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+1.04%
This Month
+30.42%
Year To Date
+67.5%
2 Years
+73.48%
5 Years
+73.48%
10 Years
+28.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology25.25%
- 📊 ETFs25.2%
- 🖥️ Technology Services24.87%
- 🪙 Cryptocurrencies15.2%
- 🛍️ Retail Trade3.18%
- 🚚 Transportation2.87%
- 🍞 Consumer Non Durables1.88%
- 💇♀️ Consumer Services1.15%
- 💵 Cash0.29%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.99%
- 🇺🇸 NYSE37.34%
- 🌍 Digital Currency15.2%
- 🇭🇰 Hong Kong Exchanges2.18%
- 🇺🇸 Chicago Board Options Exchange0.89%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.29%
- 🇨🇳 China4.99%
- 🇸🇬 Singapore2.25%
- 🇹🇼 Taiwan1.6%
- 🇯🇵 Japan1.07%
Dividends
Dividend Yield
0.24%
16 out of 42 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $JOYY (5.9%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JOYY | 0.06% | 5.9% | $0.71 |
 NKE | 0.05% | 2.44% | $1.45 |
 NTES | 0.03% | 2.16% | $2.58 |
 QCOM | 0.03% | 2.01% | $3.25 |
 TSM | 0.01% | 0.9% | $1.74 |
 0700.HK | 0.01% | 0.74% | $3.4 |
 MU | 0.01% | 0.19% | $0.46 |
 MSFT | 0.01% | 0.72% | $3 |
 WDC | 0.01% | 0.19% | - |
 META | 0% | 0.31% | $1 |
 GOOGL | 0% | 0.26% | $0.2 |
 EA | 0% | 0.37% | $0.76 |
 AAPL | 0% | 0.37% | $0.97 |
 SONY | 0% | 0.37% | $0.49 |
 3888.HK | 0% | 0.53% | $0.14 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 7.3/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
1.43
1.43
0
0.5
1
2
2
Sortino Ratio
2.86
2.86
0
1
2
3
3
Jensen's Alpha
2.44
2.44
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
3.09
3.09
0
0.3
0.6
4
4
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
1.43
1.43
0
0.5
1
2
2
Sortino Ratio
2.86
2.86
0
1
2
3
3
Jensen's Alpha
2.44
2.44
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
3.09
3.09
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.08
High:
INTC
3,906.6INTCLow:
RBLX
-67.54RBLXDetails
PEG Ratio
242.09
High:INTC
3,891.92INTCLow:RBLX
-537.19RBLXDetails
Price/Book
11.72
High:RBLX
165.8RBLXLow:
JOYY
0.49JOYYDetails
Price/Sales
10.01
High:
APP
42.74APPLow:
ZD
0.98ZDDetails
Price/CF
26.47
High:
TTWO
133.26TTWOLow:ZD
4.13ZDDetails
Price/FCF
55.57
High:TTWO
248.4TTWOLow:ZD
5.92ZDDetails
P/E Ratio
37.08
High:INTC
3,906.6INTCLow:RBLX
-67.54RBLXDetails
PEG Ratio
242.09
High:INTC
3,891.92INTCLow:RBLX
-537.19RBLXDetails
Price/Book
11.72
High:RBLX
165.8RBLXLow:JOYY
0.49JOYYDetails
Price/Sales
10.01
High:APP
42.74APPLow:ZD
0.98ZDDetails
Price/CF
26.47
High:TTWO
133.26TTWOLow:ZD
4.13ZDDetails
Price/FCF
55.57
High:TTWO
248.4TTWOLow:ZD
5.92ZDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.58% | Feb 2025 | May 2025 | 3 |
-5.93% | Apr 2024 | May 2024 | 1 |
-5.09% | Nov 2025 | - | 2 |
-2.54% | Dec 2024 | Jan 2025 | 1 |