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-0.25%
This Month
+14.95%
Year To Date
+60.84%
2 Years
+143.53%
5 Years
+549.69%
10 Years
+34.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash77.85%
- 📊 ETFs9.69%
- 💻 Electronic Technology8.02%
- 🍞 Consumer Non Durables4.9%
- 🖥️ Technology Services2.63%
- 💰 Finance2.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE16.92%
- 🇺🇸 Nasdaq10.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.87%
Dividends
Dividend Yield
0.2%
5 out of 8 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PG (2.99%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 7.9/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.97
1.97
0
1
2
3
3
Jensen's Alpha
27.31
27.31
-2
0
2
28
28
Omega Ratio
1.73
1.73
0
1
1.5
2.5
2.5
Treynor Ratio
3.37
3.37
0
0.75
1.25
4
4
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.97
1.97
0
1
2
3
3
Jensen's Alpha
27.31
27.31
-2
0
2
28
28
Omega Ratio
1.73
1.73
0
1
1.5
2.5
2.5
Treynor Ratio
3.37
3.37
0
0.75
1.25
4
4
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.81
High:
AMD
109.53AMDLow:
PG
20.38PGDetails
PEG Ratio
282.55
High:
V
1,169.07VLow:
KO
91.31KODetails
Price/Book
18.96
High:
AAPL
55.54AAPLLow:AMD
5.94AMDDetails
Price/Sales
10.13
High:V
15.88VLow:PG
4.01PGDetails
Price/CF
30.76
High:AMD
40.84AMDLow:PG
19.79PGDetails
Price/FCF
51.86
High:KO
272.99KOLow:V
39.19VDetails
P/E Ratio
35.81
High:AMD
109.53AMDLow:PG
20.38PGDetails
PEG Ratio
282.55
High:V
1,169.07VLow:KO
91.31KODetails
Price/Book
18.96
High:AAPL
55.54AAPLLow:AMD
5.94AMDDetails
Price/Sales
10.13
High:V
15.88VLow:PG
4.01PGDetails
Price/CF
30.76
High:AMD
40.84AMDLow:PG
19.79PGDetails
Price/FCF
51.86
High:KO
272.99KOLow:V
39.19VDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.78% | Jul 2021 | Dec 2023 | 29 |
-29.47% | Nov 2019 | Feb 2020 | 3 |
-15.03% | Feb 2021 | Jun 2021 | 4 |
-11.51% | Apr 2024 | Nov 2024 | 7 |
-7.3% | Dec 2024 | May 2025 | 5 |
-4.49% | Mar 2020 | Apr 2020 | 1 |
-2.62% | Jan 2024 | Feb 2024 | 1 |
-0.3% | Nov 2025 | - | 2 |