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+4.62%
This Month
+4.07%
Year To Date
+51.97%
2 Years
+154.98%
5 Years
+152.02%
10 Years
+17.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology24.62%
- 💰 Finance19.09%
- 🖥️ Technology Services13.13%
- 📊 ETFs12.84%
- 🚗 Consumer Durables11.95%
- 💵 Cash8.26%
- 🪙 Cryptocurrencies5.17%
- 🛍️ Retail Trade4.18%
- 🧩 Miscellaneous1.41%
- 💇♀️ Consumer Services0.88%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.64%
- 🇺🇸 NYSE22.05%
- 🌍 Digital Currency5.17%
- 🇬🇧 LSE1.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.77%
- 🇹🇼 Taiwan4.08%
Dividends
Dividend Yield
0.16%
8 out of 23 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $DIS (1.44%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL | Pay Day | May 14, 2026 | $0.27 |
 COST | Pay Day | May 15, 2026 | $1.47 |
 VRSN | Ex-Dividend | May 19, 2026 | $0.81 |
VRSN | Pay Day | May 27, 2026 | $0.81 |
 IBKR | Ex-Dividend | Jun 1, 2026 | $0.09 |
 GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
 TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
IBKR | Pay Day | Jun 12, 2026 | $0.09 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
 DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 6.1/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
4.22
4.22
-2
0
2
5
5
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
4.22
4.22
-2
0
2
5
5
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.44
High:
TSLA
406.54TSLALow:
BRK.B
14.28BRK.BDetails
PEG Ratio
124.52
High:COST
426.86COSTLow:
PLTR
54.33PLTRDetails
Price/Book
9.53
High:AAPL
40.31AAPLLow:VRSN
-11.79VRSNDetails
Price/Sales
9.6
High:PLTR
67.37PLTRLow:COST
1.55COSTDetails
Price/CF
31.1
High:PLTR
138.09PLTRLow:IBKR
0.84IBKRDetails
Price/FCF
48.6
High:
AMZN
325.85AMZNLow:IBKR
0.84IBKRDetails
P/E Ratio
37.44
High:TSLA
406.54TSLALow:BRK.B
14.28BRK.BDetails
PEG Ratio
124.52
High:COST
426.86COSTLow:PLTR
54.33PLTRDetails
Price/Book
9.53
High:AAPL
40.31AAPLLow:VRSN
-11.79VRSNDetails
Price/Sales
9.6
High:PLTR
67.37PLTRLow:COST
1.55COSTDetails
Price/CF
31.1
High:PLTR
138.09PLTRLow:IBKR
0.84IBKRDetails
Price/FCF
48.6
High:AMZN
325.85AMZNLow:IBKR
0.84IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.79% | Dec 2021 | Feb 2024 | 26 |
-19.68% | Feb 2021 | Oct 2021 | 8 |
-10.06% | Nov 2025 | May 2026 | 6 |
-8.88% | Sep 2020 | Nov 2020 | 2 |
-8% | Dec 2024 | May 2025 | 5 |
-3.6% | Apr 2024 | May 2024 | 1 |