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+3.72%
This Month
+31.02%
Year To Date
+192.96%
2 Years
+178.1%
5 Years
+238.43%
10 Years
+27.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology21.92%
- 🪙 Cryptocurrencies21.49%
- 🖥️ Technology Services20.08%
- 🚗 Consumer Durables13.98%
- 📊 ETFs8.52%
- 💼 Commercial Services7.62%
- 🛍️ Retail Trade2.8%
- 💵 Cash2.06%
- 🚚 Transportation0.59%
- 🛠️ Producer Manufacturing0.43%
- 💇♀️ Consumer Services0.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.62%
- 🌍 Digital Currency21.49%
- 🇺🇸 NYSE20.97%
- 🇭🇰 Hong Kong Exchanges0.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.84%
- 🇨🇳 China9.04%
- 🇨🇦 Canada7.62%
- 🇹🇼 Taiwan0.94%
- 🇸🇬 Singapore0.63%
- 🇮🇪 Ireland0.51%
- 🇳🇱 Netherlands0.45%
- 🇬🇧 United Kingdom0.36%
- 🇯🇵 Japan0.29%
Dividends
Dividend Yield
0.14%
21 out of 53 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JOYY (4.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.06% | 0.63% | $3 |
 QCOM | 0.01% | 1.94% | $3.25 |
 JOYY | 0.01% | 4.74% | $0.71 |
 TSM | 0.01% | 0.82% | $1.74 |
 NTES | 0.01% | 1.99% | $2.58 |
 BABA | 0.01% | 0.58% | $0.98 |
 AVGO | 0% | 0.64% | $19.7 |
 MU | 0% | 0.21% | $0.46 |
 META | 0% | 0.34% | $1 |
 AMAT | 0% | 0.78% | $1.44 |
 ORCL | 0% | 0.67% | $1.6 |
 GOOGL | 0% | 0.31% | $0.2 |
 0700.HK | 0% | 0.7% | $3.4 |
 ASML | 0% | 0.59% | $5.57 |
 AAPL | 0% | 0.38% | $0.97 |
 NVDA | 0% | 0.02% | $0.02 |
 CRM | 0% | 0.64% | $0.4 |
 WDC | 0% | 0.16% | - |
 EA | 0% | 0.38% | $0.76 |
 SONY | 0% | 0.34% | $0.49 |
 3888.HK | 0% | 0.45% | $0.14 |
Performance Metrics
Score 6.1/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.21
1.21
0
1
2
3
3
Jensen's Alpha
4.32
4.32
-2
0
2
5
5
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.21
1.21
0
1
2
3
3
Jensen's Alpha
4.32
4.32
-2
0
2
5
5
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
49.64
High:
INTC
2,844.6INTCLow:
RBLX
-90.07RBLXDetails
PEG Ratio
525.77
High:
AAPL
27,777.02AAPLLow:RBLX
-542.99RBLXDetails
Price/Book
17.68
High:RBLX
252.15RBLXLow:
NIO
-93.92NIODetails
Price/Sales
16.16
High:
PLTR
140.92PLTRLow:
ZD
1.08ZDDetails
Price/CF
36.75
High:
TTWO
434.3TTWOLow:ZD
3.82ZDDetails
Price/FCF
67.7
High:
ORCL
348.36ORCLLow:ZD
5.6ZDDetails
P/E Ratio
49.64
High:INTC
2,844.6INTCLow:RBLX
-90.07RBLXDetails
PEG Ratio
525.77
High:AAPL
27,777.02AAPLLow:RBLX
-542.99RBLXDetails
Price/Book
17.68
High:RBLX
252.15RBLXLow:NIO
-93.92NIODetails
Price/Sales
16.16
High:PLTR
140.92PLTRLow:ZD
1.08ZDDetails
Price/CF
36.75
High:TTWO
434.3TTWOLow:ZD
3.82ZDDetails
Price/FCF
67.7
High:ORCL
348.36ORCLLow:ZD
5.6ZDDetails
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 |
-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 |