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-0.29%
Today
-3.77%
This Month
-12.65%
Year To Date
+28.35%
2 Years
+65.61%
5 Years
+15.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology18.96%
- 🖥️ Technology Services18.82%
- 📊 ETFs15.88%
- 💇♀️ Consumer Services10.09%
- 🪙 Cryptocurrencies8.05%
- 💰 Finance7.75%
- 🍞 Consumer Non Durables7.22%
- 🚗 Consumer Durables6.79%
- 🛍️ Retail Trade5.37%
- 🚚 Transportation0.45%
- 💵 Cash0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.42%
- 🇺🇸 NYSE39.85%
- 🌍 Digital Currency8.05%
- 🇫🇷 Euronext Paris3.03%
- 🇭🇰 Hong Kong Exchanges2.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.12%
- 🇨🇳 China6.4%
- 🇫🇷 France3.03%
- 🇭🇰 Hong Kong0.52%
- 🇨🇦 Canada0.39%
Dividends
Dividend Yield
0.89%
22 out of 31 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $SIRI (5.12%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MCD | 0.11% | 2.16% | $6.53 |
 KO | 0.11% | 2.68% | $1.89 |
 VOO | 0.11% | 1.36% | - |
 SPY | 0.1% | 1.28% | - |
 AAPL | 0.09% | 0.49% | $0.97 |
 MC.PA | 0.07% | 2.67% | $13 |
 GOOG | 0.07% | 0.51% | $0.2 |
 SBUX | 0.03% | 2.9% | $2.24 |
 BABA | 0.03% | 0.82% | $0.98 |
 MA | 0.03% | 0.54% | $2.46 |
 META | 0.02% | 0.39% | $1 |
 DIS | 0.02% | 1.15% | $0.75 |
 V | 0.02% | 0.66% | $2.01 |
 JD.US | 0.02% | 2.92% | $0.74 |
 QSR | 0.01% | 3.67% | $2.26 |
 00175.HK | 0.01% | 2.11% | $0.22 |
 KER.PA | 0.01% | 3.65% | $14 |
 9988.HK | 0.01% | 0.86% | $0.98 |
 SIRI | 0.01% | 5.12% | $0.1 |
 GM | 0% | 1.05% | $0.42 |
 0700.HK | 0% | 0.96% | $3.4 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MC.PA | Pay Day | Apr 28, 2025 | $8.54 |
JD.US | Pay Day | Apr 29, 2025 | $1.00 |
KER.PA | Ex-Dividend | May 5, 2025 | $4.13 |
KER.PA | Pay Day | May 7, 2025 | $4.13 |
MA | Pay Day | May 9, 2025 | $0.76 |
SIRI | Ex-Dividend | May 9, 2025 | $0.27 |
SBUX | Ex-Dividend | May 16, 2025 | $0.61 |
0700.HK | Ex-Dividend | May 16, 2025 | $0.58 |
SIRI | Pay Day | May 28, 2025 | $0.27 |
SBUX | Pay Day | May 30, 2025 | $0.61 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
00175.HK | Ex-Dividend | Jun 11, 2025 | $0.04 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
00175.HK | Pay Day | Jul 25, 2025 | $0.04 |
Performance Metrics
Score 4.3/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
-2.34
-2.34
-3
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
-2.34
-2.34
-3
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.54
High:
TSLA
123.01TSLALow:
NIU
-9.09NIUDetails
PEG Ratio
81.21
High:
MA
221.01MALow:NIU
-30.21NIUDetails
Price/Book
12.65
High:MA
74.7MALow:
MCD
-59.99MCDDetails
Price/Sales
6.88
High:
NVDA
19.45NVDALow:
GM
0.26GMDetails
Price/CF
26.81
High:TSLA
95.18TSLALow:GM
2.79GMDetails
Price/FCF
42.87
High:TSLA
396.62TSLALow:
00175.HK
4.4400175.HKDetails
P/E Ratio
27.54
High:TSLA
123.01TSLALow:NIU
-9.09NIUDetails
PEG Ratio
81.21
High:MA
221.01MALow:NIU
-30.21NIUDetails
Price/Book
12.65
High:MA
74.7MALow:MCD
-59.99MCDDetails
Price/Sales
6.88
High:NVDA
19.45NVDALow:GM
0.26GMDetails
Price/CF
26.81
High:TSLA
95.18TSLALow:GM
2.79GMDetails
Price/FCF
42.87
High:TSLA
396.62TSLALow:00175.HK
4.4400175.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.58% | Nov 2021 | Jun 2024 | 31 |
-14.98% | Feb 2025 | - | 3 |
-8.97% | Sep 2020 | Nov 2020 | 2 |
-5.85% | Sep 2021 | Oct 2021 | 1 |
-4.55% | Feb 2021 | Apr 2021 | 2 |
-3.67% | May 2021 | Jun 2021 | 1 |
-0.69% | Jul 2021 | Aug 2021 | 1 |
-0.26% | Oct 2024 | Nov 2024 | 1 |