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+1.68%
Today
+2.92%
This Month
+12.15%
Year To Date
+54.94%
2 Years
+110.65%
5 Years
+19.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services35.97%
- 💰 Finance13.11%
- 🪙 Cryptocurrencies12.3%
- 🛍️ Retail Trade11.49%
- 💻 Electronic Technology6.87%
- 🍞 Consumer Non Durables5.32%
- 💼 Commercial Services3.23%
- 🧩 Miscellaneous3.17%
- 📊 ETFs1.94%
- 🚗 Consumer Durables1.79%
- 🚚 Transportation1.49%
- 🏥 Health Services0.95%
- 🌾 Commodities0.84%
- 💇♀️ Consumer Services0.77%
- 🛠️ Producer Manufacturing0.67%
- 💵 Cash0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.9%
- 🇺🇸 NYSE30.44%
- 🌍 Digital Currency12.3%
- 🇬🇧 LSE4.01%
- 🇳🇱 Euronext Amsterdam1.37%
- 🇭🇰 Hong Kong Exchanges1.06%
- 🌍 Commodity0.84%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.41%
- 🇬🇧 United Kingdom5.31%
- 🇳🇴 Norway4.22%
- 🇸🇬 Singapore3.41%
- 🇯🇵 Japan3.37%
- 🇨🇳 China2.78%
- 🇨🇦 Canada1.65%
- 🇺🇾 Uruguay1.42%
- 🇳🇱 Netherlands1.37%
- 🇨🇭 Switzerland1.07%
- 🇮🇳 India0.9%
- 🇱🇺 Luxembourg0.56%
- 🇮🇪 Ireland0.37%
Dividends
Dividend Yield
0.78%
28 out of 65 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $DUST (8.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OPRA | 0.17% | 4.12% | $0.78 |
 DLR | 0.11% | 2.76% | $4.88 |
 VOF.L | 0.08% | 2.42% | $0.1 |
 MUFG | 0.06% | 1.71% | $0.23 |
 MSFT | 0.05% | 0.69% | $3 |
 EL | 0.03% | 2.52% | $2.64 |
 GAW.L | 0.03% | 3.23% | $5.5 |
 GOOG | 0.02% | 0.46% | $0.2 |
 DUST | 0.02% | 8.24% | - |
 QCOM | 0.02% | 2.3% | $3.25 |
 INFY | 0.02% | 2.37% | $0.39 |
 KWEB | 0.02% | 3.17% | - |
 GRMN | 0.02% | 1.74% | $3.71 |
 JD.US | 0.02% | 2.98% | $0.74 |
 META | 0.02% | 0.29% | $1 |
 GUSH | 0.01% | 4.27% | - |
 ASML.NV | 0.01% | 0.96% | $6.1 |
 NKE | 0.01% | 2.52% | $1.45 |
 V | 0.01% | 0.62% | $2.01 |
 UNH | 0.01% | 2.83% | $7.74 |
 01211.HK | 0.01% | 1.06% | $3.41 |
 MA | 0.01% | 0.48% | $2.46 |
 TQQQ | 0.01% | 1.79% | - |
 CRM | 0.01% | 0.59% | $0.4 |
 BKNG | 0.01% | 0.65% | $17.5 |
 SPXL | 0% | 1.04% | - |
 9988.HK | 0% | 0.89% | $0.98 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
DLR | Ex-Dividend | Jun 13, 2025 | $1.22 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
EL | Pay Day | Jun 16, 2025 | $0.35 |
GRMN | Ex-Dividend | Jun 16, 2025 | $0.90 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
GRMN | Pay Day | Jun 27, 2025 | $0.90 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
DLR | Pay Day | Jun 30, 2025 | $1.22 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
Performance Metrics
Score 6.3/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
2.1
2.1
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
2.1
2.1
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.37
High:
GRAB
903.57GRABLow:
HUBS
-1,347.22HUBSDetails
PEG Ratio
99.14
High:
COIN
898.54COINLow:HUBS
-1,619.16HUBSDetails
Price/Book
8.48
High:
RBLX
205.49RBLXLow:
NIO
-139.34NIODetails
Price/Sales
7.3
High:
MSTR
205.94MSTRLow:
JD.US
0.3JD.USDetails
Price/CF
19.33
High:
TTWO
18,296.3TTWOLow:
CROX
6.3CROXDetails
Price/FCF
44.73
High:MSTR
1,187.5MSTRLow:CROX
6.79CROXDetails
P/E Ratio
30.37
High:GRAB
903.57GRABLow:HUBS
-1,347.22HUBSDetails
PEG Ratio
99.14
High:COIN
898.54COINLow:HUBS
-1,619.16HUBSDetails
Price/Book
8.48
High:RBLX
205.49RBLXLow:NIO
-139.34NIODetails
Price/Sales
7.3
High:MSTR
205.94MSTRLow:JD.US
0.3JD.USDetails
Price/CF
19.33
High:TTWO
18,296.3TTWOLow:CROX
6.3CROXDetails
Price/FCF
44.73
High:MSTR
1,187.5MSTRLow:CROX
6.79CROXDetails
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 |
-6.88% | Mar 2021 | Oct 2021 | 7 |
-4.38% | Dec 2024 | Jan 2025 | 1 |