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+1.73%
Today
+2.28%
This Month
+6.65%
Year To Date
+44.93%
2 Years
+78.81%
5 Years
+13.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- šļø Retail Trade27.2%
- š„ļø Technology Services21.7%
- šŖ Cryptocurrencies18.85%
- āļø Energy Minerals7.43%
- š» Electronic Technology7.38%
- šµ Cash5.28%
- š¼ Commercial Services5.08%
- š Consumer Non Durables2.74%
- š ETFs2.34%
- š„ Health Services1.87%
- š§Ŗ Process Industries0.99%
Exchanges Breakdown
- Exchange
- Total
- šŗšø Nasdaq34.67%
- šš° Hong Kong Exchanges25.83%
- š Digital Currency18.85%
- šŗšø NYSE16.23%
Countries Breakdown
- Country
- Total
- šŗšø United States37.4%
- šØš³ China26.83%
- š®šŖ Ireland6.29%
- š¹š¼ Taiwan2.15%
- šØš¦ Canada1.73%
Dividends
Dividend Yield
1.01%
13 out of 22 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $CVX (4.78%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
 CVX | Pay Day | Jun 10, 2025 | $1.71 |
 9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
 TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
 META | Ex-Dividend | Jun 16, 2025 | $0.52 |
 UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
 HES | Ex-Dividend | Jun 16, 2025 | $0.50 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
META | Pay Day | Jun 26, 2025 | $0.52 |
HES | Pay Day | Jun 30, 2025 | $0.50 |
 NKE | Pay Day | Jul 1, 2025 | $0.40 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
Performance Metrics
Score 5.3/10
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
3.03
3.03
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
3.03
3.03
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.6
High:
META
26.7METALow:
CSIQ
-72.73CSIQDetails
PEG Ratio
50.86
High:
HES
174.03HESLow:
9618.HK
8.899618.HKDetails
Price/Book
4.6
High:META
9.34METALow:
DQ
0.21DQDetails
Price/Sales
4.19
High:
TSM
10.91TSMLow:CSIQ
0.13CSIQDetails
Price/CF
14.26
High:
NKE
20.09NKELow:DQ
1.75DQDetails
Price/FCF
27.08
High:
CVX
131.92CVXLow:
PYPL
10.92PYPLDetails
P/E Ratio
20.6
High:META
26.7METALow:CSIQ
-72.73CSIQDetails
PEG Ratio
50.86
High:HES
174.03HESLow:9618.HK
8.899618.HKDetails
Price/Book
4.6
High:META
9.34METALow:DQ
0.21DQDetails
Price/Sales
4.19
High:TSM
10.91TSMLow:CSIQ
0.13CSIQDetails
Price/CF
14.26
High:NKE
20.09NKELow:DQ
1.75DQDetails
Price/FCF
27.08
High:CVX
131.92CVXLow:PYPL
10.92PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-65.42% | Sep 2021 | - | 46 |
-13.28% | Jun 2021 | Aug 2021 | 2 |