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-2.54%
This Month
+10.09%
Year To Date
+82.5%
2 Years
+59.64%
5 Years
+59.64%
10 Years
+9.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies41.63%
- 💻 Electronic Technology21.59%
- 🖥️ Technology Services19.75%
- 🛍️ Retail Trade8.78%
- 💰 Finance5.38%
- 🛠️ Producer Manufacturing1.58%
- 🚗 Consumer Durables0.52%
- 🚚 Transportation0.43%
- 💇♀️ Consumer Services0.2%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency41.63%
- 🇺🇸 Nasdaq40.89%
- 🇺🇸 NYSE16.45%
- 🇭🇰 Hong Kong Exchanges0.41%
- 🇬🇧 LSE0.33%
- 🇳🇱 Euronext Amsterdam0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.29%
- 🇨🇳 China8.37%
- 🇳🇱 Netherlands1.02%
- 🇹🇼 Taiwan0.91%
- 🇬🇧 United Kingdom0.45%
- 🇸🇬 Singapore0.36%
- 🇮🇪 Ireland0.34%
- 🇰🇷 South Korea0.33%
- 🇯🇵 Japan0.17%
Dividends
Dividend Yield
0.2%
32 out of 87 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $JOYY (5.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BABA | 0.05% | 0.7% | $0.98 |
 META | 0.04% | 0.33% | $1 |
 QCOM | 0.01% | 1.98% | $3.25 |
 JOYY | 0.01% | 5.94% | $0.71 |
 TSM | 0.01% | 0.93% | $1.74 |
 GOOGL | 0.01% | 0.27% | $0.2 |
 AVGO | 0.01% | 0.72% | $19.7 |
 SWKS | 0.01% | 4.3% | $2.72 |
 MCHP | 0.01% | 2.75% | $1.75 |
 MU | 0% | 0.2% | $0.46 |
 AMAT | 0% | 0.71% | $1.44 |
 MSFT | 0% | 0.74% | $3 |
 NTES | 0% | 2.19% | $2.58 |
 SMSN.L | 0% | 1.23% | $23.68 |
 ASML | 0% | 0.58% | $5.57 |
 NXPI | 0% | 1.78% | $4.06 |
 ADI | 0% | 1.43% | $3.56 |
 ORCL | 0% | 1.1% | $1.6 |
 KLIC | 0% | 1.72% | $0.79 |
 MPWR | 0% | 0.67% | $4.5 |
 AAPL | 0% | 0.38% | $0.97 |
 0700.HK | 0% | 0.76% | $3.4 |
 CRM | 0% | 0.66% | $0.4 |
 NVDA | 0% | 0.02% | $0.02 |
 WDC | 0% | 0.19% | - |
 ASM.NV | 0% | 0.59% | $2.75 |
 EA | 0% | 0.37% | $0.76 |
 SONY | 0% | 0.39% | $0.49 |
 TER | 0% | 0.25% | $0.46 |
 ENTG | 0% | 0.44% | $0.4 |
 3888.HK | 0% | 0.53% | $0.14 |
 MRVL | 0% | 0.29% | $0.24 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 3.6/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-2.51
-2.51
-3
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-2.51
-2.51
-3
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.07
High:
INTC
3,538.68INTCLow:
KLIC
-2,366.83KLICDetails
PEG Ratio
300.59
High:
AMAT
6,295.99AMATLow:KLIC
-2,381.67KLICDetails
Price/Book
7.6
High:
APP
155.07APPLow:
JOYY
0.49JOYYDetails
Price/Sales
8.77
High:
PLTR
120.93PLTRLow:
ZD
1.02ZDDetails
Price/CF
26.74
High:PLTR
258.05PLTRLow:ZD
4.13ZDDetails
Price/FCF
53.84
High:
03690.HK
387.8103690.HKLow:ZD
5.92ZDDetails
P/E Ratio
32.07
High:INTC
3,538.68INTCLow:KLIC
-2,366.83KLICDetails
PEG Ratio
300.59
High:AMAT
6,295.99AMATLow:KLIC
-2,381.67KLICDetails
Price/Book
7.6
High:APP
155.07APPLow:JOYY
0.49JOYYDetails
Price/Sales
8.77
High:PLTR
120.93PLTRLow:ZD
1.02ZDDetails
Price/CF
26.74
High:PLTR
258.05PLTRLow:ZD
4.13ZDDetails
Price/FCF
53.84
High:03690.HK
387.8103690.HKLow:ZD
5.92ZDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.53% | Jul 2021 | Feb 2024 | 31 |
-15.41% | Feb 2025 | Jun 2025 | 4 |
-12.61% | Oct 2025 | - | 3 |
-10.21% | Apr 2024 | Oct 2024 | 6 |
-2.14% | Aug 2025 | Sep 2025 | 1 |
-1.46% | Dec 2024 | Jan 2025 | 1 |
-0.63% | Mar 2021 | Apr 2021 | 1 |
-0.34% | May 2021 | Jun 2021 | 1 |