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+0.68%
This Month
+13.81%
Year To Date
+102.39%
2 Years
+300.79%
5 Years
+214.5%
10 Years
+15.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs42.6%
- 🪙 Cryptocurrencies30.24%
- 💻 Electronic Technology10.32%
- 🖥️ Technology Services9.38%
- 🛍️ Retail Trade3.1%
- 🚗 Consumer Durables1.6%
- 💼 Commercial Services1.09%
- 💇♀️ Consumer Services0.87%
- 🚚 Transportation0.69%
- 💵 Cash0.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.03%
- 🌍 Digital Currency30.24%
- 🇺🇸 NYSE18.79%
- 🇺🇸 Chicago Board Options Exchange2%
- 🇬🇧 LSE0.84%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.85%
- 🇨🇳 China0.6%
- 🇨🇦 Canada0.34%
- 🇮🇱 Israel0.25%
Dividends
Dividend Yield
0.65%
19 out of 36 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $JEPQ (11.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JEPQ | 0.21% | 11.23% | - |
 QQQ | 0.11% | 0.51% | - |
 SPY | 0.1% | 1.16% | - |
 VOOV | 0.07% | 2.02% | - |
 EWZ | 0.05% | 5.59% | - |
 FXI | 0.03% | 2.62% | - |
 VWO | 0.02% | 2.81% | - |
 META | 0.02% | 0.27% | $1 |
 INDA | 0.01% | 0.72% | - |
 TAN | 0.01% | 0.48% | - |
 GOOG | 0.01% | 0.35% | $0.2 |
 AAPL | 0.01% | 0.43% | $0.97 |
 BABA | 0% | 0.76% | $0.98 |
 MSFT | 0% | 0.65% | $3 |
 VOO | 0% | 1.22% | - |
 NVDA | 0% | 0.02% | $0.02 |
 LIT | 0% | 0.69% | - |
 FIW.US | 0% | 0.71% | - |
 CRM | 0% | 0.67% | $0.4 |
Performance Metrics
Score 5.6/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
2.47
2.47
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
2.47
2.47
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.45
High:
TSLA
196.04TSLALow:
TEAM
-171.16TEAMDetails
PEG Ratio
1,331.22
High:
AAPL
24,779.06AAPLLow:TEAM
-1,128.33TEAMDetails
Price/Book
16.06
High:AAPL
54.11AAPLLow:
CSIQ
0.23CSIQDetails
Price/Sales
11.47
High:
NVDA
25.49NVDALow:CSIQ
0.11CSIQDetails
Price/CF
30.41
High:TSLA
70.91TSLALow:CSIQ
4.9CSIQDetails
Price/FCF
55.73
High:TSLA
200.12TSLALow:
CRSR
8.39CRSRDetails
P/E Ratio
38.45
High:TSLA
196.04TSLALow:TEAM
-171.16TEAMDetails
PEG Ratio
1,331.22
High:AAPL
24,779.06AAPLLow:TEAM
-1,128.33TEAMDetails
Price/Book
16.06
High:AAPL
54.11AAPLLow:CSIQ
0.23CSIQDetails
Price/Sales
11.47
High:NVDA
25.49NVDALow:CSIQ
0.11CSIQDetails
Price/CF
30.41
High:TSLA
70.91TSLALow:CSIQ
4.9CSIQDetails
Price/FCF
55.73
High:TSLA
200.12TSLALow:CRSR
8.39CRSRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.06% | Jan 2018 | Nov 2020 | 34 |
-48.11% | Nov 2021 | Feb 2024 | 27 |
-15.98% | Feb 2025 | Jun 2025 | 4 |
-10.22% | May 2021 | Aug 2021 | 3 |
-8.17% | Apr 2024 | May 2024 | 1 |
-6.6% | Sep 2021 | Oct 2021 | 1 |
-4.46% | Jul 2024 | Oct 2024 | 3 |
-1.84% | Dec 2024 | Jan 2025 | 1 |