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0%
This Month
+10.14%
Year To Date
+260.26%
2 Years
+592.37%
5 Years
-64.71%
10 Years
-12.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs39.71%
- 🪙 Cryptocurrencies15.56%
- 🖥️ Technology Services13.36%
- 💻 Electronic Technology10.28%
- 🛍️ Retail Trade8.37%
- 💰 Finance6.77%
- 💼 Commercial Services3.59%
- 💇♀️ Consumer Services1.41%
- 👥 Copy Trading0.94%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE44.07%
- 🇺🇸 Nasdaq39.98%
- 🌍 Digital Currency15.56%
- 🇭🇰 Hong Kong Exchanges0.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.83%
- 🇺🇾 Uruguay4.25%
- 🇹🇼 Taiwan1.56%
- 🇳🇱 Netherlands1.15%
- 🇨🇳 China0.81%
- 🇸🇬 Singapore0.04%
- 🇭🇰 Hong Kong0.04%
- 🇮🇪 Ireland0.03%
Dividends
Dividend Yield
0.5%
24 out of 31 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $EWS (4.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 0.12% | 3.87% | - |
 EWS | 0.05% | 4.02% | - |
 VOO | 0.04% | 1.22% | - |
 SCHG | 0.03% | 0.39% | - |
 GOOG | 0.03% | 0.43% | $0.2 |
 QQQ | 0.03% | 0.51% | - |
 TECL | 0.02% | 0.49% | - |
 VGT | 0.02% | 0.47% | - |
 SPYG | 0.02% | 0.58% | - |
 TSM | 0.02% | 0.97% | $1.74 |
 SMH | 0.01% | 0.38% | - |
 ARGT | 0.01% | 1.21% | - |
 MSFT | 0.01% | 0.63% | $3 |
 ChinaTech | 0.01% | 1.14% | - |
 META | 0.01% | 0.27% | $1 |
 ASML | 0.01% | 0.88% | $5.57 |
 BKNG | 0.01% | 0.7% | $17.5 |
 SPGI | 0.01% | 0.69% | $3.62 |
 EFX | 0.01% | 0.7% | $1.56 |
 CRM | 0.01% | 0.65% | $0.4 |
 MA | 0.01% | 0.53% | $2.46 |
 VUG | 0.01% | 0.45% | - |
 NVDA | 0% | 0.02% | $0.02 |
 VOOG | 0% | 0.53% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ASML | Pay Day | Aug 6, 2025 | $1.85 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
 0992.HK (ChinaTech) | Pay Day | Aug 13, 2025 | $0.04 |
 0968.HK (ChinaTech) | Ex-Dividend | Aug 14, 2025 | $0.00 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
SPGI | Ex-Dividend | Aug 26, 2025 | $0.96 |
BKNG | Ex-Dividend | Sep 5, 2025 | $9.60 |
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
SPGI | Pay Day | Sep 10, 2025 | $0.96 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
BKNG | Pay Day | Sep 30, 2025 | $9.60 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
0968.HK (ChinaTech) | Pay Day | Oct 10, 2025 | $0.00 |
SMH | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 2.7/10
Beta
1.78
1.78
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-8.98
-8.98
-9
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Beta
1.78
1.78
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-8.98
-8.98
-9
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.91
High:
MELI
58.44MELILow:
BRK.B
12.6BRK.BDetails
PEG Ratio
344.65
High:
BKNG
7,388.56BKNGLow:
AMZN
58.4AMZNDetails
Price/Book
8.32
High:
MA
64.59MALow:BKNG
-26.23BKNGDetails
Price/Sales
8.18
High:
NVDA
28.79NVDALow:BRK.B
2.75BRK.BDetails
Price/CF
24.4
High:
FICO
57.47FICOLow:
GOOG
16.18GOOGDetails
Price/FCF
47.28
High:AMZN
175.86AMZNLow:MELI
19.97MELIDetails
P/E Ratio
30.91
High:MELI
58.44MELILow:BRK.B
12.6BRK.BDetails
PEG Ratio
344.65
High:BKNG
7,388.56BKNGLow:AMZN
58.4AMZNDetails
Price/Book
8.32
High:MA
64.59MALow:BKNG
-26.23BKNGDetails
Price/Sales
8.18
High:NVDA
28.79NVDALow:BRK.B
2.75BRK.BDetails
Price/CF
24.4
High:FICO
57.47FICOLow:GOOG
16.18GOOGDetails
Price/FCF
47.28
High:AMZN
175.86AMZNLow:MELI
19.97MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.64% | Sep 2017 | - | 95 |
-16.98% | Jun 2017 | Aug 2017 | 2 |