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-0.63%
Today
-0.63%
This Month
+12.27%
Year To Date
+93.4%
2 Years
+74.75%
5 Years
+11.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services44.2%
- 🪙 Cryptocurrencies22.88%
- 💻 Electronic Technology13.77%
- 📊 ETFs9.37%
- 💰 Finance4.8%
- 🛠️ Producer Manufacturing1.79%
- 💵 Cash1.7%
- 🛍️ Retail Trade1.51%
- 🪨 Non Energy Minerals0.13%
- 💇♀️ Consumer Services0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq63.63%
- 🌍 Digital Currency22.88%
- 🇺🇸 NYSE9.42%
- 🇭🇰 Hong Kong Exchanges1.25%
- 🇬🇧 LSE0.87%
- 🌍 Extended Hours Trading0.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.47%
- 🇨🇳 China2.58%
- 🇳🇱 Netherlands1%
- 🇰🇷 South Korea0.87%
- 🇭🇰 Hong Kong0.22%
- 🇨🇦 Canada0.13%
Dividends
Dividend Yield
0.3%
26 out of 61 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ASHR (7.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MCHI | 0.04% | 3.68% | - |
 EWY | 0.03% | 2.4% | - |
 EWW | 0.03% | 6.47% | - |
 QCOM | 0.02% | 1.97% | $3.25 |
 SMSN.L | 0.02% | 2.7% | $23.68 |
 INTC | 0.02% | 2.57% | $0.5 |
 ASHR | 0.02% | 7.26% | - |
 DELL | 0.01% | 1.72% | $1.63 |
 SOXX | 0.01% | 0.66% | - |
 2318.HK | 0.01% | 6.11% | $2.63 |
 BABA | 0.01% | 0.99% | $0.98 |
 NXPI | 0.01% | 1.94% | $4.06 |
 TLT | 0.01% | 1.42% | - |
 LRCX | 0.01% | 1.06% | $8 |
 AMAT | 0.01% | 0.89% | $1.44 |
 MU | 0.01% | 0.5% | $0.46 |
 ASML | 0% | 0.77% | $5.57 |
 9988.HK | 0% | 1.11% | $0.98 |
 AVGO | 0% | 0.98% | $19.7 |
 CQQQ | 0% | 0.27% | - |
 GOLD.BARRICK | 0% | 2.47% | $0.4 |
 0700.HK | 0% | 0.85% | $3.4 |
 0656.HK | 0% | 0.9% | $0.04 |
 PARA | 0% | 1.84% | $0.2 |
 MRVL | 0% | 0.21% | $0.24 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 5.4/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
1.81
1.81
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
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
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
1.81
1.81
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.22% | May 2021 | Nov 2024 | 42 |
-16.1% | Dec 2024 | - | 2 |
-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 |