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-1.1%
This Month
-1.1%
Year To Date
+56.44%
2 Years
+73.08%
5 Years
+69.87%
10 Years
+10.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.54%
- 🪙 Cryptocurrencies23.65%
- 💻 Electronic Technology16.15%
- 🛍️ Retail Trade14.75%
- 🚗 Consumer Durables5.23%
- 🚚 Transportation2.92%
- 💵 Cash2.89%
- 💇♀️ Consumer Services2.31%
- 💰 Finance2.24%
- 🧬 Health Technology1.89%
- 🍞 Consumer Non Durables1.1%
- 🛠️ Producer Manufacturing1.02%
- 💼 Commercial Services1.01%
- ⚡ Utilities0.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.7%
- 🌍 Digital Currency23.65%
- 🇺🇸 NYSE14.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.18%
- 🇺🇾 Uruguay3.53%
Dividends
Dividend Yield
0.37%
18 out of 36 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MPW (6.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CVS | 0.05% | 3.36% | $2.54 |
 JNJ | 0.05% | 2.41% | $4.81 |
 TSN | 0.04% | 3.34% | $1.96 |
 GOOG | 0.03% | 0.26% | $0.2 |
 SBUX | 0.03% | 2.64% | $2.24 |
 MSFT | 0.03% | 0.77% | $3 |
 META | 0.02% | 0.35% | $1 |
 WMT | 0.02% | 0.8% | $0.81 |
 MPW | 0.02% | 6.42% | $0.6 |
 DIS | 0.02% | 1.37% | $0.75 |
 FDX | 0.01% | 1.94% | $5.16 |
 NEE | 0.01% | 2.72% | $1.97 |
 AAPL | 0.01% | 0.42% | $0.97 |
 DE | 0.01% | 1.28% | $5.76 |
 CRM | 0.01% | 0.76% | $0.4 |
 V | 0.01% | 0.75% | $2.01 |
 NVDA | 0% | 0.02% | $0.02 |
 PYPL | 0% | 0.25% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-4.53
-4.53
-5
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-4.53
-4.53
-5
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.35
High:
TSLA
280.13TSLALow:MPW
-4.36MPWDetails
PEG Ratio
149.79
High:V
1,166.53VLow:MPW
-5.94MPWDetails
Price/Book
11.32
High:AAPL
49.43AAPLLow:SBUX
-13.15SBUXDetails
Price/Sales
8.11
High:NVDA
23.3NVDALow:CVS
0.26CVSDetails
Price/CF
25.56
High:TSLA
99.57TSLALow:FDX
7.94FDXDetails
Price/FCF
59.11
High:NEE
2,356.18NEELow:PYPL
11.57PYPLDetails
P/E Ratio
35.35
High:TSLA
280.13TSLALow:MPW
-4.36MPWDetails
PEG Ratio
149.79
High:V
1,166.53VLow:MPW
-5.94MPWDetails
Price/Book
11.32
High:AAPL
49.43AAPLLow:SBUX
-13.15SBUXDetails
Price/Sales
8.11
High:NVDA
23.3NVDALow:CVS
0.26CVSDetails
Price/CF
25.56
High:TSLA
99.57TSLALow:FDX
7.94FDXDetails
Price/FCF
59.11
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 |
-9.18% | Nov 2025 | - | 3 |
-7.27% | Sep 2021 | Oct 2021 | 1 |
-4.01% | Dec 2024 | Jan 2025 | 1 |
-3.09% | May 2021 | Jul 2021 | 2 |