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+0.11%
Today
+1.44%
This Month
+4.55%
Year To Date
+56.81%
2 Years
+140.61%
5 Years
+11.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs74.63%
- 💻 Electronic Technology7.74%
- 🪙 Cryptocurrencies6.04%
- 🖥️ Technology Services5.54%
- 💰 Finance3.98%
- 💵 Cash2.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.34%
- 🇺🇸 Nasdaq38.03%
- 🌍 Digital Currency6.04%
- 🇬🇧 LSE5.06%
- 🇩🇪 Xetra ETFs1.47%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.27%
Dividends
Dividend Yield
1.39%
23 out of 30 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $IUS7.DE (5.47%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IDEV | 0.21% | 2.83% | - |
 IEF | 0.2% | 3.71% | - |
 IVV | 0.19% | 1.31% | - |
 AGG | 0.19% | 3.81% | - |
 SPY | 0.17% | 1.21% | - |
 TLT | 0.13% | 4.39% | - |
 QQQ | 0.09% | 0.58% | - |
 VEU | 0.06% | 2.82% | - |
 SHV | 0.04% | 4.69% | - |
 IUS7.DE | 0.02% | 5.47% | - |
 MSFT | 0.01% | 0.69% | $3 |
 TIP | 0.01% | 2.9% | - |
 V | 0.01% | 0.62% | $2.01 |
 IS0Q.DE | 0.01% | 5.47% | - |
 MA | 0.01% | 0.48% | $2.46 |
 SNA2.DE | 0.01% | 3.85% | - |
 GOOG | 0.01% | 0.46% | $0.2 |
 AAPL | 0.01% | 0.5% | $0.97 |
 IS3F.DE | 0.01% | 2.03% | - |
 META | 0.01% | 0.29% | $1 |
 IUSM.DE | 0% | 4.06% | - |
 IS04.DE | 0% | 2.83% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
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
36.05
High:
NVDA
45.65NVDALow:
GOOG
19.51GOOGDetails
PEG Ratio
151.27
High:
MA
312.99MALow:GOOG
51.71GOOGDetails
Price/Book
18.61
High:MA
80.5MALow:GOOG
6.16GOOGDetails
Price/Sales
13.64
High:NVDA
23.49NVDALow:GOOG
5.98GOOGDetails
Price/CF
26.27
High:NVDA
35.87NVDALow:GOOG
14.48GOOGDetails
Price/FCF
39.52
High:
MSFT
61.05MSFTLow:GOOG
29.5GOOGDetails
P/E Ratio
36.05
High:NVDA
45.65NVDALow:GOOG
19.51GOOGDetails
PEG Ratio
151.27
High:MA
312.99MALow:GOOG
51.71GOOGDetails
Price/Book
18.61
High:MA
80.5MALow:GOOG
6.16GOOGDetails
Price/Sales
13.64
High:NVDA
23.49NVDALow:GOOG
5.98GOOGDetails
Price/CF
26.27
High:NVDA
35.87NVDALow:GOOG
14.48GOOGDetails
Price/FCF
39.52
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 |