Loading...
+6.17%
This Month
+28.83%
Year To Date
+71.36%
2 Years
+71.36%
5 Years
+71.36%
10 Years
+32.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs23.38%
- 🖥️ Technology Services22.35%
- 🪙 Cryptocurrencies19.58%
- 💻 Electronic Technology17.01%
- 🛍️ Retail Trade3.38%
- 🚚 Transportation2.61%
- 💇♀️ Consumer Services1.33%
- 💵 Cash0.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.15%
- 🇺🇸 Nasdaq32.73%
- 🌍 Digital Currency19.58%
- 🇭🇰 Hong Kong Exchanges2.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.2%
- 🇨🇳 China4.76%
- 🇸🇬 Singapore2.51%
- 🇹🇼 Taiwan1.26%
- 🇯🇵 Japan0.95%
Dividends
Dividend Yield
0.48%
21 out of 38 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $JOYY (4.49%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.24% | 1.22% | - |
 JOYY | 0.04% | 4.49% | $0.71 |
 MCHI | 0.04% | 2.59% | - |
 TBT | 0.02% | 3.98% | - |
 QCOM | 0.02% | 2.15% | $3.25 |
 NTES | 0.02% | 1.89% | $2.58 |
 ARGT | 0.02% | 1.21% | - |
 TSM | 0.01% | 0.95% | $1.74 |
 0700.HK | 0.01% | 0.7% | $3.4 |
 MU | 0.01% | 0.29% | $0.46 |
 MSFT | 0.01% | 0.65% | $3 |
 INTC | 0.01% | 0.52% | $0.5 |
 IWM | 0.01% | 1.15% | - |
 META | 0.01% | 0.34% | $1 |
 WDC | 0% | 0.2% | - |
 GOOGL | 0% | 0.34% | $0.2 |
 EA | 0% | 0.44% | $0.76 |
 AAPL | 0% | 0.44% | $0.97 |
 3888.HK | 0% | 0.43% | $0.14 |
 SONY | 0% | 0.33% | $0.49 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
EA | Pay Day | Sep 17, 2025 | $0.19 |
WDC | Pay Day | Sep 18, 2025 | $0.10 |
META | Ex-Dividend | Sep 22, 2025 | $0.52 |
JOYY | Ex-Dividend | Sep 22, 2025 | $0.95 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
META | Pay Day | Sep 29, 2025 | $0.52 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
JOYY | Pay Day | Oct 10, 2025 | $0.95 |
Performance Metrics
Score 7.4/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
1.48
1.48
0
0.5
1
2
2
Sortino Ratio
3.03
3.03
0
1
2
4
4
Jensen's Alpha
3.73
3.73
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
2.06
2.06
0
0.75
1.25
3
3
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
3.11
3.11
0
0.3
0.6
4
4
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
1.48
1.48
0
0.5
1
2
2
Sortino Ratio
3.03
3.03
0
1
2
4
4
Jensen's Alpha
3.73
3.73
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
2.06
2.06
0
0.75
1.25
3
3
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
3.11
3.11
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.69
High:
BILI
350.55BILILow:
RBLX
-93.45RBLXDetails
PEG Ratio
533.72
High:
AAPL
24,187.63AAPLLow:RBLX
-563.37RBLXDetails
Price/Book
12.22
High:RBLX
261.61RBLXLow:
JOYY
0.49JOYYDetails
Price/Sales
10.16
High:
APP
37.48APPLow:
ZD
1.09ZDDetails
Price/CF
26.12
High:
TTWO
434.3TTWOLow:ZD
3.82ZDDetails
Price/FCF
51.62
High:
AMZN
175.86AMZNLow:ZD
5.6ZDDetails
P/E Ratio
38.69
High:BILI
350.55BILILow:RBLX
-93.45RBLXDetails
PEG Ratio
533.72
High:AAPL
24,187.63AAPLLow:RBLX
-563.37RBLXDetails
Price/Book
12.22
High:RBLX
261.61RBLXLow:JOYY
0.49JOYYDetails
Price/Sales
10.16
High:APP
37.48APPLow:ZD
1.09ZDDetails
Price/CF
26.12
High:TTWO
434.3TTWOLow:ZD
3.82ZDDetails
Price/FCF
51.62
High:AMZN
175.86AMZNLow:ZD
5.6ZDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.58% | Feb 2025 | May 2025 | 3 |
-5.93% | Apr 2024 | May 2024 | 1 |
-2.54% | Dec 2024 | Jan 2025 | 1 |