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+1.5%
Today
+0.89%
This Month
-4.86%
Year To Date
+81.62%
2 Years
+198.4%
5 Years
+25.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies63.79%
- 📊 ETFs6.05%
- 💻 Electronic Technology4.62%
- 🛍️ Retail Trade4.37%
- 🖥️ Technology Services3.76%
- 🧬 Health Technology3.64%
- 🛠️ Producer Manufacturing2.49%
- ⚡ Utilities1.87%
- 💰 Finance1.46%
- 💵 Cash0.95%
- 🍞 Consumer Non Durables0.89%
- 💼 Commercial Services0.72%
- 🧪 Process Industries0.59%
- 💇♀️ Consumer Services0.58%
- 🚚 Transportation0.53%
- 🚗 Consumer Durables0.47%
- 🪨 Non Energy Minerals0.32%
- ⛏️ Energy Minerals0.26%
- 🏭 Industrial Services0.24%
- 🧩 Miscellaneous0.17%
- 📦 Distribution Services0.11%
- 🏥 Health Services0.03%
- 💹 Forex0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency63.79%
- 🇺🇸 NYSE12.57%
- 🇺🇸 Nasdaq9%
- 🇭🇰 Hong Kong Exchanges6.14%
- 🇳🇱 Euronext Amsterdam1.51%
- 🇨🇭 SIX1.02%
- 🇩🇪 FRA0.95%
- 🇩🇪 Xetra ETFs0.71%
- 🇬🇧 LSE0.43%
- 🇺🇸 Chicago Board Options Exchange0.31%
- 🇩🇰 Copenhagen Stock Exchange0.23%
- 🇪🇸 Bolsa De Madrid0.13%
- 🇳🇴 Oslo Stock Exchange0.11%
- 🇫🇷 Euronext Paris0.04%
- 🌍 FX0%
- 🇸🇪 Stockholm Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.08%
- 🇨🇳 China8.76%
- 🇳🇱 Netherlands1.58%
- 🇨🇭 Switzerland1.2%
- 🇩🇪 Germany1.02%
- 🇨🇦 Canada0.57%
- 🇬🇧 United Kingdom0.57%
- 🇮🇪 Ireland0.38%
- 🇸🇬 Singapore0.36%
- 🇩🇰 Denmark0.32%
- 🇭🇰 Hong Kong0.29%
- 🇰🇷 South Korea0.19%
- 🇫🇷 France0.15%
- 🇪🇸 Spain0.13%
- 🇫🇮 Finland0.11%
- 🇳🇴 Norway0.11%
- 🇺🇾 Uruguay0.1%
- 🇮🇳 India0.06%
- 🇮🇱 Israel0.05%
- 🇹🇼 Taiwan0.04%
- 🇯🇵 Japan0.04%
- 🇧🇷 Brazil0.01%
- 🇸🇪 Sweden0%
- 🇦🇹 Austria0%
Dividends
Dividend Yield
0.51%
149 out of 319 instruments pay dividend.
47 dividend payments in the next 30 days.
Highest Dividend: $JKS (15.64%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 0968.HK | 0.05% | 10.55% | $0.23 |
 LIGHT.NV | 0.03% | 7.23% | $1.55 |
 01211.HK | 0.02% | 1.06% | $3.41 |
 XLU | 0.01% | 2.78% | - |
 ROG.ZU | 0.01% | 3.62% | $9.6 |
 0916.HK | 0.01% | 3.65% | $0.24 |
 FLOW.NV | 0.01% | 1.53% | $0.45 |
 AVOL.ZU | 0.01% | 2.31% | $0.7 |
 XLP | 0.01% | 2.46% | - |
 EEM | 0.01% | 2.23% | - |
 ZURN.ZU | 0.01% | 4.83% | $26 |
 GUNR | 0.01% | 3.43% | - |
 BABA | 0.01% | 0.86% | $0.98 |
 P911.DE | 0.01% | 5.59% | $2.31 |
 JNJ | 0.01% | 3.24% | $4.81 |
 CNQ | 0.01% | 4.98% | $1.48 |
 NEE | 0.01% | 3% | $1.97 |
 PFE | 0.01% | 7.28% | $1.66 |
 B | 0.01% | 1.95% | $0.4 |
 XLV | 0.01% | 1.76% | - |
 BBY | 0.01% | 5.18% | $3.72 |
 VOO | 0.01% | 1.29% | - |
 RPRX | 0.01% | 2.55% | $0.82 |
 CVX | 0.01% | 4.76% | $6.28 |
 TGT | 0.01% | 4.6% | $4.42 |
 ES | 0.01% | 4.48% | $2.78 |
 2338.HK | 0% | 4.82% | $0.57 |
 SPXS | 0% | 6.16% | - |
 PEP | 0% | 4.22% | $5.15 |
 EVRG | 0% | 4.05% | $2.54 |
 00285.HK | 0% | 1.96% | $0.59 |
 SOXL | 0% | 2.17% | - |
