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+1.35%
This Month
+13.8%
Year To Date
+63.24%
2 Years
+75.89%
5 Years
+75.89%
10 Years
+15.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs55.02%
- 💻 Electronic Technology29.33%
- 🖥️ Technology Services7.68%
- 💵 Cash4.69%
- 🚗 Consumer Durables2.75%
- 💇♀️ Consumer Services2.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.36%
- 🇺🇸 NYSE45.58%
- 🇬🇧 LSE3.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.11%
Dividends
Dividend Yield
1.06%
23 out of 25 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $ISF.L (3.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VEA | 0.15% | 2.7% | - |
 VTI | 0.12% | 1.22% | - |
 VOO | 0.12% | 1.22% | - |
 VT.US | 0.06% | 1.77% | - |
 VOOV | 0.06% | 2.02% | - |
 VGK | 0.06% | 2.96% | - |
 VBR | 0.06% | 2.11% | - |
 VEU | 0.05% | 2.75% | - |
 ISF.L | 0.05% | 3.5% | - |
 VWO | 0.05% | 2.81% | - |
 VTV | 0.05% | 2.19% | - |
 IUSA.L | 0.03% | 1.94% | - |
 IUSV | 0.03% | 2.04% | - |
 MCD | 0.03% | 2.26% | $6.53 |
 SBUX | 0.03% | 2.72% | $2.24 |
 IJR | 0.03% | 2.16% | - |
 QQQ | 0.02% | 0.51% | - |
 VB | 0.02% | 1.4% | - |
 META | 0.01% | 0.28% | $1 |
 SOXX | 0.01% | 0.69% | - |
 AAPL | 0.01% | 0.45% | $0.97 |
 GOOG | 0.01% | 0.41% | $0.2 |
 NVDA | 0.01% | 0.02% | $0.02 |
Performance Metrics
Score 6.6/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
3.73
3.73
-2
0
2
4.5
4.5
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
3.73
3.73
-2
0
2
4.5
4.5
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
48.52
High:
TSLA
190.71TSLALow:
GOOG
21.57GOOGDetails
PEG Ratio
1,760.43
High:
AAPL
23,827.33AAPLLow:GOOG
62.49GOOGDetails
Price/Book
31.87
High:AAPL
52.03AAPLLow:
MCD
-80.39MCDDetails
Price/Sales
20.07
High:
NVDA
29.11NVDALow:
SBUX
2.83SBUXDetails
Price/CF
31.96
High:TSLA
70.91TSLALow:
ZM
13.14ZMDetails
Price/FCF
39.28
High:SBUX
1,256.06SBUXLow:ZM
14.25ZMDetails
P/E Ratio
48.52
High:TSLA
190.71TSLALow:GOOG
21.57GOOGDetails
PEG Ratio
1,760.43
High:AAPL
23,827.33AAPLLow:GOOG
62.49GOOGDetails
Price/Book
31.87
High:AAPL
52.03AAPLLow:MCD
-80.39MCDDetails
Price/Sales
20.07
High:NVDA
29.11NVDALow:SBUX
2.83SBUXDetails
Price/CF
31.96
High:TSLA
70.91TSLALow:ZM
13.14ZMDetails
Price/FCF
39.28
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 |