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+1.22%
This Month
+22.66%
Year To Date
+74.08%
2 Years
+93.27%
5 Years
+93.27%
10 Years
+14.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services18.19%
- 📈 Indexes16.88%
- 📊 ETFs14.69%
- 💻 Electronic Technology10.32%
- 🪙 Cryptocurrencies9.38%
- 💰 Finance4.78%
- 🛠️ Producer Manufacturing4.32%
- 🚗 Consumer Durables4.21%
- 🌾 Commodities3.88%
- 🛍️ Retail Trade3.74%
- 💇♀️ Consumer Services3.02%
- 💵 Cash2.94%
- 🧬 Health Technology2.84%
- 🍞 Consumer Non Durables0.72%
- 🚚 Transportation0.33%
- 📡 Communications0.28%
- 🧪 Process Industries0.14%
- ⛏️ Energy Minerals0.14%
- 🏥 Health Services0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.85%
- 🇺🇸 NYSE29.72%
- 🌍 CFD16.88%
- 🌍 Digital Currency9.38%
- 🌍 Commodity3.88%
- 🇬🇧 LSE1.83%
- 🇩🇪 FRA1.34%
- 🇨🇭 SIX0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.43%
- 🇹🇼 Taiwan1.5%
- 🇩🇪 Germany1.34%
- 🇬🇧 United Kingdom0.54%
- 🇳🇱 Netherlands0.11%
- 🇮🇳 India0.07%
- 🇸🇬 Singapore0.06%
- 🇨🇭 Switzerland0.05%
Dividends
Dividend Yield
0.39%
56 out of 86 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $VZ (6.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JNJ | 0.07% | 2.69% | $4.81 |
 CMI | 0.06% | 1.72% | $6.72 |
 MSFT | 0.03% | 0.66% | $3 |
 META | 0.02% | 0.36% | $1 |
 GOOG | 0.02% | 0.33% | $0.2 |
 DIS | 0.02% | 0.89% | $0.75 |
 TSM | 0.01% | 0.84% | $1.74 |
 CSCO | 0.01% | 2.4% | $1.58 |
 PSKY | 0.01% | 1.05% | $0.2 |
 BBY | 0.01% | 4.93% | $3.72 |
 ALV.DE | 0.01% | 4.26% | $13.8 |
 SIE.DE | 0.01% | 2.16% | $4.7 |
 SHEL.L | 0.01% | 4% | $0.8 |
 VZ | 0.01% | 6.23% | $2.66 |
 AAPL | 0% | 0.4% | $0.97 |
 SAP.DE | 0% | 1.02% | $2.2 |
 INTC | 0% | 0.34% | $0.5 |
 MRK | 0% | 3.63% | $3.04 |
 AVGO | 0% | 0.7% | $19.7 |
 ULVR.L | 0% | 3.47% | $1.47 |
 GS | 0% | 1.65% | $11 |
 KO | 0% | 3.02% | $1.89 |
 PEP | 0% | 3.91% | $5.15 |
 JPM | 0% | 1.79% | $4.4 |
 MET | 0% | 2.7% | $2.11 |
 KR | 0% | 2.02% | $1.16 |
 TMUS | 0% | 1.59% | $1.95 |
 ALL | 0% | 1.86% | $3.62 |
 MCD | 0% | 2.35% | $6.53 |
 TXN | 0% | 3.05% | $5.14 |
 CAT | 0% | 1.15% | $5.31 |
 PG | 0% | 2.71% | $3.83 |
 CMCSA | 0% | 4.21% | $1.2 |
 AZN.L | 0% | 1.95% | $2.28 |
 HD | 0% | 2.32% | $8.52 |
 HON | 0% | 2.19% | $4.27 |
 FDX | 0% | 2.31% | $5.16 |
 NESN.ZU | 0% | 4.11% | $3 |
 SBUX | 0% | 2.84% | $2.24 |
 PCAR | 0% | 1.35% | $1.11 |
 IFX.DE | 0% | 1.02% | $0.35 |
 WMT | 0% | 0.92% | $0.81 |
 NXPI | 0% | 1.77% | $4.06 |
 INFY | 0% | 2.65% | $0.39 |
 TGT | 0% | 5.08% | $4.42 |
 LIN | 0% | 1.26% | $5.33 |
 UNH | 0% | 2.39% | $7.74 |
 ADS.DE | 0% | 1.06% | $0.7 |
