Loading...
-4.79%
This Month
+5.44%
Year To Date
+36.99%
2 Years
+14.21%
5 Years
-99.36%
10 Years
-44.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs25.95%
- 🖥️ Technology Services21.92%
- 💻 Electronic Technology19.83%
- 💰 Finance11.21%
- 🛍️ Retail Trade5.74%
- 🪙 Cryptocurrencies4.83%
- 🪨 Non Energy Minerals4.13%
- 🚗 Consumer Durables1.72%
- ❓ Other1.49%
- 🍞 Consumer Non Durables0.73%
- 💼 Commercial Services0.68%
- 💇♀️ Consumer Services0.48%
- 🛠️ Producer Manufacturing0.44%
- ⚡ Utilities0.14%
- 🚚 Transportation0.12%
- 💵 Cash0.07%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.09%
- 🇺🇸 NYSE39.41%
- 🌍 Digital Currency4.83%
- Regular Trading Hours - RTH1.49%
- 🇺🇸 Chicago Board Options Exchange0.59%
- 🇭🇰 Hong Kong Exchanges0%
- 🌍 FX0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.99%
- 🇨🇦 Canada4.14%
- 🇳🇱 Netherlands3.12%
- 🇧🇷 Brazil2.1%
- 🇨🇳 China0.69%
- 🇺🇾 Uruguay0.11%
Dividends
Dividend Yield
0.23%
17 out of 51 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $KO (2.7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OLED | 0.04% | 2.11% | $1.5 |
 GOOG | 0.03% | 0.23% | $0.2 |
 ORCL | 0.02% | 0.86% | $1.6 |
 KO | 0.02% | 2.7% | $1.89 |
 MSFT | 0.02% | 0.83% | $3 |
 MA | 0.02% | 0.68% | $2.46 |
 AAPL | 0.02% | 0.34% | $0.97 |
 ASML | 0.01% | 0.44% | $5.57 |
 NVDA | 0.01% | 0.13% | $0.02 |
 META | 0.01% | 0.34% | $1 |
 DIS | 0.01% | 1.51% | $0.75 |
 AXP | 0.01% | 1.09% | $2.6 |
 CCJ | 0.01% | 0.15% | $0.09 |
 PYPL | 0% | 1.01% | - |
 BABA | 0% | 0.82% | $0.98 |
 GE | 0% | 0.48% | $0.44 |
 VST | 0% | 0.6% | $0.85 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
OLED | Ex-Dividend | Jun 16, 2026 | $0.50 |
VST | Ex-Dividend | Jun 22, 2026 | $0.23 |
META | Pay Day | Jun 25, 2026 | $0.53 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
VST | Pay Day | Jun 30, 2026 | $0.23 |
OLED | Pay Day | Jun 30, 2026 | $0.50 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 2.1/10
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
-0.8
-0.8
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.89
-0.89
-1
1
2
3
3
Jensen's Alpha
-44.77
-44.77
-45
0
2
4.5
4.5
Omega Ratio
0.29
0.29
0
1
1.5
2.5
2.5
Treynor Ratio
-2.5
-2.5
-3
0.75
1.25
2
2
Information Ratio
-1.11
-1.11
-2
0.3
0.6
1
1
Calmar Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
-0.8
-0.8
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.89
-0.89
-1
1
2
3
3
Jensen's Alpha
-44.77
-44.77
-45
0
2
4.5
4.5
Omega Ratio
0.29
0.29
0
1
1.5
2.5
2.5
Treynor Ratio
-2.5
-2.5
-3
0.75
1.25
2
2
Information Ratio
-1.11
-1.11
-2
0.3
0.6
1
1
Calmar Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.11
High:
TSLA
382.29TSLALow:
CRWD
-3,814.8CRWDDetails
PEG Ratio
51.05
High:
NOW
522.47NOWLow:CRWD
-5,187.17CRWDDetails
Price/Book
9.68
High:MA
63.6MALow:
TLRY
0.39TLRYDetails
Price/Sales
9.29
High:
USAR
725.32USARLow:
KD
0.18KDDetails
Price/CF
23.49
High:TSLA
79.58TSLALow:KD
3.16KDDetails
Price/FCF
53.33
High:BABA
1,196.17BABALow:PYPL
7.94PYPLDetails
P/E Ratio
30.11
High:TSLA
382.29TSLALow:CRWD
-3,814.8CRWDDetails
PEG Ratio
51.05
High:NOW
522.47NOWLow:CRWD
-5,187.17CRWDDetails
Price/Book
9.68
High:MA
63.6MALow:TLRY
0.39TLRYDetails
Price/Sales
9.29
High:USAR
725.32USARLow:KD
0.18KDDetails
Price/CF
23.49
High:TSLA
79.58TSLALow:KD
3.16KDDetails
Price/FCF
53.33
High:BABA
1,196.17BABALow:PYPL
7.94PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.71% | Feb 2018 | - | 101 |