Loading...
-5.11%
This Month
+6.36%
Year To Date
+44.44%
2 Years
+48.85%
5 Years
+102.79%
10 Years
+13.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies21.16%
- 💻 Electronic Technology18.8%
- 💰 Finance17.97%
- 🖥️ Technology Services14.35%
- 💵 Cash11.41%
- 📊 ETFs4.77%
- 🧬 Health Technology3.98%
- 🛍️ Retail Trade2.19%
- 💹 Forex1.47%
- 🛠️ Producer Manufacturing1.42%
- 🏭 Industrial Services1.19%
- ⚡ Utilities1.06%
- 🚗 Consumer Durables0.48%
- 💇♀️ Consumer Services0.37%
- 🏥 Health Services0.1%
- ⛏️ Energy Minerals0.1%
- 🧩 Miscellaneous0.09%
- 🧪 Process Industries0.06%
- 💼 Commercial Services0.06%
- 🪨 Non Energy Minerals0.04%
- ❓ Other0.04%
- 🍞 Consumer Non Durables0.03%
- 🚚 Transportation0.02%
- 📡 Communications0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.05%
- 🇺🇸 NYSE29.62%
- 🌍 Digital Currency21.16%
- 🌍 FX1.47%
- 🇭🇰 Hong Kong Exchanges0.79%
- 🇩🇪 FRA0.16%
- 🇪🇸 Bolsa De Madrid0.12%
- 🇬🇧 LSE0.12%
- 🇫🇷 Euronext Paris0.08%
- 🇩🇪 Xetra ETFs0.05%
- 🇳🇱 Euronext Amsterdam0.03%
- Tokyo Stock Exchange0.03%
- 🇨🇭 SIX0.02%
- 🇮🇹 Borsa Italiana0.02%
- 🇺🇸 Chicago Board Options Exchange0.02%
- 🇩🇰 Copenhagen Stock Exchange0.01%
- Regular Trading Hours - RTH0.01%
- 🇸🇪 Stockholm Stock Exchange0%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.9%
- 🇨🇳 China1.72%
- 🇨🇦 Canada1.21%
- 🇹🇼 Taiwan0.59%
- 🇳🇱 Netherlands0.26%
- 🇬🇧 United Kingdom0.24%
- 🇸🇬 Singapore0.22%
- 🇯🇵 Japan0.19%
- 🇩🇪 Germany0.17%
- 🇮🇱 Israel0.15%
- 🇪🇸 Spain0.12%
- 🇺🇾 Uruguay0.11%
- 🇮🇪 Ireland0.08%
- 🇫🇷 France0.08%
- 🇨🇭 Switzerland0.07%
- 🇸🇪 Sweden0.07%
- 🇩🇰 Denmark0.03%
- 🇭🇰 Hong Kong0.03%
- 🇮🇹 Italy0.02%
- 🇰🇷 South Korea0.01%
- 🇰🇾 Cayman Islands0.01%
- 🇦🇺 Australia0.01%
Dividends
Dividend Yield
0.92%
126 out of 317 instruments pay dividend.
44 dividend payments in the next 30 days.
