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Portfolio Performance
Portfolio Returns
| My Biggest Winners |
ROI |
| Bitcoin (BTC) | +67.7% ROI |
| Barclays (BARC) | +58.1% ROI |
| Apple (AAPL) | +46.7% ROI |
| Vanguard Total Stock Market ETF (VTI) | +14.4% ROI |
| My Biggest Losers |
ROI |
| Amazon.com (AMZN) | -95.3% ROI |
Portfolio Performance
Portfolio Dividends
My Average Dividend Growth
My Annual Dividend Payout
| My Top Yielding Stocks |
Yield |
| Barclays (BARC) | 4.43% |
| Vanguard Total Stock Market ETF (VTI) | 1.53% |
| Apple (AAPL) | 0.55% |
| Upcoming Dividend Payments |
Date |
| No upcoming dividends for this watchlist have been tracked. |
Portfolio Insights
Asset Allocation by Sector
Asset Allocation by Asset Class
Largest Holdings
| Holding |
% of Portfolio |
| Bitcoin (BTC) | 82.30% |
| Apple (AAPL) | 8.58% |
| Vanguard Total Stock Market ETF (VTI) | 7.65% |
| Amazon.com (AMZN) | 1.45% |
| Barclays (BARC) | 0.02% |
MarketBeat Users' Largest Holdings
| Holding |
% of Portfolio |
| Apple (AAPL) | 5.37% |
| Microsoft (MSFT) | 3.46% |
| NVIDIA (NVDA) | 1.72% |
| Meta Platforms (META) | 1.33% |
| Advanced Micro Devices (AMD) | 1.14% |
| General Electric (GE) | 1.10% |
| Amazon.com (AMZN) | 1.06% |
| Autohome (ATHM) | 0.90% |
| Tesla (TSLA) | 0.84% |
| Boeing (BA) | 0.72% |
Portfolio P/E Ratio
My portfolio P/E:
45.5
My Portfolio P/E
▼
45.5
48.6
▲
Average MarketBeat User
P/E Ratio
| My Highest P/E Stocks |
P/E Ratio |
| Barclays (BARC) | 472.61 |
| Amazon.com (AMZN) | 275.00 |
| Apple (AAPL) | 29.32 |
| Vanguard Total Stock Market ETF (VTI) | 18.80 |
| My Lowest P/E Stocks |
P/E Ratio |
| Vanguard Total Stock Market ETF (VTI) | 18.80 |
| Apple (AAPL) | 29.32 |
| Amazon.com (AMZN) | 275.00 |
| Barclays (BARC) | 472.61 |
Portfolio Volatility (Beta)
My Beta:
1.17
My Risk Level
▼
1.17
1.18
▲
Average MarketBeat
User Risk Level
| Most Volatile Stocks In Portfolio: |
Beta |
| Barclays (BARC) | 1.36 |
| Apple (AAPL) | 1.29 |
| Amazon.com (AMZN) | 1.26 |
| Vanguard Total Stock Market ETF (VTI) | 1.02 |
| Least Volatile Stocks In Portfolio: |
Beta |
| Vanguard Total Stock Market ETF (VTI) | 1.02 |
| Amazon.com (AMZN) | 1.26 |
| Apple (AAPL) | 1.29 |
| Barclays (BARC) | 1.36 |
Average Market Cap
My Average Market Cap:
$1.42 trillion
My Average Market Cap
▼
$1.42 trillion
$320.26 billion
▲
Average MarketBeat
User Market Cap
| Highest Market Cap Stocks In Portfolio: |
Market Cap |
| Apple (AAPL) | $2.75 trillion |
| Amazon.com (AMZN) | $1.21 trillion |
| Vanguard Total Stock Market ETF (VTI) | $287.30 billion |
| Lowest Market Cap Stocks In Portfolio: |
Market Cap |
| Vanguard Total Stock Market ETF (VTI) | $287.30 billion |
| Amazon.com (AMZN) | $1.21 trillion |
| Apple (AAPL) | $2.75 trillion |
Forecasted Earnings Growth
My Forecasted Earnings Growth:
30.90%
My Average Forecasted
Earnings Growth
▼
30.90%
17.26%
▲
Average MarketBeat User
Forecasted Earnings Growth
| Highest Forecasted Earnings Growth In Portfolio: |
Forecasted Earnings Growth |
| Amazon.com (AMZN) | 50.96% |
| Apple (AAPL) | 10.85% |
| Lowest Forecasted Earnings Growth In Portfolio: |
Forecasted Earnings Growth |
| Apple (AAPL) | 10.85% |
| Amazon.com (AMZN) | 50.96% |
My Calendar
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My Ratings
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My Insider Trades
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My Earnings
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My SEC Filings
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Social Mentions
Portfolio Reddit Mentions
Recent Stocktwits Mentions
My Newsletter
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My Portfolio Ideas
These stock suggestions are generated by identifying the holdings that are most frequently included with other MarketBeat user's watchlists that contain similar holdings to your watchlist(s), but are not yet included in your watchlist. Remember that these stock suggestions are just ideas. Never purchase a stock or any other security without doing your own independent research and consulting a qualified financial professional.
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My MarketRank
Get an overview of the strength of your portfolio by reviewing the MarketRank™ of each of your stock holdings. Learn more about MarketRank on our Top MarketRank Stocks page.
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