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0%
This Month
+16.22%
Year To Date
+51.93%
2 Years
+55.54%
5 Years
+157.97%
10 Years
+19.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.35%
- 💻 Electronic Technology20.02%
- 📊 ETFs15.28%
- 🚗 Consumer Durables8.9%
- 💇♀️ Consumer Services8.06%
- 💰 Finance6.17%
- 🍞 Consumer Non Durables5.78%
- 🪙 Cryptocurrencies5.37%
- 🛍️ Retail Trade4.61%
- 💵 Cash0.73%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.09%
- 🇺🇸 NYSE34.52%
- 🌍 Digital Currency5.37%
- 🇫🇷 Euronext Paris2.83%
- 🇭🇰 Hong Kong Exchanges1.73%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.81%
- 🇨🇳 China5.5%
- 🇫🇷 France2.83%
- 🇭🇰 Hong Kong0.42%
- 🇨🇦 Canada0.32%
Dividends
Dividend Yield
0.52%
20 out of 32 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SIRI (4.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MCD | 0.09% | 2.26% | $6.53 |
 KO | 0.09% | 2.89% | $1.89 |
 AAPL | 0.07% | 0.37% | $0.97 |
 MC.PA | 0.05% | 2.08% | $13 |
 GOOG | 0.05% | 0.27% | $0.2 |
 SBUX | 0.03% | 2.88% | $2.24 |
 MA | 0.02% | 0.55% | $2.46 |
 BABA | 0.02% | 0.66% | $0.98 |
 META | 0.02% | 0.33% | $1 |
 V | 0.01% | 0.7% | $2.01 |
 DIS | 0.01% | 0.9% | $0.75 |
 JD.US | 0.01% | 3.33% | $0.74 |
 QSR | 0.01% | 3.5% | $2.26 |
 00175.HK | 0.01% | 1.86% | $0.22 |
 SIRI | 0.01% | 4.97% | $0.1 |
 9988.HK | 0.01% | 0.67% | $0.98 |
 KER.PA | 0.01% | 1.77% | $14 |
 GM | 0% | 0.7% | $0.42 |
 0700.HK | 0% | 0.73% | $3.4 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.8/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
-1.73
-1.73
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
-1.73
-1.73
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.12
High:
TSLA
306.67TSLALow:
03690.HK
-270.903690.HKDetails
PEG Ratio
225.91
High:
V
1,245.39VLow:
NIO
-136.88NIODetails
Price/Book
15.38
High:
MA
65.12MALow:
MCD
-104.27MCDDetails
Price/Sales
9.72
High:
NVDA
22.9NVDALow:
JD.US
0.24JD.USDetails
Price/CF
25.81
High:TSLA
99.57TSLALow:
GM
2.43GMDetails
Price/FCF
48.23
High:
SBUX
1,256.06SBUXLow:
00175.HK
4.4400175.HKDetails
P/E Ratio
35.12
High:TSLA
306.67TSLALow:03690.HK
-270.903690.HKDetails
PEG Ratio
225.91
High:V
1,245.39VLow:NIO
-136.88NIODetails
Price/Book
15.38
High:MA
65.12MALow:MCD
-104.27MCDDetails
Price/Sales
9.72
High:NVDA
22.9NVDALow:JD.US
0.24JD.USDetails
Price/CF
25.81
High:TSLA
99.57TSLALow:GM
2.43GMDetails
Price/FCF
48.23
High:SBUX
1,256.06SBUXLow:00175.HK
4.4400175.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.58% | Nov 2021 | Jun 2024 | 31 |
-12.59% | Feb 2025 | Aug 2025 | 6 |
-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 |