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-7.1%
This Month
+31.22%
Year To Date
+106.05%
2 Years
+96.27%
5 Years
+148.34%
10 Years
+19.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash29.61%
- 🖥️ Technology Services27.02%
- 🪙 Cryptocurrencies10.17%
- 💰 Finance8.47%
- 🛍️ Retail Trade6.57%
- 💻 Electronic Technology6.54%
- 🛠️ Producer Manufacturing6.49%
- 💼 Commercial Services2.51%
- 📊 ETFs2.22%
- 🚗 Consumer Durables1.5%
- ⚡ Utilities1.19%
- 🪨 Non Energy Minerals1.03%
- 🚚 Transportation0.8%
- 🧬 Health Technology0.72%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.87%
- 🇺🇸 NYSE14.06%
- 🌍 Digital Currency10.17%
- 🇭🇰 Hong Kong Exchanges7.81%
- 🇺🇸 Chicago Board Options Exchange1.36%
- 🇩🇰 Copenhagen Stock Exchange1.19%
- 🇳🇱 Euronext Amsterdam0.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.36%
- 🇨🇳 China11.06%
- 🇮🇱 Israel5.02%
- 🇨🇦 Canada2.49%
- 🇮🇪 Ireland1.54%
- 🇩🇰 Denmark1.19%
- 🇨🇭 Switzerland0.78%
- 🇳🇱 Netherlands0.75%
- 🇬🇧 United Kingdom0.64%
Dividends
Dividend Yield
0.22%
14 out of 50 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $HD (2.75%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 01211.HK | 0.03% | 1.52% | $3.41 |
 HD | 0.02% | 2.75% | $8.52 |
 CRM | 0.02% | 0.73% | $0.4 |
 UBS | 0.02% | 2.5% | $0.71 |
 9988.HK | 0.02% | 0.67% | $0.98 |
 MSFT | 0.02% | 0.71% | $3 |
 UMG.NV | 0.02% | 2.34% | $0.51 |
 FCX | 0.02% | 1.52% | $0.6 |
 CSX | 0.01% | 1.55% | $0.46 |
 ZTS | 0.01% | 1.72% | $1.67 |
 GOOG | 0.01% | 0.28% | $0.2 |
 BABA | 0.01% | 0.67% | $0.98 |
 META | 0.01% | 0.35% | $1 |
 AAPL | 0% | 0.39% | $0.97 |
Performance Metrics
Score 6.1/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.21
1.21
0
1
2
3
3
Jensen's Alpha
3.26
3.26
-2
0
2
4.5
4.5
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.21
1.21
0
1
2
3
3
Jensen's Alpha
3.26
3.26
-2
0
2
4.5
4.5
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.3
High:
PLTR
386.86PLTRLow:
NET
-659.72NETDetails
PEG Ratio
72.33
High:
FCX
854.3FCXLow:
Z
-633.83ZDetails
Price/Book
8.21
High:PLTR
59.82PLTRLow:
9866.HK
-76.719866.HKDetails
Price/Sales
7.75
High:PLTR
109.16PLTRLow:
DOUG
0.2DOUGDetails
Price/CF
21.54
High:
RKT
260.84RKTLow:
ORSTED.CO
2.91ORSTED.CODetails
Price/FCF
50.37
High:RKT
575.65RKTLow:
BIDU
15.08BIDUDetails
P/E Ratio
31.3
High:PLTR
386.86PLTRLow:NET
-659.72NETDetails
PEG Ratio
72.33
High:FCX
854.3FCXLow:Z
-633.83ZDetails
Price/Book
8.21
High:PLTR
59.82PLTRLow:9866.HK
-76.719866.HKDetails
Price/Sales
7.75
High:PLTR
109.16PLTRLow:DOUG
0.2DOUGDetails
Price/CF
21.54
High:RKT
260.84RKTLow:ORSTED.CO
2.91ORSTED.CODetails
Price/FCF
50.37
High:RKT
575.65RKTLow:BIDU
15.08BIDUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.99% | Jul 2021 | Nov 2024 | 40 |
-9.94% | Feb 2025 | May 2025 | 3 |
-7.47% | Oct 2025 | - | 2 |
-3.83% | Dec 2024 | Jan 2025 | 1 |
-1.01% | Mar 2021 | Apr 2021 | 1 |
-0.86% | Oct 2020 | Nov 2020 | 1 |