 CTSH | 0% | 1.82% | $1.18 |
 PUM.DE | 0% | 2.85% | $0.82 |
 V | 0% | 0.67% | $2.01 |
 COST | 0% | 0.54% | $19.22 |
 NKE | 0% | 2.22% | $1.45 |
 MA | 0% | 0.52% | $2.46 |
 CRM | 0% | 0.69% | $0.4 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JPM | Ex-Dividend | Oct 6, 2025 | $1.50 |
MRK | Pay Day | Oct 7, 2025 | $0.81 |
NXPI | Pay Day | Oct 8, 2025 | $1.01 |
MA | Ex-Dividend | Oct 9, 2025 | $0.76 |
BBY | Pay Day | Oct 9, 2025 | $0.95 |
CRM | Pay Day | Oct 9, 2025 | $0.42 |
VZ | Ex-Dividend | Oct 10, 2025 | $0.69 |
CSCO | Pay Day | Oct 22, 2025 | $0.41 |
CMCSA | Pay Day | Oct 22, 2025 | $0.33 |
JPM | Pay Day | Oct 31, 2025 | $1.50 |
TXN | Ex-Dividend | Oct 31, 2025 | $1.42 |
VZ | Pay Day | Nov 3, 2025 | $0.69 |
MA | Pay Day | Nov 7, 2025 | $0.76 |
TGT | Ex-Dividend | Nov 12, 2025 | $1.14 |
PCAR | Ex-Dividend | Nov 12, 2025 | $0.33 |
TXN | Pay Day | Nov 12, 2025 | $1.42 |
SBUX | Ex-Dividend | Nov 14, 2025 | $0.62 |
HON | Ex-Dividend | Nov 14, 2025 | $1.19 |
KR | Ex-Dividend | Nov 14, 2025 | $0.35 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
TMUS | Ex-Dividend | Nov 26, 2025 | $1.02 |
SBUX | Pay Day | Nov 28, 2025 | $0.62 |
TGT | Pay Day | Dec 1, 2025 | $1.14 |
KR | Pay Day | Dec 1, 2025 | $0.35 |
PCAR | Pay Day | Dec 3, 2025 | $0.33 |
HON | Pay Day | Dec 5, 2025 | $1.19 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
TMUS | Pay Day | Dec 11, 2025 | $1.02 |
TSM | Ex-Dividend | Dec 11, 2025 | $0.84 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 4.6/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
-0.5
-0.5
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
-0.5
-0.5
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.09
High:
BE
19,210.64BELow:
PSKY
-754.55PSKYDetails
PEG Ratio
1,473.29
High:
AAPL
26,662.13AAPLLow:PSKY
-756.58PSKYDetails
Price/Book
8.78
High:
MA
66.97MALow:
MCD
-77.82MCDDetails
Price/Sales
8.44
High:
NVDA
27.86NVDALow:
FSRNQ
0FSRNQDetails
Price/CF
24.16
High:
KO
233.26KOLow:
ALV.DE
2.73ALV.DEDetails
Price/FCF
56.94
High:
PEP
5,253.35PEPLow:ALV.DE
3.38ALV.DEDetails
P/E Ratio
34.09
High:BE
19,210.64BELow:PSKY
-754.55PSKYDetails
PEG Ratio
1,473.29
High:AAPL
26,662.13AAPLLow:PSKY
-756.58PSKYDetails
Price/Book
8.78
High:MA
66.97MALow:MCD
-77.82MCDDetails
Price/Sales
8.44
High:NVDA
27.86NVDALow:FSRNQ
0FSRNQDetails
Price/CF
24.16
High:KO
233.26KOLow:ALV.DE
2.73ALV.DEDetails
Price/FCF
56.94
High:PEP
5,253.35PEPLow:ALV.DE
3.38ALV.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.77% | Sep 2021 | Jul 2025 | 46 |
-12.09% | May 2021 | Aug 2021 | 3 |