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-4.95%
This Month
+10.4%
Year To Date
+61.44%
2 Years
+116.47%
5 Years
+116.47%
10 Years
+32.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services42.85%
- 💻 Electronic Technology28.36%
- 🛍️ Retail Trade17.63%
- 🪙 Cryptocurrencies5.98%
- 🛠️ Producer Manufacturing2.39%
- 💇♀️ Consumer Services2.05%
- 💰 Finance0.72%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq89.87%
- 🌍 Digital Currency5.98%
- 🇺🇸 NYSE4.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States93.29%
- 🇧🇲 Bermuda0.72%
Dividends
Dividend Yield
0.19%
7 out of 13 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $EG (2.57%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOGL | Ex-Dividend | Jun 8, 2026 | $0.22 |
 MSFT | Pay Day | Jun 11, 2026 | $0.91 |
 EG | Ex-Dividend | Jun 12, 2026 | $2.00 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
 META | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
META | Pay Day | Jun 25, 2026 | $0.53 |
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
EG | Pay Day | Jun 26, 2026 | $2.00 |
 DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 7.1/10
Beta
1.72
1.72
0
0.8
1.2
0
2
Sharpe Ratio
0.94
0.94
0
0.5
1
1.5
1.5
Sortino Ratio
2.06
2.06
0
1
2
3
3
Jensen's Alpha
2.33
2.33
-2
0
2
4.5
4.5
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
1.55
1.55
0
0.3
0.6
2
2
Beta
1.72
1.72
0
0.8
1.2
0
2
Sharpe Ratio
0.94
0.94
0
0.5
1
1.5
1.5
Sortino Ratio
2.06
2.06
0
1
2
3
3
Jensen's Alpha
2.33
2.33
-2
0
2
4.5
4.5
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
1.55
1.55
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
30.31
High:
NOW
71NOWLow:
ENVX
-10.15ENVXDetails
PEG Ratio
68.19
High:NOW
522.47NOWLow:ENVX
-36.86ENVXDetails
Price/Book
11.51
High:NVDA
27.09NVDALow:EG
0.83EGDetails
Price/Sales
10.14
High:ENVX
52.94ENVXLow:EG
0.74EGDetails
Price/CF
23.71
High:NVDA
40.43NVDALow:EG
4.28EGDetails
Price/FCF
61.84
High:
AMZN
325.85AMZNLow:EG
4.8EGDetails
P/E Ratio
30.31
High:NOW
71NOWLow:ENVX
-10.15ENVXDetails
PEG Ratio
68.19
High:NOW
522.47NOWLow:ENVX
-36.86ENVXDetails
Price/Book
11.51
High:NVDA
27.09NVDALow:EG
0.83EGDetails
Price/Sales
10.14
High:ENVX
52.94ENVXLow:EG
0.74EGDetails
Price/CF
23.71
High:NVDA
40.43NVDALow:EG
4.28EGDetails
Price/FCF
61.84
High:AMZN
325.85AMZNLow:EG
4.8EGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.33% | Feb 2025 | Oct 2025 | 8 |
-13.81% | Nov 2025 | Apr 2026 | 5 |
-10.15% | Apr 2024 | Jun 2024 | 2 |
-4.95% | Jun 2026 | - | 1 |
-4.29% | Sep 2023 | Nov 2023 | 2 |
-3.47% | Jul 2024 | Sep 2024 | 2 |
-3.11% | Dec 2024 | Jan 2025 | 1 |