 VOF.L | 0% | 2.42% | $0.1 |
 EWJ | 0% | 2.12% | - |
 PRG | 0% | 1.72% | $0.24 |
 0700.HK | 0% | 0.88% | $3.4 |
 XEL | 0% | 3.26% | $2.13 |
 SMSN.L | 0% | 2.2% | $23.68 |
 VIPS | 0% | 3.14% | $0.41 |
 JD.US | 0% | 2.96% | $0.74 |
 EIX | 0% | 5.98% | $3.04 |
 JKS | 0% | 15.64% | $1.48 |
 KO | 0% | 2.79% | $1.89 |
 VOW3.DE | 0% | 6.94% | $9.06 |
 WB | 0% | 8.29% | - |
 KMB | 0% | 3.71% | $4.8 |
 MCD | 0% | 2.27% | $6.53 |
 NKE | 0% | 2.5% | $1.45 |
 MDT.US | 0% | 3.21% | $2.77 |
 LMT | 0% | 2.71% | $12.45 |
 9988.HK | 0% | 0.89% | $0.98 |
 SNY | 0% | 3.19% | $1.48 |
 GSK | 0% | 3.83% | $1.45 |
 URA | 0% | 2.39% | - |
 SYY | 0% | 2.78% | $2.01 |
 BMY | 0% | 5.04% | $2.34 |
 APD | 0% | 2.54% | $7.04 |
 PG | 0% | 2.49% | $3.83 |
 ICLN | 0% | 1.65% | - |
 ELS | 0% | 3.13% | $1.85 |
 TQQQ | 0% | 1.41% | - |
 TXN | 0% | 2.8% | $5.14 |
 MKC | 0% | 2.34% | $1.62 |
 AMGN | 0% | 3.19% | $8.76 |
 GILD | 0% | 2.77% | $3.04 |
 AZN | 0% | 2.09% | $1.42 |
 ATHM.CH | 0% | 6.5% | $1.68 |
 NOC | 0% | 1.73% | $7.67 |
 ATO | 0% | 2.24% | $3.16 |
 IBE.MC | 0% | 3.21% | $0.45 |
 LHX | 0% | 1.93% | $4.6 |
 SSE.L | 0% | 3.66% | $0.6 |
 CL | 0% | 2.24% | $1.96 |
 GD | 0% | 2.11% | $5.48 |
 DUK | 0% | 3.63% | $4.1 |
 NOK | 0% | 1.89% | $0.1 |
 RWE.DE | 0% | 3.3% | $1 |
 ADI | 0% | 1.72% | $3.56 |
 EXC | 0% | 3.66% | $1.48 |
 3800.HK | 0% | 0.9% | - |
 ADP | 0% | 1.84% | $5.45 |
 ED | 0% | 3.31% | $3.28 |
 NTES | 0% | 2.17% | $2.58 |
 LOW | 0% | 2.06% | $4.45 |
 AEP | 0% | 3.61% | $3.47 |
 LNT | 0% | 3.27% | $1.87 |
 BDX | 0% | 2.35% | $3.76 |
 HD | 0% | 2.48% | $8.52 |
 LIN | 0% | 1.22% | $5.33 |
 JOYY | 0% | 1.93% | $0.71 |
 MSFT | 0% | 0.69% | $3 |
 0992.HK | 0% | 4.33% | $0.38 |
 PEG | 0% | 3.07% | $2.34 |
 FIW.US | 0% | 0.71% | - |
 00763.HK | 0% | 2.83% | $0.74 |
 SRLN | 0% | 8.23% | - |
 EBAY | 0% | 1.42% | $1.04 |
 MRK | 0% | 4.05% | $3.04 |
 BKLN | 0% | 8.05% | - |
 LIT | 0% | 1.04% | - |
 HYS | 0% | 7.4% | - |
 ANE.MC | 0% | 2% | $0.39 |
 HIMX | 0% | 8.4% | $0.28 |
 RSG | 0% | 0.92% | $2.14 |
 CHD | 0% | 1.17% | $1.11 |
 XBI | 0% | 0.17% | - |
 SHW | 0% | 0.84% | $2.64 |
 BIL | 0% | 4.68% | - |
 JAAA | 0% | 6.02% | - |
 LAND.ZU | 0% | 2.2% | $2.25 |
 PBR.A | 0% | 12.14% | $2.21 |
 EUNW.DE | 0% | 5.93% | - |
 SWKS | 0% | 3.91% | $2.72 |
 669.HK | 0% | 2.46% | $1.93 |
 INTC | 0% | 2.49% | $0.5 |
 WMT | 0% | 0.96% | $0.81 |
 DFEN | 0% | 0.56% | - |
 SPGI | 0% | 0.72% | $3.62 |
 ABT | 0% | 1.71% | $2.16 |
 TCOM.CH | 0% | 0.46% | - |
 TME | 0% | 0.97% | $0.12 |
 ORSTED.CO | 0% | 0.46% | - |
 IBB | 0% | 0.32% | - |
 BKNG | 0% | 0.65% | $17.5 |
 02382.HK | 0% | 0.86% | $0.22 |
 BRO | 0% | 0.52% | $0.51 |
 CASY | 0% | 0.45% | $1.79 |
 YMM | 0% | 0.67% | $0.13 |
 ORA.US | 0% | 0.62% | $0.48 |
 TSM | 0% | 1.1% | $1.74 |
 EXPE | 0% | 0.45% | - |
 KVUE | 0% | 3.77% | $0.8 |
 INDA | 0% | 0.74% | - |
