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+0.1%
Today
-3.52%
This Month
-7.45%
Year To Date
+52.91%
2 Years
+125.32%
5 Years
+10.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs69.34%
- 👥 Copy Trading7.29%
- 💻 Electronic Technology6.71%
- 🪙 Cryptocurrencies5.54%
- 🖥️ Technology Services4.95%
- 💰 Finance3.98%
- 💵 Cash2.3%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE48.05%
- 🇺🇸 Nasdaq36.92%
- 🇬🇧 LSE5.63%
- 🌍 Digital Currency5.54%
- 🇩🇪 Xetra ETFs1.64%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.63%
Dividends
Dividend Yield
1.52%
18 out of 19 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $SHV (4.86%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IDEV | 0.23% | 3.1% | - |
 IEF | 0.22% | 3.6% | - |
 AGG | 0.21% | 3.71% | - |
 IVV | 0.2% | 1.38% | - |
 SPY | 0.18% | 1.28% | - |
 TLT | 0.14% | 4.12% | - |
 QQQ | 0.09% | 0.64% | - |
 VEU | 0.06% | 3.03% | - |
 Core-Income | 0.05% | 0.71% | - |
 SHV | 0.05% | 4.86% | - |
 MSFT | 0.02% | 0.88% | $3 |
 V | 0.01% | 0.67% | $2.01 |
 TIP | 0.01% | 2.42% | - |
 MA | 0.01% | 0.55% | $2.46 |
 GOOG | 0.01% | 0.52% | $0.2 |
 AAPL | 0.01% | 0.51% | $0.97 |
 META | 0.01% | 0.4% | $1 |
 NVDA | 0% | 0.04% | $0.02 |
Performance Metrics
Score 5.1/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
1.1
1.1
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
1.1
1.1
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.48
High:
MA
37.25MALow:
GOOG
19.06GOOGDetails
PEG Ratio
108.96
High:
MSFT
239.3MSFTLow:
NVDA
23.61NVDADetails
Price/Book
15.13
High:MA
72.91MALow:GOOG
5.76GOOGDetails
Price/Sales
10.83
High:NVDA
19.21NVDALow:GOOG
5.41GOOGDetails
Price/CF
32.32
High:NVDA
54.98NVDALow:
META
16.66METADetails
Price/FCF
49.6
High:MSFT
66.77MSFTLow:META
31.06METADetails
P/E Ratio
29.48
High:MA
37.25MALow:GOOG
19.06GOOGDetails
PEG Ratio
108.96
High:MSFT
239.3MSFTLow:NVDA
23.61NVDADetails
Price/Book
15.13
High:MA
72.91MALow:GOOG
5.76GOOGDetails
Price/Sales
10.83
High:NVDA
19.21NVDALow:GOOG
5.41GOOGDetails
Price/CF
32.32
High:NVDA
54.98NVDALow:META
16.66METADetails
Price/FCF
49.6
High:MSFT
66.77MSFTLow:META
31.06METADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.79% | Nov 2021 | Feb 2024 | 27 |
-34.06% | Feb 2018 | Nov 2020 | 33 |
-9.52% | Feb 2025 | - | 3 |
-7.15% | May 2021 | Aug 2021 | 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 |