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+6.19%
This Month
-7.71%
Year To Date
+5.87%
2 Years
-4.55%
5 Years
+73.3%
10 Years
+10.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash31.41%
- 🪙 Cryptocurrencies23.09%
- 🖥️ Technology Services19.59%
- 💻 Electronic Technology15.51%
- 🛍️ Retail Trade3.96%
- 🚗 Consumer Durables2.68%
- 💰 Finance0.55%
- 🍞 Consumer Non Durables0.42%
- 🛠️ Producer Manufacturing0.41%
- 🧬 Health Technology0.4%
- ⛏️ Energy Minerals0.39%
- 🧪 Process Industries0.23%
- ⚡ Utilities0.21%
- 📊 ETFs0.15%
- 🪨 Non Energy Minerals0.1%
- 🚚 Transportation0.1%
- 💇♀️ Consumer Services0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq26.36%
- 🌍 Digital Currency23.09%
- 🇺🇸 NYSE18.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.26%
- 🇬🇧 United Kingdom2.46%
- 🇮🇱 Israel1.9%
- 🇨🇳 China0.56%
- 🇧🇲 Bermuda0.36%
- 🇵🇦 Panama0.1%
Dividends
Dividend Yield
0.25%
23 out of 45 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $CPA (5.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TGT | 0.12% | 3.51% | $4.42 |
 CRM | 0.03% | 0.9% | $0.4 |
 ORCL | 0.02% | 1.01% | $1.6 |
 NKE | 0.01% | 3.48% | $1.45 |
 AES | 0.01% | 4.89% | $0.68 |
 EG | 0.01% | 2.3% | $7.25 |
 PBF | 0.01% | 2.92% | $0.95 |
 CPA | 0.01% | 5.26% | $4.86 |
 MTDR | 0% | 2.44% | $0.75 |
 MCHP | 0% | 2.32% | $1.75 |
 MSFT | 0% | 0.85% | $3 |
 PZZA | 0% | 4.85% | $1.84 |
 BABA | 0% | 0.73% | $0.98 |
 AAPL | 0% | 0.38% | $0.97 |
 PRG | 0% | 1.61% | $0.24 |
 PPG | 0% | 2.46% | $2.6 |
 GOOGL | 0% | 0.25% | $0.2 |
 WMS | 0% | 0.46% | $0.58 |
 META | 0% | 0.31% | $1 |
 MU | 0% | 0.11% | $0.46 |
 NUE | 0% | 1.1% | $2.13 |
 NVDA | 0% | 0.02% | $0.02 |
 CE | 0% | 0.19% | $2.8 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CRM | Pay Day | Apr 23, 2026 | $0.44 |
ORCL | Pay Day | Apr 24, 2026 | $0.50 |
CE | Ex-Dividend | Apr 27, 2026 | $0.03 |
AES | Ex-Dividend | May 1, 2026 | $0.18 |
NUE | Pay Day | May 11, 2026 | $0.56 |
PPG | Ex-Dividend | May 11, 2026 | $0.71 |
CE | Pay Day | May 11, 2026 | $0.03 |
TGT | Ex-Dividend | May 13, 2026 | $1.14 |
AES | Pay Day | May 15, 2026 | $0.18 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
TGT | Pay Day | Jun 1, 2026 | $1.14 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
PPG | Pay Day | Jun 12, 2026 | $0.71 |
Performance Metrics
Score 4.4/10
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
-1.14
-1.14
-2
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
-1.14
-1.14
-2
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.11
High:
TSLA
364.78TSLALow:MCHP
-273.57MCHPDetails
PEG Ratio
166.51
High:WMS
5,867.86WMSLow:PBF
-37.16PBFDetails
Price/Book
15.84
High:
PLTR
47.39PLTRLow:
CYTK
-12.43CYTKDetails
Price/Sales
12.15
High:CYTK
92.77CYTKLow:
SICPQ
-0.02SICPQDetails
Price/CF
33.23
High:CYTK
498.34CYTKLow:MTDR
2.18MTDRDetails
Price/FCF
55.56
High:NUE
5,649.81NUELow:PRG
3.93PRGDetails
P/E Ratio
40.11
High:TSLA
364.78TSLALow:MCHP
-273.57MCHPDetails
PEG Ratio
166.51
High:WMS
5,867.86WMSLow:PBF
-37.16PBFDetails
Price/Book
15.84
High:PLTR
47.39PLTRLow:CYTK
-12.43CYTKDetails
Price/Sales
12.15
High:CYTK
92.77CYTKLow:SICPQ
-0.02SICPQDetails
Price/CF
33.23
High:CYTK
498.34CYTKLow:MTDR
2.18MTDRDetails
Price/FCF
55.56
High:NUE
5,649.81NUELow:PRG
3.93PRGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.74% | Nov 2025 | - | 6 |
-17.34% | Mar 2021 | Nov 2024 | 44 |
-10.77% | Dec 2024 | Jul 2025 | 7 |
-5.94% | Sep 2020 | Nov 2020 | 2 |