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+0.46%
Today
+0.6%
This Month
-4.05%
Year To Date
+70.14%
2 Years
+49.46%
5 Years
+9.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services44.12%
- 🪙 Cryptocurrencies18.96%
- 📊 ETFs16.28%
- 💻 Electronic Technology9.78%
- 💰 Finance6.08%
- 🛍️ Retail Trade1.89%
- 🛠️ Producer Manufacturing1.6%
- 💵 Cash0.33%
- 🪨 Non Energy Minerals0.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq65.21%
- 🌍 Digital Currency18.96%
- 🇺🇸 NYSE11.94%
- 🇭🇰 Hong Kong Exchanges1.14%
- 🇩🇪 Xetra ETFs0.98%
- 🇺🇸 Chicago Board Options Exchange0.5%
- 🌍 Extended Hours Trading0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.15%
- 🇨🇳 China2.68%
- 🇳🇱 Netherlands0.49%
- 🇹🇼 Taiwan0.45%
- 🇭🇰 Hong Kong0.23%
- 🇨🇦 Canada0.17%
Dividends
Dividend Yield
0.39%
27 out of 64 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $2318.HK (6.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 0.07% | 3.72% | - |
 KWEB | 0.04% | 2.94% | - |
 TLT | 0.03% | 4.12% | - |
 QCOM | 0.02% | 2.49% | $3.25 |
 VGWD.DE | 0.02% | 2.44% | - |
 SOXX | 0.02% | 0.79% | - |
 DGRO | 0.02% | 2.24% | - |
 EWY | 0.02% | 2.25% | - |
 SOXL | 0.02% | 2.21% | - |
 MCHI | 0.02% | 1.99% | - |
 VIG | 0.01% | 1.83% | - |
 BABA | 0.01% | 0.9% | $0.98 |
 2318.HK | 0.01% | 6.29% | $2.63 |
 TQQQ | 0.01% | 1.72% | - |
 AMAT | 0.01% | 1.21% | $1.44 |
 MU | 0.01% | 0.67% | $0.46 |
 TSM | 0.01% | 1.35% | $1.74 |
 ASML | 0% | 0.9% | $5.57 |
 9988.HK | 0% | 0.9% | $0.98 |
 LRCX | 0% | 1.4% | $8 |
 ASHR | 0% | 1.12% | - |
 GOLD.BARRICK | 0% | 1.91% | $0.4 |
 MRVL | 0% | 0.46% | $0.24 |
 RSPT | 0% | 0.48% | - |
 CQQQ | 0% | 0.23% | - |
 0656.HK | 0% | 0.5% | $0.04 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ASML | Ex-Dividend | Apr 28, 2025 | $1.92 |
 MOMO | Pay Day | Apr 30, 2025 | $0.30 |
MRVL | Pay Day | May 1, 2025 | $0.06 |
ASML | Pay Day | May 6, 2025 | $1.92 |
AMAT | Ex-Dividend | May 22, 2025 | $0.46 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
0656.HK | Ex-Dividend | Jun 11, 2025 | $0.00 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
MCHI | Pay Day | Jun 17, 2025 | $0.19 |
SOXX | Pay Day | Jun 17, 2025 | $0.31 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
RSPT | Pay Day | Jun 28, 2025 | $0.04 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
0656.HK | Pay Day | Jul 16, 2025 | $0.00 |
KWEB | Pay Day | Dec 18, 2025 | $1.02 |
ASHR | Pay Day | Dec 30, 2025 | $0.30 |
Performance Metrics
Score 4.8/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.63
0.63
0
1
2
3
3
Jensen's Alpha
0.89
0.89
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.63
0.63
0
1
2
3
3
Jensen's Alpha
0.89
0.89
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
126.32
High:
AMD.EXT
480.68AMD.EXTLow:
SYM
-171.22SYMDetails
PEG Ratio
1.91
High:
00241.HK
213.0400241.HKLow:
MRVL
-904.67MRVLDetails
Price/Book
3.91
High:
NVDA
31.32NVDALow:
0656.HK
0.240656.HKDetails
Price/Sales
9.64
High:
RGTI
174.55RGTILow:0656.HK
0.150656.HKDetails
Price/CF
40.29
High:
MSTR
7,511.07MSTRLow:
2318.HK
1.012318.HKDetails
Price/FCF
63.34
High:MSTR
1,187.5MSTRLow:2318.HK
1.112318.HKDetails
P/E Ratio
126.32
High:AMD.EXT
480.68AMD.EXTLow:SYM
-171.22SYMDetails
PEG Ratio
1.91
High:00241.HK
213.0400241.HKLow:MRVL
-904.67MRVLDetails
Price/Book
3.91
High:NVDA
31.32NVDALow:0656.HK
0.240656.HKDetails
Price/Sales
9.64
High:RGTI
174.55RGTILow:0656.HK
0.150656.HKDetails
Price/CF
40.29
High:MSTR
7,511.07MSTRLow:2318.HK
1.012318.HKDetails
Price/FCF
63.34
High:MSTR
1,187.5MSTRLow:2318.HK
1.112318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.22% | May 2021 | Nov 2024 | 42 |
-21.79% | Dec 2024 | - | 5 |
-10.85% | Feb 2018 | Apr 2019 | 14 |
-9.11% | Jan 2020 | May 2020 | 4 |
-7.05% | May 2019 | Jun 2019 | 1 |
-2.5% | Aug 2020 | Dec 2020 | 4 |
-1.38% | Aug 2016 | Dec 2016 | 4 |
-0.78% | Aug 2019 | Sep 2019 | 1 |
-0.06% | Aug 2017 | Sep 2017 | 1 |