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+0.75%
This Month
+8.67%
Year To Date
+37.39%
2 Years
+19.95%
5 Years
+385.57%
10 Years
+18.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs24.09%
- 💵 Cash23.66%
- 🖥️ Technology Services21.52%
- 💻 Electronic Technology12.77%
- 💰 Finance5.36%
- 🛍️ Retail Trade4.94%
- 💼 Commercial Services4.45%
- 💇♀️ Consumer Services3.79%
- 🪙 Cryptocurrencies3.21%
- 🚗 Consumer Durables3.18%
- 🧬 Health Technology1%
- 🚚 Transportation0.47%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.45%
- 🇺🇸 NYSE32.12%
- 🌍 Digital Currency3.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.31%
- 🇨🇦 Canada3.92%
- 🇮🇪 Ireland0.26%
Dividends
Dividend Yield
0.37%
22 out of 46 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ABR (14.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ABR | 0.08% | 14.63% | $1.72 |
 SBUX | 0.04% | 2.84% | $2.24 |
 BX | 0.04% | 3.11% | $3.36 |
 ABBV | 0.03% | 2.9% | $6.06 |
 HD | 0.03% | 2.59% | $8.52 |
 MSFT | 0.02% | 0.73% | $3 |
 AMT | 0.02% | 3.82% | $6.56 |
 GOOG | 0.01% | 0.26% | $0.2 |
 SPG | 0.01% | 4.7% | $7.75 |
 DIS | 0.01% | 0.95% | $0.75 |
 UPS | 0.01% | 6.7% | $6.5 |
 BAM | 0.01% | 3.31% | $1.41 |
 SCHW | 0.01% | 1.15% | $1 |
 AAPL | 0.01% | 0.36% | $0.97 |
 MA | 0.01% | 0.55% | $2.46 |
 META | 0.01% | 0.32% | $1 |
 UNP | 0.01% | 2.33% | $5.2 |
 COST | 0.01% | 0.56% | $19.22 |
 ACN | 0.01% | 2.23% | $4.99 |
 CRM | 0% | 0.68% | $0.4 |
 NVDA | 0% | 0.02% | $0.02 |
 PYPL | 0% | 0.23% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 6.5/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
4.02
4.02
-2
0
2
5
5
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
4.02
4.02
-2
0
2
5
5
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.74
High:
TSLA
298.5TSLALow:
HUBS
-5,395.25HUBSDetails
PEG Ratio
50.04
High:
COST
510.64COSTLow:HUBS
-7,162.7HUBSDetails
Price/Book
14.48
High:
MA
63.05MALow:
ABBV
-154.02ABBVDetails
Price/Sales
10.47
High:
CRWD
28.86CRWDLow:
UPS
0.93UPSDetails
Price/CF
29.56
High:
SHOP
101.93SHOPLow:
ABR
5.59ABRDetails
Price/FCF
58.39
High:
SBUX
1,256.06SBUXLow:
SCHW
9.5SCHWDetails
P/E Ratio
38.74
High:TSLA
298.5TSLALow:HUBS
-5,395.25HUBSDetails
PEG Ratio
50.04
High:COST
510.64COSTLow:HUBS
-7,162.7HUBSDetails
Price/Book
14.48
High:MA
63.05MALow:ABBV
-154.02ABBVDetails
Price/Sales
10.47
High:CRWD
28.86CRWDLow:UPS
0.93UPSDetails
Price/CF
29.56
High:SHOP
101.93SHOPLow:ABR
5.59ABRDetails
Price/FCF
58.39
High:SBUX
1,256.06SBUXLow:SCHW
9.5SCHWDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.4% | Nov 2021 | Nov 2024 | 36 |
-20.33% | Oct 2018 | Apr 2019 | 6 |
-11.51% | Feb 2025 | Jul 2025 | 5 |
-10.78% | Feb 2020 | Apr 2020 | 2 |
-8.97% | Mar 2021 | Jun 2021 | 3 |
-6.65% | Feb 2018 | May 2018 | 3 |
-6.11% | May 2019 | Jun 2019 | 1 |
-5.96% | Sep 2020 | Nov 2020 | 2 |
-5.63% | Jul 2021 | Oct 2021 | 3 |
-4.39% | Aug 2019 | Dec 2019 | 4 |
-3.07% | Dec 2024 | Jan 2025 | 1 |
-3.01% | Nov 2025 | - | 2 |
-0.9% | Sep 2017 | Oct 2017 | 1 |
-0.82% | Jun 2017 | Jul 2017 | 1 |
-0.78% | Jul 2018 | Aug 2018 | 1 |