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+2.48%
This Month
+45.33%
Year To Date
+159.91%
2 Years
+174.42%
5 Years
+175.05%
10 Years
+22.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash28.7%
- 🖥️ Technology Services25.16%
- 🪙 Cryptocurrencies12.03%
- 💰 Finance9.43%
- 💻 Electronic Technology8.98%
- 🛍️ Retail Trade6.06%
- 🛠️ Producer Manufacturing5.04%
- 📊 ETFs3.19%
- 💼 Commercial Services1.83%
- 🚗 Consumer Durables1.49%
- 🚚 Transportation1.32%
- 🏥 Health Services1.05%
- ⚡ Utilities0.98%
- 🪨 Non Energy Minerals0.9%
- 💇♀️ Consumer Services0.88%
- 🧩 Miscellaneous0.81%
- 🧬 Health Technology0.79%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.68%
- 🇺🇸 NYSE14.2%
- 🌍 Digital Currency12.03%
- 🇭🇰 Hong Kong Exchanges6.66%
- 🇺🇸 Chicago Board Options Exchange1.66%
- 🇩🇰 Copenhagen Stock Exchange0.98%
- 🇳🇱 Euronext Amsterdam0.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.12%
- 🇨🇳 China8.92%
- 🇮🇱 Israel4.33%
- 🇨🇦 Canada1.94%
- 🇮🇪 Ireland1.6%
- 🇬🇧 United Kingdom1.33%
- 🇩🇰 Denmark0.98%
- 🇨🇭 Switzerland0.76%
- 🇳🇱 Netherlands0.75%
Dividends
Dividend Yield
0.22%
19 out of 57 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UNH | 0.03% | 2.39% | $7.74 |
 HD | 0.02% | 2.32% | $8.52 |
 UBS | 0.02% | 2.25% | $0.71 |
 9988.HK | 0.02% | 0.56% | $0.98 |
 UMG.NV | 0.02% | 2.08% | $0.51 |
 MSFT | 0.02% | 0.66% | $3 |
 FCX | 0.01% | 1.51% | $0.6 |
 CSX | 0.01% | 1.42% | $0.46 |
 ZTS | 0.01% | 1.32% | $1.67 |
 KKR | 0.01% | 0.56% | $0.67 |
 01211.HK | 0.01% | 1.32% | $3.41 |
 PSKY | 0.01% | 1.05% | $0.2 |
 DELL | 0.01% | 1.44% | $1.63 |
 GOOG | 0.01% | 0.33% | $0.2 |
 META | 0.01% | 0.36% | $1 |
 CRM | 0.01% | 0.69% | $0.4 |
 AVGO | 0.01% | 0.7% | $19.7 |
 AAPL | 0% | 0.4% | $0.97 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Performance Metrics
Score 6.2/10
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
4.2
4.2
-2
0
2
5
5
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.16
1.16
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
4.2
4.2
-2
0
2
5
5
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.16
1.16
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.3
High:
PLTR
575.17PLTRLow:
PSKY
-754.55PSKYDetails
PEG Ratio
359.77
High:
AAPL
26,662.13AAPLLow:PSKY
-756.58PSKYDetails
Price/Book
9.22
High:PLTR
69.24PLTRLow:
9866.HK
-101.799866.HKDetails
Price/Sales
7.74
High:
MSTR
233.32MSTRLow:
CSIQ
0.17CSIQDetails
Price/CF
22.27
High:MSTR
7,511.07MSTRLow:
01211.HK
4.101211.HKDetails
Price/FCF
49.12
High:MSTR
1,187.5MSTRLow:
SOFI
14.1SOFIDetails
P/E Ratio
34.3
High:PLTR
575.17PLTRLow:PSKY
-754.55PSKYDetails
PEG Ratio
359.77
High:AAPL
26,662.13AAPLLow:PSKY
-756.58PSKYDetails
Price/Book
9.22
High:PLTR
69.24PLTRLow:9866.HK
-101.799866.HKDetails
Price/Sales
7.74
High:MSTR
233.32MSTRLow:CSIQ
0.17CSIQDetails
Price/CF
22.27
High:MSTR
7,511.07MSTRLow:01211.HK
4.101211.HKDetails
Price/FCF
49.12
High:MSTR
1,187.5MSTRLow:SOFI
14.1SOFIDetails
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 |