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+1.53%
This Month
+9.3%
Year To Date
+63.12%
2 Years
+75.89%
5 Years
+75.89%
10 Years
+11.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.67%
- 🪙 Cryptocurrencies24.68%
- 💻 Electronic Technology15.86%
- 🛍️ Retail Trade14.32%
- 🚗 Consumer Durables5.37%
- 🚚 Transportation2.94%
- 💵 Cash2.8%
- 💰 Finance2.24%
- 💇♀️ Consumer Services2.13%
- 🧬 Health Technology1.77%
- 💼 Commercial Services1.03%
- 🍞 Consumer Non Durables0.99%
- 🛠️ Producer Manufacturing0.93%
- ⚡ Utilities0.53%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.08%
- 🌍 Digital Currency24.68%
- 🇺🇸 NYSE15.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.21%
- 🇺🇾 Uruguay3.57%
Dividends
Dividend Yield
0.35%
18 out of 36 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $MPW (5.87%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CVS | 0.05% | 3.54% | $2.54 |
 JNJ | 0.04% | 2.51% | $4.81 |
 TSN | 0.04% | 3.56% | $1.96 |
 GOOG | 0.03% | 0.26% | $0.2 |
 SBUX | 0.03% | 2.83% | $2.24 |
 MSFT | 0.03% | 0.71% | $3 |
 META | 0.02% | 0.33% | $1 |
 WMT | 0.02% | 0.83% | $0.81 |
 MPW | 0.02% | 5.87% | $0.6 |
 FDX | 0.01% | 2.13% | $5.16 |
 NEE | 0.01% | 2.67% | $1.97 |
 AAPL | 0.01% | 0.36% | $0.97 |
 DE | 0.01% | 1.35% | $5.76 |
 DIS | 0.01% | 0.95% | $0.75 |
 CRM | 0.01% | 0.68% | $0.4 |
 V | 0.01% | 0.74% | $2.01 |
 NVDA | 0% | 0.02% | $0.02 |
 PYPL | 0% | 0.23% | - |
Performance Metrics
Score 3.5/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-4.27
-4.27
-5
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-4.27
-4.27
-5
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.19
High:
TSLA
298.5TSLALow:
MPW
-4.77MPWDetails
PEG Ratio
158.19
High:
V
1,180.28VLow:MPW
-6.5MPWDetails
Price/Book
11.7
High:
AAPL
56.93AAPLLow:
SBUX
-12.23SBUXDetails
Price/Sales
8.37
High:
NVDA
23.5NVDALow:
CVS
0.24CVSDetails
Price/CF
25.8
High:TSLA
99.57TSLALow:
FDX
7.27FDXDetails
Price/FCF
58.91
High:
NEE
2,356.18NEELow:
PYPL
11.57PYPLDetails
P/E Ratio
36.19
High:TSLA
298.5TSLALow:MPW
-4.77MPWDetails
PEG Ratio
158.19
High:V
1,180.28VLow:MPW
-6.5MPWDetails
Price/Book
11.7
High:AAPL
56.93AAPLLow:SBUX
-12.23SBUXDetails
Price/Sales
8.37
High:NVDA
23.5NVDALow:CVS
0.24CVSDetails
Price/CF
25.8
High:TSLA
99.57TSLALow:FDX
7.27FDXDetails
Price/FCF
58.91
High:NEE
2,356.18NEELow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.88% | Nov 2021 | Oct 2024 | 35 |
-18.41% | Feb 2025 | Jul 2025 | 5 |
-7.38% | Nov 2025 | - | 2 |
-7.27% | Sep 2021 | Oct 2021 | 1 |
-4.01% | Dec 2024 | Jan 2025 | 1 |
-3.09% | May 2021 | Jul 2021 | 2 |