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-1.56%
Today
+0.22%
This Month
+1.8%
Year To Date
+68.66%
2 Years
+209.78%
5 Years
+26.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies37.49%
- 📊 ETFs26.93%
- 💵 Cash12.14%
- 💻 Electronic Technology10.87%
- 🖥️ Technology Services10.26%
- 🛍️ Retail Trade4.46%
- 💰 Finance2.82%
- 🚗 Consumer Durables0.81%
- 🚚 Transportation0.08%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency37.49%
- 🇺🇸 Nasdaq31.87%
- 🇺🇸 NYSE18.46%
- 🇭🇰 Hong Kong Exchanges2.84%
- 🇺🇸 Chicago Board Options Exchange1.82%
- 🇬🇧 LSE1.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.88%
- 🇨🇳 China8.38%
- 🇬🇧 United Kingdom1.23%
- 🇻🇳 Vietnam0.81%
Dividends
Dividend Yield
0.48%
16 out of 32 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $XLE (3.55%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FXI | 0.09% | 1.58% | - |
 KWEB | 0.07% | 3.17% | - |
 NTES | 0.06% | 2.14% | $2.58 |
 QQQ | 0.06% | 0.63% | - |
 XLB | 0.03% | 2.02% | - |
 XLE | 0.02% | 3.55% | - |
 0700.HK | 0.02% | 0.88% | $3.4 |
 BABA | 0.02% | 0.86% | $0.98 |
 SOXX | 0.02% | 0.81% | - |
 EWJ | 0.02% | 2.2% | - |
 LSEG.L | 0.01% | 1.15% | $1.15 |
 GOOG | 0.01% | 0.47% | $0.2 |
 V | 0.01% | 0.62% | $2.01 |
 MA | 0.01% | 0.49% | $2.46 |
 AAPL | 0% | 0.5% | $0.97 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
NTES | Pay Day | Jun 13, 2025 | $0.68 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
EWJ | Pay Day | Dec 20, 2025 | $1.06 |
FXI | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 7.3/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.89
1.89
0
1
2
3
3
Jensen's Alpha
8.6
8.6
-2
0
2
9
9
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.89
1.89
0
1
2
3
3
Jensen's Alpha
8.6
8.6
-2
0
2
9
9
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.01
High:
LSEG.L
88.04LSEG.LLow:
VFS
-2.63VFSDetails
PEG Ratio
101.81
High:
MA
309.82MALow:
03690.HK
12.8103690.HKDetails
Price/Book
14.82
High:MA
79.68MALow:VFS
-1.26VFSDetails
Price/Sales
10.5
High:
NVDA
23.52NVDALow:
BABA
2.07BABADetails
Price/CF
27.1
High:
SNPS
58.43SNPSLow:
NTES
11.29NTESDetails
Price/FCF
37.79
High:03690.HK
387.8103690.HKLow:NTES
16.36NTESDetails
P/E Ratio
36.01
High:LSEG.L
88.04LSEG.LLow:VFS
-2.63VFSDetails
PEG Ratio
101.81
High:MA
309.82MALow:03690.HK
12.8103690.HKDetails
Price/Book
14.82
High:MA
79.68MALow:VFS
-1.26VFSDetails
Price/Sales
10.5
High:NVDA
23.52NVDALow:BABA
2.07BABADetails
Price/CF
27.1
High:SNPS
58.43SNPSLow:NTES
11.29NTESDetails
Price/FCF
37.79
High:03690.HK
387.8103690.HKLow:NTES
16.36NTESDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.75% | Sep 2021 | Mar 2024 | 30 |
-13.1% | Feb 2025 | - | 5 |
-7.88% | Apr 2024 | May 2024 | 1 |
-6.53% | May 2021 | Aug 2021 | 3 |
-5.91% | Jun 2024 | Oct 2024 | 4 |
-3.04% | Sep 2020 | Oct 2020 | 1 |
-2.71% | Dec 2024 | Jan 2025 | 1 |
-1.17% | Jun 2020 | Jul 2020 | 1 |