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+9.47%
This Month
+17.81%
Year To Date
+100.02%
2 Years
+103.8%
5 Years
+39.53%
10 Years
+4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology31.71%
- 🚗 Consumer Durables25.43%
- 🛍️ Retail Trade8.88%
- 🖥️ Technology Services7.13%
- 🛠️ Producer Manufacturing5.08%
- 💰 Finance4.43%
- 🪙 Cryptocurrencies3.92%
- 📊 ETFs3.87%
- 💇♀️ Consumer Services2.94%
- 🍞 Consumer Non Durables2.11%
- 💼 Commercial Services1.16%
- 🪨 Non Energy Minerals1.06%
- 🧬 Health Technology0.88%
- ⛏️ Energy Minerals0.72%
- 🚚 Transportation0.47%
- 💵 Cash0.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.93%
- 🇺🇸 NYSE34.28%
- 🌍 Digital Currency3.92%
- 🇬🇧 LSE3.42%
- 🇫🇷 Euronext Paris0.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States86.2%
- 🇬🇧 United Kingdom3.42%
- 🇨🇦 Canada1.48%
- 🇨🇳 China0.49%
- 🇫🇷 France0.26%
- 🇩🇪 Germany0.17%
Dividends
Dividend Yield
0.36%
24 out of 53 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $QFIN (11.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KO | 0.04% | 2.65% | $1.89 |
 QFIN | 0.04% | 11.53% | $1.06 |
 DIS | 0.03% | 1.44% | $0.75 |
 GPI | 0.03% | 0.59% | $1.84 |
 PFE | 0.03% | 6.67% | $1.66 |
 CVX.US | 0.03% | 3.79% | $6.28 |
 RR.L | 0.02% | 0.78% | - |
 B | 0.02% | 1.8% | $0.4 |
 RMV.L | 0.01% | 2.55% | $0.09 |
 MCD | 0.01% | 2.65% | $6.53 |
 V | 0.01% | 0.8% | $2.01 |
 GE | 0.01% | 0.52% | $0.44 |
 AAPL | 0.01% | 0.36% | $0.97 |
 MA | 0.01% | 0.65% | $2.46 |
 NKE | 0.01% | 3.83% | $1.45 |
 META | 0.01% | 0.35% | $1 |
 GOOG | 0.01% | 0.22% | $0.2 |
 ORCL | 0.01% | 1.03% | $1.6 |
 GEV | 0.01% | 0.14% | - |
 PYPL | 0.01% | 0.93% | - |
 GM | 0% | 0.88% | $0.42 |
 DSY.PA | 0% | 1.39% | $0.23 |
 MU | 0% | 0.06% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AAPL | Pay Day | May 14, 2026 | $0.27 |
QFIN | Pay Day | May 14, 2026 | $0.78 |
CVX.US | Ex-Dividend | May 19, 2026 | $1.78 |
RMV.L | Pay Day | May 22, 2026 | $0.09 |
DSY.PA | Ex-Dividend | May 27, 2026 | $0.31 |
B | Ex-Dividend | May 29, 2026 | $0.17 |
DSY.PA | Pay Day | May 29, 2026 | $0.31 |
NKE | Ex-Dividend | Jun 1, 2026 | $0.41 |
V | Pay Day | Jun 1, 2026 | $0.67 |
RR.L | Pay Day | Jun 3, 2026 | $0.07 |
PYPL | Ex-Dividend | Jun 4, 2026 | $0.14 |
GM | Ex-Dividend | Jun 5, 2026 | $0.18 |
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
CVX.US | Pay Day | Jun 10, 2026 | $1.78 |
PFE | Pay Day | Jun 12, 2026 | $0.43 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
B | Pay Day | Jun 15, 2026 | $0.17 |
GM | Pay Day | Jun 18, 2026 | $0.18 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 5.1/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
5.34
5.34
-2
0
2
6
6
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
5.34
5.34
-2
0
2
6
6
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
53.47
High:
TSLA
391.33TSLALow:
BE
-4,628.19BEDetails
PEG Ratio
92.78
High:DSY.PA
521.45DSY.PALow:
OKLO
-116.91OKLODetails
Price/Book
13.27
High:BE
80.51BELow:MCD
-152.33MCDDetails
Price/Sales
10.56
High:BE
34.08BELow:OKLO
-OKLODetails
Price/CF
31.16
High:
LMND
158.9LMNDLow:
AAL
1.46AALDetails
Price/FCF
68.45
High:NKE
947.69NKELow:
BOXL
2.26BOXLDetails
P/E Ratio
53.47
High:TSLA
391.33TSLALow:BE
-4,628.19BEDetails
PEG Ratio
92.78
High:DSY.PA
521.45DSY.PALow:OKLO
-116.91OKLODetails
Price/Book
13.27
High:BE
80.51BELow:MCD
-152.33MCDDetails
Price/Sales
10.56
High:BE
34.08BELow:OKLO
-OKLODetails
Price/CF
31.16
High:LMND
158.9LMNDLow:AAL
1.46AALDetails
Price/FCF
68.45
High:NKE
947.69NKELow:BOXL
2.26BOXLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-86.39% | Jan 2018 | - | 101 |