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-1.71%
Today
-0.99%
This Month
-1.73%
Year To Date
+75.49%
2 Years
+58.15%
5 Years
+10.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies30.2%
- 🖥️ Technology Services22.38%
- 🛍️ Retail Trade13.98%
- 💻 Electronic Technology12.43%
- 🚗 Consumer Durables4.22%
- 💵 Cash3.94%
- 🚚 Transportation2.89%
- 💰 Finance2.51%
- 💇♀️ Consumer Services2.43%
- 🧬 Health Technology1.45%
- 💼 Commercial Services1.28%
- 🏥 Health Services1.24%
- 🛠️ Producer Manufacturing1.09%
- 🍞 Consumer Non Durables1.06%
- ⚡ Utilities0.48%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.41%
- 🌍 Digital Currency30.2%
- 🇺🇸 NYSE16.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.7%
- 🇺🇾 Uruguay4.74%
Dividends
Dividend Yield
0.38%
17 out of 37 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $MPW (7.19%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CVS | 0.05% | 4.23% | $2.54 |
 JNJ | 0.05% | 3.28% | $4.81 |
 TSN | 0.04% | 3.63% | $1.96 |
 GOOG | 0.03% | 0.47% | $0.2 |
 SBUX | 0.03% | 2.74% | $2.24 |
 MSFT | 0.03% | 0.69% | $3 |
 META | 0.02% | 0.3% | $1 |
 WMT | 0.02% | 0.96% | $0.81 |
 MPW | 0.02% | 7.19% | $0.6 |
 FDX | 0.02% | 2.54% | $5.16 |
 NEE | 0.01% | 3.05% | $1.97 |
 AAPL | 0.01% | 0.5% | $0.97 |
 DE | 0.01% | 1.24% | $5.76 |
 DIS | 0.01% | 0.88% | $0.75 |
 CRM | 0.01% | 0.6% | $0.4 |
 V | 0.01% | 0.62% | $2.01 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
NEE | Pay Day | Jun 16, 2025 | $0.57 |
MPW | Ex-Dividend | Jun 18, 2025 | $0.08 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
META | Pay Day | Jun 26, 2025 | $0.52 |
DE | Ex-Dividend | Jun 30, 2025 | $1.62 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
MPW | Pay Day | Jul 17, 2025 | $0.08 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
DE | Pay Day | Aug 8, 2025 | $1.62 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
TSN | Ex-Dividend | Aug 29, 2025 | $0.50 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
TSN | Pay Day | Sep 12, 2025 | $0.50 |
Performance Metrics
Score 3.8/10
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.63
0.63
0
1
2
3
3
Jensen's Alpha
-1.26
-1.26
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.63
0.63
0
1
2
3
3
Jensen's Alpha
-1.26
-1.26
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.79
High:
TSLA
182.61TSLALow:
MPW
-1.62MPWDetails
PEG Ratio
88.09
High:
V
300.7VLow:
UBER
1.92UBERDetails
Price/Book
10.25
High:
AAPL
45.36AAPLLow:
SBUX
-13.13SBUXDetails
Price/Sales
6.78
High:
NVDA
23.52NVDALow:
CVS
0.21CVSDetails
Price/CF
21.48
High:TSLA
54.2TSLALow:
FDX
8.82FDXDetails
Price/FCF
43.27
High:
NEE
2,356.18NEELow:
PYPL
10.92PYPLDetails
P/E Ratio
31.79
High:TSLA
182.61TSLALow:MPW
-1.62MPWDetails
PEG Ratio
88.09
High:V
300.7VLow:UBER
1.92UBERDetails
Price/Book
10.25
High:AAPL
45.36AAPLLow:SBUX
-13.13SBUXDetails
Price/Sales
6.78
High:NVDA
23.52NVDALow:CVS
0.21CVSDetails
Price/CF
21.48
High:TSLA
54.2TSLALow:FDX
8.82FDXDetails
Price/FCF
43.27
High:NEE
2,356.18NEELow:PYPL
10.92PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.88% | Nov 2021 | Oct 2024 | 35 |
-18.41% | Feb 2025 | - | 5 |
-7.27% | Sep 2021 | Oct 2021 | 1 |
-4.01% | Dec 2024 | Jan 2025 | 1 |
-3.09% | May 2021 | Jul 2021 | 2 |