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-2.82%
This Month
-2.82%
Year To Date
+28.38%
2 Years
-4.89%
5 Years
-23.86%
10 Years
-3.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies61.28%
- 📊 ETFs16.18%
- 💰 Finance7.77%
- 🖥️ Technology Services6.37%
- 🛍️ Retail Trade4.43%
- 💻 Electronic Technology3.02%
- 🧬 Health Technology0.6%
- 💵 Cash0.24%
- 🛠️ Producer Manufacturing0.09%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency61.28%
- 🇺🇸 Nasdaq18.75%
- 🇺🇸 NYSE16.22%
- 🇺🇸 Chicago Board Options Exchange2.5%
- 🇩🇪 Xetra ETFs0.81%
- 🇬🇧 LSE0.1%
- 🇫🇷 Euronext Paris0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.17%
- 🇨🇳 China4.52%
- 🇮🇱 Israel3.02%
- 🇰🇷 South Korea0.18%
- 🇹🇼 Taiwan0.17%
- 🇸🇬 Singapore0.08%
- 🇯🇵 Japan0.08%
- 🇫🇷 France0.06%
Dividends
Dividend Yield
0.14%
17 out of 59 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.64%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AIG | 0.05% | 2.4% | $1.48 |
 PFE | 0.04% | 6.64% | $1.66 |
 BABA | 0.02% | 0.58% | $0.98 |
 MSFT | 0.01% | 0.78% | $3 |
 AAPL | 0% | 0.4% | $0.97 |
 SWKS | 0% | 5.13% | $2.72 |
 HIMX | 0% | 4.23% | $0.28 |
 GOOGL | 0% | 0.24% | $0.2 |
 QCOM | 0% | 2.34% | $3.25 |
 NTES | 0% | 2.26% | $2.58 |
 SMSN.L | 0% | 0.77% | $23.68 |
 TSM | 0% | 0.79% | $1.74 |
 AVGO | 0% | 0.73% | $19.7 |
 SONY | 0% | 0.47% | $0.49 |
 EA | 0% | 0.37% | $0.76 |
 META | 0% | 0.29% | $1 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.8/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.12
0.12
0
1
2
3
3
Jensen's Alpha
-8.85
-8.85
-9
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.24
0.24
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.12
0.12
0
1
2
3
3
Jensen's Alpha
-8.85
-8.85
-9
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.24
0.24
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.03
High:
LITE
257.37LITELow:
NET
-621.65NETDetails
PEG Ratio
59.53
High:
ADSK
2,010.11ADSKLow:
INTC
-606.5INTCDetails
Price/Book
10.45
High:
RBLX
129.62RBLXLow:
UBI.PA
0.38UBI.PADetails
Price/Sales
9.41
High:
MVIS
103MVISLow:
LPL
0.21LPLDetails
Price/CF
28.47
High:NET
139.36NETLow:UBI.PA
1.56UBI.PADetails
Price/FCF
59.24
High:BABA
1,196.17BABALow:UBI.PA
1.61UBI.PADetails
P/E Ratio
35.03
High:LITE
257.37LITELow:NET
-621.65NETDetails
PEG Ratio
59.53
High:ADSK
2,010.11ADSKLow:INTC
-606.5INTCDetails
Price/Book
10.45
High:RBLX
129.62RBLXLow:UBI.PA
0.38UBI.PADetails
Price/Sales
9.41
High:MVIS
103MVISLow:LPL
0.21LPLDetails
Price/CF
28.47
High:NET
139.36NETLow:UBI.PA
1.56UBI.PADetails
Price/FCF
59.24
High:BABA
1,196.17BABALow:UBI.PA
1.61UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.14% | Oct 2018 | Nov 2024 | 73 |
-32.26% | Feb 2025 | Aug 2025 | 6 |
-32.09% | Oct 2025 | - | 4 |
-6.82% | Dec 2024 | Jan 2025 | 1 |