Loading...
-0.54%
Today
+1.45%
This Month
+7.36%
Year To Date
+93.97%
2 Years
+1.28%
5 Years
+0.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs23.37%
- 🖥️ Technology Services18.69%
- 💻 Electronic Technology15.18%
- 🛍️ Retail Trade11.04%
- 🌾 Commodities8.87%
- 💵 Cash8%
- 🪙 Cryptocurrencies7.81%
- 🚗 Consumer Durables5.15%
- 🍞 Consumer Non Durables2.67%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.74%
- 🇺🇸 NYSE22.97%
- 🌍 Commodity8.87%
- 🌍 Digital Currency7.81%
- 🇺🇸 Chicago Board Options Exchange4.71%
- 🇫🇷 Euronext Paris2.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.28%
- 🇨🇳 China8.77%
- 🇫🇷 France2.67%
Dividends
Dividend Yield
0.52%
12 out of 18 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $JD.US (2.95%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
 MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
 META | Ex-Dividend | Jun 16, 2025 | $0.52 |
META | Pay Day | Jun 26, 2025 | $0.52 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
 EZU | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.4/10
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-7.4
-7.4
-8
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-7.4
-7.4
-8
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.49
High:
TSLA
182.61TSLALow:
MRVL
-115.55MRVLDetails
PEG Ratio
79.64
High:
MSFT
296.39MSFTLow:MRVL
-231.12MRVLDetails
Price/Book
11.36
High:
AAPL
45.36AAPLLow:
BIDU
0.79BIDUDetails
Price/Sales
8.26
High:
NVDA
23.52NVDALow:
JD.US
0.3JD.USDetails
Price/CF
23.11
High:TSLA
54.2TSLALow:JD.US
8.74JD.USDetails
Price/FCF
46.04
High:TSLA
134.59TSLALow:JD.US
9.2JD.USDetails
P/E Ratio
34.49
High:TSLA
182.61TSLALow:MRVL
-115.55MRVLDetails
PEG Ratio
79.64
High:MSFT
296.39MSFTLow:MRVL
-231.12MRVLDetails
Price/Book
11.36
High:AAPL
45.36AAPLLow:BIDU
0.79BIDUDetails
Price/Sales
8.26
High:NVDA
23.52NVDALow:JD.US
0.3JD.USDetails
Price/CF
23.11
High:TSLA
54.2TSLALow:JD.US
8.74JD.USDetails
Price/FCF
46.04
High:TSLA
134.59TSLALow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.65% | Jul 2021 | - | 48 |