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-0.98%
Today
+1.05%
This Month
+1.81%
Year To Date
+50.01%
2 Years
+57.36%
5 Years
+12.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs57.14%
- 💻 Electronic Technology26.61%
- 🖥️ Technology Services7.76%
- 💵 Cash4.4%
- 🚗 Consumer Durables2.95%
- 💇♀️ Consumer Services2.56%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.52%
- 🇺🇸 Nasdaq46.16%
- 🇬🇧 LSE3.34%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.88%
Dividends
Dividend Yield
1.21%
23 out of 25 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $ISF.L (3.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VEA | 0.17% | 2.95% | - |
 VTI | 0.14% | 1.37% | - |
 VOO | 0.13% | 1.37% | - |
 VT.US | 0.07% | 1.93% | - |
 VOOV | 0.07% | 2.22% | - |
 VGK | 0.07% | 3.03% | - |
 VBR | 0.07% | 2.34% | - |
 VEU | 0.06% | 2.94% | - |
 VWO | 0.06% | 3.13% | - |
 ISF.L | 0.06% | 3.54% | - |
 VTV | 0.05% | 2.35% | - |
 IUSV | 0.03% | 2.15% | - |
 IUSA.L | 0.03% | 1.94% | - |
 MCD | 0.03% | 2.27% | $6.53 |
 SBUX | 0.03% | 2.74% | $2.24 |
 IJR | 0.03% | 2.36% | - |
 QQQ | 0.03% | 0.63% | - |
 VB | 0.02% | 1.56% | - |
 SOXX | 0.01% | 0.81% | - |
 META | 0.01% | 0.3% | $1 |
 AAPL | 0.01% | 0.5% | $0.97 |
 GOOG | 0.01% | 0.47% | $0.2 |
 NVDA | 0.01% | 0.03% | $0.02 |
Performance Metrics
Score 6.1/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
3.34
3.34
-2
0
2
4.5
4.5
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
3.34
3.34
-2
0
2
4.5
4.5
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.39
High:
TSLA
182.61TSLALow:
GOOG
18.89GOOGDetails
PEG Ratio
56.55
High:
ZM
100.51ZMLow:GOOG
50.07GOOGDetails
Price/Book
26.26
High:
AAPL
45.36AAPLLow:
MCD
-64.5MCDDetails
Price/Sales
16.47
High:
NVDA
23.52NVDALow:
SBUX
2.77SBUXDetails
Price/CF
30.52
High:TSLA
54.2TSLALow:ZM
13.14ZMDetails
Price/FCF
38.26
High:SBUX
1,256.06SBUXLow:ZM
14.25ZMDetails
P/E Ratio
40.39
High:TSLA
182.61TSLALow:GOOG
18.89GOOGDetails
PEG Ratio
56.55
High:ZM
100.51ZMLow:GOOG
50.07GOOGDetails
Price/Book
26.26
High:AAPL
45.36AAPLLow:MCD
-64.5MCDDetails
Price/Sales
16.47
High:NVDA
23.52NVDALow:SBUX
2.77SBUXDetails
Price/CF
30.52
High:TSLA
54.2TSLALow:ZM
13.14ZMDetails
Price/FCF
38.26
High:SBUX
1,256.06SBUXLow:ZM
14.25ZMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.03% | Jan 2022 | Jun 2023 | 17 |
-10.36% | Aug 2023 | Dec 2023 | 4 |
-10.02% | Dec 2024 | Jun 2025 | 6 |
-3.72% | Apr 2024 | May 2024 | 1 |
-2.71% | Sep 2021 | Oct 2021 | 1 |
-0.94% | Nov 2021 | Dec 2021 | 1 |