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+0.74%
Today
+4.11%
This Month
-9.51%
Year To Date
+58.1%
2 Years
+120.76%
5 Years
+18.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies54.75%
- 💵 Cash19.36%
- 🛍️ Retail Trade7.25%
- 🖥️ Technology Services6.82%
- 🚚 Transportation2.54%
- 💻 Electronic Technology1.91%
- 💇♀️ Consumer Services1.86%
- 💼 Commercial Services0.33%
- 🧬 Health Technology0.33%
- 🚗 Consumer Durables0.16%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency54.75%
- 🇺🇸 Nasdaq13.01%
- 🇺🇸 NYSE5.25%
- 🇭🇰 Hong Kong Exchanges2.96%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.7%
- 🇸🇬 Singapore5.43%
- 🇨🇳 China5.08%
- 🇨🇦 Canada0%
Dividends
Dividend Yield
0.11%
8 out of 44 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SBUX (2.86%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MOMO | Pay Day | Apr 30, 2025 | $0.30 |
 MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
 SBUX | Ex-Dividend | May 16, 2025 | $0.61 |
 0700.HK | Ex-Dividend | May 16, 2025 | $0.58 |
SBUX | Pay Day | May 30, 2025 | $0.61 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
 DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 5.6/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
3.44
3.44
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
3.44
3.44
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.38
High:
SE
171.21SELow:
GRAB
-179.03GRABDetails
PEG Ratio
36.29
High:
PYPL
366.91PYPLLow:GRAB
-235.07GRABDetails
Price/Book
8.02
High:
AAPL
47.15AAPLLow:
SBUX
-12.74SBUXDetails
Price/Sales
5.63
High:
OCGN
51.6OCGNLow:
XTIA
0.65XTIADetails
Price/CF
20.51
High:
FSLY
124.74FSLYLow:
MOMO
6.17MOMODetails
Price/FCF
39.76
High:
03690.HK
387.8103690.HKLow:PYPL
12.79PYPLDetails
P/E Ratio
26.38
High:SE
171.21SELow:GRAB
-179.03GRABDetails
PEG Ratio
36.29
High:PYPL
366.91PYPLLow:GRAB
-235.07GRABDetails
Price/Book
8.02
High:AAPL
47.15AAPLLow:SBUX
-12.74SBUXDetails
Price/Sales
5.63
High:OCGN
51.6OCGNLow:XTIA
0.65XTIADetails
Price/CF
20.51
High:FSLY
124.74FSLYLow:MOMO
6.17MOMODetails
Price/FCF
39.76
High:03690.HK
387.8103690.HKLow:PYPL
12.79PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.92% | Sep 2021 | - | 44 |
-13.88% | May 2021 | Aug 2021 | 3 |
-3.91% | Sep 2020 | Nov 2020 | 2 |