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+0.36%
Today
+2.96%
This Month
-8.69%
Year To Date
+91.24%
2 Years
+125.59%
5 Years
+2.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology29.46%
- 🖥️ Technology Services16.94%
- 💰 Finance12.92%
- 🪙 Cryptocurrencies10.13%
- 💇♀️ Consumer Services7.64%
- 📊 ETFs6.29%
- 🚚 Transportation3.97%
- 🚗 Consumer Durables3.87%
- 🛍️ Retail Trade0.32%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.73%
- 🇺🇸 NYSE18.49%
- 🌍 Digital Currency10.13%
- 🇬🇧 LSE6.29%
- 🇫🇮 Helsinki Stock Exchange1.67%
- 🇭🇰 Hong Kong Exchanges0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.19%
- 🇫🇮 Finland1.67%
- 🇯🇵 Japan1.44%
- 🇨🇳 China0.52%
- 🇸🇬 Singapore0.2%
- 🇹🇼 Taiwan0.1%
Dividends
Dividend Yield
0.27%
21 out of 62 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $NOKIA.HE (2.98%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.06% | 0.83% | $3 |
 JPM | 0.05% | 2.08% | $4.4 |
 NOKIA.HE | 0.05% | 2.98% | $0.13 |
 GOOG | 0.04% | 0.49% | $0.2 |
 BKNG | 0.02% | 0.73% | $17.5 |
 NTDOY | 0.01% | 0.87% | $0.24 |
 DIS | 0.01% | 1.11% | $0.75 |
 NVDA | 0.01% | 0.04% | $0.02 |
 INTC | 0% | 2.44% | $0.5 |
 QCOM | 0% | 2.33% | $3.25 |
 NTES | 0% | 2.45% | $2.58 |
 JOYY | 0% | 2.25% | $0.71 |
 TSM | 0% | 1.26% | $1.74 |
 0700.HK | 0% | 0.95% | $3.4 |
 MU | 0% | 0.59% | $0.46 |
 META | 0% | 0.37% | $1 |
 EA | 0% | 0.52% | $0.76 |
 GOOGL | 0% | 0.5% | $0.2 |
 AAPL | 0% | 0.48% | $0.97 |
 3888.HK | 0% | 0.42% | $0.14 |
 SONY | 0% | 0.36% | $0.49 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JPM | Pay Day | Apr 30, 2025 | $1.40 |
JOYY | Pay Day | Apr 30, 2025 | $0.93 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
0700.HK | Ex-Dividend | May 16, 2025 | $0.58 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 2.9/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-6.99
-6.99
-7
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-6.99
-6.99
-7
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.27
High:
SE
174.59SELow:
RBLX
-45.93RBLXDetails
PEG Ratio
61.65
High:
MSFT
254.57MSFTLow:RBLX
-203.53RBLXDetails
Price/Book
8.32
High:RBLX
199.92RBLXLow:
BKNG
-40.08BKNGDetails
Price/Sales
9.34
High:
APP
20.96APPLow:
WDC
0.94WDCDetails
Price/CF
31.69
High:
TTWO
18,296.3TTWOLow:
SONY
4.55SONYDetails
Price/FCF
50.91
High:
MU
1,171.75MULow:SONY
5.77SONYDetails
P/E Ratio
27.27
High:SE
174.59SELow:RBLX
-45.93RBLXDetails
PEG Ratio
61.65
High:MSFT
254.57MSFTLow:RBLX
-203.53RBLXDetails
Price/Book
8.32
High:RBLX
199.92RBLXLow:BKNG
-40.08BKNGDetails
Price/Sales
9.34
High:APP
20.96APPLow:WDC
0.94WDCDetails
Price/CF
31.69
High:TTWO
18,296.3TTWOLow:SONY
4.55SONYDetails
Price/FCF
50.91
High:MU
1,171.75MULow:SONY
5.77SONYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.04% | Nov 2013 | Feb 2021 | 87 |
-59.62% | Nov 2021 | Nov 2024 | 36 |
-13.76% | Dec 2024 | - | 5 |
-8.57% | Sep 2021 | Oct 2021 | 1 |
-6.64% | May 2021 | Aug 2021 | 3 |