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-0.12%
This Month
+21.86%
Year To Date
+95.2%
2 Years
+179.02%
5 Years
-74.13%
10 Years
-17.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.53%
- 💵 Cash20.76%
- 💻 Electronic Technology13.44%
- 🚗 Consumer Durables12.59%
- 🧬 Health Technology7.4%
- 📊 ETFs6.74%
- 🚚 Transportation5.39%
- 🍞 Consumer Non Durables4.94%
- 🪙 Cryptocurrencies3.62%
- 💼 Commercial Services2.83%
- 📡 Communications0.73%
- 🛠️ Producer Manufacturing0.51%
- ⚡ Utilities0.29%
- 🛍️ Retail Trade0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.75%
- 🇺🇸 NYSE16.49%
- 🇭🇰 Hong Kong Exchanges14.2%
- 🌍 Digital Currency3.62%
- 🇬🇧 LSE0.97%
- 🇳🇴 Oslo Stock Exchange0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.94%
- 🇨🇳 China15.97%
- 🇸🇬 Singapore5.36%
- 🇰🇾 Cayman Islands2.83%
- 🇨🇦 Canada1.89%
- 🇩🇪 Germany1.15%
- 🇬🇧 United Kingdom0.97%
- 🇯🇵 Japan0.7%
- 🇭🇰 Hong Kong0.56%
- 🇮🇱 Israel0.3%
- 🇳🇴 Norway0.21%
Dividends
Dividend Yield
0.72%
18 out of 43 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.24% | 6.92% | $1.66 |
 MO | 0.08% | 6.21% | $3.92 |
 SPY | 0.07% | 1.16% | - |
 KHC | 0.06% | 5.89% | $1.6 |
 MSFT | 0.06% | 0.67% | $3 |
 DGE.L | 0.04% | 3.89% | $0.81 |
 0700.HK | 0.04% | 0.74% | $3.4 |
 788.HK | 0.03% | 4.35% | $0.04 |
 META | 0.02% | 0.27% | $1 |
 0992.HK | 0.02% | 3.56% | $0.38 |
 TM | 0.02% | 2.71% | $4.64 |
 CWEN | 0.02% | 6.08% | $1.6 |
 VOO | 0.01% | 1.22% | - |
 GOOG | 0.01% | 0.35% | $0.2 |
 0968.HK | 0.01% | 1.14% | $0.23 |
 AQN | 0% | 4.69% | $0.43 |
 BABA | 0% | 0.76% | $0.98 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
MO | Ex-Dividend | Sep 15, 2025 | $1.06 |
CWEN | Pay Day | Sep 16, 2025 | $0.45 |
KHC | Pay Day | Sep 26, 2025 | $0.40 |
AQN | Ex-Dividend | Sep 30, 2025 | $0.06 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
MO | Pay Day | Oct 10, 2025 | $1.06 |
0968.HK | Pay Day | Oct 10, 2025 | $0.00 |
AQN | Pay Day | Oct 15, 2025 | $0.06 |
DGE.L | Ex-Dividend | Oct 16, 2025 | $0.84 |
788.HK | Pay Day | Oct 31, 2025 | $0.02 |
DGE.L | Pay Day | Dec 4, 2025 | $0.84 |
Performance Metrics
Score 2.2/10
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
-0.21
-0.21
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.26
-0.26
-1
1
2
3
3
Jensen's Alpha
-23.92
-23.92
-24
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
-0.51
-0.51
-1
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
-0.21
-0.21
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.26
-0.26
-1
1
2
3
3
Jensen's Alpha
-23.92
-23.92
-24
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
-0.51
-0.51
-1
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.98
High:
TSLA
196.04TSLALow:
0968.HK
-146.060968.HKDetails
PEG Ratio
83.41
High:
MSFT
240.18MSFTLow:
U
-78.43UDetails
Price/Book
10.59
High:
NVDA
41.74NVDALow:
NIO
-76.32NIODetails
Price/Sales
11.2
High:NVDA
25.49NVDALow:
0992.HK
0.290992.HKDetails
Price/CF
26.31
High:
DDD
462.65DDDLow:
788.HK
4.16788.HKDetails
Price/FCF
57.67
High:
03690.HK
387.8103690.HKLow:
TM
8.98TMDetails
P/E Ratio
36.98
High:TSLA
196.04TSLALow:0968.HK
-146.060968.HKDetails
PEG Ratio
83.41
High:MSFT
240.18MSFTLow:U
-78.43UDetails
Price/Book
10.59
High:NVDA
41.74NVDALow:NIO
-76.32NIODetails
Price/Sales
11.2
High:NVDA
25.49NVDALow:0992.HK
0.290992.HKDetails
Price/CF
26.31
High:DDD
462.65DDDLow:788.HK
4.16788.HKDetails
Price/FCF
57.67
High:03690.HK
387.8103690.HKLow:TM
8.98TMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-91.91% | Aug 2018 | - | 86 |