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+1.28%
This Month
+1.28%
Year To Date
+55.41%
2 Years
+51.81%
5 Years
+159.21%
10 Years
+19.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.67%
- 💻 Electronic Technology18.42%
- 📊 ETFs15.4%
- 🚗 Consumer Durables8.63%
- 💇♀️ Consumer Services7.98%
- 💰 Finance5.71%
- 🍞 Consumer Non Durables5.49%
- 🛍️ Retail Trade5.17%
- 🪙 Cryptocurrencies5.01%
- 💵 Cash0.84%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.66%
- 🇺🇸 NYSE34.57%
- 🌍 Digital Currency5.01%
- 🇫🇷 Euronext Paris2.45%
- 🇭🇰 Hong Kong Exchanges1.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.92%
- 🇨🇳 China6%
- 🇫🇷 France2.45%
- 🇭🇰 Hong Kong0.4%
- 🇨🇦 Canada0.3%
Dividends
Dividend Yield
0.52%
20 out of 32 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SIRI (5.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MCD | 0.09% | 2.32% | $6.53 |
 KO | 0.09% | 2.8% | $1.89 |
 AAPL | 0.07% | 0.4% | $0.97 |
 MC.PA | 0.05% | 2.39% | $13 |
 GOOG | 0.05% | 0.24% | $0.2 |
 SBUX | 0.03% | 2.61% | $2.24 |
 MA | 0.02% | 0.6% | $2.46 |
 BABA | 0.02% | 0.58% | $0.98 |
 DIS | 0.02% | 1.39% | $0.75 |
 META | 0.02% | 0.29% | $1 |
 V | 0.01% | 0.74% | $2.01 |
 JD.US | 0.01% | 3.35% | $0.74 |
 QSR | 0.01% | 3.68% | $2.26 |
 00175.HK | 0.01% | 1.97% | $0.22 |
 SIRI | 0.01% | 5.36% | $0.1 |
 9988.HK | 0.01% | 0.59% | $0.98 |
 KER.PA | 0% | 1.98% | $14 |
 GM | 0% | 0.74% | $0.42 |
 0700.HK | 0% | 0.72% | $3.4 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.7/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
-1.97
-1.97
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
-1.97
-1.97
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.89
High:
TSLA
288.29TSLALow:
03690.HK
-260.1203690.HKDetails
PEG Ratio
219.23
High:V
1,170.87VLow:
NIO
-125.34NIODetails
Price/Book
14.6
High:MA
59.37MALow:MCD
-102.98MCDDetails
Price/Sales
9.72
High:NVDA
25.06NVDALow:JD.US
0.24JD.USDetails
Price/CF
24.79
High:TSLA
99.57TSLALow:GM
2.8GMDetails
Price/FCF
48.94
High:9988.HK
2,771.019988.HKLow:00175.HK
4.4400175.HKDetails
P/E Ratio
34.89
High:TSLA
288.29TSLALow:03690.HK
-260.1203690.HKDetails
PEG Ratio
219.23
High:V
1,170.87VLow:NIO
-125.34NIODetails
Price/Book
14.6
High:MA
59.37MALow:MCD
-102.98MCDDetails
Price/Sales
9.72
High:NVDA
25.06NVDALow:JD.US
0.24JD.USDetails
Price/CF
24.79
High:TSLA
99.57TSLALow:GM
2.8GMDetails
Price/FCF
48.94
High:9988.HK
2,771.019988.HKLow: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 |
-0.74% | Dec 2025 | Jan 2026 | 1 |
-0.69% | Jul 2021 | Aug 2021 | 1 |
-0.26% | Oct 2024 | Nov 2024 | 1 |