Loading...
-4.58%
This Month
+9.38%
Year To Date
+72.44%
2 Years
+175.3%
5 Years
+175.3%
10 Years
+49.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology24.9%
- 🖥️ Technology Services16.92%
- 🛍️ Retail Trade15.02%
- 🍞 Consumer Non Durables10.59%
- 📊 ETFs8.35%
- 🏥 Health Services7.89%
- 🧬 Health Technology4.38%
- 💇♀️ Consumer Services4.3%
- 💰 Finance4.04%
- ⛏️ Energy Minerals2.26%
- 🪙 Cryptocurrencies1.13%
- 💵 Cash0.3%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.04%
- 🇺🇸 NYSE43.62%
- 🌍 Digital Currency1.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.8%
- 🇩🇰 Denmark4.38%
- 🇨🇦 Canada2.42%
- 🇬🇧 United Kingdom2.26%
- 🇨🇳 China1.4%
- 🇧🇷 Brazil1.05%
Dividends
Dividend Yield
1.07%
12 out of 22 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $O (5.41%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
 MSFT | Pay Day | Jun 11, 2026 | $0.91 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
 KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
 O | Pay Day | Jun 15, 2026 | $0.27 |
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
 SHEL | Pay Day | Jun 29, 2026 | $0.78 |
 PEP | Pay Day | Jun 30, 2026 | $1.48 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
 NKE | Pay Day | Jul 1, 2026 | $0.41 |
Performance Metrics
Score 8.2/10
Beta
1.97
1.97
0
0.8
1.2
0
2
Sharpe Ratio
1.25
1.25
0
0.5
1
2
2
Sortino Ratio
3.63
3.63
0
1
2
4
4
Jensen's Alpha
15.5
15.5
-2
0
2
16
16
Omega Ratio
3.38
3.38
0
1
1.5
4
4
Treynor Ratio
1.89
1.89
0
0.75
1.25
2
2
Information Ratio
1.02
1.02
0
0.3
0.6
2
2
Calmar Ratio
3.56
3.56
0
0.3
0.6
4
4
Beta
1.97
1.97
0
0.8
1.2
0
2
Sharpe Ratio
1.25
1.25
0
0.5
1
2
2
Sortino Ratio
3.63
3.63
0
1
2
4
4
Jensen's Alpha
15.5
15.5
-2
0
2
16
16
Omega Ratio
3.38
3.38
0
1
1.5
4
4
Treynor Ratio
1.89
1.89
0
0.75
1.25
2
2
Information Ratio
1.02
1.02
0
0.3
0.6
2
2
Calmar Ratio
3.56
3.56
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
31.57
High:
AMD
171.72AMDLow:
ANF
7.46ANFDetails
PEG Ratio
132.53
High:ANF
786.09ANFLow:SHEL
27.92SHELDetails
Price/Book
10.3
High:NVDA
27.09NVDALow:SHEL
1.4SHELDetails
Price/Sales
8.04
High:AMD
23.05AMDLow:
JD.US
0.22JD.USDetails
Price/CF
22.52
High:NKE
54.38NKELow:ANF
5.79ANFDetails
Price/FCF
56.42
High:NKE
947.69NKELow:
NU
8.56NUDetails
P/E Ratio
31.57
High:AMD
171.72AMDLow:ANF
7.46ANFDetails
PEG Ratio
132.53
High:ANF
786.09ANFLow:SHEL
27.92SHELDetails
Price/Book
10.3
High:NVDA
27.09NVDALow:SHEL
1.4SHELDetails
Price/Sales
8.04
High:AMD
23.05AMDLow:JD.US
0.22JD.USDetails
Price/CF
22.52
High:NKE
54.38NKELow:ANF
5.79ANFDetails
Price/FCF
56.42
High:NKE
947.69NKELow:NU
8.56NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.98% | Apr 2024 | Sep 2024 | 5 |
-10% | Feb 2026 | Apr 2026 | 2 |
-7.8% | Feb 2025 | May 2025 | 3 |
-4.58% | Jun 2026 | - | 1 |
-0.2% | Nov 2025 | Dec 2025 | 1 |