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+0.22%
Today
+6.87%
This Month
+12.71%
Year To Date
+49.91%
2 Years
+49.91%
5 Years
+27.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs27.32%
- 🖥️ Technology Services23.58%
- 🪙 Cryptocurrencies20.57%
- 💻 Electronic Technology16.21%
- 🛍️ Retail Trade3.37%
- 🚚 Transportation1.89%
- 💇♀️ Consumer Services1.45%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.53%
- 🇺🇸 Nasdaq33.35%
- 🌍 Digital Currency20.57%
- 🇩🇪 Xetra ETFs2.28%
- 🇭🇰 Hong Kong Exchanges2.22%
- 🇬🇧 LSE1.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.33%
- 🇨🇳 China4.7%
- 🇸🇬 Singapore2.28%
- 🇹🇼 Taiwan1.24%
- 🇯🇵 Japan0.96%
Dividends
Dividend Yield
0.47%
18 out of 38 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $INTC (2.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.29% | 1.29% | - |
 INTC | 0.03% | 2.2% | $0.5 |
 QCOM | 0.02% | 2.17% | $3.25 |
 NTES | 0.02% | 2.08% | $2.58 |
 FXI | 0.02% | 1.52% | - |
 JOYY | 0.01% | 1.82% | $0.71 |
 TSM | 0.01% | 0.99% | $1.74 |
 0700.HK | 0.01% | 0.88% | $3.4 |
 MU | 0.01% | 0.37% | $0.46 |
 MSFT | 0.01% | 0.67% | $3 |
 META | 0% | 0.28% | $1 |
 EA | 0% | 0.48% | $0.76 |
 GOOGL | 0% | 0.45% | $0.2 |
 AAPL | 0% | 0.5% | $0.97 |
 3888.HK | 0% | 0.37% | $0.14 |
 SONY | 0% | 0.37% | $0.49 |
 WDC | 0% | 0.16% | - |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 6.7/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
1.12
1.12
0
0.5
1
2
2
Sortino Ratio
2.22
2.22
0
1
2
3
3
Jensen's Alpha
1.96
1.96
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
2.49
2.49
0
0.3
0.6
3
3
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
1.12
1.12
0
0.5
1
2
2
Sortino Ratio
2.22
2.22
0
1
2
3
3
Jensen's Alpha
1.96
1.96
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
2.49
2.49
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.15
High:
PANW
114.78PANWLow:
BILI
-106.3BILIDetails
PEG Ratio
32.84
High:
MSFT
316.81MSFTLow:
RBLX
-285.31RBLXDetails
Price/Book
12.01
High:RBLX
230.34RBLXLow:
JOYY
0.4JOYYDetails
Price/Sales
9.65
High:
NVDA
26.14NVDALow:
ZD
0.95ZDDetails
Price/CF
22.34
High:
TTWO
18,296.3TTWOLow:ZD
4.95ZDDetails
Price/FCF
40.89
High:TTWO
156.65TTWOLow:ZD
7.18ZDDetails
P/E Ratio
38.15
High:PANW
114.78PANWLow:BILI
-106.3BILIDetails
PEG Ratio
32.84
High:MSFT
316.81MSFTLow:RBLX
-285.31RBLXDetails
Price/Book
12.01
High:RBLX
230.34RBLXLow:JOYY
0.4JOYYDetails
Price/Sales
9.65
High:NVDA
26.14NVDALow:ZD
0.95ZDDetails
Price/CF
22.34
High:TTWO
18,296.3TTWOLow:ZD
4.95ZDDetails
Price/FCF
40.89
High:TTWO
156.65TTWOLow:ZD
7.18ZDDetails
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 |