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-1.74%
Today
+0.72%
This Month
+16.1%
Year To Date
+124.06%
2 Years
+75.78%
5 Years
+11.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.27%
- 📊 ETFs24.44%
- 🪙 Cryptocurrencies17.79%
- 💻 Electronic Technology10.82%
- 💰 Finance7.03%
- 🛍️ Retail Trade2.57%
- 💵 Cash1.51%
- 💼 Commercial Services0.51%
- 🏥 Health Services0.47%
- 🛠️ Producer Manufacturing0.44%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.56%
- 🌍 Digital Currency17.79%
- 🇺🇸 NYSE17.67%
- 🇭🇰 Hong Kong Exchanges0.99%
- 🇩🇪 Xetra ETFs0.86%
- 🌍 Extended Hours Trading0.32%
- 🇺🇸 Chicago Board Options Exchange0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.84%
- 🇨🇳 China3.06%
- 🇮🇱 Israel1.18%
- 🇹🇼 Taiwan1.02%
- 🇳🇱 Netherlands0.47%
- 🇮🇪 Ireland0.37%
- 🇭🇰 Hong Kong0.19%
Dividends
Dividend Yield
0.68%
25 out of 57 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $2318.HK (6.08%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TLT | 0.16% | 4.21% | - |
 SCHD | 0.12% | 4.03% | - |
 KWEB | 0.05% | 3.17% | - |
 BLV | 0.05% | 4.61% | - |
 VIG | 0.04% | 1.86% | - |
 DGRO | 0.04% | 2.3% | - |
 MCHI | 0.04% | 2.09% | - |
 SOXX | 0.03% | 0.81% | - |
 QCOM | 0.03% | 2.32% | $3.25 |
 VGWD.DE | 0.02% | 2.44% | - |
 TXN | 0.02% | 2.82% | $5.14 |
 BABA | 0.01% | 0.86% | $0.98 |
 INTC | 0.01% | 2.48% | $0.5 |
 TSM | 0.01% | 1.11% | $1.74 |
 2318.HK | 0.01% | 6.08% | $2.63 |
 ASHR | 0.01% | 1.16% | - |
 AMAT | 0% | 1.01% | $1.44 |
 MU | 0% | 0.43% | $0.46 |
 ASML | 0% | 0.79% | $5.57 |
 RSPT | 0% | 0.48% | - |
 9988.HK | 0% | 0.87% | $0.98 |
 CQQQ | 0% | 0.26% | - |
 MRVL | 0% | 0.36% | $0.24 |
 0656.HK | 0% | 0.44% | $0.04 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
0656.HK | Ex-Dividend | Jun 11, 2025 | $0.00 |
9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
2318.HK | Pay Day | Jun 30, 2025 | $0.22 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
0656.HK | Pay Day | Jul 16, 2025 | $0.00 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
MCHI | Pay Day | Dec 20, 2025 | $0.00 |
CQQQ | Pay Day | Dec 27, 2025 | $0.11 |
ASHR | Pay Day | Dec 30, 2025 | $0.00 |
Performance Metrics
Score 5.5/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
2.61
2.61
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
2.61
2.61
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-1,641.81
High:
AMD.EXT
480.68AMD.EXTLow:
MRVL
-115.55MRVLDetails
PEG Ratio
150.8
High:
COIN
941.94COINLow:MRVL
-231.12MRVLDetails
Price/Book
4.42
High:
NVDA
41.28NVDALow:
BULL
-0.69BULLDetails
Price/Sales
10.27
High:
MSTR
211.14MSTRLow:
0656.HK
0.180656.HKDetails
Price/CF
30.24
High:MSTR
7,511.07MSTRLow:
2318.HK
0.812318.HKDetails
Price/FCF
47.16
High:
TXN
4,155.74TXNLow:2318.HK
0.872318.HKDetails
P/E Ratio
-1,641.81
High:AMD.EXT
480.68AMD.EXTLow:MRVL
-115.55MRVLDetails
PEG Ratio
150.8
High:COIN
941.94COINLow:MRVL
-231.12MRVLDetails
Price/Book
4.42
High:NVDA
41.28NVDALow:BULL
-0.69BULLDetails
Price/Sales
10.27
High:MSTR
211.14MSTRLow:0656.HK
0.180656.HKDetails
Price/CF
30.24
High:MSTR
7,511.07MSTRLow:2318.HK
0.812318.HKDetails
Price/FCF
47.16
High:TXN
4,155.74TXNLow:2318.HK
0.872318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.22% | May 2021 | Nov 2024 | 42 |
-21.79% | Dec 2024 | - | 7 |
-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 |