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-2.89%
This Month
+48.93%
Year To Date
+109.35%
2 Years
+124.18%
5 Years
+255.26%
10 Years
+23.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology23.68%
- 📊 ETFs23.26%
- 🧩 Miscellaneous15.52%
- 🖥️ Technology Services13.87%
- 🪙 Cryptocurrencies12.58%
- ❓ Other4.63%
- 🛍️ Retail Trade3.58%
- 🚗 Consumer Durables2.8%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq65%
- 🇺🇸 NYSE22.33%
- 🌍 Digital Currency12.58%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.34%
- 🇹🇼 Taiwan6.74%
- 🇳🇱 Netherlands2.84%
Dividends
Dividend Yield
0.22%
9 out of 16 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $AVGO (0.81%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ASML | Ex-Dividend | Oct 28, 2026 | $3.17 |
 MU | Pay Day | Oct 29, 2026 | $0.15 |
 MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
 GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
 NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
 TSM | Ex-Dividend | Dec 16, 2026 | $0.95 |
 META | Ex-Dividend | Dec 21, 2026 | $0.53 |
 AVGO | Ex-Dividend | Dec 21, 2026 | $0.65 |
MU | Ex-Dividend | Jan 14, 2027 | $0.15 |
Performance Metrics
Score 6.1/10
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
4.02
4.02
-2
0
2
5
5
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
4.02
4.02
-2
0
2
5
5
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.59
High:
TSLA
351.88TSLALow:MU
14.34MUDetails
PEG Ratio
0.64
High:ASML
2.5ASMLLow:MU
0.02MUDetails
Price/Book
9.77
High:ASML
28.73ASMLLow:
AMZN
4.91AMZNDetails
Price/Sales
10.45
High:
AMD
25.37AMDLow:AMZN
3.53AMZNDetails
Price/CF
21.94
High:AMD
85.84AMDLow:META
11.09METADetails
Price/FCF
64.72
High:AMZN
325.85AMZNLow:MU
18.83MUDetails
P/E Ratio
26.59
High:TSLA
351.88TSLALow:MU
14.34MUDetails
PEG Ratio
0.64
High:ASML
2.5ASMLLow:MU
0.02MUDetails
Price/Book
9.77
High:ASML
28.73ASMLLow:AMZN
4.91AMZNDetails
Price/Sales
10.45
High:AMD
25.37AMDLow:AMZN
3.53AMZNDetails
Price/CF
21.94
High:AMD
85.84AMDLow:META
11.09METADetails
Price/FCF
64.72
High:AMZN
325.85AMZNLow:MU
18.83MUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.79% | May 2021 | Mar 2024 | 34 |
-21.9% | Apr 2024 | May 2025 | 13 |
-11.39% | Nov 2025 | Apr 2026 | 5 |
-9.73% | Feb 2021 | Apr 2021 | 2 |
-8.91% | Jul 2026 | Sep 2026 | 2 |
-2.89% | Oct 2026 | - | 1 |
-2.89% | Oct 2020 | Nov 2020 | 1 |