Loading...
+0.41%
Today
+8.16%
This Month
+13.1%
Year To Date
+82.31%
2 Years
+285.45%
5 Years
+15.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- š ETFs41.64%
- šŖ Cryptocurrencies31.77%
- š» Electronic Technology10.32%
- š„ļø Technology Services8.87%
- šļø Retail Trade2.96%
- š Consumer Durables1.57%
- š¼ Commercial Services1.17%
- šāāļø Consumer Services0.97%
- š Transportation0.68%
- šµ Cash0.09%
Exchanges Breakdown
- Exchange
- Total
- šŗšø Nasdaq47.08%
- š Digital Currency31.77%
- šŗšø NYSE18.18%
- šŗšø Chicago Board Options Exchange2.08%
- š¬š§ LSE0.83%
Countries Breakdown
- Country
- Total
- šŗšø United States25.26%
- šØš³ China0.55%
- šØš¦ Canada0.43%
- š®š± Israel0.28%
Dividends
Dividend Yield
0.67%
19 out of 36 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JEPQ (11.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JEPQ | 0.21% | 11.28% | - |
 QQQ | 0.12% | 0.58% | - |
 SPY | 0.1% | 1.21% | - |
 VOOV | 0.08% | 2.16% | - |
 EWZ | 0.06% | 7.39% | - |
 VWO | 0.02% | 3.02% | - |
 META | 0.02% | 0.29% | $1 |
 INDA | 0.02% | 0.74% | - |
 FXI | 0.01% | 1.52% | - |
 TAN | 0.01% | 0.51% | - |
 GOOG | 0.01% | 0.42% | $0.2 |
 AAPL | 0.01% | 0.48% | $0.97 |
 BABA | 0% | 0.86% | $0.98 |
 MSFT | 0% | 0.65% | $3 |
 VOO | 0% | 1.29% | - |
 LIT | 0% | 1.04% | - |
 NVDA | 0% | 0.02% | $0.02 |
 FIW.US | 0% | 0.71% | - |
 CRM | 0% | 0.62% | $0.4 |
Performance Metrics
Score 5.5/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
2.5
2.5
-2
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
2.5
2.5
-2
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.15
High:
TSLA
181.29TSLALow:
TEAM
-118.28TEAMDetails
PEG Ratio
72.45
High:
MSFT
325.82MSFTLow:
UDMY
-107.63UDMYDetails
Price/Book
17.32
High:
NVDA
50.15NVDALow:
CSIQ
0.29CSIQDetails
Price/Sales
11.97
High:NVDA
28.57NVDALow:CSIQ
0.14CSIQDetails
Price/CF
25.2
High:TSLA
54.2TSLALow:CSIQ
4.9CSIQDetails
Price/FCF
40.03
High:TSLA
134.59TSLALow:
FVRR
9.93FVRRDetails
P/E Ratio
41.15
High:TSLA
181.29TSLALow:TEAM
-118.28TEAMDetails
PEG Ratio
72.45
High:MSFT
325.82MSFTLow:UDMY
-107.63UDMYDetails
Price/Book
17.32
High:NVDA
50.15NVDALow:CSIQ
0.29CSIQDetails
Price/Sales
11.97
High:NVDA
28.57NVDALow:CSIQ
0.14CSIQDetails
Price/CF
25.2
High:TSLA
54.2TSLALow:CSIQ
4.9CSIQDetails
Price/FCF
40.03
High:TSLA
134.59TSLALow:FVRR
9.93FVRRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.06% | Jan 2018 | Nov 2020 | 34 |
-47.91% | 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 |