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-6.55%
This Month
-5.89%
Year To Date
+14.25%
2 Years
-15.35%
5 Years
-64.3%
10 Years
-14.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash30.92%
- 💻 Electronic Technology21.58%
- 🍞 Consumer Non Durables17.37%
- 🪙 Cryptocurrencies15.42%
- 🖥️ Technology Services10.29%
- 🛍️ Retail Trade2.7%
- 🧩 Miscellaneous2.37%
- 💰 Finance1.89%
- 🚗 Consumer Durables1.28%
- 💼 Commercial Services0.73%
- 🧬 Health Technology0.73%
- 📊 ETFs0.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.37%
- 🇺🇸 NYSE21.12%
- 🌍 Digital Currency15.42%
- 🇫🇷 Euronext Paris0.68%
- 🇩🇰 Copenhagen Stock Exchange0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.85%
- 🇨🇦 Canada0.73%
- 🇫🇷 France0.68%
- 🇹🇼 Taiwan0.65%
- 🇸🇪 Sweden0.39%
- 🇩🇰 Denmark0.14%
- 🇯🇵 Japan0.13%
Dividends
Dividend Yield
0.76%
18 out of 35 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $NOVO-B.CO (4.12%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NKE | 0.63% | 3.76% | $1.45 |
 MSFT | 0.03% | 0.83% | $3 |
 NVDA | 0.02% | 0.13% | $0.02 |
 MC.PA | 0.01% | 2.69% | $13 |
 AAPL | 0.01% | 0.34% | $0.97 |
 AXP | 0.01% | 1.09% | $2.6 |
 COST | 0.01% | 0.55% | $19.22 |
 QQQ | 0.01% | 0.38% | - |
 GOOG | 0.01% | 0.23% | $0.2 |
 NOVO-B.CO | 0.01% | 4.12% | $9.4 |
 TSM | 0% | 0.69% | $1.74 |
 MA | 0% | 0.68% | $2.46 |
 META | 0% | 0.34% | $1 |
 LLY | 0% | 0.57% | $4.86 |
 V | 0% | 0.81% | $2.01 |
 RMS.PA | 0% | 1.12% | $25 |
 SONY | 0% | 0.5% | $0.49 |
 MU | 0% | 0.05% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
LLY | Pay Day | Jun 10, 2026 | $1.73 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
META | Pay Day | Jun 25, 2026 | $0.53 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 2.1/10
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
-0.3
-0.3
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.38
-0.38
-1
1
2
3
3
Jensen's Alpha
-26.19
-26.19
-27
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
-0.61
-0.61
-1
0.75
1.25
2
2
Information Ratio
-0.83
-0.83
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
-0.3
-0.3
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.38
-0.38
-1
1
2
3
3
Jensen's Alpha
-26.19
-26.19
-27
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
-0.61
-0.61
-1
0.75
1.25
2
2
Information Ratio
-0.83
-0.83
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.57
High:
TSLA
382.29TSLALow:
CRWD
-3,814.8CRWDDetails
PEG Ratio
-156.13
High:COST
385.33COSTLow:CRWD
-5,187.17CRWDDetails
Price/Book
16.59
High:MA
63.6MALow:SONY
2.57SONYDetails
Price/Sales
12
High:CRWD
36.4CRWDLow:NKE
1.39NKEDetails
Price/CF
28.4
High:TSLA
79.58TSLALow:SONY
9.5SONYDetails
Price/FCF
48.39
High:NKE
947.69NKELow:SONY
8.72SONYDetails
P/E Ratio
33.57
High:TSLA
382.29TSLALow:CRWD
-3,814.8CRWDDetails
PEG Ratio
-156.13
High:COST
385.33COSTLow:CRWD
-5,187.17CRWDDetails
Price/Book
16.59
High:MA
63.6MALow:SONY
2.57SONYDetails
Price/Sales
12
High:CRWD
36.4CRWDLow:NKE
1.39NKEDetails
Price/CF
28.4
High:TSLA
79.58TSLALow:SONY
9.5SONYDetails
Price/FCF
48.39
High:NKE
947.69NKELow:SONY
8.72SONYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-79.38% | Feb 2020 | - | 77 |