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+0.95%
This Month
+0.95%
Year To Date
+125.7%
2 Years
+57.14%
5 Years
+199.03%
10 Years
+22.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology22.15%
- 🪙 Cryptocurrencies16.19%
- 🖥️ Technology Services15.24%
- 🚗 Consumer Durables12.26%
- 📊 ETFs9.73%
- 💵 Cash9.49%
- 💼 Commercial Services7.29%
- 🛍️ Retail Trade3.27%
- 🛠️ Producer Manufacturing1.28%
- 🚚 Transportation0.6%
- 💇♀️ Consumer Services0.58%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.4%
- 🇺🇸 NYSE22%
- 🌍 Digital Currency16.19%
- 🇭🇰 Hong Kong Exchanges1.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.36%
- 🇨🇳 China7.98%
- 🇨🇦 Canada7.29%
- 🇹🇼 Taiwan1.1%
- 🇸🇬 Singapore0.58%
- 🇯🇵 Japan0.37%
Dividends
Dividend Yield
0.09%
19 out of 48 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QCOM (2.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QCOM | 0.01% | 2.34% | $3.25 |
 MSFT | 0.01% | 0.78% | $3 |
 NTES | 0.01% | 2.26% | $2.58 |
 TSM | 0.01% | 0.79% | $1.74 |
 ORCL | 0.01% | 1.17% | $1.6 |
 META | 0.01% | 0.29% | $1 |
 AVGO | 0% | 0.73% | $19.7 |
 CRM | 0% | 0.76% | $0.4 |
 BABA | 0% | 0.58% | $0.98 |
 AAPL | 0% | 0.4% | $0.97 |
 0700.HK | 0% | 0.72% | $3.4 |
 AMAT | 0% | 0.54% | $1.44 |
 GOOGL | 0% | 0.24% | $0.2 |
 LRCX | 0% | 0.39% | $8 |
 3888.HK | 0% | 0.48% | $0.14 |
 SONY | 0% | 0.47% | $0.49 |
 MU | 0% | 0.1% | $0.46 |
 MRVL | 0% | 0.29% | $0.24 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.6/10
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
1.09
1.09
0
1
2
3
3
Jensen's Alpha
1.42
1.42
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
1.09
1.09
0
1
2
3
3
Jensen's Alpha
1.42
1.42
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
50.34
High:
DDOG
476.15DDOGLow:
INTC
-595.6INTCDetails
PEG Ratio
205.82
High:AMAT
8,114.55AMATLow:INTC
-606.5INTCDetails
Price/Book
12.26
High:
RBLX
129.62RBLXLow:
ZD
0.87ZDDetails
Price/Sales
11.06
High:
PLTR
103.83PLTRLow:ZD
1.09ZDDetails
Price/CF
32.81
High:PLTR
258.05PLTRLow:ZD
4.13ZDDetails
Price/FCF
68.45
High:BABA
1,196.17BABALow:ZD
5.92ZDDetails
P/E Ratio
50.34
High:DDOG
476.15DDOGLow:INTC
-595.6INTCDetails
PEG Ratio
205.82
High:AMAT
8,114.55AMATLow:INTC
-606.5INTCDetails
Price/Book
12.26
High:RBLX
129.62RBLXLow:ZD
0.87ZDDetails
Price/Sales
11.06
High:PLTR
103.83PLTRLow:ZD
1.09ZDDetails
Price/CF
32.81
High:PLTR
258.05PLTRLow:ZD
4.13ZDDetails
Price/FCF
68.45
High:BABA
1,196.17BABALow:ZD
5.92ZDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.67% | Nov 2021 | Nov 2024 | 36 |
-20.89% | Feb 2025 | Jul 2025 | 5 |
-11.94% | Sep 2021 | Oct 2021 | 1 |
-11.85% | Nov 2025 | - | 3 |
-9.12% | Dec 2020 | Jan 2021 | 1 |
-4.66% | May 2021 | Aug 2021 | 3 |
-3.87% | Dec 2024 | Jan 2025 | 1 |
-2.07% | Sep 2020 | Oct 2020 | 1 |
-1.97% | Jun 2020 | Jul 2020 | 1 |