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+1.17%
This Month
+3.88%
Year To Date
+82.31%
2 Years
+40.57%
5 Years
+207.7%
10 Years
+21.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology16.88%
- 💵 Cash13.6%
- 🖥️ Technology Services13.48%
- 🪙 Cryptocurrencies13%
- 🚗 Consumer Durables12.6%
- 💼 Commercial Services12.38%
- 📊 ETFs9.9%
- 🛍️ Retail Trade3.06%
- 🛠️ Producer Manufacturing1.37%
- 🚚 Transportation0.54%
- 💇♀️ Consumer Services0.43%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.43%
- 🇺🇸 NYSE22.47%
- 🌍 Digital Currency13%
- 🇭🇰 Hong Kong Exchanges0.74%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.99%
- 🇨🇦 Canada12.38%
- 🇨🇳 China8.39%
- 🇹🇼 Taiwan1.27%
- 🇸🇬 Singapore0.4%
- 🇯🇵 Japan0.32%
Dividends
Dividend Yield
0.09%
19 out of 48 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $NTES (2.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QCOM | 0.01% | 2.02% | $3.25 |
 MSFT | 0.01% | 0.86% | $3 |
 TSM | 0.01% | 0.68% | $1.74 |
 NTES | 0.01% | 2.51% | $2.58 |
 ORCL | 0.01% | 1.15% | $1.6 |
 META | 0.01% | 0.34% | $1 |
 AVGO | 0% | 0.59% | $19.7 |
 CRM | 0% | 0.92% | $0.4 |
 BABA | 0% | 0.76% | $0.98 |
 0700.HK | 0% | 1.12% | $3.4 |
 AAPL | 0% | 0.37% | $0.97 |
 AMAT | 0% | 0.49% | $1.44 |
 GOOGL | 0% | 0.22% | $0.2 |
 LRCX | 0% | 0.39% | $8 |
 3888.HK | 0% | 0.57% | $0.14 |
 SONY | 0% | 0.53% | $0.49 |
 MU | 0% | 0.09% | $0.46 |
 MRVL | 0% | 0.14% | $0.24 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AAPL | Ex-Dividend | May 11, 2026 | $0.27 |
AAPL | Pay Day | May 14, 2026 | $0.27 |
0700.HK | Ex-Dividend | May 15, 2026 | $0.68 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
AMAT | Ex-Dividend | May 21, 2026 | $0.53 |
0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
QCOM | Ex-Dividend | Jun 4, 2026 | $0.92 |
GOOGL | Ex-Dividend | Jun 8, 2026 | $0.22 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
AMAT | Pay Day | Jun 11, 2026 | $0.53 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 5.3/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
1.21
1.21
-2
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
1.21
1.21
-2
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
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
44.01
High:
DDOG
474.44DDOGLow:
CRWD
-615.9CRWDDetails
PEG Ratio
46.84
High:
UBER
544.1UBERLow:
DKNG
-580.81DKNGDetails
Price/Book
11.78
High:
RBLX
81.04RBLXLow:
ZD
1.01ZDDetails
Price/Sales
10.52
High:
PLTR
82.84PLTRLow:
NIO
1.22NIODetails
Price/CF
27.59
High:PLTR
214.31PLTRLow:ZD
3.39ZDDetails
Price/FCF
65.15
High:BABA
1,196.17BABALow:ZD
4.8ZDDetails
P/E Ratio
44.01
High:DDOG
474.44DDOGLow:CRWD
-615.9CRWDDetails
PEG Ratio
46.84
High:UBER
544.1UBERLow:DKNG
-580.81DKNGDetails
Price/Book
11.78
High:RBLX
81.04RBLXLow:ZD
1.01ZDDetails
Price/Sales
10.52
High:PLTR
82.84PLTRLow:NIO
1.22NIODetails
Price/CF
27.59
High:PLTR
214.31PLTRLow:ZD
3.39ZDDetails
Price/FCF
65.15
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 |
-20.82% | Nov 2025 | - | 7 |
-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 |