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+14.8%
This Month
+24.85%
Year To Date
+84.78%
2 Years
+148.77%
5 Years
+434.09%
10 Years
+34.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology43.34%
- 📊 ETFs13.28%
- 💰 Finance10.96%
- 🖥️ Technology Services10.46%
- 🛍️ Retail Trade10.32%
- 🚗 Consumer Durables7.48%
- 💵 Cash4.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq84.87%
- 🇺🇸 NYSE10.96%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States82.56%
Dividends
Dividend Yield
0.31%
8 out of 14 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $BAC (2.16%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 V | Pay Day | Jun 1, 2026 | $0.67 |
 NVDA | Ex-Dividend | Jun 4, 2026 | $0.25 |
 BAC | Ex-Dividend | Jun 5, 2026 | $0.28 |
 WDC | Ex-Dividend | Jun 5, 2026 | $0.15 |
 GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
 MSFT | Pay Day | Jun 11, 2026 | $0.91 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
WDC | Pay Day | Jun 17, 2026 | $0.15 |
BAC | Pay Day | Jun 26, 2026 | $0.28 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
 JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 8.1/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
1.82
1.82
0
1
2
3
3
Jensen's Alpha
12.9
12.9
-2
0
2
13
13
Omega Ratio
2.01
2.01
0
1
1.5
3
3
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.82
0.82
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
1.82
1.82
0
1
2
3
3
Jensen's Alpha
12.9
12.9
-2
0
2
13
13
Omega Ratio
2.01
2.01
0
1
1.5
3
3
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.82
0.82
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.79
High:
TSLA
396.12TSLALow:BAC
12.95BACDetails
PEG Ratio
112.37
High:JPM
595.36JPMLow:WDC
12.9WDCDetails
Price/Book
12.52
High:
AAPL
42.47AAPLLow:BAC
1.35BACDetails
Price/Sales
8.9
High:
ALAB
57.66ALABLow:BAC
1.99BACDetails
Price/CF
22.57
High:TSLA
79.58TSLALow:JPM
5.39JPMDetails
Price/FCF
43.37
High:
AMZN
325.85AMZNLow:JPM
6.1JPMDetails
P/E Ratio
33.79
High:TSLA
396.12TSLALow:BAC
12.95BACDetails
PEG Ratio
112.37
High:JPM
595.36JPMLow:WDC
12.9WDCDetails
Price/Book
12.52
High:AAPL
42.47AAPLLow:BAC
1.35BACDetails
Price/Sales
8.9
High:ALAB
57.66ALABLow:BAC
1.99BACDetails
Price/CF
22.57
High:TSLA
79.58TSLALow:JPM
5.39JPMDetails
Price/FCF
43.37
High:AMZN
325.85AMZNLow:JPM
6.1JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.01% | Jan 2022 | Jul 2023 | 18 |
-15.33% | Sep 2020 | Dec 2020 | 3 |
-15.27% | Aug 2023 | Dec 2023 | 4 |
-15.18% | Feb 2025 | Jun 2025 | 4 |
-9.54% | Nov 2025 | Apr 2026 | 5 |
-5.29% | Sep 2021 | Oct 2021 | 1 |
-4.54% | Apr 2024 | May 2024 | 1 |
-4.44% | Jan 2024 | Feb 2024 | 1 |
-2.58% | Jan 2021 | Feb 2021 | 1 |
-0.69% | Aug 2024 | Sep 2024 | 1 |
-0.18% | Nov 2021 | Dec 2021 | 1 |