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+0.53%
This Month
-21.86%
Year To Date
-2.77%
2 Years
-23.52%
5 Years
-38.78%
10 Years
-6.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies44.59%
- 📊 ETFs25.95%
- 🖥️ Technology Services7.24%
- 💻 Electronic Technology6.15%
- 💰 Finance4.9%
- 🛍️ Retail Trade3.58%
- 💵 Cash3.23%
- ⚡ Utilities2.76%
- ❓ Other0.66%
- 🛠️ Producer Manufacturing0.22%
- ⛏️ Energy Minerals0.12%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency44.59%
- 🇺🇸 NYSE26.72%
- 🇺🇸 Nasdaq20.74%
- 🇺🇸 Chicago Board Options Exchange2.75%
- 🇩🇪 Xetra ETFs1.01%
- 🇫🇷 Euronext Paris0.2%
- 🇬🇧 LSE0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.89%
- 🇨🇳 China3.63%
- 🇮🇱 Israel1.54%
- 🇹🇼 Taiwan0.28%
- 🇰🇷 South Korea0.25%
- 🇫🇷 France0.2%
- 🇸🇬 Singapore0.1%
- 🇯🇵 Japan0.09%
Dividends
Dividend Yield
0.24%
17 out of 63 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TTE.PA (4.44%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NJR | 0.1% | 3.49% | $1.68 |
 AIG | 0.06% | 2.45% | $1.48 |
 BABA | 0.03% | 0.8% | $0.98 |
 MSFT | 0.02% | 0.72% | $3 |
 AAPL | 0.01% | 0.35% | $0.97 |
 GOOGL | 0.01% | 0.25% | $0.2 |
 TTE.PA | 0.01% | 4.44% | $3.06 |
 SWKS | 0% | 4.15% | $2.72 |
 NVDA | 0% | 0.13% | $0.02 |
 HIMX | 0% | 1.61% | $0.28 |
 QCOM | 0% | 2.21% | $3.25 |
 NTES | 0% | 2.35% | $2.58 |
 TSM | 0% | 0.71% | $1.74 |
 AVGO | 0% | 0.61% | $19.7 |
 SMSN.L | 0% | 0.35% | $23.68 |
 SONY | 0% | 0.47% | $0.49 |
 META | 0% | 0.35% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0
0
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.01
-0.01
-1
1
2
3
3
Jensen's Alpha
-12.26
-12.26
-13
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
-0.01
-0.01
-1
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0
0
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.01
-0.01
-1
1
2
3
3
Jensen's Alpha
-12.26
-12.26
-13
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
-0.01
-0.01
-1
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.46
High:
AMD
183.1AMDLow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
269.92
High:AIG
1,305.79AIGLow:
INTC
-203.76INTCDetails
Price/Book
11.6
High:
RBLX
91.71RBLXLow:
UBI.PA
0.54UBI.PADetails
Price/Sales
10.14
High:
MVIS
76.23MVISLow:
LPL
0.21LPLDetails
Price/CF
24.88
High:
LITE
149.43LITELow:UBI.PA
1.84UBI.PADetails
Price/FCF
46.83
High:BABA
1,196.17BABALow:UBI.PA
2.09UBI.PADetails
P/E Ratio
29.46
High:AMD
183.1AMDLow:BIDU
-5,065.95BIDUDetails
PEG Ratio
269.92
High:AIG
1,305.79AIGLow:INTC
-203.76INTCDetails
Price/Book
11.6
High:RBLX
91.71RBLXLow:UBI.PA
0.54UBI.PADetails
Price/Sales
10.14
High:MVIS
76.23MVISLow:LPL
0.21LPLDetails
Price/CF
24.88
High:LITE
149.43LITELow:UBI.PA
1.84UBI.PADetails
Price/FCF
46.83
High:BABA
1,196.17BABALow:UBI.PA
2.09UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.14% | Oct 2018 | Nov 2024 | 73 |
-46.98% | Oct 2025 | - | 11 |
-32.26% | Feb 2025 | Aug 2025 | 6 |
-6.82% | Dec 2024 | Jan 2025 | 1 |