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+1.15%
This Month
+10.99%
Year To Date
+61.5%
2 Years
+143.37%
5 Years
+240.06%
10 Years
+22.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs28.92%
- 💻 Electronic Technology23.04%
- 💵 Cash20.61%
- 🖥️ Technology Services10.62%
- 💰 Finance8.73%
- 🪙 Cryptocurrencies7.05%
- 🧬 Health Technology3.38%
- 🛍️ Retail Trade2.6%
- 💇♀️ Consumer Services2.58%
- 🚗 Consumer Durables0.18%
- 🛠️ Producer Manufacturing0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.1%
- 🇺🇸 Nasdaq37.32%
- 🌍 Digital Currency7.05%
- 🇬🇧 LSE1.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.47%
- 🇹🇼 Taiwan1.47%
- 🇨🇳 China0.18%
- 🇮🇱 Israel0.04%
Dividends
Dividend Yield
0.85%
17 out of 25 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $O (5.41%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DGRO | 0.27% | 2.21% | - |
 SPY | 0.1% | 1.16% | - |
 JNJ | 0.1% | 2.86% | $4.81 |
 SHY | 0.08% | 3.95% | - |
 SPHD | 0.05% | 3.48% | - |
 O | 0.05% | 5.41% | $3.09 |
 AAPL | 0.05% | 0.43% | $0.97 |
 MSFT | 0.03% | 0.67% | $3 |
 GOOG | 0.02% | 0.35% | $0.2 |
 DIS | 0.02% | 0.85% | $0.75 |
 C | 0.02% | 2.39% | $2.12 |
 TSM | 0.01% | 1.01% | $1.74 |
 VTI | 0.01% | 1.22% | - |
 PCH | 0.01% | 4.22% | $1.8 |
 TLT | 0.01% | 4.3% | - |
 V | 0% | 0.69% | $2.01 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
O | Pay Day | Sep 15, 2025 | $0.27 |
PCH | Ex-Dividend | Sep 15, 2025 | $0.45 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
PCH | Pay Day | Sep 30, 2025 | $0.45 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 7.5/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
6.69
6.69
-2
0
2
7
7
Omega Ratio
1.68
1.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
6.69
6.69
-2
0
2
7
7
Omega Ratio
1.68
1.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.49
High:
PCH
80PCHLow:
NIO
-3.83NIODetails
PEG Ratio
6,666.38
High:
AAPL
24,779.06AAPLLow:
DIS
12.88DISDetails
Price/Book
11.71
High:AAPL
54.11AAPLLow:NIO
-76.32NIODetails
Price/Sales
9.13
High:
NVDA
25.49NVDALow:
C
1.09CDetails
Price/CF
28.38
High:
SEDG
103.23SEDGLow:C
4.08CDetails
Price/FCF
50.18
High:SEDG
476.9SEDGLow:C
5.82CDetails
P/E Ratio
34.49
High:PCH
80PCHLow:NIO
-3.83NIODetails
PEG Ratio
6,666.38
High:AAPL
24,779.06AAPLLow:DIS
12.88DISDetails
Price/Book
11.71
High:AAPL
54.11AAPLLow:NIO
-76.32NIODetails
Price/Sales
9.13
High:NVDA
25.49NVDALow:C
1.09CDetails
Price/CF
28.38
High:SEDG
103.23SEDGLow:C
4.08CDetails
Price/FCF
50.18
High:SEDG
476.9SEDGLow:C
5.82CDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.42% | Nov 2021 | Feb 2024 | 27 |
-18.84% | Feb 2020 | Jul 2020 | 5 |
-7.72% | May 2021 | Aug 2021 | 3 |
-6.1% | Feb 2025 | Jun 2025 | 4 |
-5.88% | Sep 2020 | Nov 2020 | 2 |
-4.12% | Sep 2021 | Oct 2021 | 1 |
-4.11% | Apr 2024 | May 2024 | 1 |
-2.73% | Aug 2019 | Sep 2019 | 1 |
-0.74% | Dec 2024 | Jan 2025 | 1 |