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-0.03%
Today
+4.14%
This Month
-0.36%
Year To Date
+29.12%
2 Years
+48.98%
5 Years
+17.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services21.35%
- 💻 Electronic Technology17.43%
- 📊 ETFs16.56%
- 💇♀️ Consumer Services9.49%
- 🪙 Cryptocurrencies8.74%
- 🚗 Consumer Durables7.7%
- 💰 Finance7.02%
- 🍞 Consumer Non Durables5.9%
- 🛍️ Retail Trade4.68%
- 💵 Cash0.49%
- 🚚 Transportation0.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.24%
- 🇺🇸 NYSE37.87%
- 🌍 Digital Currency8.74%
- 🇫🇷 Euronext Paris2.51%
- 🇭🇰 Hong Kong Exchanges1.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.81%
- 🇨🇳 China5.74%
- 🇫🇷 France2.51%
- 🇭🇰 Hong Kong0.53%
- 🇨🇦 Canada0.36%
Dividends
Dividend Yield
0.8%
22 out of 31 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $SIRI (4.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 0.1% | 1.22% | - |
 MCD | 0.1% | 2.34% | $6.53 |
 KO | 0.1% | 2.92% | $1.89 |
 SPY | 0.1% | 1.16% | - |
 AAPL | 0.08% | 0.48% | $0.97 |
 MC.PA | 0.06% | 2.73% | $13 |
 GOOG | 0.06% | 0.42% | $0.2 |
 SBUX | 0.03% | 2.62% | $2.24 |
 BABA | 0.03% | 0.85% | $0.98 |
 MA | 0.02% | 0.53% | $2.46 |
 META | 0.02% | 0.29% | $1 |
 DIS | 0.02% | 0.83% | $0.75 |
 V | 0.02% | 0.67% | $2.01 |
 JD.US | 0.01% | 3.01% | $0.74 |
 QSR | 0.01% | 3.49% | $2.26 |
 00175.HK | 0.01% | 1.78% | $0.22 |
 KER.PA | 0.01% | 2.81% | $14 |
 9988.HK | 0.01% | 0.87% | $0.98 |
 SIRI | 0.01% | 4.63% | $0.1 |
 GM | 0% | 1.04% | $0.42 |
 0700.HK | 0% | 0.82% | $3.4 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Pay Day | Aug 8, 2025 | $0.76 |
SIRI | Ex-Dividend | Aug 8, 2025 | $0.27 |
SBUX | Ex-Dividend | Aug 15, 2025 | $0.61 |
SIRI | Pay Day | Aug 27, 2025 | $0.27 |
SBUX | Pay Day | Aug 29, 2025 | $0.61 |
MCD | Ex-Dividend | Sep 2, 2025 | $1.77 |
GM | Ex-Dividend | Sep 5, 2025 | $0.15 |
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
GM | Pay Day | Sep 18, 2025 | $0.15 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
Performance Metrics
Score 4.3/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
-3.14
-3.14
-4
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
-3.14
-3.14
-4
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.45
High:
TSLA
186.01TSLALow:
NIU
-11.43NIUDetails
PEG Ratio
99.52
High:
MA
298.78MALow:
NIO
-73.82NIODetails
Price/Book
12.44
High:MA
76.84MALow:NIO
-181.29NIODetails
Price/Sales
7.5
High:
NVDA
29.08NVDALow:
GM
0.27GMDetails
Price/CF
22.39
High:
KO
233.26KOLow:GM
2GMDetails
Price/FCF
39.88
High:
SBUX
1,256.06SBUXLow:
00175.HK
4.4400175.HKDetails
P/E Ratio
28.45
High:TSLA
186.01TSLALow:NIU
-11.43NIUDetails
PEG Ratio
99.52
High:MA
298.78MALow:NIO
-73.82NIODetails
Price/Book
12.44
High:MA
76.84MALow:NIO
-181.29NIODetails
Price/Sales
7.5
High:NVDA
29.08NVDALow:GM
0.27GMDetails
Price/CF
22.39
High:KO
233.26KOLow:GM
2GMDetails
Price/FCF
39.88
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 | - | 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 |