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+2.92%
This Month
+18.64%
Year To Date
+74.58%
2 Years
+114.03%
5 Years
+114.03%
10 Years
+16.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services47.66%
- 💻 Electronic Technology29.6%
- 🛍️ Retail Trade14.88%
- 🚗 Consumer Durables7.85%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq72.64%
- 🇺🇸 NYSE27.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States86.31%
- 🇹🇼 Taiwan7.25%
- 🇩🇪 Germany6.43%
Dividends
Dividend Yield
0.51%
10 out of 14 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $HD (2.18%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
 MSFT | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
 TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
 HD | Pay Day | Sep 18, 2025 | $2.30 |
 AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 5.8/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
2.55
2.55
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
2.55
2.55
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.71
High:
PLTR
508.84PLTRLow:
GOOG
25.05GOOGDetails
PEG Ratio
2,503.95
High:
AAPL
24,772.26AAPLLow:
SAP
27.29SAPDetails
Price/Book
13.55
High:PLTR
61.25PLTRLow:SAP
6.51SAPDetails
Price/Sales
9.26
High:PLTR
114.05PLTRLow:
HD
2.52HDDetails
Price/CF
26.35
High:PLTR
202PLTRLow:GOOG
16.18GOOGDetails
Price/FCF
59.76
High:
ORCL
348.36ORCLLow:AAPL
37.19AAPLDetails
P/E Ratio
37.71
High:PLTR
508.84PLTRLow:GOOG
25.05GOOGDetails
PEG Ratio
2,503.95
High:AAPL
24,772.26AAPLLow:SAP
27.29SAPDetails
Price/Book
13.55
High:PLTR
61.25PLTRLow:SAP
6.51SAPDetails
Price/Sales
9.26
High:PLTR
114.05PLTRLow:HD
2.52HDDetails
Price/CF
26.35
High:PLTR
202PLTRLow:GOOG
16.18GOOGDetails
Price/FCF
59.76
High:ORCL
348.36ORCLLow:AAPL
37.19AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.43% | Jul 2021 | May 2024 | 34 |
-21.27% | Oct 2024 | Jun 2025 | 8 |
-4% | Jul 2024 | Sep 2024 | 2 |
-1.19% | Apr 2021 | May 2021 | 1 |