 SRAIL.ZU | 0% | 0.97% | $0.9 |
 3888.HK | 0% | 0.46% | $0.14 |
 VST | 0% | 0.51% | $0.85 |
 02018.HK | 0% | 0.63% | $0.1 |
 QCOM | 0% | 2.31% | $3.25 |
 REGN | 0% | 0.36% | - |
 LABU.US | 0% | 0.51% | - |
 SONY | 0% | 0.37% | $0.49 |
 AAPL | 0% | 0.5% | $0.97 |
 GOOGL | 0% | 0.47% | $0.2 |
 AVGO | 0% | 0.91% | $19.7 |
 EVO.ST | 0% | 4.69% | $31.03 |
 META | 0% | 0.29% | $1 |
 GEV | 0% | 0.1% | - |
 EA | 0% | 0.51% | $0.76 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PEG | Ex-Dividend | Jun 9, 2025 | $0.63 |
BDX | Ex-Dividend | Jun 9, 2025 | $1.04 |
ATO | Pay Day | Jun 9, 2025 | $0.87 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
AEP | Pay Day | Jun 10, 2025 | $0.93 |
01211.HK | Ex-Dividend | Jun 10, 2025 | $0.55 |
RPRX | Pay Day | Jun 10, 2025 | $0.22 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
SPGI | Pay Day | Jun 11, 2025 | $0.96 |
9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
SNY | Pay Day | Jun 12, 2025 | $2.52 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
EBAY | Pay Day | Jun 13, 2025 | $0.29 |
NTES | Pay Day | Jun 13, 2025 | $0.68 |
GILD | Ex-Dividend | Jun 13, 2025 | $0.79 |
EXC | Pay Day | Jun 13, 2025 | $0.40 |
ADP | Ex-Dividend | Jun 13, 2025 | $1.54 |
XEL | Ex-Dividend | Jun 13, 2025 | $0.57 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
MRK | Ex-Dividend | Jun 16, 2025 | $0.81 |
DUK | Pay Day | Jun 16, 2025 | $1.04 |
NEE | Pay Day | Jun 16, 2025 | $0.57 |
ED | Pay Day | Jun 16, 2025 | $0.85 |
B | Pay Day | Jun 16, 2025 | $0.10 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
SWKS | Pay Day | Jun 17, 2025 | $0.70 |
HD | Pay Day | Jun 18, 2025 | $2.30 |
EA | Pay Day | Jun 18, 2025 | $0.19 |
BBY | Ex-Dividend | Jun 18, 2025 | $0.95 |
NOC | Pay Day | Jun 18, 2025 | $2.31 |
LHX | Pay Day | Jun 18, 2025 | $1.20 |
LIN | Pay Day | Jun 18, 2025 | $1.50 |
ADI | Pay Day | Jun 18, 2025 | $0.99 |
VST | Ex-Dividend | Jun 18, 2025 | $0.22 |
02018.HK | Pay Day | Jun 19, 2025 | $0.03 |
AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
EVRG | Pay Day | Jun 20, 2025 | $0.67 |
0916.HK | Ex-Dividend | Jun 23, 2025 | $0.03 |
JOYY | Ex-Dividend | Jun 23, 2025 | $0.94 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
GILD | Pay Day | Jun 27, 2025 | $0.79 |
02382.HK | Pay Day | Jun 27, 2025 | $0.07 |
669.HK | Pay Day | Jun 27, 2025 | $0.15 |
ELS | Ex-Dividend | Jun 27, 2025 | $0.52 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
PEG | Pay Day | Jun 30, 2025 | $0.63 |
BDX | Pay Day | Jun 30, 2025 | $1.04 |
ES | Pay Day | Jun 30, 2025 | $0.75 |
HIMX | Ex-Dividend | Jun 30, 2025 | $0.37 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
VST | Pay Day | Jun 30, 2025 | $0.22 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
ADP | Pay Day | Jul 1, 2025 | $1.54 |
APD | Ex-Dividend | Jul 1, 2025 | $1.79 |
