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-0.9%
This Month
+8.13%
Year To Date
+98.22%
2 Years
+4.5%
5 Years
+229.51%
10 Years
+19.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services23.27%
- 💻 Electronic Technology21.78%
- 🚗 Consumer Durables12.47%
- 🛍️ Retail Trade10.66%
- 💰 Finance8.9%
- 🧬 Health Technology7%
- 🪨 Non Energy Minerals6.37%
- ⚡ Utilities4.92%
- ⛏️ Energy Minerals4.42%
- 💵 Cash0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.25%
- 🇺🇸 NYSE39.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.4%
- 🇹🇼 Taiwan9.06%
- 🇺🇾 Uruguay7.81%
- 🇨🇦 Canada6.37%
- 🇧🇷 Brazil5.14%
Dividends
Dividend Yield
0.39%
10 out of 17 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $CVX.US (3.7%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
 CVX.US | Pay Day | Jun 10, 2026 | $1.78 |
 MSFT | Pay Day | Jun 11, 2026 | $0.91 |
 TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
 META | Ex-Dividend | Jun 15, 2026 | $0.53 |
 NEE | Pay Day | Jun 15, 2026 | $0.62 |
META | Pay Day | Jun 25, 2026 | $0.53 |
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 5.9/10
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
2.93
2.93
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
2.93
2.93
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.49
High:
TSLA
382.29TSLALow:
BRK.B
14.25BRK.BDetails
PEG Ratio
107.32
High:META
376.16METALow:NVDA
30.57NVDADetails
Price/Book
9.97
High:NVDA
27.09NVDALow:BRK.B
1.42BRK.BDetails
Price/Sales
10.79
High:
AVGO
27.07AVGOLow:CVX.US
1.98CVX.USDetails
Price/CF
25.71
High:TSLA
79.58TSLALow:
NU
8.55NUDetails
Price/FCF
63.38
High:NEE
2,356.18NEELow:NU
8.56NUDetails
P/E Ratio
35.49
High:TSLA
382.29TSLALow:BRK.B
14.25BRK.BDetails
PEG Ratio
107.32
High:META
376.16METALow:NVDA
30.57NVDADetails
Price/Book
9.97
High:NVDA
27.09NVDALow:BRK.B
1.42BRK.BDetails
Price/Sales
10.79
High:AVGO
27.07AVGOLow:CVX.US
1.98CVX.USDetails
Price/CF
25.71
High:TSLA
79.58TSLALow:NU
8.55NUDetails
Price/FCF
63.38
High:NEE
2,356.18NEELow:NU
8.56NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.61% | Jul 2021 | Oct 2025 | 51 |
-10.18% | Feb 2020 | Apr 2020 | 2 |
-8.94% | Feb 2021 | Jun 2021 | 4 |
-8.91% | Nov 2025 | Apr 2026 | 5 |
-0.9% | Jun 2026 | - | 1 |
-0.53% | Oct 2020 | Nov 2020 | 1 |