49MSFTDetails
PEG Ratio
83.27
High:AAPL
130.22AAPLLow:NVDA
30.57NVDADetails
Price/Book
14.54
High:AAPL
42.87AAPLLow:MSFT
7.67MSFTDetails
Price/Sales
12.86
High:NVDA
21.04NVDALow:MSFT
10.01MSFTDetails
Price/CF
29.87
High:TSLA
79.58TSLALow:MSFT
16.2MSFTDetails
Price/FCF
63.98
High:TSLA
187.89TSLALow:AAPL
32.24AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.89% | Apr 2022 | Jun 2023 | 14 |
-11.1% | Oct 2024 | Jun 2025 | 8 |
-9.64% | Nov 2025 | Apr 2026 | 5 |
-4.19% | Aug 2023 | Nov 2023 | 3 |
-2.89% | Jan 2024 | Feb 2024 | 1 |
-0.01% | Jul 2025 | Aug 2025 | 1 |