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-0.48%
Today
+3%
This Month
+17.17%
Year To Date
+114.33%
2 Years
+80.27%
5 Years
+17.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services61.06%
- 💻 Electronic Technology16.96%
- 🛍️ Retail Trade5.2%
- 🚗 Consumer Durables5.1%
- 💼 Commercial Services5.01%
- 💇♀️ Consumer Services4.71%
- 📊 ETFs1.52%
- 🚚 Transportation0.42%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq86.46%
- 🇺🇸 NYSE13.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States86.27%
- 🇨🇦 Canada4.03%
- 🇹🇼 Taiwan3.6%
- 🇨🇳 China2.46%
- 🇸🇬 Singapore2.1%
Dividends
Dividend Yield
0.29%
11 out of 21 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $SBUX (2.55%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Pay Day | Jun 16, 2025 | $0.21 |
 META | Ex-Dividend | Jun 16, 2025 | $0.52 |
 DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
META | Pay Day | Jun 26, 2025 | $0.52 |
 NVDA | Pay Day | Jul 3, 2025 | $0.01 |
 BABA | Pay Day | Jul 10, 2025 | $0.95 |
 TSM | Pay Day | Jul 10, 2025 | $0.68 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
 MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 5.7/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
5.61
5.61
-2
0
2
6
6
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
5.61
5.61
-2
0
2
6
6
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.5
High:
GRAB
826.79GRABLow:
NET
-718.9NETDetails
PEG Ratio
259.82
High:GRAB
769.42GRABLow:NET
-1,279.3NETDetails
Price/Book
12.32
High:
PLTR
58.81PLTRLow:
NIO
-139.34NIODetails
Price/Sales
10.53
High:PLTR
110.79PLTRLow:NIO
0.81NIODetails
Price/CF
21.86
High:PLTR
161.45PLTRLow:
DIS
9.84DISDetails
Price/FCF
40.19
High:
SBUX
1,256.06SBUXLow:
BABA
16.9BABADetails
P/E Ratio
33.5
High:GRAB
826.79GRABLow:NET
-718.9NETDetails
PEG Ratio
259.82
High:GRAB
769.42GRABLow:NET
-1,279.3NETDetails
Price/Book
12.32
High:PLTR
58.81PLTRLow:NIO
-139.34NIODetails
Price/Sales
10.53
High:PLTR
110.79PLTRLow:NIO
0.81NIODetails
Price/CF
21.86
High:PLTR
161.45PLTRLow:DIS
9.84DISDetails
Price/FCF
40.19
High:SBUX
1,256.06SBUXLow:BABA
16.9BABADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-51.4% | Nov 2021 | Jun 2024 | 31 |
-12.49% | Feb 2025 | May 2025 | 3 |
-5.14% | Sep 2021 | Oct 2021 | 1 |
-2.05% | Jul 2024 | Aug 2024 | 1 |
-0.04% | Jul 2021 | Aug 2021 | 1 |