Highest Dividend: $CALM (6.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IRM | 0.31% | 2.65% | $2.6 |
 OHI | 0.18% | 6.14% | $2.68 |
 O | 0.15% | 5.41% | $3.09 |
 QCOM | 0.08% | 1.52% | $3.25 |
 ENB | 0.06% | 4.83% | $2.66 |
 MRK | 0.05% | 2.78% | $3.04 |
 MSFT | 0.01% | 0.83% | $3 |
 NVDA | 0.01% | 0.13% | $0.02 |
 NTES | 0% | 2.45% | $2.58 |
 TXN | 0% | 1.9% | $5.14 |
 TSM | 0% | 0.69% | $1.74 |
 2318.HK | 0% | 5.34% | $2.63 |
 ENGI.PA | 0% | 5% | $1.43 |
 0700.HK | 0% | 1.16% | $3.4 |
 BABA | 0% | 0.82% | $0.98 |
 NEE | 0% | 2.79% | $1.97 |
 META | 0% | 0.34% | $1 |
 AAPL | 0% | 0.34% | $0.97 |
 DUK | 0% | 3.49% | $4.1 |
 AEP | 0% | 2.96% | $3.47 |
 EXC | 0% | 3.71% | $1.48 |
 SO | 0% | 3.32% | $2.82 |
 PEG | 0% | 3.38% | $2.34 |
 SSE.L | 0% | 2.86% | $0.6 |
 ORCL | 0% | 0.86% | $1.6 |
 1398.HK | 0% | 5.13% | $0.33 |
 LNT | 0% | 2.97% | $1.87 |
 GOOG | 0% | 0.23% | $0.2 |
 RWE.DE | 0% | 2.14% | $1 |
 ETR | 0% | 2.35% | $4.46 |
 AVGO | 0% | 0.62% | $19.7 |
 JD.US | 0% | 3.33% | $0.74 |
 IBE.MC | 0% | 1.76% | $0.45 |
 GOOGL | 0% | 0.23% | $0.2 |
 3888.HK | 0% | 0.59% | $0.14 |
 SWKS | 0% | 3.64% | $2.72 |
 ASML | 0% | 0.44% | $5.57 |
 AMAT | 0% | 0.4% | $1.44 |
 SONY | 0% | 0.5% | $0.49 |
 DINO | 0% | 2.75% | $1.9 |
 CRM | 0% | 0.9% | $0.4 |
 FANG | 0% | 2.07% | $9.26 |
 UNH | 0% | 2.25% | $7.74 |
 DIS | 0% | 1.51% | $0.75 |
 00175.HK | 0% | 2.72% | $0.22 |
 LRCX | 0% | 0.32% | $8 |
 JPM | 0% | 1.93% | $4.4 |
 C | 0% | 1.77% | $2.12 |
 NVO | 0% | 2.81% | $0.98 |
 MRVL | 0% | 0.08% | $0.24 |
 PYPL | 0% | 1.01% | - |
 STX.US | 0% | 0.33% | $2.8 |
 AXP | 0% | 1.09% | $2.6 |
 VST | 0% | 0.6% | $0.85 |
 9988.HK | 0% | 0.84% | $0.98 |
 NKE | 0% | 3.76% | $1.45 |
 ORA.US | 0% | 0.34% | $0.48 |
 XOM | 0% | 2.68% | $3.76 |
 ENR.DE | 0% | 0.44% | - |
 MU | 0% | 0.05% | $0.46 |
 CVX.US | 0% | 3.7% | $6.28 |
 COP | 0% | 2.76% | $3.25 |
 NTAP | 0% | 1.2% | $2.02 |
 BKNG | 0% | 0.97% | $17.5 |
 P911.DE | 0% | 2.12% | $2.31 |
 ABBN.ZU | 0% | 1.12% | $0.87 |
 HPE | 0% | 1.07% | $0.51 |
 VRT | 0% | 0.07% | $0.06 |
 CALM | 0% | 6.46% | $1.87 |
 CMCSA | 0% | 5.64% | $1.2 |
 ETN | 0% | 1.04% | $3.6 |
 PEP | 0% | 4.08% | $5.15 |
 ASML.NV | 0% | 0.52% | $6.1 |
 WM | 0% | 1.63% | $2.9 |
 CSCO | 0% | 1.29% | $1.58 |
 PRY.MI | 0% | 0.6% | $0.7 |
 VIE.PA | 0% | 4.28% | $1.25 |
 DELL | 0% | 0.54% | $1.63 |
 TMUS | 0% | 2.22% | $1.95 |
 WMT | 0% | 0.84% | $0.81 |
 KLAC | 0% | 0.39% | $5.65 |
 WDC | 0% | 0.09% | - |
 AIR.PA | 0% | 1.79% | $1.8 |
 FRT | 0% | 3.78% | $4.36 |
 GAW.L | 0% | 2.53% | $5.5 |
 NEX.PA | 0% | 1.85% | $2.3 |
 SU.PA | 0% | 1.52% | $3.5 |
 MCHP | 0% | 1.95% | $1.75 |
 ADI.US | 0% | 1.02% | $3.56 |
 PNW | 0% | 3.65% | $3.51 |
 MA | 0% | 0.68% | $2.46 |
 LAND | 0% | 6.01% | $0.56 |
 VRSN | 0% | 1.1% | - |
 COST | 0% | 0.55% | $19.22 |
 IBM | 0% | 2.26% | $6.65 |
 NXPI | 0% | 1.31% | $4.06 |
 XYL | 0% | 1.52% | $1.38 |
