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+0.14%
Today
-2.43%
This Month
-3.02%
Year To Date
+55.68%
2 Years
+170.42%
5 Years
-2.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables26.5%
- 💻 Electronic Technology19.7%
- 🛍️ Retail Trade12.4%
- 💰 Finance7.18%
- 🖥️ Technology Services7.12%
- 🪙 Cryptocurrencies6.99%
- 💇♀️ Consumer Services4.01%
- 🛠️ Producer Manufacturing3.39%
- 🚚 Transportation3.12%
- 📊 ETFs2.78%
- 🍞 Consumer Non Durables2.47%
- 💼 Commercial Services1.85%
- 🧬 Health Technology0.98%
- ⛏️ Energy Minerals0.7%
- 🪨 Non Energy Minerals0.65%
- 💵 Cash0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.78%
- 🇺🇸 NYSE35.2%
- 🇬🇧 LSE10.27%
- 🌍 Digital Currency6.99%
- 🇫🇷 Euronext Paris0.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.86%
- 🇬🇧 United Kingdom10.27%
- 🇨🇳 China1.43%
- 🇨🇦 Canada0.82%
- 🇫🇷 France0.59%
- 🇩🇪 Germany0.1%
Dividends
Dividend Yield
0.54%
24 out of 50 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 XOP | 0.08% | 2.71% | - |
 RR.L | 0.06% | 0.68% | - |
 KO | 0.05% | 2.79% | $1.89 |
 QFIN | 0.04% | 3.03% | $1.06 |
 GPI | 0.04% | 0.46% | $1.84 |
 PFE | 0.04% | 7.28% | $1.66 |
 CVX | 0.03% | 4.76% | $6.28 |
 HD | 0.03% | 2.48% | $8.52 |
 DIS | 0.03% | 0.88% | $0.75 |
 AAPL | 0.02% | 0.5% | $0.97 |
 RMV.L | 0.02% | 1.3% | $0.09 |
 MCD | 0.02% | 2.27% | $6.53 |
 GE | 0.01% | 0.58% | $0.44 |
 V | 0.01% | 0.62% | $2.01 |
 B | 0.01% | 1.95% | $0.4 |
 NKE | 0.01% | 2.5% | $1.45 |
 MA | 0.01% | 0.48% | $2.46 |
 GM | 0.01% | 1.07% | $0.42 |
 GOOG | 0.01% | 0.46% | $0.2 |
 META | 0.01% | 0.29% | $1 |
 ORCL | 0.01% | 0.98% | $1.6 |
 DSY.PA | 0% | 0.81% | $0.23 |
 GEV | 0% | 0.1% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
GPI | Pay Day | Jun 16, 2025 | $0.50 |
B | Pay Day | Jun 16, 2025 | $0.10 |
HD | Pay Day | Jun 18, 2025 | $2.30 |
GM | Pay Day | Jun 19, 2025 | $0.15 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
META | Pay Day | Jun 26, 2025 | $0.52 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 3.9/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-0.07
-0.07
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-0.07
-0.07
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43.82
High:
TSLA
162.31TSLALow:
BE
-259.29BEDetails
PEG Ratio
625.47
High:
KO
10,192.65KOLow:
LMND
-439.29LMNDDetails
Price/Book
10.96
High:
MA
80.5MALow:
NIO
-139.72NIODetails
Price/Sales
7.36
High:
NVDA
23.49NVDALow:
CRBP
-CRBPDetails
Price/CF
28.9
High:KO
282.33KOLow:
AAL
1.63AALDetails
Price/FCF
54.54
High:
ORCL
348.36ORCLLow:
BOXL
3.56BOXLDetails
P/E Ratio
43.82
High:TSLA
162.31TSLALow:BE
-259.29BEDetails
PEG Ratio
625.47
High:KO
10,192.65KOLow:LMND
-439.29LMNDDetails
Price/Book
10.96
High:MA
80.5MALow:NIO
-139.72NIODetails
Price/Sales
7.36
High:NVDA
23.49NVDALow:CRBP
-CRBPDetails
Price/CF
28.9
High:KO
282.33KOLow:AAL
1.63AALDetails
Price/FCF
54.54
High:ORCL
348.36ORCLLow:BOXL
3.56BOXLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-86.39% | Jan 2018 | - | 90 |