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+0.29%
Today
+0.53%
This Month
+12.09%
Year To Date
+79.54%
2 Years
+112.13%
5 Years
+17.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.07%
- 💰 Finance16.08%
- 🪙 Cryptocurrencies12.86%
- 💻 Electronic Technology9.97%
- 📊 ETFs8.63%
- 🛍️ Retail Trade6.85%
- 🛠️ Producer Manufacturing5.99%
- 💼 Commercial Services2.71%
- 🚗 Consumer Durables2.58%
- 💵 Cash2.39%
- 🧬 Health Technology1.81%
- 🪨 Non Energy Minerals1.23%
- 💇♀️ Consumer Services1.17%
- 🚚 Transportation0.65%
- ⚡ Utilities0.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.86%
- 🇺🇸 NYSE17.33%
- 🌍 Digital Currency12.86%
- 🇭🇰 Hong Kong Exchanges5.41%
- 🇺🇸 Chicago Board Options Exchange1.37%
- 🇳🇱 Euronext Amsterdam1.03%
- 🇬🇧 LSE0.76%
- 🇩🇰 Copenhagen Stock Exchange0.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.13%
- 🇨🇳 China7.7%
- 🇮🇱 Israel4.85%
- 🇨🇦 Canada2.49%
- 🇮🇪 Ireland1.54%
- 🇳🇱 Netherlands1.03%
- 🇨🇭 Switzerland0.79%
- 🇬🇧 United Kingdom0.58%
- 🇩🇰 Denmark0.49%
Dividends
Dividend Yield
0.36%
23 out of 61 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $UBS (2.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.05% | 1.37% | - |
 HD | 0.04% | 2.46% | $8.52 |
 JNPR | 0.03% | 2.46% | $0.88 |
 MSFT | 0.02% | 0.69% | $3 |
 9988.HK | 0.02% | 0.89% | $0.98 |
 UBS | 0.02% | 2.53% | $0.71 |
 PARA | 0.02% | 1.68% | $0.2 |
 UMG.NV | 0.02% | 1.91% | $0.51 |
 FCX | 0.02% | 1.44% | $0.6 |
 SPY | 0.02% | 1.29% | - |
 INTC | 0.01% | 2.5% | $0.5 |
 ZTS | 0.01% | 1.15% | $1.67 |
 01211.HK | 0.01% | 1.06% | $3.41 |
 QQQ | 0.01% | 0.63% | - |
 KKR | 0.01% | 0.59% | $0.67 |
 GOOG | 0.01% | 0.48% | $0.2 |
 META | 0.01% | 0.3% | $1 |
 DELL | 0.01% | 1.66% | $1.63 |
 AVGO | 0.01% | 0.86% | $19.7 |
 CRM | 0.01% | 0.6% | $0.4 |
 AAPL | 0% | 0.5% | $0.97 |
 ORSTED.CO | 0% | 0.46% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
UMG.NV | Pay Day | Jun 13, 2025 | $0.31 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
PARA | Ex-Dividend | Jun 16, 2025 | $0.05 |
HD | Pay Day | Jun 18, 2025 | $2.30 |
JNPR | Pay Day | Jun 23, 2025 | $0.22 |
META | Pay Day | Jun 26, 2025 | $0.52 |
PARA | Pay Day | Jul 1, 2025 | $0.05 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
ZTS | Ex-Dividend | Jul 18, 2025 | $0.50 |
ZTS | Pay Day | Sep 3, 2025 | $0.50 |
Performance Metrics
Score 5.7/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
3.6
3.6
-2
0
2
4.5
4.5
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
3.6
3.6
-2
0
2
4.5
4.5
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.52
High:
PLTR
523.62PLTRLow:
CRWD
-662.57CRWDDetails
PEG Ratio
173
High:
COIN
898.54COINLow:
Z
-407.85ZDetails
Price/Book
9.49
High:PLTR
52.16PLTRLow:
9866.HK
-151.779866.HKDetails
Price/Sales
8
High:
MSTR
205.94MSTRLow:
CSIQ
0.13CSIQDetails
Price/CF
21.54
High:MSTR
7,511.07MSTRLow:CSIQ
4.9CSIQDetails
Price/FCF
42.91
High:MSTR
1,187.5MSTRLow:
SOFI
9.54SOFIDetails
P/E Ratio
34.52
High:PLTR
523.62PLTRLow:CRWD
-662.57CRWDDetails
PEG Ratio
173
High:COIN
898.54COINLow:Z
-407.85ZDetails
Price/Book
9.49
High:PLTR
52.16PLTRLow:9866.HK
-151.779866.HKDetails
Price/Sales
8
High:MSTR
205.94MSTRLow:CSIQ
0.13CSIQDetails
Price/CF
21.54
High:MSTR
7,511.07MSTRLow:CSIQ
4.9CSIQDetails
Price/FCF
42.91
High:MSTR
1,187.5MSTRLow:SOFI
9.54SOFIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.99% | Jul 2021 | Nov 2024 | 40 |
-9.94% | Feb 2025 | May 2025 | 3 |
-3.83% | Dec 2024 | Jan 2025 | 1 |
-1.01% | Mar 2021 | Apr 2021 | 1 |
-0.86% | Oct 2020 | Nov 2020 | 1 |