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+0.88%
Today
+1.44%
This Month
+4.54%
Year To Date
+56.81%
2 Years
+140.59%
5 Years
+11.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs68.18%
- 💻 Electronic Technology7.69%
- 👥 Copy Trading6.6%
- 🪙 Cryptocurrencies6.03%
- 🖥️ Technology Services5.48%
- 💰 Finance3.97%
- 💵 Cash2.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.31%
- 🇺🇸 Nasdaq38.01%
- 🌍 Digital Currency6.03%
- 🇬🇧 LSE5.1%
- 🇩🇪 Xetra ETFs1.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.14%
Dividends
Dividend Yield
1.41%
18 out of 19 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $SHV (4.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IDEV | 0.21% | 2.83% | - |
 IVV | 0.2% | 1.39% | - |
 IEF | 0.2% | 3.61% | - |
 AGG | 0.19% | 3.75% | - |
 SPY | 0.18% | 1.29% | - |
 TLT | 0.12% | 4.21% | - |
 QQQ | 0.09% | 0.58% | - |
 VEU | 0.06% | 2.94% | - |
 Core-Income | 0.05% | 0.71% | - |
 SHV | 0.04% | 4.78% | - |
 TIP | 0.01% | 3.02% | - |
 MSFT | 0.01% | 0.69% | $3 |
 V | 0.01% | 0.62% | $2.01 |
 MA | 0.01% | 0.48% | $2.46 |
 GOOG | 0.01% | 0.46% | $0.2 |
 AAPL | 0.01% | 0.49% | $0.97 |
 META | 0.01% | 0.29% | $1 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
 IS04.DE (Core-Income) | Pay Day | Jun 25, 2025 | $0.00 |
META | Pay Day | Jun 26, 2025 | $0.52 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
IDEV | Pay Day | Dec 20, 2025 | $0.99 |
Performance Metrics
Score 5.3/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
1.39
1.39
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
1.39
1.39
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.63
High:
NVDA
45.09NVDALow:
GOOG
18.94GOOGDetails
PEG Ratio
150.3
High:
MA
310.57MALow:GOOG
50.2GOOGDetails
Price/Book
18.42
High:MA
79.86MALow:GOOG
5.98GOOGDetails
Price/Sales
13.5
High:NVDA
23.2NVDALow:GOOG
5.81GOOGDetails
Price/CF
26.34
High:NVDA
35.87NVDALow:GOOG
14.48GOOGDetails
Price/FCF
39.6
High:
MSFT
61.05MSFTLow:GOOG
29.5GOOGDetails
P/E Ratio
35.63
High:NVDA
45.09NVDALow:GOOG
18.94GOOGDetails
PEG Ratio
150.3
High:MA
310.57MALow:GOOG
50.2GOOGDetails
Price/Book
18.42
High:MA
79.86MALow:GOOG
5.98GOOGDetails
Price/Sales
13.5
High:NVDA
23.2NVDALow:GOOG
5.81GOOGDetails
Price/CF
26.34
High:NVDA
35.87NVDALow:GOOG
14.48GOOGDetails
Price/FCF
39.6
High:MSFT
61.05MSFTLow:GOOG
29.5GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.79% | Nov 2021 | Feb 2024 | 27 |
-34.06% | Feb 2018 | Nov 2020 | 33 |
-7.15% | May 2021 | Aug 2021 | 3 |
-6.12% | Feb 2025 | May 2025 | 3 |
-6.05% | Sep 2021 | Oct 2021 | 1 |
-4.81% | Apr 2024 | May 2024 | 1 |
-1.52% | Dec 2024 | Jan 2025 | 1 |
-0.27% | Jul 2024 | Aug 2024 | 1 |