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0%
Today
+0.59%
This Month
+2.5%
Year To Date
-1.85%
2 Years
-1.85%
5 Years
-2.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs39.46%
- 💵 Cash30.89%
- 🖥️ Technology Services9.74%
- 🚗 Consumer Durables5.38%
- 🛍️ Retail Trade5.1%
- 💻 Electronic Technology4.36%
- 🚚 Transportation3.16%
- 💰 Finance1.51%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE29.7%
- 🇺🇸 Nasdaq28.13%
- 🇩🇪 Xetra ETFs4.57%
- 🇬🇧 LSE4.3%
- 🇺🇸 Chicago Board Options Exchange2.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.25%
Dividends
Dividend Yield
1.12%
17 out of 22 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $EWZ (7.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EWZ | 0.21% | 7.39% | - |
 UPS | 0.21% | 6.66% | $6.5 |
 KWEB | 0.11% | 3.17% | - |
 EWU | 0.1% | 3.68% | - |
 VGK | 0.09% | 2.89% | - |
 EWA | 0.09% | 3.43% | - |
 IEMG | 0.09% | 2.95% | - |
 EWW | 0.08% | 3.61% | - |
 SPY | 0.04% | 1.21% | - |
 GOOG | 0.02% | 0.46% | $0.2 |
 QQQ | 0.02% | 0.58% | - |
 INDA | 0.01% | 0.74% | - |
 META | 0.01% | 0.29% | $1 |
 V | 0.01% | 0.62% | $2.01 |
 AAPL | 0.01% | 0.5% | $0.97 |
 MSFT | 0% | 0.69% | $3 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
META | Pay Day | Jun 26, 2025 | $0.52 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
KWEB | Pay Day | Dec 18, 2025 | $1.02 |
EWU | Pay Day | Dec 20, 2025 | $0.00 |
EWA | Pay Day | Dec 20, 2025 | $0.42 |
EWZ | Pay Day | Dec 20, 2025 | $1.09 |
EWW | Pay Day | Dec 20, 2025 | $0.00 |
IEMG | Pay Day | Dec 20, 2025 | $1.16 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 1.9/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
-0.28
-0.28
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.36
-0.36
-1
1
2
3
3
Jensen's Alpha
-10.66
-10.66
-11
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-0.44
-0.44
-1
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
-0.28
-0.28
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.36
-0.36
-1
1
2
3
3
Jensen's Alpha
-10.66
-10.66
-11
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-0.44
-0.44
-1
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.59
High:
TSLA
162.31TSLALow:
UPS
14.33UPSDetails
PEG Ratio
77.97
High:
V
302.55VLow:
AMZN
48.45AMZNDetails
Price/Book
10.21
High:
AAPL
45.61AAPLLow:UPS
5.31UPSDetails
Price/Sales
6.69
High:
NVDA
23.49NVDALow:UPS
0.92UPSDetails
Price/CF
20.66
High:TSLA
54.2TSLALow:UPS
10.25UPSDetails
Price/FCF
44.16
High:TSLA
134.59TSLALow:
GOOG
29.5GOOGDetails
P/E Ratio
31.59
High:TSLA
162.31TSLALow:UPS
14.33UPSDetails
PEG Ratio
77.97
High:V
302.55VLow:AMZN
48.45AMZNDetails
Price/Book
10.21
High:AAPL
45.61AAPLLow:UPS
5.31UPSDetails
Price/Sales
6.69
High:NVDA
23.49NVDALow:UPS
0.92UPSDetails
Price/CF
20.66
High:TSLA
54.2TSLALow:UPS
10.25UPSDetails
Price/FCF
44.16
High:TSLA
134.59TSLALow:GOOG
29.5GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.35% | Feb 2025 | - | 5 |
-4.56% | Oct 2024 | Jan 2025 | 3 |
-1.89% | Jun 2024 | Sep 2024 | 3 |