 ANE.MC | 0% | 0.11% | $0.39 |
 TT | 0% | 0.88% | $3.27 |
 HST | 0% | 3.3% | $0.78 |
 CEG | 0% | 0.62% | - |
 LMT | 0% | 2.63% | $12.45 |
 KO | 0% | 2.7% | $1.89 |
 FCX | 0% | 0.88% | $0.6 |
 GD | 0% | 1.81% | $5.48 |
 ADM | 0% | 2.48% | $1.9 |
 INTU | 0% | 1.58% | $3.6 |
 SMSN.L | 0% | 0.4% | $23.68 |
 NOC | 0% | 1.74% | $7.67 |
 LLY | 0% | 0.57% | $4.86 |
 BOL.ST | 0% | 1.95% | $7.5 |
 ANTO.L | 0% | 1.15% | $0.29 |
 VRSK | 0% | 1.07% | $1.46 |
 TPL | 0% | 0.57% | $4.5 |
 EQT | 0% | 1.18% | $0.62 |
 ROCKB.CO | 0% | 2.08% | $43 |
 UI | 0% | 0.55% | $2.4 |
 MPWR | 0% | 0.42% | $4.5 |
 V | 0% | 0.81% | $2.01 |
 WAB | 0% | 0.43% | $0.74 |
 01211.HK | 0% | 0.46% | $3.41 |
 TER | 0% | 0.13% | $0.46 |
 PHIA.NV | 0% | -3.74% | - |
 SCCO | 0% | -1.86% | $-3.76 |
 GEV | 0% | -0.18% | - |
 AUGO | 0% | -3.37% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
SO | Pay Day | Jun 8, 2026 | $0.76 |
GOOGL | Ex-Dividend | Jun 8, 2026 | $0.22 |
PEG | Ex-Dividend | Jun 9, 2026 | $0.67 |
CVX.US | Pay Day | Jun 10, 2026 | $1.78 |
IBM | Pay Day | Jun 10, 2026 | $1.69 |
XOM | Pay Day | Jun 10, 2026 | $1.03 |
LLY | Pay Day | Jun 10, 2026 | $1.73 |
AEP | Pay Day | Jun 10, 2026 | $0.95 |
9988.HK | Ex-Dividend | Jun 10, 2026 | $0.13 |
ADM | Pay Day | Jun 10, 2026 | $0.52 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
AMAT | Pay Day | Jun 11, 2026 | $0.53 |
CRM | Ex-Dividend | Jun 11, 2026 | $0.44 |
01211.HK | Ex-Dividend | Jun 11, 2026 | $0.05 |
TMUS | Pay Day | Jun 11, 2026 | $1.02 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
00175.HK | Ex-Dividend | Jun 12, 2026 | $0.06 |
TER | Pay Day | Jun 12, 2026 | $0.13 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
MRK | Ex-Dividend | Jun 15, 2026 | $0.85 |
EXC | Pay Day | Jun 15, 2026 | $0.42 |
NEE | Pay Day | Jun 15, 2026 | $0.62 |
VRSK | Ex-Dividend | Jun 15, 2026 | $0.50 |
O | Pay Day | Jun 15, 2026 | $0.27 |
IRM | Ex-Dividend | Jun 15, 2026 | $0.86 |
GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
TPL | Pay Day | Jun 15, 2026 | $0.60 |
DUK | Pay Day | Jun 16, 2026 | $1.06 |
SWKS | Pay Day | Jun 16, 2026 | $0.71 |
ADI.US | Pay Day | Jun 16, 2026 | $1.10 |
GEV | Ex-Dividend | Jun 16, 2026 | -$0.50 |
WDC | Pay Day | Jun 17, 2026 | $0.15 |
NOC | Pay Day | Jun 17, 2026 | $2.47 |
LRCX | Ex-Dividend | Jun 17, 2026 | $0.26 |
NTES | Pay Day | Jun 18, 2026 | $0.72 |
WM | Pay Day | Jun 18, 2026 | $0.94 |
VST | Ex-Dividend | Jun 22, 2026 | $0.23 |
LAND | Ex-Dividend | Jun 23, 2026 | $0.05 |
STX.US | Ex-Dividend | Jun 24, 2026 | $0.74 |
META | Pay Day | Jun 25, 2026 | $0.53 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
XYL | Pay Day | Jun 25, 2026 | $0.43 |
LMT | Pay Day | Jun 26, 2026 | $3.45 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
AUGO | Pay Day | Jun 26, 2026 | -$0.78 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
