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-0.66%
This Month
+27.67%
Year To Date
+153.02%
2 Years
+90.43%
5 Years
+182.77%
10 Years
+12.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services32.01%
- 📊 ETFs20.32%
- 🪙 Cryptocurrencies19.41%
- 💻 Electronic Technology7.3%
- 💰 Finance6.72%
- 💼 Commercial Services4.42%
- 🏥 Health Services3.89%
- 💵 Cash3.37%
- 🛍️ Retail Trade2.44%
- 🚚 Transportation0.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.36%
- 🇺🇸 NYSE19.47%
- 🌍 Digital Currency19.41%
- 🇭🇰 Hong Kong Exchanges1.09%
- 🇫🇷 Euronext Paris0.86%
- 🇩🇪 Xetra ETFs0.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.11%
- 🇨🇳 China3.2%
- 🇮🇱 Israel2.31%
- 🇹🇼 Taiwan1.05%
- 🇫🇷 France0.86%
- 🇸🇬 Singapore0.52%
- 🇭🇰 Hong Kong0.25%
Dividends
Dividend Yield
0.51%
19 out of 57 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $TLT (4.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 0.12% | 3.87% | - |
 TLT | 0.07% | 4.3% | - |
 KWEB | 0.05% | 3% | - |
 MCHI | 0.05% | 2.59% | - |
 DGRO | 0.04% | 2.21% | - |
 UNH | 0.04% | 2.78% | $7.74 |
 VIG | 0.03% | 1.72% | - |
 SOXX | 0.03% | 0.69% | - |
 QCOM | 0.02% | 2.19% | $3.25 |
 VGWD.DE | 0.02% | 2.44% | - |
 BABA | 0.01% | 0.77% | $0.98 |
 TSM | 0.01% | 1.04% | $1.74 |
 ASHR | 0.01% | 1.09% | - |
 MRVL | 0% | 0.37% | $0.24 |
 CQQQ | 0% | 0.25% | - |
 9988.HK | 0% | 0.78% | $0.98 |
 GOOG | 0% | 0.35% | $0.2 |
 0656.HK | 0% | 0.37% | $0.04 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
ASHR | Pay Day | Dec 30, 2025 | $0.00 |
Performance Metrics
Score 5.6/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
2.75
2.75
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
2.75
2.75
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.06
High:
1833.HK
229.431833.HKLow:
GTLB
-1,293.45GTLBDetails
PEG Ratio
-19.6
High:
00241.HK
167.7400241.HKLow:GTLB
-1,306.99GTLBDetails
Price/Book
4.55
High:
NVDA
41.74NVDALow:
0656.HK
0.340656.HKDetails
Price/Sales
5.86
High:
MSTR
217.37MSTRLow:
CNC
0.08CNCDetails
Price/CF
28.34
High:MSTR
7,511.07MSTRLow:0656.HK
1.540656.HKDetails
Price/FCF
53.38
High:
BULL
1,936.14BULLLow:0656.HK
2.330656.HKDetails
P/E Ratio
30.06
High:1833.HK
229.431833.HKLow:GTLB
-1,293.45GTLBDetails
PEG Ratio
-19.6
High:00241.HK
167.7400241.HKLow:GTLB
-1,306.99GTLBDetails
Price/Book
4.55
High:NVDA
41.74NVDALow:0656.HK
0.340656.HKDetails
Price/Sales
5.86
High:MSTR
217.37MSTRLow:CNC
0.08CNCDetails
Price/CF
28.34
High:MSTR
7,511.07MSTRLow:0656.HK
1.540656.HKDetails
Price/FCF
53.38
High:BULL
1,936.14BULLLow:0656.HK
2.330656.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.22% | May 2021 | Nov 2024 | 42 |
-21.79% | Dec 2024 | Jun 2025 | 6 |
-10.85% | Feb 2018 | Apr 2019 | 14 |
-9.09% | Jan 2020 | May 2020 | 4 |
-7.06% | May 2019 | Jun 2019 | 1 |
-2.77% | Aug 2025 | - | 2 |
-2.5% | Aug 2020 | Dec 2020 | 4 |
-1.38% | Aug 2016 | Dec 2016 | 4 |
-0.79% | Aug 2019 | Sep 2019 | 1 |
-0.06% | Aug 2017 | Sep 2017 | 1 |