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+0.97%
This Month
+11.9%
Year To Date
+103.82%
2 Years
+80.08%
5 Years
+80.08%
10 Years
+13.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies31.35%
- 🖥️ Technology Services22.79%
- 🛍️ Retail Trade14.23%
- 💻 Electronic Technology13.19%
- 🚗 Consumer Durables4.13%
- 💵 Cash4.06%
- 🚚 Transportation2.79%
- 💇♀️ Consumer Services2.18%
- 💰 Finance2.18%
- 🧬 Health Technology1.51%
- 💼 Commercial Services1.17%
- 🍞 Consumer Non Durables0.96%
- 🛠️ Producer Manufacturing0.9%
- ⚡ Utilities0.43%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.6%
- 🌍 Digital Currency31.35%
- 🇺🇸 NYSE14.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.47%
- 🇺🇾 Uruguay3.99%
Dividends
Dividend Yield
0.34%
17 out of 36 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $MPW (6.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CVS | 0.05% | 3.61% | $2.54 |
 JNJ | 0.04% | 2.85% | $4.81 |
 TSN | 0.03% | 3.56% | $1.96 |
 GOOG | 0.03% | 0.35% | $0.2 |
 SBUX | 0.03% | 2.86% | $2.24 |
 MSFT | 0.03% | 0.67% | $3 |
 META | 0.02% | 0.27% | $1 |
 WMT | 0.02% | 0.94% | $0.81 |
 MPW | 0.01% | 6.94% | $0.6 |
 FDX | 0.01% | 2.49% | $5.16 |
 NEE | 0.01% | 3.12% | $1.97 |
 AAPL | 0.01% | 0.43% | $0.97 |
 DE | 0.01% | 1.37% | $5.76 |
 DIS | 0.01% | 0.85% | $0.75 |
 CRM | 0.01% | 0.65% | $0.4 |
 V | 0.01% | 0.69% | $2.01 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
FDX | Ex-Dividend | Sep 8, 2025 | $1.45 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
MPW | Ex-Dividend | Sep 11, 2025 | $0.08 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
NEE | Pay Day | Sep 15, 2025 | $0.57 |
CRM | Ex-Dividend | Sep 17, 2025 | $0.42 |
DE | Ex-Dividend | Sep 30, 2025 | $1.62 |
FDX | Pay Day | Oct 1, 2025 | $1.45 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
CRM | Pay Day | Oct 9, 2025 | $0.42 |
MPW | Pay Day | Oct 9, 2025 | $0.08 |
DE | Pay Day | Nov 10, 2025 | $1.62 |
TSN | Ex-Dividend | Dec 1, 2025 | $0.50 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
TSN | Pay Day | Dec 15, 2025 | $0.50 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 3.8/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-2.08
-2.08
-3
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-2.08
-2.08
-3
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.28
High:
TSLA
203.17TSLALow:
MPW
-1.93MPWDetails
PEG Ratio
1,387.64
High:
AAPL
24,772.26AAPLLow:MPW
-10.7MPWDetails
Price/Book
11.13
High:AAPL
54.09AAPLLow:
SBUX
-12.63SBUXDetails
Price/Sales
7.67
High:
NVDA
24.8NVDALow:
CVS
0.24CVSDetails
Price/CF
24.52
High:TSLA
70.91TSLALow:
FDX
7.42FDXDetails
Price/FCF
55.12
High:
NEE
2,356.18NEELow:
PYPL
13.72PYPLDetails
P/E Ratio
34.28
High:TSLA
203.17TSLALow:MPW
-1.93MPWDetails
PEG Ratio
1,387.64
High:AAPL
24,772.26AAPLLow:MPW
-10.7MPWDetails
Price/Book
11.13
High:AAPL
54.09AAPLLow:SBUX
-12.63SBUXDetails
Price/Sales
7.67
High:NVDA
24.8NVDALow:CVS
0.24CVSDetails
Price/CF
24.52
High:TSLA
70.91TSLALow:FDX
7.42FDXDetails
Price/FCF
55.12
High:NEE
2,356.18NEELow:PYPL
13.72PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.88% | Nov 2021 | Oct 2024 | 35 |
-18.41% | Feb 2025 | Jul 2025 | 5 |
-7.27% | Sep 2021 | Oct 2021 | 1 |
-4.01% | Dec 2024 | Jan 2025 | 1 |
-3.09% | May 2021 | Jul 2021 | 2 |