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+0.66%
Today
+2.95%
This Month
+9.95%
Year To Date
+113.58%
2 Years
+59.45%
5 Years
+10.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies50.28%
- 🖥️ Technology Services18.34%
- 💻 Electronic Technology15.5%
- 📊 ETFs6.36%
- 💰 Finance5.16%
- 🛍️ Retail Trade1.54%
- 🛠️ Producer Manufacturing0.69%
- 🚚 Transportation0.47%
- 🚗 Consumer Durables0.34%
- 💇♀️ Consumer Services0.21%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency50.28%
- 🇺🇸 Nasdaq32.93%
- 🇺🇸 NYSE14.91%
- 🇭🇰 Hong Kong Exchanges0.4%
- 🇬🇧 LSE0.2%
- 🇳🇱 Euronext Amsterdam0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.21%
- 🇨🇳 China1.17%
- 🇳🇱 Netherlands0.8%
- 🇹🇼 Taiwan0.61%
- 🇬🇧 United Kingdom0.52%
- 🇸🇬 Singapore0.32%
- 🇮🇪 Ireland0.28%
- 🇰🇷 South Korea0.2%
- 🇯🇵 Japan0.13%
Dividends
Dividend Yield
0.22%
34 out of 87 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $SWKS (3.87%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ARGT | 0.08% | 1.3% | - |
 META | 0.03% | 0.29% | $1 |
 QCOM | 0.01% | 2.25% | $3.25 |
 INTC | 0.01% | 2.36% | $0.5 |
 GOOGL | 0.01% | 0.49% | $0.2 |
 TSM | 0.01% | 1.07% | $1.74 |
 SWKS | 0.01% | 3.87% | $2.72 |
 AVGO | 0.01% | 0.91% | $19.7 |
 MCHP | 0% | 2.65% | $1.75 |
 MU | 0% | 0.38% | $0.46 |
 AMAT | 0% | 1% | $1.44 |
 SMSN.L | 0% | 2.11% | $23.68 |
 MSFT | 0% | 0.68% | $3 |
 BABA | 0% | 0.91% | $0.98 |
 NTES | 0% | 2.11% | $2.58 |
 NXPI | 0% | 1.92% | $4.06 |
 ASML | 0% | 0.76% | $5.57 |
 ADI | 0% | 1.65% | $3.56 |
 KLIC | 0% | 2.41% | $0.79 |
 ORCL | 0% | 0.87% | $1.6 |
 MPWR | 0% | 0.81% | $4.5 |
 JOYY | 0% | 1.88% | $0.71 |
 AAPL | 0% | 0.5% | $0.97 |
 0700.HK | 0% | 0.89% | $3.4 |
 CRM | 0% | 0.62% | $0.4 |
 NVDA | 0% | 0.03% | $0.02 |
 ASM.NV | 0% | 0.57% | $2.75 |
 EA | 0% | 0.49% | $0.76 |
 TER | 0% | 0.55% | $0.46 |
 ENTG | 0% | 0.53% | $0.4 |
 MRVL | 0% | 0.34% | $0.24 |
 3888.HK | 0% | 0.37% | $0.14 |
 SONY | 0% | 0.4% | $0.49 |
 WDC | 0% | 0.17% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
NXPI | Ex-Dividend | Jun 25, 2025 | $1.01 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
MPWR | Ex-Dividend | Jun 30, 2025 | $1.56 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
JOYY | Pay Day | Jul 3, 2025 | $0.94 |
KLIC | Pay Day | Jul 8, 2025 | $0.20 |
NXPI | Pay Day | Jul 9, 2025 | $1.01 |
ORCL | Ex-Dividend | Jul 10, 2025 | $0.50 |
BABA | Pay Day | Jul 10, 2025 | $1.05 |
CRM | Pay Day | Jul 10, 2025 | $0.42 |
MRVL | Ex-Dividend | Jul 11, 2025 | $0.06 |
MPWR | Pay Day | Jul 15, 2025 | $1.56 |
ORCL | Pay Day | Jul 24, 2025 | $0.50 |
MRVL | Pay Day | Jul 31, 2025 | $0.06 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
AMAT | Ex-Dividend | Aug 21, 2025 | $0.46 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
AMAT | Pay Day | Sep 11, 2025 | $0.46 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 4.4/10
Beta
1.19
1.19
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
0.19
0.19
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.19
1.19
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
0.19
0.19
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
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
28.62
High:
PLTR
611PLTRLow:
MCHP
-8,363.41MCHPDetails
PEG Ratio
75.82
High:PLTR
740.57PLTRLow:
PI
-2,721.38PIDetails
Price/Book
7.45
High:
RBLX
225.76RBLXLow:
JOYY
0.39JOYYDetails
Price/Sales
8.82
High:PLTR
114.67PLTRLow:
ZD
0.99ZDDetails
Price/CF
21.55
High:
TTWO
18,296.3TTWOLow:
SMSN.L
4.66SMSN.LDetails
Price/FCF
38.65
High:
MU
1,171.75MULow:ZD
7.18ZDDetails
P/E Ratio
28.62
High:PLTR
611PLTRLow:MCHP
-8,363.41MCHPDetails
PEG Ratio
75.82
High:PLTR
740.57PLTRLow:PI
-2,721.38PIDetails
Price/Book
7.45
High:RBLX
225.76RBLXLow:JOYY
0.39JOYYDetails
Price/Sales
8.82
High:PLTR
114.67PLTRLow:ZD
0.99ZDDetails
Price/CF
21.55
High:TTWO
18,296.3TTWOLow:SMSN.L
4.66SMSN.LDetails
Price/FCF
38.65
High:MU
1,171.75MULow:ZD
7.18ZDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.53% | Jul 2021 | Feb 2024 | 31 |
-15.41% | Feb 2025 | Jun 2025 | 4 |
-10.21% | Apr 2024 | Oct 2024 | 6 |
-1.46% | Dec 2024 | Jan 2025 | 1 |
-0.63% | Mar 2021 | Apr 2021 | 1 |
-0.34% | May 2021 | Jun 2021 | 1 |