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-1.98%
This Month
+10.64%
Year To Date
+32.52%
2 Years
+8.69%
5 Years
-99.96%
10 Years
-70.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs41.17%
- 🧩 Miscellaneous19.56%
- 💰 Finance10.08%
- 💻 Electronic Technology6.36%
- 🖥️ Technology Services5.49%
- 💇♀️ Consumer Services5.2%
- 🍞 Consumer Non Durables2.87%
- 🛍️ Retail Trade2.09%
- 🚚 Transportation1.98%
- 🪙 Cryptocurrencies1.81%
- 🏥 Health Services0.93%
- ⛏️ Energy Minerals0.87%
- 🧬 Health Technology0.57%
- 🚗 Consumer Durables0.4%
- ❓ Other0.31%
- 🛠️ Producer Manufacturing0.24%
- 💵 Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.66%
- 🇺🇸 Nasdaq47.4%
- 🌍 Digital Currency1.81%
- 🇦🇺 Sydney0.93%
- 🇬🇧 LSE0.64%
- 🇺🇸 Chicago Board Options Exchange0.62%
- 🇸🇦 Tadawul0.33%
- Regular Trading Hours - RTH0.31%
- 🇭🇰 Hong Kong Exchanges0.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.54%
- 🇧🇷 Brazil1.07%
- 🇦🇺 Australia0.93%
- 🇬🇧 United Kingdom0.64%
- 🇺🇾 Uruguay0.35%
- 🇸🇦 Saudi Arabia0.33%
- 🇨🇳 China0.24%
Dividends
Dividend Yield
0.59%
23 out of 59 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.08% | 0.98% | - |
 SBUX | 0.06% | 2.62% | $2.24 |
 NKE | 0.05% | 3.76% | $1.45 |
 DBO | 0.05% | 1.95% | - |
 ABEV | 0.05% | 6.19% | $0.13 |
 PFE | 0.04% | 6.69% | $1.66 |
 QQQ | 0.03% | 0.38% | - |
 BAC | 0.03% | 2.11% | $0.96 |
 TFC | 0.03% | 4.24% | $2.08 |
 RCL | 0.03% | 1.72% | - |
 UNH | 0.02% | 2.25% | $7.74 |
 MSFT | 0.02% | 0.83% | $3 |
 CVX.US | 0.02% | 3.7% | $6.28 |
 QAN.ASX | 0.02% | 3.95% | - |
 F | 0.02% | 3.92% | $0.78 |
 ANZ.ASX | 0.01% | 4.87% | $1.77 |
 V | 0.01% | 0.81% | $2.01 |
 DIS | 0.01% | 1.51% | $0.75 |
 COL.ASX | 0.01% | 3.3% | $0.66 |
 AAPL | 0% | 0.34% | $0.97 |
 GOOG | 0% | 0.23% | $0.2 |
 NVDA | 0% | 0.13% | $0.02 |
 01211.HK | 0% | 0.46% | $3.41 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
ABEV | Ex-Dividend | Jun 24, 2026 | $0.01 |
BAC | Pay Day | Jun 26, 2026 | $0.28 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
ANZ.ASX | Pay Day | Jul 1, 2026 | $0.60 |
RCL | Pay Day | Jul 2, 2026 | $1.50 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
ABEV | Pay Day | Jan 11, 2027 | $0.01 |
Performance Metrics
Score 2.1/10
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
-0.53
-0.53
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.54
-0.54
-1
1
2
3
3
Jensen's Alpha
-37.22
-37.22
-38
0
2
4.5
4.5
Omega Ratio
0.17
0.17
0
1
1.5
2.5
2.5
Treynor Ratio
-1.9
-1.9
-2
0.75
1.25
2
2
Information Ratio
-0.8
-0.8
-1
0.3
0.6
1
1
Calmar Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
-0.53
-0.53
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.54
-0.54
-1
1
2
3
3
Jensen's Alpha
-37.22
-37.22
-38
0
2
4.5
4.5
Omega Ratio
0.17
0.17
0
1
1.5
2.5
2.5
Treynor Ratio
-1.9
-1.9
-2
0.75
1.25
2
2
Information Ratio
-0.8
-0.8
-1
0.3
0.6
1
1
Calmar Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.56
High:
BRBY.L
189.76BRBY.LLow:
INTC
-178.48INTCDetails
PEG Ratio
70.85
High:V
207.09VLow:INTC
-207.36INTCDetails
Price/Book
4.93
High:AAPL
42.87AAPLLow:SBUX
-12.67SBUXDetails
Price/Sales
5.79
High:
AMD
23.05AMDLow:
AAL
0.16AALDetails
Price/CF
20.32
High:NKE
54.38NKELow:AAL
1.46AALDetails
Price/FCF
46.57
High:SBUX
1,256.06SBUXLow:ANZ.ASX
4.78ANZ.ASXDetails
P/E Ratio
26.56
High:BRBY.L
189.76BRBY.LLow:INTC
-178.48INTCDetails
PEG Ratio
70.85
High:V
207.09VLow:INTC
-207.36INTCDetails
Price/Book
4.93
High:AAPL
42.87AAPLLow:SBUX
-12.67SBUXDetails
Price/Sales
5.79
High:AMD
23.05AMDLow:AAL
0.16AALDetails
Price/CF
20.32
High:NKE
54.38NKELow:AAL
1.46AALDetails
Price/FCF
46.57
High:SBUX
1,256.06SBUXLow:ANZ.ASX
4.78ANZ.ASXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.82% | Feb 2020 | - | 77 |