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+0.53%
This Month
+24.35%
Year To Date
+74.7%
2 Years
+80.91%
5 Years
-73.6%
10 Years
-16.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.8%
- 🚗 Consumer Durables14.95%
- 💻 Electronic Technology13.44%
- 🧬 Health Technology8.16%
- 📊 ETFs7.05%
- 🚚 Transportation7.03%
- 🍞 Consumer Non Durables6%
- 💵 Cash4.99%
- 🪙 Cryptocurrencies4.68%
- 💼 Commercial Services2.49%
- 📡 Communications0.82%
- ⚡ Utilities0.34%
- 🛍️ Retail Trade0.27%
- 🛠️ Producer Manufacturing0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.99%
- 🇺🇸 NYSE16.5%
- 🇭🇰 Hong Kong Exchanges11.39%
- 🌍 Digital Currency4.68%
- 🇬🇧 LSE1.49%
- 🇳🇴 Oslo Stock Exchange0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.35%
- 🇨🇳 China13.36%
- 🇸🇬 Singapore7%
- 🇨🇦 Canada2.69%
- 🇰🇾 Cayman Islands2.49%
- 🇬🇧 United Kingdom1.49%
- 🇩🇪 Germany0.74%
- 🇯🇵 Japan0.69%
- 🇭🇰 Hong Kong0.5%
- 🇳🇴 Norway0.21%
Dividends
Dividend Yield
0.68%
16 out of 41 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MO (7.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.24% | 6.71% | $1.66 |
 MO | 0.08% | 7.07% | $3.92 |
 DGE.L | 0.07% | 4.77% | $0.81 |
 MSFT | 0.06% | 0.72% | $3 |
 KHC | 0.06% | 6.54% | $1.6 |
 META | 0.05% | 0.31% | $1 |
 788.HK | 0.03% | 3.86% | $0.04 |
 0700.HK | 0.02% | 0.74% | $3.4 |
 TM | 0.02% | 2.84% | $4.64 |
 0992.HK | 0.02% | 3.91% | $0.38 |
 CWEN | 0.02% | 5.18% | $1.6 |
 GOOG | 0.01% | 0.26% | $0.2 |
 0968.HK | 0.01% | 1.3% | $0.23 |
 AQN | 0% | 4.5% | $0.43 |
 BABA | 0% | 0.65% | $0.98 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 2.2/10
Beta
1.56
1.56
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
-24
-24
-24
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
-0.49
-0.49
-1
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Beta
1.56
1.56
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
-24
-24
-24
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
-0.49
-0.49
-1
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.76
High:
TSLA
303.71TSLALow:
03690.HK
-259.5203690.HKDetails
PEG Ratio
164.65
High:
META
474.63METALow:
BB
-206.27BBDetails
Price/Book
10.83
High:
NVDA
37.49NVDALow:
MO
-37.02MODetails
Price/Sales
11.24
High:NVDA
23.99NVDALow:
0992.HK
0.250992.HKDetails
Price/CF
27.25
High:
DDD
462.65DDDLow:
788.HK
4.16788.HKDetails
Price/FCF
62.17
High:03690.HK
387.8103690.HKLow:
TM
8.98TMDetails
P/E Ratio
38.76
High:TSLA
303.71TSLALow:03690.HK
-259.5203690.HKDetails
PEG Ratio
164.65
High:META
474.63METALow:BB
-206.27BBDetails
Price/Book
10.83
High:NVDA
37.49NVDALow:MO
-37.02MODetails
Price/Sales
11.24
High:NVDA
23.99NVDALow:0992.HK
0.250992.HKDetails
Price/CF
27.25
High:DDD
462.65DDDLow:788.HK
4.16788.HKDetails
Price/FCF
62.17
High:03690.HK
387.8103690.HKLow:TM
8.98TMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-91.91% | Aug 2018 | - | 89 |