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+0.81%
This Month
+22.53%
Year To Date
+68.3%
2 Years
+73.64%
5 Years
+148.31%
10 Years
+18.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs33.72%
- 🖥️ Technology Services19.71%
- 💰 Finance12.92%
- 🪙 Cryptocurrencies6.48%
- 🛍️ Retail Trade5.77%
- 💵 Cash5.19%
- 💇♀️ Consumer Services3.38%
- 💻 Electronic Technology2.87%
- 🛠️ Producer Manufacturing2.6%
- 🍞 Consumer Non Durables2.32%
- 🧬 Health Technology1.78%
- 💼 Commercial Services1.78%
- 🚚 Transportation1.04%
- 🚗 Consumer Durables0.55%
- 🏥 Health Services0.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.83%
- 🇺🇸 Nasdaq24.32%
- 🇭🇰 Hong Kong Exchanges10%
- 🌍 Digital Currency6.48%
- 🇩🇪 FRA4.11%
- 🇬🇧 LSE1.27%
- 🇵🇹 Euronext Lisbon1.01%
- 🇩🇪 Xetra ETFs0.83%
- 🇫🇷 Euronext Paris0.5%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.26%
- 🇨🇳 China17.06%
- 🇮🇱 Israel5.47%
- 🇩🇪 Germany4.11%
- 🇨🇦 Canada1.91%
- 🇬🇧 United Kingdom1.27%
- 🇵🇹 Portugal1.01%
- 🇸🇬 Singapore0.86%
- 🇫🇷 France0.81%
- 🇮🇪 Ireland0.6%
- 🇭🇰 Hong Kong0.38%
- 🇧🇷 Brazil0.17%
- 🇨🇭 Switzerland0.14%
- 🇨🇾 Cyprus0.1%
Dividends
Dividend Yield
0.68%
18 out of 60 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PAY.L (9.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.22% | 5.48% | $3.09 |
 PAY.L | 0.08% | 9.33% | $0.48 |
 IBS.LS | 0.07% | 6.97% | - |
 NA9.DE | 0.05% | 1.32% | - |
 06862.HK | 0.05% | 6.19% | $0.82 |
 TEP.PA | 0.03% | 6.99% | $3.85 |
 0700.HK | 0.03% | 0.74% | $3.4 |
 01211.HK | 0.02% | 1.46% | $3.41 |
 TATE.L | 0.02% | 5.34% | $0.19 |
 2318.HK | 0.02% | 4.64% | $2.63 |
 JD.US | 0.02% | 3.28% | $0.74 |
 0968.HK | 0.02% | 1.29% | $0.23 |
 BABA | 0.01% | 0.65% | $0.98 |
 YUMC | 0.01% | 2.08% | $0.58 |
 CRM | 0.01% | 0.63% | $0.4 |
 9988.HK | 0.01% | 0.66% | $0.98 |
 ZEUS | 0% | 1.58% | $0.55 |
 GL | 0% | 0.82% | $0.93 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 5.2/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
-0.42
-0.42
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.35
1.35
0
1
2
3
3
Jensen's Alpha
-0.42
-0.42
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
18.11
High:
GLBE
1,019.05GLBELow:
0968.HK
-167.530968.HKDetails
PEG Ratio
516.88
High:
O
2,996.38OLow:
AUR
-181.51AURDetails
Price/Book
1.93
High:
SMWB
26.11SMWBLow:
AZULQ
-0.03AZULQDetails
Price/Sales
3.18
High:AUR
4,216.93AURLow:AZULQ
0.04AZULQDetails
Price/CF
21.62
High:
00241.HK
61.8800241.HKLow:AZULQ
0.61AZULQDetails
Price/FCF
35.42
High:
BROS
101.93BROSLow:AZULQ
0.76AZULQDetails
P/E Ratio
18.11
High:GLBE
1,019.05GLBELow:0968.HK
-167.530968.HKDetails
PEG Ratio
516.88
High:O
2,996.38OLow:AUR
-181.51AURDetails
Price/Book
1.93
High:SMWB
26.11SMWBLow:AZULQ
-0.03AZULQDetails
Price/Sales
3.18
High:AUR
4,216.93AURLow:AZULQ
0.04AZULQDetails
Price/CF
21.62
High:00241.HK
61.8800241.HKLow:AZULQ
0.61AZULQDetails
Price/FCF
35.42
High:BROS
101.93BROSLow:AZULQ
0.76AZULQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.23% | Nov 2021 | Sep 2024 | 34 |
-5.82% | Sep 2021 | Oct 2021 | 1 |
-5.65% | Feb 2025 | Jun 2025 | 4 |
-5.63% | Sep 2020 | Nov 2020 | 2 |
-5.27% | May 2021 | Aug 2021 | 3 |
-4.81% | Oct 2025 | - | 3 |
-2.49% | Dec 2024 | Jan 2025 | 1 |
-0.18% | Oct 2024 | Nov 2024 | 1 |