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-1.48%
Today
+0.08%
This Month
+0.16%
Year To Date
+68.51%
2 Years
+311.26%
5 Years
+14.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- š ETFs44.53%
- šŖ Cryptocurrencies28.14%
- š„ļø Technology Services9.84%
- š» Electronic Technology9.63%
- šļø Retail Trade3.13%
- š Consumer Durables1.53%
- š¼ Commercial Services1.27%
- šāāļø Consumer Services1.08%
- š Transportation0.72%
- šµ Cash0.17%
Exchanges Breakdown
- Exchange
- Total
- šŗšø Nasdaq48.84%
- š Digital Currency28.14%
- šŗšø NYSE19.65%
- šŗšø Chicago Board Options Exchange2.34%
- š¬š§ LSE0.89%
Countries Breakdown
- Country
- Total
- šŗšø United States25.72%
- šØš³ China0.63%
- šØš¦ Canada0.45%
- š®š± Israel0.41%
Dividends
Dividend Yield
0.75%
19 out of 36 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $JEPQ (11.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JEPQ | 0.22% | 11.23% | - |
 QQQ | 0.14% | 0.63% | - |
 SPY | 0.12% | 1.29% | - |
 VOOV | 0.09% | 2.22% | - |
 EWZ | 0.07% | 7.43% | - |
 VWO | 0.03% | 3.13% | - |
 META | 0.02% | 0.3% | $1 |
 INDA | 0.02% | 0.74% | - |
 FXI | 0.02% | 1.58% | - |
 GOOG | 0.01% | 0.47% | $0.2 |
 TAN | 0.01% | 0.58% | - |
 AAPL | 0.01% | 0.5% | $0.97 |
 BABA | 0.01% | 0.86% | $0.98 |
 MSFT | 0.01% | 0.69% | $3 |
 VOO | 0% | 1.37% | - |
 LIT | 0% | 1.03% | - |
 NVDA | 0% | 0.03% | $0.02 |
 FIW.US | 0% | 0.74% | - |
 CRM | 0% | 0.6% | $0.4 |
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 |
FXI | Pay Day | Dec 20, 2025 | $0.00 |
EWZ | Pay Day | Dec 20, 2025 | $0.00 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.17 |
Performance Metrics
Score 5.5/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
2.75
2.75
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
2.75
2.75
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.49
High:
TSLA
182.61TSLALow:
TEAM
-128.02TEAMDetails
PEG Ratio
64.87
High:
MSFT
296.39MSFTLow:
UDMY
-118.46UDMYDetails
Price/Book
14.57
High:
AAPL
45.36AAPLLow:
CSIQ
0.26CSIQDetails
Price/Sales
10.15
High:
NVDA
23.52NVDALow:CSIQ
0.13CSIQDetails
Price/CF
23.98
High:TSLA
54.2TSLALow:CSIQ
4.9CSIQDetails
Price/FCF
39.81
High:TSLA
134.59TSLALow:
FVRR
9.93FVRRDetails
P/E Ratio
35.49
High:TSLA
182.61TSLALow:TEAM
-128.02TEAMDetails
PEG Ratio
64.87
High:MSFT
296.39MSFTLow:UDMY
-118.46UDMYDetails
Price/Book
14.57
High:AAPL
45.36AAPLLow:CSIQ
0.26CSIQDetails
Price/Sales
10.15
High:NVDA
23.52NVDALow:CSIQ
0.13CSIQDetails
Price/CF
23.98
High:TSLA
54.2TSLALow:CSIQ
4.9CSIQDetails
Price/FCF
39.81
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 | - | 5 |
-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 |