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+3.6%
This Month
+10.83%
Year To Date
+93.75%
2 Years
+61.72%
5 Years
+145.48%
10 Years
+10.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.65%
- 🪙 Cryptocurrencies19.79%
- 💰 Finance13.95%
- 📊 ETFs13.48%
- 💻 Electronic Technology13.1%
- 💼 Commercial Services7.11%
- 🛍️ Retail Trade2.38%
- 💵 Cash1.86%
- 🧬 Health Technology1.16%
- 🏥 Health Services0.79%
- 🚚 Transportation0.62%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.56%
- 🌍 Digital Currency19.79%
- 🇺🇸 NYSE13.03%
- 🇩🇪 Xetra ETFs1.53%
- 🇭🇰 Hong Kong Exchanges0.62%
- 🇫🇷 Euronext Paris0.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.98%
- 🇮🇱 Israel3.17%
- 🇨🇳 China2.76%
- 🇹🇼 Taiwan1.48%
- 🇸🇬 Singapore0.62%
- 🇫🇷 France0.51%
- 🇭🇰 Hong Kong0.24%
Dividends
Dividend Yield
0.12%
10 out of 46 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $TXN (3.05%)
Performance Metrics
Score 4.7/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
0.37
0.37
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
0.37
0.37
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.21
High:
GRAB
175.08GRABLow:
GTLB
-145.72GTLBDetails
PEG Ratio
39.46
High:
TXN
2,016.59TXNLow:GTLB
-801.33GTLBDetails
Price/Book
5.87
High:
NVDA
36.71NVDALow:
0656.HK
0.310656.HKDetails
Price/Sales
10.29
High:
BMNR
1,296.22BMNRLow:0656.HK
0.210656.HKDetails
Price/CF
37.45
High:
MSTR
7,511.07MSTRLow:0656.HK
1.290656.HKDetails
Price/FCF
58.24
High:TXN
4,155.74TXNLow:0656.HK
1.770656.HKDetails
P/E Ratio
33.21
High:GRAB
175.08GRABLow:GTLB
-145.72GTLBDetails
PEG Ratio
39.46
High:TXN
2,016.59TXNLow:GTLB
-801.33GTLBDetails
Price/Book
5.87
High:NVDA
36.71NVDALow:0656.HK
0.310656.HKDetails
Price/Sales
10.29
High:BMNR
1,296.22BMNRLow:0656.HK
0.210656.HKDetails
Price/CF
37.45
High:MSTR
7,511.07MSTRLow:0656.HK
1.290656.HKDetails
Price/FCF
58.24
High:TXN
4,155.74TXNLow:0656.HK
1.770656.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.22% | May 2021 | Nov 2024 | 42 |
-21.79% | Dec 2024 | Jun 2025 | 6 |
-20.44% | Oct 2025 | - | 3 |
-10.85% | Feb 2018 | Apr 2019 | 14 |
-9.09% | Jan 2020 | May 2020 | 4 |
-7.06% | May 2019 | Jun 2019 | 1 |
-2.5% | Aug 2020 | Dec 2020 | 4 |
-2.12% | Aug 2025 | Sep 2025 | 1 |
-1.38% | Aug 2016 | Dec 2016 | 4 |
-0.79% | Aug 2019 | Sep 2019 | 1 |
-0.06% | Aug 2017 | Sep 2017 | 1 |