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+0.73%
Today
-3.1%
This Month
-16.43%
Year To Date
+62.97%
2 Years
+34.49%
5 Years
+7.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies31.96%
- 🖥️ Technology Services22.13%
- 🛍️ Retail Trade15.68%
- 💻 Electronic Technology11.58%
- 🚗 Consumer Durables3.84%
- 💰 Finance3.44%
- 🚚 Transportation3.18%
- 💇♀️ Consumer Services2.44%
- 🧬 Health Technology1.8%
- 🍞 Consumer Non Durables1.42%
- 🛠️ Producer Manufacturing1.16%
- 💼 Commercial Services0.81%
- ⚡ Utilities0.54%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.72%
- 🌍 Digital Currency31.96%
- 🇺🇸 NYSE18.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.35%
- 🇺🇾 Uruguay4.67%
Dividends
Dividend Yield
0.46%
17 out of 37 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $MPW (7.16%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CVS | 0.06% | 3.95% | $2.54 |
 JNJ | 0.06% | 3.19% | $4.81 |
 TSN | 0.05% | 3.23% | $1.96 |
 GOOG | 0.04% | 0.52% | $0.2 |
 SBUX | 0.04% | 2.94% | $2.24 |
 MSFT | 0.03% | 0.88% | $3 |
 META | 0.02% | 0.4% | $1 |
 MPW | 0.02% | 7.16% | $0.6 |
 WMT | 0.02% | 1.01% | $0.81 |
 FDX | 0.02% | 2.66% | $5.16 |
 NEE | 0.02% | 3.18% | $1.97 |
 AAPL | 0.02% | 0.51% | $0.97 |
 DE | 0.02% | 1.37% | $5.76 |
 DIS | 0.01% | 1.18% | $0.75 |
 CRM | 0.01% | 0.65% | $0.4 |
 V | 0.01% | 0.67% | $2.01 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CVS | Ex-Dividend | Apr 22, 2025 | $0.66 |
CRM | Pay Day | Apr 24, 2025 | $0.42 |
CVS | Pay Day | May 1, 2025 | $0.66 |
DE | Pay Day | May 8, 2025 | $1.62 |
WMT | Ex-Dividend | May 9, 2025 | $0.24 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
SBUX | Ex-Dividend | May 16, 2025 | $0.61 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
WMT | Pay Day | May 27, 2025 | $0.24 |
SBUX | Pay Day | May 30, 2025 | $0.61 |
TSN | Ex-Dividend | May 30, 2025 | $0.50 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSN | Pay Day | Jun 13, 2025 | $0.50 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 3.2/10
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-2.83
-2.83
-3
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-2.83
-2.83
-3
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.13
High:
TSLA
118.42TSLALow:
MPW
-1.36MPWDetails
PEG Ratio
84.35
High:
JNJ
473.64JNJLow:
XYZ
0.03XYZDetails
Price/Book
8.47
High:
AAPL
44.38AAPLLow:
SBUX
-12.39SBUXDetails
Price/Sales
5.38
High:
NVDA
19.21NVDALow:
CVS
0.23CVSDetails
Price/CF
25
High:TSLA
95.18TSLALow:CVS
6.22CVSDetails
Price/FCF
49.23
High:TSLA
396.62TSLALow:
PYPL
12.79PYPLDetails
P/E Ratio
27.13
High:TSLA
118.42TSLALow:MPW
-1.36MPWDetails
PEG Ratio
84.35
High:JNJ
473.64JNJLow:XYZ
0.03XYZDetails
Price/Book
8.47
High:AAPL
44.38AAPLLow:SBUX
-12.39SBUXDetails
Price/Sales
5.38
High:NVDA
19.21NVDALow:CVS
0.23CVSDetails
Price/CF
25
High:TSLA
95.18TSLALow:CVS
6.22CVSDetails
Price/FCF
49.23
High:TSLA
396.62TSLALow:PYPL
12.79PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.88% | Nov 2021 | Oct 2024 | 35 |
-21.51% | Feb 2025 | - | 3 |
-7.27% | Sep 2021 | Oct 2021 | 1 |
-4.01% | Dec 2024 | Jan 2025 | 1 |
-3.09% | May 2021 | Jul 2021 | 2 |