Loading...
0%
This Month
+3.28%
Year To Date
+64.67%
2 Years
+182.39%
5 Years
+310.62%
10 Years
+28.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology75.61%
- 🖥️ Technology Services10.44%
- 🪙 Cryptocurrencies5.28%
- 🛍️ Retail Trade2.86%
- 💇♀️ Consumer Services1.84%
- 📊 ETFs1.36%
- 💼 Commercial Services0.7%
- 💰 Finance0.65%
- 🚚 Transportation0.36%
- 💵 Cash0.21%
- 🚗 Consumer Durables0.18%
- 🛠️ Producer Manufacturing0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq77.11%
- 🇺🇸 NYSE15.09%
- 🌍 Digital Currency5.28%
- 🇭🇰 Hong Kong Exchanges1.58%
- 🇳🇴 Oslo Stock Exchange0.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.95%
- 🇯🇵 Japan8.78%
- 🇨🇳 China2.68%
- 🇹🇼 Taiwan0.78%
- 🇨🇦 Canada0.68%
- 🇸🇬 Singapore0.47%
- 🇳🇴 Norway0.36%
- 🇮🇱 Israel0.08%
Dividends
Dividend Yield
0.19%
21 out of 49 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (12.08%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NAS.OL | 0.04% | 12.08% | - |
 SONY | 0.04% | 0.49% | $0.49 |
 QCOM | 0.02% | 2.55% | $3.25 |
 DIS | 0.02% | 1.41% | $0.75 |
 MSFT | 0.01% | 0.85% | $3 |
 NVDA | 0.01% | 0.02% | $0.02 |
 NTES | 0.01% | 2.51% | $2.58 |
 0700.HK | 0.01% | 1.02% | $3.4 |
 AAPL | 0.01% | 0.38% | $0.97 |
 TSM | 0% | 0.62% | $1.74 |
 META | 0% | 0.31% | $1 |
 SBUX | 0% | 2.48% | $2.24 |
 JD.US | 0% | 3.12% | $0.74 |
 3888.HK | 0% | 0.52% | $0.14 |
 9988.HK | 0% | 0.75% | $0.98 |
 GOOGL | 0% | 0.25% | $0.2 |
 V | 0% | 0.8% | $2.01 |
 MA | 0% | 0.63% | $2.46 |
 BABA | 0% | 0.73% | $0.98 |
 01211.HK | 0% | 0.33% | $3.41 |
 PYPL | 0% | 0.55% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Pay Day | May 8, 2026 | $0.87 |
SBUX | Ex-Dividend | May 15, 2026 | $0.62 |
0700.HK | Ex-Dividend | May 15, 2026 | $0.68 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
SBUX | Pay Day | May 29, 2026 | $0.62 |
0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
QCOM | Ex-Dividend | Jun 4, 2026 | $0.92 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 6.7/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
6.29
6.29
-2
0
2
7
7
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
6.29
6.29
-2
0
2
7
7
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.6
High:
TSLA
364.78TSLALow:
INTC
-836.39INTCDetails
PEG Ratio
38.88
High:V
552.81VLow:INTC
-851.7INTCDetails
Price/Book
25.21
High:
RBLX
108.35RBLXLow:SBUX
-13.58SBUXDetails
Price/Sales
18.89
High:
APP
28.74APPLow:JD.US
0.24JD.USDetails
Price/CF
40.66
High:TSLA
107.92TSLALow:NAS.OL
2.71NAS.OLDetails
Price/FCF
54.46
High:9988.HK
2,771.019988.HKLow:
ZD
4.8ZDDetails
P/E Ratio
40.6
High:TSLA
364.78TSLALow:INTC
-836.39INTCDetails
PEG Ratio
38.88
High:V
552.81VLow:INTC
-851.7INTCDetails
Price/Book
25.21
High:RBLX
108.35RBLXLow:SBUX
-13.58SBUXDetails
Price/Sales
18.89
High:APP
28.74APPLow:JD.US
0.24JD.USDetails
Price/CF
40.66
High:TSLA
107.92TSLALow:NAS.OL
2.71NAS.OLDetails
Price/FCF
54.46
High:9988.HK
2,771.019988.HKLow:ZD
4.8ZDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.57% | Dec 2021 | Feb 2024 | 26 |
-17.82% | Nov 2025 | - | 6 |
-14.79% | Dec 2024 | May 2025 | 5 |
-5.92% | Apr 2024 | May 2024 | 1 |
-4.25% | Sep 2021 | Oct 2021 | 1 |
-3.2% | Jul 2024 | Sep 2024 | 2 |
-1.88% | May 2021 | Jul 2021 | 2 |
-1.36% | Sep 2020 | Oct 2020 | 1 |