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-0.04%
Today
-0.04%
This Month
+2%
Year To Date
+31.77%
2 Years
+82.09%
5 Years
+25.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash27.05%
- 💻 Electronic Technology19.75%
- 💰 Finance19.21%
- 🖥️ Technology Services14%
- 🍞 Consumer Non Durables11.74%
- 🪙 Cryptocurrencies7%
- 🧬 Health Technology5.65%
- 💼 Commercial Services2.69%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.65%
- 🇺🇸 NYSE29.39%
- 🌍 Digital Currency7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States73.04%
Dividends
Dividend Yield
0.76%
10 out of 14 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $PEP (4.17%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
 PEP | Ex-Dividend | Jun 6, 2025 | $1.42 |
 JNJ | Pay Day | Jun 10, 2025 | $1.30 |
 MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
 META | Ex-Dividend | Jun 16, 2025 | $0.52 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
Performance Metrics
Score 7/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
32.12
32.12
-2
0
2
33
33
Omega Ratio
1.79
1.79
0
1
1.5
2.5
2.5
Treynor Ratio
3.24
3.24
0
0.75
1.25
4
4
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
32.12
32.12
-2
0
2
33
33
Omega Ratio
1.79
1.79
0
1
1.5
2.5
2.5
Treynor Ratio
3.24
3.24
0
0.75
1.25
4
4
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.59
High:
AMD
81.17AMDLow:
QCOM
14.79QCOMDetails
PEG Ratio
864.86
High:
KO
10,299.68KOLow:QCOM
45.81QCOMDetails
Price/Book
15.5
High:
MA
79.88MALow:AMD
3.09AMDDetails
Price/Sales
9.33
High:
V
19.16VLow:
PEP
1.98PEPDetails
Price/CF
24.91
High:KO
282.33KOLow:QCOM
13.26QCOMDetails
Price/FCF
46.53
High:PEP
5,253.35PEPLow:QCOM
21.48QCOMDetails
P/E Ratio
32.59
High:AMD
81.17AMDLow:QCOM
14.79QCOMDetails
PEG Ratio
864.86
High:KO
10,299.68KOLow:QCOM
45.81QCOMDetails
Price/Book
15.5
High:MA
79.88MALow:AMD
3.09AMDDetails
Price/Sales
9.33
High:V
19.16VLow:PEP
1.98PEPDetails
Price/CF
24.91
High:KO
282.33KOLow:QCOM
13.26QCOMDetails
Price/FCF
46.53
High:PEP
5,253.35PEPLow:QCOM
21.48QCOMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.93% | Nov 2019 | Nov 2020 | 12 |
-39.65% | Dec 2021 | Mar 2024 | 27 |
-38.62% | May 2019 | Aug 2019 | 3 |
-10.57% | Feb 2021 | Jun 2021 | 4 |
-10.56% | Sep 2019 | Oct 2019 | 1 |
-7.35% | Jul 2021 | Nov 2021 | 4 |
-4.26% | Apr 2024 | Jul 2024 | 3 |
-3.4% | Feb 2025 | May 2025 | 3 |
-0.55% | Dec 2024 | Jan 2025 | 1 |
-0.49% | Oct 2024 | Nov 2024 | 1 |