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+0.34%
This Month
+32.62%
Year To Date
+122.47%
2 Years
+2383.66%
5 Years
+3669.95%
10 Years
+99.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services32.51%
- 🍞 Consumer Non Durables15.63%
- 💻 Electronic Technology12.93%
- 💵 Cash9.95%
- 🛍️ Retail Trade9.08%
- 🚗 Consumer Durables6.72%
- 💼 Commercial Services5.57%
- 🪙 Cryptocurrencies5.55%
- 🏥 Health Services2.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.59%
- 🇺🇸 NYSE25.46%
- 🇭🇰 Hong Kong Exchanges8.81%
- 🌍 Digital Currency5.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.97%
- 🇨🇳 China17.89%
- 🇨🇦 Canada5.33%
- 🇮🇹 Italy3.66%
Dividends
Dividend Yield
0.47%
11 out of 17 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $KO (2.91%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 8.8/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
1.16
1.16
0
0.5
1
2
2
Sortino Ratio
4.49
4.49
0
1
2
5
5
Jensen's Alpha
86.52
86.52
-2
0
2
87
87
Omega Ratio
3.67
3.67
0
1
1.5
4
4
Treynor Ratio
4.93
4.93
0
0.75
1.25
5
5
Information Ratio
1.02
1.02
0
0.3
0.6
2
2
Calmar Ratio
1.71
1.71
0
0.3
0.6
2
2
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
1.16
1.16
0
0.5
1
2
2
Sortino Ratio
4.49
4.49
0
1
2
5
5
Jensen's Alpha
86.52
86.52
-2
0
2
87
87
Omega Ratio
3.67
3.67
0
1
1.5
4
4
Treynor Ratio
4.93
4.93
0
0.75
1.25
5
5
Information Ratio
1.02
1.02
0
0.3
0.6
2
2
Calmar Ratio
1.71
1.71
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.07
High:
TSLA
297.45TSLALow:
EL
-39.73ELDetails
PEG Ratio
130.85
High:
META
471.38METALow:
1810.HK
18.041810.HKDetails
Price/Book
10.02
High:
NVDA
37.81NVDALow:
BABA
2.41BABADetails
Price/Sales
9.44
High:NVDA
24.2NVDALow:
UNH
0.68UNHDetails
Price/CF
24.16
High:
TTWO
133.26TTWOLow:
PYPL
10.02PYPLDetails
Price/FCF
49.94
High:
KO
272.99KOLow:PYPL
11.57PYPLDetails
P/E Ratio
34.07
High:TSLA
297.45TSLALow:EL
-39.73ELDetails
PEG Ratio
130.85
High:META
471.38METALow:1810.HK
18.041810.HKDetails
Price/Book
10.02
High:NVDA
37.81NVDALow:BABA
2.41BABADetails
Price/Sales
9.44
High:NVDA
24.2NVDALow:UNH
0.68UNHDetails
Price/CF
24.16
High:TTWO
133.26TTWOLow:PYPL
10.02PYPLDetails
Price/FCF
49.94
High:KO
272.99KOLow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.57% | Mar 2021 | Nov 2022 | 20 |
-17.93% | Aug 2023 | Feb 2024 | 6 |
-6.82% | Dec 2020 | Jan 2021 | 1 |
-6.62% | Mar 2025 | May 2025 | 2 |
-5.12% | Sep 2020 | Oct 2020 | 1 |
-4.67% | Nov 2025 | - | 2 |
-3.38% | Apr 2024 | May 2024 | 1 |
-2.2% | Jul 2024 | Aug 2024 | 1 |