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+2.92%
This Month
-6.68%
Year To Date
+52.38%
2 Years
+31.86%
5 Years
+176.43%
10 Years
+20.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology21.47%
- 🖥️ Technology Services15.1%
- 🚗 Consumer Durables13.9%
- 🪙 Cryptocurrencies13.65%
- 📊 ETFs10.4%
- 💵 Cash9.49%
- 💼 Commercial Services7.31%
- 🛍️ Retail Trade3.04%
- 🛠️ Producer Manufacturing1.38%
- 🚚 Transportation0.63%
- 💇♀️ Consumer Services0.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.93%
- 🇺🇸 NYSE23.9%
- 🌍 Digital Currency13.65%
- 🇭🇰 Hong Kong Exchanges0.95%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.86%
- 🇨🇳 China9.14%
- 🇨🇦 Canada7.31%
- 🇹🇼 Taiwan1.24%
- 🇸🇬 Singapore0.45%
- 🇯🇵 Japan0.38%
Dividends
Dividend Yield
0.1%
19 out of 48 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QCOM (2.76%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QCOM | 0.01% | 2.76% | $3.25 |
 MSFT | 0.01% | 0.89% | $3 |
 TSM | 0.01% | 0.82% | $1.74 |
 NTES | 0.01% | 2.48% | $2.58 |
 ORCL | 0.01% | 1.29% | $1.6 |
 META | 0.01% | 0.34% | $1 |
 AVGO | 0.01% | 0.77% | $19.7 |
 CRM | 0.01% | 0.86% | $0.4 |
 BABA | 0% | 0.75% | $0.98 |
 AAPL | 0% | 0.41% | $0.97 |
 AMAT | 0% | 0.56% | $1.44 |
 0700.HK | 0% | 0.82% | $3.4 |
 GOOGL | 0% | 0.28% | $0.2 |
 LRCX | 0% | 0.47% | $8 |
 3888.HK | 0% | 0.61% | $0.14 |
 SONY | 0% | 0.49% | $0.49 |
 MU | 0% | 0.1% | $0.46 |
 MRVL | 0% | 0.26% | $0.24 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.8/10
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
-0.41
-0.41
-2
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
-0.41
-0.41
-2
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
43.27
High:
DDOG
427.31DDOGLow:
DKNG
-633.46DKNGDetails
PEG Ratio
30.23
High:
UBER
540.68UBERLow:DKNG
-628.66DKNGDetails
Price/Book
10.96
High:
RBLX
106.25RBLXLow:
ZD
0.92ZDDetails
Price/Sales
9.86
High:
PLTR
87.82PLTRLow:ZD
1.14ZDDetails
Price/CF
31.99
High:PLTR
214.31PLTRLow:ZD
3.39ZDDetails
Price/FCF
68.38
High:BABA
1,196.17BABALow:ZD
4.8ZDDetails
P/E Ratio
43.27
High:DDOG
427.31DDOGLow:DKNG
-633.46DKNGDetails
PEG Ratio
30.23
High:UBER
540.68UBERLow:DKNG
-628.66DKNGDetails
Price/Book
10.96
High:RBLX
106.25RBLXLow:ZD
0.92ZDDetails
Price/Sales
9.86
High:PLTR
87.82PLTRLow:ZD
1.14ZDDetails
Price/CF
31.99
High:PLTR
214.31PLTRLow:ZD
3.39ZDDetails
Price/FCF
68.38
High:BABA
1,196.17BABALow:ZD
4.8ZDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.67% | Nov 2021 | Nov 2024 | 36 |
-20.89% | Feb 2025 | Jul 2025 | 5 |
-20.07% | Nov 2025 | - | 5 |
-11.94% | Sep 2021 | Oct 2021 | 1 |
-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 |