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+4.45%
This Month
+16.01%
Year To Date
+271.5%
2 Years
+676.3%
5 Years
-62.84%
10 Years
-11.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs39.44%
- 🖥️ Technology Services17.16%
- 🪙 Cryptocurrencies14.37%
- 💻 Electronic Technology9.63%
- 🛍️ Retail Trade7.6%
- 💰 Finance6.2%
- 💼 Commercial Services3.36%
- 💇♀️ Consumer Services1.28%
- 👥 Copy Trading0.95%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.31%
- 🇺🇸 Nasdaq41.96%
- 🌍 Digital Currency14.37%
- 🇭🇰 Hong Kong Exchanges0.34%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.73%
- 🇺🇾 Uruguay3.67%
- 🇹🇼 Taiwan1.55%
- 🇳🇱 Netherlands1.28%
- 🇨🇳 China0.82%
- 🇸🇬 Singapore0.05%
- 🇭🇰 Hong Kong0.04%
- 🇮🇪 Ireland0.03%
Dividends
Dividend Yield
0.48%
24 out of 32 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $EWS (4.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 0.11% | 3.87% | - |
 EWS | 0.05% | 4.02% | - |
 VOO | 0.04% | 1.22% | - |
 SCHG | 0.04% | 0.39% | - |
 GOOG | 0.03% | 0.32% | $0.2 |
 QQQ | 0.03% | 0.51% | - |
 TECL | 0.02% | 0.49% | - |
 VGT | 0.02% | 0.47% | - |
 SPYG | 0.02% | 0.58% | - |
 TSM | 0.01% | 0.93% | $1.74 |
 SMH | 0.01% | 0.38% | - |
 META | 0.01% | 0.34% | $1 |
 MSFT | 0.01% | 0.64% | $3 |
 ARGT | 0.01% | 1.21% | - |
 ASML | 0.01% | 0.7% | $5.57 |
 BKNG | 0.01% | 0.68% | $17.5 |
 ChinaTech | 0.01% | 0.88% | - |
 SPGI | 0.01% | 0.7% | $3.62 |
 EFX | 0.01% | 0.69% | $1.56 |
 CRM | 0.01% | 0.68% | $0.4 |
 MA | 0.01% | 0.51% | $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 |
|---|---|---|---|
CRM | Ex-Dividend | Sep 17, 2025 | $0.42 |
 669.HK (ChinaTech) | Pay Day | Sep 19, 2025 | $0.16 |
META | Ex-Dividend | Sep 22, 2025 | $0.52 |
META | Pay Day | Sep 29, 2025 | $0.52 |
BKNG | Pay Day | Sep 30, 2025 | $9.60 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
 BZ (ChinaTech) | Ex-Dividend | Oct 8, 2025 | $0.17 |
CRM | Pay Day | Oct 9, 2025 | $0.42 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
 0968.HK (ChinaTech) | Pay Day | Oct 10, 2025 | $0.00 |
 YMM (ChinaTech) | Ex-Dividend | Oct 10, 2025 | $0.10 |
BZ (ChinaTech) | Pay Day | Oct 23, 2025 | $0.17 |
YMM (ChinaTech) | Pay Day | Oct 27, 2025 | $0.10 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
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
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-9.35
-9.35
-10
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Beta
1.78
1.78
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-9.35
-9.35
-10
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.56
High:
DUOL
118.48DUOLLow:
BRK.B
16.85BRK.BDetails
PEG Ratio
356.89
High:
BKNG
7,627.22BKNGLow:
TSM
52.03TSMDetails
Price/Book
8.69
High:
MA
67.26MALow:BKNG
-27.08BKNGDetails
Price/Sales
8.59
High:
NVDA
26.39NVDALow:BRK.B
2.86BRK.BDetails
Price/CF
24.07
High:DUOL
59.81DUOLLow:
GOOG
16.18GOOGDetails
Price/FCF
53.58
High:
AMZN
175.86AMZNLow:
CRM
22.73CRMDetails
P/E Ratio
32.56
High:DUOL
118.48DUOLLow:BRK.B
16.85BRK.BDetails
PEG Ratio
356.89
High:BKNG
7,627.22BKNGLow:TSM
52.03TSMDetails
Price/Book
8.69
High:MA
67.26MALow:BKNG
-27.08BKNGDetails
Price/Sales
8.59
High:NVDA
26.39NVDALow:BRK.B
2.86BRK.BDetails
Price/CF
24.07
High:DUOL
59.81DUOLLow:GOOG
16.18GOOGDetails
Price/FCF
53.58
High:AMZN
175.86AMZNLow:CRM
22.73CRMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.64% | Sep 2017 | - | 97 |
-16.98% | Jun 2017 | Aug 2017 | 2 |