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+0.28%
Today
+11.92%
This Month
+18.74%
Year To Date
+90.7%
2 Years
+240.84%
5 Years
+30.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies39.69%
- 📊 ETFs25.28%
- 💵 Cash12.79%
- 💻 Electronic Technology12.42%
- 🖥️ Technology Services9.62%
- 🛍️ Retail Trade4.04%
- 💰 Finance2.35%
- 🚗 Consumer Durables0.73%
- 🚚 Transportation0.06%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency39.69%
- 🇺🇸 Nasdaq32.48%
- 🇺🇸 NYSE16.44%
- 🇭🇰 Hong Kong Exchanges2.54%
- 🇺🇸 Chicago Board Options Exchange2.03%
- 🇬🇧 LSE1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.93%
- 🇨🇳 China7.56%
- 🇬🇧 United Kingdom1%
- 🇻🇳 Vietnam0.73%
Dividends
Dividend Yield
0.42%
16 out of 31 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $XLE (3.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FXI | 0.08% | 1.52% | - |
 KWEB | 0.07% | 3.09% | - |
 NTES | 0.05% | 1.98% | $2.58 |
 QQQ | 0.05% | 0.58% | - |
 XLB | 0.03% | 1.96% | - |
 XLE | 0.02% | 3.5% | - |
 0700.HK | 0.02% | 0.86% | $3.4 |
 BABA | 0.02% | 0.86% | $0.98 |
 SOXX | 0.02% | 0.72% | - |
 EWJ | 0.02% | 2.12% | - |
 LSEG.L | 0.01% | 1.23% | $1.15 |
 GOOG | 0.01% | 0.42% | $0.2 |
 V | 0.01% | 0.65% | $2.01 |
 MA | 0.01% | 0.53% | $2.46 |
 AAPL | 0% | 0.47% | $0.97 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 7.3/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.94
1.94
0
1
2
3
3
Jensen's Alpha
8.26
8.26
-2
0
2
9
9
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.94
1.94
0
1
2
3
3
Jensen's Alpha
8.26
8.26
-2
0
2
9
9
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
42.84
High:
AMD
115.09AMDLow:
VFS
-2.63VFSDetails
PEG Ratio
106.94
High:
MA
294.24MALow:
03690.HK
11.4403690.HKDetails
Price/Book
17.95
High:MA
75.66MALow:VFS
-1.2VFSDetails
Price/Sales
12.78
High:
NVDA
28.4NVDALow:03690.HK
2.0603690.HKDetails
Price/CF
28.06
High:
SNPS
58.43SNPSLow:
NTES
11.29NTESDetails
Price/FCF
38.6
High:03690.HK
387.8103690.HKLow:NTES
16.36NTESDetails
P/E Ratio
42.84
High:AMD
115.09AMDLow:VFS
-2.63VFSDetails
PEG Ratio
106.94
High:MA
294.24MALow:03690.HK
11.4403690.HKDetails
Price/Book
17.95
High:MA
75.66MALow:VFS
-1.2VFSDetails
Price/Sales
12.78
High:NVDA
28.4NVDALow:03690.HK
2.0603690.HKDetails
Price/CF
28.06
High:SNPS
58.43SNPSLow:NTES
11.29NTESDetails
Price/FCF
38.6
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 | 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 |