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-0.25%
This Month
-8.37%
Year To Date
+60.14%
2 Years
+159.06%
5 Years
+264.3%
10 Years
+26.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology73.22%
- 🖥️ Technology Services11.8%
- 🪙 Cryptocurrencies5.57%
- 🛍️ Retail Trade2.9%
- 💇♀️ Consumer Services2.11%
- 📊 ETFs1.36%
- 💼 Commercial Services0.79%
- 💰 Finance0.78%
- 🚚 Transportation0.46%
- 🚗 Consumer Durables0.21%
- 💵 Cash0.2%
- 🛠️ Producer Manufacturing0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq73.85%
- 🇺🇸 NYSE17.48%
- 🌍 Digital Currency5.57%
- 🇭🇰 Hong Kong Exchanges1.99%
- 🇳🇴 Oslo Stock Exchange0.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States75.62%
- 🇯🇵 Japan10.81%
- 🇨🇳 China3.36%
- 🇹🇼 Taiwan0.77%
- 🇨🇦 Canada0.76%
- 🇸🇬 Singapore0.55%
- 🇳🇴 Norway0.46%
- 🇮🇱 Israel0.07%
Dividends
Dividend Yield
0.19%
21 out of 49 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (5.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SONY | 0.05% | 0.48% | $0.49 |
 NAS.OL | 0.03% | 5.71% | - |
 DIS | 0.02% | 1.46% | $0.75 |
 QCOM | 0.01% | 2.58% | $3.25 |
 MSFT | 0.01% | 0.86% | $3 |
 NVDA | 0.01% | 0.02% | $0.02 |
 NTES | 0.01% | 2.53% | $2.58 |
 0700.HK | 0.01% | 0.9% | $3.4 |
 AAPL | 0.01% | 0.4% | $0.97 |
 TSM | 0.01% | 0.78% | $1.74 |
 META | 0.01% | 0.32% | $1 |
 3888.HK | 0% | 0.62% | $0.14 |
 JD.US | 0% | 3.93% | $0.74 |
 SBUX | 0% | 2.55% | $2.24 |
 9988.HK | 0% | 0.81% | $0.98 |
 01211.HK | 0% | 1.56% | $3.41 |
 GOOGL | 0% | 0.28% | $0.2 |
 V | 0% | 0.78% | $2.01 |
 MA | 0% | 0.62% | $2.46 |
 BABA | 0% | 0.79% | $0.98 |
 PYPL | 0% | 0.6% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.8/10
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
5.36
5.36
-2
0
2
6
6
Omega Ratio
1.56
1.56
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
5.36
5.36
-2
0
2
6
6
Omega Ratio
1.56
1.56
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.83
High:
TSLA
377.27TSLALow:
DKNG
-647.07DKNGDetails
PEG Ratio
46.8
High:V
564.33VLow:DKNG
-642.17DKNGDetails
Price/Book
22.69
High:
RBLX
121.03RBLXLow:SBUX
-13.19SBUXDetails
Price/Sales
16.94
High:
APP
28.27APPLow:JD.US
0.21JD.USDetails
Price/CF
40.1
High:TSLA
107.92TSLALow:NAS.OL
2.71NAS.OLDetails
Price/FCF
53.88
High:9988.HK
2,771.019988.HKLow:
ZD
4.8ZDDetails
P/E Ratio
36.83
High:TSLA
377.27TSLALow:DKNG
-647.07DKNGDetails
PEG Ratio
46.8
High:V
564.33VLow:DKNG
-642.17DKNGDetails
Price/Book
22.69
High:RBLX
121.03RBLXLow:SBUX
-13.19SBUXDetails
Price/Sales
16.94
High:APP
28.27APPLow:JD.US
0.21JD.USDetails
Price/CF
40.1
High:TSLA
107.92TSLALow:NAS.OL
2.71NAS.OLDetails
Price/FCF
53.88
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 |
-15.22% | Nov 2025 | - | 5 |
-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 |