KMB | Pay Day | Jul 2, 2025 | $1.26 |
RSG | Ex-Dividend | Jul 2, 2025 | $0.58 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
SYY | Ex-Dividend | Jul 3, 2025 | $0.54 |
GD | Ex-Dividend | Jul 3, 2025 | $1.50 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
JOYY | Pay Day | Jul 3, 2025 | $0.94 |
IBE.MC | Ex-Dividend | Jul 4, 2025 | $0.46 |
MRK | Pay Day | Jul 8, 2025 | $0.81 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
BBY | Pay Day | Jul 10, 2025 | $0.95 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
GSK | Pay Day | Jul 10, 2025 | $0.43 |
HIMX | Pay Day | Jul 11, 2025 | $0.37 |
ELS | Pay Day | Jul 11, 2025 | $0.52 |
RSG | Pay Day | Jul 15, 2025 | $0.58 |
XEL | Pay Day | Jul 20, 2025 | $0.57 |
LOW | Ex-Dividend | Jul 23, 2025 | $1.20 |
SSE.L | Ex-Dividend | Jul 24, 2025 | $0.58 |
SYY | Pay Day | Jul 25, 2025 | $0.54 |
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
IBE.MC | Pay Day | Jul 30, 2025 | $0.46 |
0992.HK | Ex-Dividend | Jul 30, 2025 | $0.04 |
LOW | Pay Day | Aug 6, 2025 | $1.20 |
GD | Pay Day | Aug 8, 2025 | $1.50 |
APD | Pay Day | Aug 11, 2025 | $1.79 |
0992.HK | Pay Day | Aug 13, 2025 | $0.04 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
0916.HK | Pay Day | Aug 15, 2025 | $0.03 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
SSE.L | Pay Day | Sep 18, 2025 | $0.58 |
EEM | Pay Day | Dec 20, 2025 | $0.00 |
EWJ | Pay Day | Dec 20, 2025 | $0.00 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
ICLN | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6.2/10
Beta
1.68
1.68
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
9.37
9.37
-2
0
2
10
10
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.68
1.68
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
9.37
9.37
-2
0
2
10
10
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.86
High:
GRAB
923.21GRABLow:
RGEN
-311.71RGENDetails
PEG Ratio
182.25
High:
KO
10,192.65KOLow:
00268.HK
-760.7700268.HKDetails
Price/Book
4.63
High:
ALNY
339.6ALNYLow:
NIO
-139.72NIODetails
Price/Sales
3.45
High:
PLTR
104.67PLTRLow:
PCVX
-PCVXDetails
Price/CF
16.26
High:
TTWO
18,296.3TTWOLow:
FLOW.NV
0.98FLOW.NVDetails
Price/FCF
36.42
High:
PEP
5,253.35PEPLow:FLOW.NV
0.99FLOW.NVDetails
P/E Ratio
26.86
High:GRAB
923.21GRABLow:RGEN
-311.71RGENDetails
PEG Ratio
182.25
High:KO
10,192.65KOLow:00268.HK
-760.7700268.HKDetails
Price/Book
4.63
High:ALNY
339.6ALNYLow:NIO
-139.72NIODetails
Price/Sales
3.45
High:PLTR
104.67PLTRLow:PCVX
-PCVXDetails
Price/CF
16.26
High:TTWO
18,296.3TTWOLow:FLOW.NV
0.98FLOW.NVDetails
Price/FCF
36.42
High:PEP
5,253.35PEPLow:FLOW.NV
0.99FLOW.NVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-73.49% | Sep 2021 | - | 46 |
-12.97% | Jun 2021 | Aug 2021 | 2 |
-7.63% | Sep 2020 | Nov 2020 | 2 |
-1.06% | Jun 2020 | Jul 2020 | 1 |
-0.83% | Mar 2021 | Apr 2021 | 1 |