PEP | Pay Day | Jun 30, 2026 | $1.48 |
BKNG | Pay Day | Jun 30, 2026 | $0.42 |
PEG | Pay Day | Jun 30, 2026 | $0.67 |
HST | Ex-Dividend | Jun 30, 2026 | $0.20 |
TT | Pay Day | Jun 30, 2026 | $1.05 |
VRSK | Pay Day | Jun 30, 2026 | $0.50 |
VST | Pay Day | Jun 30, 2026 | $0.23 |
LAND | Pay Day | Jun 30, 2026 | $0.05 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
CMCSA | Ex-Dividend | Jul 1, 2026 | $0.33 |
FRT | Ex-Dividend | Jul 1, 2026 | $1.13 |
CRM | Pay Day | Jul 2, 2026 | $0.44 |
IRM | Pay Day | Jul 3, 2026 | $0.86 |
CSCO | Ex-Dividend | Jul 6, 2026 | $0.42 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
9988.HK | Pay Day | Jul 6, 2026 | $0.13 |
STX.US | Pay Day | Jul 7, 2026 | $0.74 |
MRK | Pay Day | Jul 8, 2026 | $0.85 |
LRCX | Pay Day | Jul 8, 2026 | $0.26 |
INTU | Ex-Dividend | Jul 9, 2026 | $1.20 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
NTAP | Ex-Dividend | Jul 10, 2026 | $0.52 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
GEV | Pay Day | Jul 14, 2026 | -$0.50 |
HST | Pay Day | Jul 15, 2026 | $0.20 |
2318.HK | Pay Day | Jul 15, 2026 | $0.26 |
FRT | Pay Day | Jul 15, 2026 | $1.13 |
INTU | Pay Day | Jul 17, 2026 | $1.20 |
CSCO | Pay Day | Jul 22, 2026 | $0.42 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
CMCSA | Pay Day | Jul 22, 2026 | $0.33 |
SSE.L | Ex-Dividend | Jul 23, 2026 | $0.63 |
NTAP | Pay Day | Jul 29, 2026 | $0.52 |
00175.HK | Pay Day | Jul 30, 2026 | $0.06 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
WMT | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT | Pay Day | Sep 8, 2026 | $0.25 |
SSE.L | Pay Day | Sep 17, 2026 | $0.63 |
Performance Metrics
Score 3.9/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
-3.68
-3.68
-4
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
-3.68
-3.68
-4
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.86
High:
APPN
2,233.64APPNLow:
BIDU
-5,810.34BIDUDetails
PEG Ratio
110.52
High:ORA.US
6,133.37ORA.USLow:
CRWD
-5,187.17CRWDDetails
Price/Book
13.06
High:STX.US
189.77STX.USLow:DELL
-111.41DELLDetails
Price/Sales
11.45
High:
CRSP
1,333.2CRSPLow:
LTBR
-LTBRDetails
Price/CF
25.55
High:
MSTR
7,511.07MSTRLow:2318.HK
1.432318.HKDetails
Price/FCF
49.72
High:TXN
4,155.74TXNLow:2318.HK
1.582318.HKDetails
P/E Ratio
35.86
High:APPN
2,233.64APPNLow:BIDU
-5,810.34BIDUDetails
PEG Ratio
110.52
High:ORA.US
6,133.37ORA.USLow:CRWD
-5,187.17CRWDDetails
Price/Book
13.06
High:STX.US
189.77STX.USLow:DELL
-111.41DELLDetails
Price/Sales
11.45
High:CRSP
1,333.2CRSPLow:LTBR
-LTBRDetails
Price/CF
25.55
High:MSTR
7,511.07MSTRLow:2318.HK
1.432318.HKDetails
Price/FCF
49.72
High:TXN
4,155.74TXNLow:2318.HK
1.582318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.56% | Nov 2021 | Nov 2024 | 36 |
-16.5% | Nov 2025 | - | 8 |
-13.17% | Dec 2024 | Jun 2025 | 6 |
-11.12% | May 2021 | Oct 2021 | 5 |
-3.74% | Sep 2020 | Nov 2020 | 2 |