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+0.19%
This Month
+18.61%
Year To Date
+109.01%
2 Years
+234%
5 Years
+259.09%
10 Years
+29.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies38.62%
- 📊 ETFs25.73%
- 💵 Cash12.83%
- 💻 Electronic Technology12.15%
- 🖥️ Technology Services10.26%
- 🛍️ Retail Trade4.34%
- 💰 Finance2.38%
- 🚗 Consumer Durables0.68%
- 🚚 Transportation0.05%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency38.62%
- 🇺🇸 Nasdaq32.7%
- 🇺🇸 NYSE17.11%
- 🇭🇰 Hong Kong Exchanges2.92%
- 🇺🇸 Chicago Board Options Exchange1.98%
- 🇬🇧 LSE0.87%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.16%
- 🇨🇳 China8.14%
- 🇬🇧 United Kingdom0.87%
- 🇻🇳 Vietnam0.68%
Dividends
Dividend Yield
0.48%
16 out of 31 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $XLE (3.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FXI | 0.14% | 2.62% | - |
 KWEB | 0.07% | 3% | - |
 NTES | 0.06% | 2.15% | $2.58 |
 QQQ | 0.05% | 0.51% | - |
 XLB | 0.03% | 1.94% | - |
 XLE | 0.02% | 3.37% | - |
 0700.HK | 0.02% | 0.74% | $3.4 |
 BABA | 0.02% | 0.76% | $0.98 |
 EWJ | 0.02% | 2.2% | - |
 SOXX | 0.02% | 0.69% | - |
 LSEG.L | 0.01% | 1.46% | $1.15 |
 GOOG | 0.01% | 0.35% | $0.2 |
 V | 0.01% | 0.69% | $2.01 |
 MA | 0.01% | 0.5% | $2.46 |
 AAPL | 0% | 0.43% | $0.97 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 7.5/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
2.08
2.08
0
1
2
3
3
Jensen's Alpha
8.87
8.87
-2
0
2
9
9
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
1.75
1.75
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
2.08
2.08
0
1
2
3
3
Jensen's Alpha
8.87
8.87
-2
0
2
9
9
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
1.75
1.75
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.63
High:
AMD
87AMDLow:
VFS
-VFSDetails
PEG Ratio
856.17
High:
AAPL
24,772.26AAPLLow:
BABA
11.92BABADetails
Price/Book
-3.89
High:
MA
67.4MALow:VFS
-0VFSDetails
Price/Sales
5.53
High:
NVDA
24.8NVDALow:VFS
0VFSDetails
Price/CF
32.74
High:
SNPS
58.43SNPSLow:BABA
13.01BABADetails
Price/FCF
52.14
High:
03690.HK
387.8103690.HKLow:
NTES
19.11NTESDetails
P/E Ratio
38.63
High:AMD
87AMDLow:VFS
-VFSDetails
PEG Ratio
856.17
High:AAPL
24,772.26AAPLLow:BABA
11.92BABADetails
Price/Book
-3.89
High:MA
67.4MALow:VFS
-0VFSDetails
Price/Sales
5.53
High:NVDA
24.8NVDALow:VFS
0VFSDetails
Price/CF
32.74
High:SNPS
58.43SNPSLow:BABA
13.01BABADetails
Price/FCF
52.14
High:03690.HK
387.8103690.HKLow:NTES
19.11NTESDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.75% | Sep 2021 | Mar 2024 | 30 |
-13.1% | Feb 2025 | Jun 2025 | 4 |
-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 |