Loading...
+9.87%
This Month
+35.76%
Year To Date
+86.72%
2 Years
+356.73%
5 Years
+1099.51%
10 Years
+60.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs56.43%
- 💵 Cash14.83%
- 🪙 Cryptocurrencies0.36%
- 💰 Finance0.36%
- 🖥️ Technology Services0.3%
- 💇♀️ Consumer Services0.22%
- 🍞 Consumer Non Durables0.16%
- 🛍️ Retail Trade0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.33%
- 🇺🇸 Chicago Board Options Exchange16.96%
- 🇺🇸 Nasdaq4.9%
- 🌍 Digital Currency0.36%
- 🇭🇰 Hong Kong Exchanges0.24%
- 🇫🇷 Euronext Paris0.16%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.72%
- 🇨🇳 China0.28%
- 🇫🇷 France0.16%
Dividends
Dividend Yield
0.01%
6 out of 18 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VIPS (2.28%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 7.4/10
Beta
3.15
3.15
0
0.8
1.2
0
4
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
21.31
21.31
-2
0
2
22
22
Omega Ratio
1.94
1.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.66
1.66
0
0.75
1.25
2
2
Information Ratio
0.84
0.84
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Beta
3.15
3.15
0
0.8
1.2
0
4
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
21.31
21.31
-2
0
2
22
22
Omega Ratio
1.94
1.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.66
1.66
0
0.75
1.25
2
2
Information Ratio
0.84
0.84
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.81
High:
MSFT
35MSFTLow:
03690.HK
-257.5403690.HKDetails
PEG Ratio
65.93
High:MSFT
220.24MSFTLow:
DIS
10.25DISDetails
Price/Book
6.3
High:MSFT
10.07MSFTLow:DIS
1.74DISDetails
Price/Sales
7.7
High:MSFT
12.5MSFTLow:
VIPS
0.68VIPSDetails
Price/CF
22.06
High:03690.HK
64.3903690.HKLow:
NCLH
6.01NCLHDetails
Price/FCF
46.41
High:03690.HK
387.8103690.HKLow:NCLH
15.89NCLHDetails
P/E Ratio
29.81
High:MSFT
35MSFTLow:03690.HK
-257.5403690.HKDetails
PEG Ratio
65.93
High:MSFT
220.24MSFTLow:DIS
10.25DISDetails
Price/Book
6.3
High:MSFT
10.07MSFTLow:DIS
1.74DISDetails
Price/Sales
7.7
High:MSFT
12.5MSFTLow:VIPS
0.68VIPSDetails
Price/CF
22.06
High:03690.HK
64.3903690.HKLow:NCLH
6.01NCLHDetails
Price/FCF
46.41
High:03690.HK
387.8103690.HKLow:NCLH
15.89NCLHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.82% | Jan 2022 | Jul 2023 | 18 |
-63.78% | Dec 2024 | Sep 2025 | 9 |
-35.8% | Aug 2023 | Nov 2023 | 3 |
-29.06% | Jul 2024 | Nov 2024 | 4 |
-26.72% | Sep 2021 | Dec 2021 | 3 |
-16.6% | Mar 2024 | Jun 2024 | 3 |
-14.89% | Sep 2020 | Nov 2020 | 2 |
-7.54% | Jan 2021 | Feb 2021 | 1 |
-0.59% | Jul 2021 | Aug 2021 | 1 |