Loading...
0%
Today
+1.63%
This Month
+8.21%
Year To Date
+62.6%
2 Years
+1.58%
5 Years
-28.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services40.79%
- 💻 Electronic Technology28.67%
- 📊 ETFs8.31%
- 🚗 Consumer Durables6.64%
- 🛍️ Retail Trade5.2%
- 💰 Finance4.76%
- 💼 Commercial Services4.06%
- 🧬 Health Technology1.57%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq81.94%
- 🇺🇸 NYSE18.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States83.04%
- 🇨🇦 Canada2.73%
- 🇬🇧 United Kingdom2.18%
- 🇹🇼 Taiwan2.1%
- 🇮🇱 Israel1.65%
Dividends
Dividend Yield
0.29%
17 out of 34 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $SCHD (3.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 0.05% | 3.97% | - |
 DELL | 0.03% | 1.64% | $1.63 |
 AVGO | 0.03% | 0.91% | $19.7 |
 GOOG | 0.02% | 0.46% | $0.2 |
 IJS | 0.02% | 2.01% | - |
 TSM | 0.02% | 1.1% | $1.74 |
 MSFT | 0.02% | 0.69% | $3 |
 MU | 0.02% | 0.42% | $0.46 |
 IWM | 0.02% | 1.2% | - |
 VOO | 0.01% | 1.29% | - |
 META | 0.01% | 0.29% | $1 |
 LLY | 0.01% | 0.73% | $4.86 |
 VUG | 0.01% | 0.47% | - |
 CIBR | 0% | 0.23% | - |
 SMH | 0% | 0.45% | - |
 WDC | 0% | 0.18% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
WDC | Pay Day | Jun 18, 2025 | $0.10 |
AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
META | Pay Day | Jun 26, 2025 | $0.52 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
SMH | Pay Day | Dec 24, 2025 | $1.07 |
Performance Metrics
Score 2.2/10
Beta
2.1
2.1
0
0.8
1.2
0
3
Sharpe Ratio
0
0
-1
0.5
1
1.5
1.5
Sortino Ratio
0
0
-1
1
2
3
3
Jensen's Alpha
-18.75
-18.75
-19
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0
0
-1
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Beta
2.1
2.1
0
0.8
1.2
0
3
Sharpe Ratio
0
0
-1
0.5
1
1.5
1.5
Sortino Ratio
0
0
-1
1
2
3
3
Jensen's Alpha
-18.75
-18.75
-19
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0
0
-1
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.32
High:
PLTR
557.73PLTRLow:
ZS
-1,192.56ZSDetails
PEG Ratio
148.12
High:PLTR
676.01PLTRLow:ZS
-2,423.89ZSDetails
Price/Book
11.66
High:PLTR
55.56PLTRLow:
DELL
-53.42DELLDetails
Price/Sales
9.16
High:PLTR
104.67PLTRLow:DELL
0.85DELLDetails
Price/CF
24
High:
ARM
286.48ARMLow:
MU
7.89MUDetails
Price/FCF
48.77
High:MU
1,171.75MULow:
SOFI
9.54SOFIDetails
P/E Ratio
38.32
High:PLTR
557.73PLTRLow:ZS
-1,192.56ZSDetails
PEG Ratio
148.12
High:PLTR
676.01PLTRLow:ZS
-2,423.89ZSDetails
Price/Book
11.66
High:PLTR
55.56PLTRLow:DELL
-53.42DELLDetails
Price/Sales
9.16
High:PLTR
104.67PLTRLow:DELL
0.85DELLDetails
Price/CF
24
High:ARM
286.48ARMLow:MU
7.89MUDetails
Price/FCF
48.77
High:MU
1,171.75MULow:SOFI
9.54SOFIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-97.77% | Jan 2018 | - | 90 |