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-4.59%
This Month
-7.64%
Year To Date
+25.45%
2 Years
+92.05%
5 Years
+198.16%
10 Years
+20.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services49.61%
- 💰 Finance15.83%
- 🛍️ Retail Trade10.89%
- 🪙 Cryptocurrencies8.25%
- 💇♀️ Consumer Services6.17%
- 💼 Commercial Services5.05%
- 🍞 Consumer Non Durables4.13%
- 💵 Cash0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54%
- 🇺🇸 NYSE37.68%
- 🌍 Digital Currency8.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States91.4%
- 🇮🇱 Israel0.27%
Dividends
Dividend Yield
1.01%
13 out of 18 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $PAYX (4.53%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
 SPGI | Pay Day | Jun 10, 2026 | $0.97 |
 MSFT | Pay Day | Jun 11, 2026 | $0.91 |
 ADP | Ex-Dividend | Jun 12, 2026 | $1.70 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
 META | Ex-Dividend | Jun 15, 2026 | $0.53 |
 HD | Pay Day | Jun 18, 2026 | $2.33 |
META | Pay Day | Jun 25, 2026 | $0.53 |
 NKE | Pay Day | Jul 1, 2026 | $0.41 |
ADP | Pay Day | Jul 1, 2026 | $1.70 |
Performance Metrics
Score 7/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
5.68
5.68
-2
0
2
6
6
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
5.68
5.68
-2
0
2
6
6
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.47
High:
SBUX
71.85SBUXLow:
ETOR
14.15ETORDetails
PEG Ratio
143.99
High:META
376.16METALow:
NFLX
57.37NFLXDetails
Price/Book
8.72
High:
MA
63.6MALow:SBUX
-12.67SBUXDetails
Price/Sales
7.5
High:
V
14.26VLow:NKE
1.39NKEDetails
Price/CF
17.5
High:NKE
54.38NKELow:ETOR
9.24ETORDetails
Price/FCF
60.38
High:SBUX
1,256.06SBUXLow:ETOR
9.45ETORDetails
P/E Ratio
27.47
High:SBUX
71.85SBUXLow:ETOR
14.15ETORDetails
PEG Ratio
143.99
High:META
376.16METALow:NFLX
57.37NFLXDetails
Price/Book
8.72
High:MA
63.6MALow:SBUX
-12.67SBUXDetails
Price/Sales
7.5
High:V
14.26VLow:NKE
1.39NKEDetails
Price/CF
17.5
High:NKE
54.38NKELow:ETOR
9.24ETORDetails
Price/FCF
60.38
High:SBUX
1,256.06SBUXLow:ETOR
9.45ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.43% | Feb 2022 | Jun 2023 | 16 |
-12.85% | Jan 2026 | - | 6 |
-8.28% | Jan 2021 | Mar 2021 | 2 |
-7.32% | Oct 2021 | Dec 2021 | 2 |
-6.76% | Feb 2025 | May 2025 | 3 |
-6.4% | Mar 2020 | Apr 2020 | 1 |
-6.31% | Apr 2024 | Jun 2024 | 2 |
-4.67% | Sep 2023 | Nov 2023 | 2 |
-4.44% | Sep 2020 | Nov 2020 | 2 |
-1.74% | Jul 2025 | Aug 2025 | 1 |
-1.66% | Jun 2020 | Aug 2020 | 2 |
-1.14% | Oct 2024 | Nov 2024 | 1 |
-0.73% | Dec 2024 | Jan 2025 | 1 |