Loading...
-2.56%
This Month
-4.36%
Year To Date
+52.15%
2 Years
+80.91%
5 Years
+80.91%
10 Years
+14.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology61.62%
- 🪙 Cryptocurrencies38.15%
- 💵 Cash0.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.62%
- 🌍 Digital Currency38.15%
Countries Breakdown
- Country
- Total
- 🇹🇼 Taiwan61.62%
Dividends
Dividend Yield
0.48%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TSM (0.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.48% | 0.79% | $1.74 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.2/10
Beta
1.91
1.91
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
3.31
3.31
-2
0
2
4.5
4.5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.91
1.91
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
3.31
3.31
-2
0
2
4.5
4.5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.09
High:TSM
35.09TSMLow:TSM
35.09TSMDetails
PEG Ratio
62.44
High:TSM
62.44TSMLow:TSM
62.44TSMDetails
Price/Book
10.83
High:TSM
10.83TSMLow:TSM
10.83TSMDetails
Price/Sales
14.49
High:TSM
14.49TSMLow:TSM
14.49TSMDetails
Price/CF
20.71
High:TSM
20.71TSMLow:TSM
20.71TSMDetails
Price/FCF
78.86
High:TSM
78.86TSMLow:TSM
78.86TSMDetails
P/E Ratio
35.09
High:TSM
35.09TSMLow:TSM
35.09TSMDetails
PEG Ratio
62.44
High:TSM
62.44TSMLow:TSM
62.44TSMDetails
Price/Book
10.83
High:TSM
10.83TSMLow:TSM
10.83TSMDetails
Price/Sales
14.49
High:TSM
14.49TSMLow:TSM
14.49TSMDetails
Price/CF
20.71
High:TSM
20.71TSMLow:TSM
20.71TSMDetails
Price/FCF
78.86
High:TSM
78.86TSMLow:TSM
78.86TSMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.03% | Nov 2021 | Mar 2024 | 28 |
-29.18% | May 2021 | Aug 2021 | 3 |
-26.62% | Feb 2025 | Aug 2025 | 6 |
-18.29% | Apr 2024 | Nov 2024 | 7 |
-15.66% | Sep 2021 | Oct 2021 | 1 |
-14.23% | Nov 2025 | - | 4 |
-3.2% | Dec 2024 | Jan 2025 | 1 |