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+1.52%
This Month
+18.18%
Year To Date
+49.07%
2 Years
+40.6%
5 Years
+147.18%
10 Years
+18.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services41.12%
- 🛍️ Retail Trade13.71%
- 🪙 Cryptocurrencies11.9%
- 🍞 Consumer Non Durables9.48%
- 💻 Electronic Technology7.65%
- 🚚 Transportation5.06%
- 💰 Finance4.38%
- 💼 Commercial Services3.92%
- 🚗 Consumer Durables2.07%
- 🛠️ Producer Manufacturing0.46%
- 📡 Communications0.21%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.82%
- 🇺🇸 NYSE26.01%
- 🌍 Digital Currency11.9%
- 🇭🇰 Hong Kong Exchanges3.46%
- 🇳🇱 Euronext Amsterdam1.84%
- 🇬🇧 LSE0.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.49%
- 🇨🇳 China5.51%
- 🇳🇴 Norway3.07%
- 🇺🇾 Uruguay3.01%
- 🇨🇦 Canada2.42%
- 🇸🇬 Singapore2.27%
- 🇬🇧 United Kingdom1.95%
- 🇳🇱 Netherlands1.84%
- 🇫🇮 Finland0.73%
- 🇨🇭 Switzerland0.4%
- 🇮🇪 Ireland0.39%
Dividends
Dividend Yield
0.62%
14 out of 47 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UPS (6.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UPS | 0.24% | 6.5% | $6.5 |
 OPRA | 0.17% | 5.54% | $0.78 |
 MSFT | 0.05% | 0.73% | $3 |
 META | 0.02% | 0.33% | $1 |
 GOOG | 0.02% | 0.27% | $0.2 |
 CRM | 0.02% | 0.63% | $0.4 |
 GAW.L | 0.02% | 2.21% | $5.5 |
 9988.HK | 0.02% | 0.67% | $0.98 |
 JD.US | 0.02% | 3.33% | $0.74 |
 ASML.NV | 0.01% | 0.71% | $6.1 |
 V | 0.01% | 0.7% | $2.01 |
 MA | 0.01% | 0.55% | $2.46 |
 01211.HK | 0.01% | 1.47% | $3.41 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.5/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
0.22
0.22
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
0.22
0.22
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.13
High:
GRAB
171.1GRABLow:
HUBS
-5,409.21HUBSDetails
PEG Ratio
128.73
High:
V
1,245.39VLow:HUBS
-7,181.24HUBSDetails
Price/Book
9.09
High:
RBLX
152.42RBLXLow:
MSTR
0.97MSTRDetails
Price/Sales
8.05
High:
ASTS
1,129.25ASTSLow:
JD.US
0.24JD.USDetails
Price/CF
21.99
High:MSTR
7,511.07MSTRLow:
CROX
5.78CROXDetails
Price/FCF
56.41
High:MSTR
1,187.5MSTRLow:CROX
6.3CROXDetails
P/E Ratio
32.13
High:GRAB
171.1GRABLow:HUBS
-5,409.21HUBSDetails
PEG Ratio
128.73
High:V
1,245.39VLow:HUBS
-7,181.24HUBSDetails
Price/Book
9.09
High:RBLX
152.42RBLXLow:MSTR
0.97MSTRDetails
Price/Sales
8.05
High:ASTS
1,129.25ASTSLow:JD.US
0.24JD.USDetails
Price/CF
21.99
High:MSTR
7,511.07MSTRLow:CROX
5.78CROXDetails
Price/FCF
56.41
High:MSTR
1,187.5MSTRLow:CROX
6.3CROXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.22% | Nov 2021 | Nov 2024 | 36 |
-13.14% | Feb 2025 | May 2025 | 3 |
-8.88% | Sep 2020 | Nov 2020 | 2 |
-7.88% | Oct 2025 | - | 3 |
-6.88% | Mar 2021 | Oct 2021 | 7 |
-4.38% | Dec 2024 | Jan 2025 | 1 |