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+0.22%
Today
+3.21%
This Month
+6.65%
Year To Date
+45.12%
2 Years
+140.37%
5 Years
+22.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs29.12%
- 💻 Electronic Technology22.69%
- 💵 Cash20.53%
- 🖥️ Technology Services9.83%
- 💰 Finance8.6%
- 🪙 Cryptocurrencies7.75%
- 🧬 Health Technology3.23%
- 💇♀️ Consumer Services2.74%
- 🛍️ Retail Trade2.6%
- 🚗 Consumer Durables0.14%
- 🛠️ Producer Manufacturing0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.21%
- 🇺🇸 Nasdaq36.15%
- 🌍 Digital Currency7.75%
- 🇬🇧 LSE1.63%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.11%
- 🇹🇼 Taiwan1.57%
- 🇨🇳 China0.14%
- 🇮🇱 Israel0.04%
Dividends
Dividend Yield
0.87%
17 out of 25 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $O (5.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DGRO | 0.27% | 2.23% | - |
 SPY | 0.11% | 1.21% | - |
 JNJ | 0.1% | 3.1% | $4.81 |
 SHY | 0.08% | 3.95% | - |
 O | 0.06% | 5.65% | $3.09 |
 SPHD | 0.05% | 3.44% | - |
 AAPL | 0.05% | 0.48% | $0.97 |
 MSFT | 0.03% | 0.65% | $3 |
 GOOG | 0.02% | 0.42% | $0.2 |
 DIS | 0.02% | 0.83% | $0.75 |
 C | 0.02% | 2.45% | $2.12 |
 TSM | 0.02% | 0.96% | $1.74 |
 VTI | 0.01% | 1.29% | - |
 PCH | 0.01% | 4.45% | $1.8 |
 TLT | 0.01% | 4.39% | - |
 V | 0% | 0.65% | $2.01 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DIS | Pay Day | Jul 23, 2025 | $0.50 |
O | Ex-Dividend | Aug 1, 2025 | $0.27 |
C | Ex-Dividend | Aug 4, 2025 | $0.60 |
O | Pay Day | Aug 15, 2025 | $0.27 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
C | Pay Day | Aug 22, 2025 | $0.60 |
JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
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
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
6.75
6.75
-2
0
2
7
7
Omega Ratio
1.67
1.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
6.75
6.75
-2
0
2
7
7
Omega Ratio
1.67
1.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.67
High:
PCH
66.41PCHLow:
NIO
-2.7NIODetails
PEG Ratio
154.11
High:
O
1,975.94OLow:NIO
-68.73NIODetails
Price/Book
11.68
High:
NVDA
50.15NVDALow:NIO
-168.98NIODetails
Price/Sales
9.03
High:NVDA
28.57NVDALow:NIO
0.98NIODetails
Price/CF
25.83
High:
SEDG
103.23SEDGLow:
C
6.5CDetails
Price/FCF
42.31
High:SEDG
476.9SEDGLow:C
14.63CDetails
P/E Ratio
33.67
High:PCH
66.41PCHLow:NIO
-2.7NIODetails
PEG Ratio
154.11
High:O
1,975.94OLow:NIO
-68.73NIODetails
Price/Book
11.68
High:NVDA
50.15NVDALow:NIO
-168.98NIODetails
Price/Sales
9.03
High:NVDA
28.57NVDALow:NIO
0.98NIODetails
Price/CF
25.83
High:SEDG
103.23SEDGLow:C
6.5CDetails
Price/FCF
42.31
High:SEDG
476.9SEDGLow:C
14.63CDetails
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 |