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+5.36%
This Month
+5.36%
Year To Date
+199.56%
2 Years
+296.4%
5 Years
+1766.91%
10 Years
+28.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash17.1%
- 🪙 Cryptocurrencies16.4%
- 🧬 Health Technology10.88%
- 🖥️ Technology Services10.58%
- 📊 ETFs8.07%
- 💻 Electronic Technology6.82%
- 🧩 Miscellaneous6.67%
- 🍞 Consumer Non Durables4.36%
- 🚗 Consumer Durables4.17%
- 🏭 Industrial Services2.91%
- 🛍️ Retail Trade1.87%
- 💇♀️ Consumer Services1.87%
- 💰 Finance1.82%
- 💼 Commercial Services1.81%
- 🧪 Process Industries1.69%
- 🚚 Transportation1.05%
- ⚡ Utilities1%
- 📡 Communications0.83%
- 🏥 Health Services0.68%
- 🛠️ Producer Manufacturing0.68%
- 🪨 Non Energy Minerals0.33%
- ⛏️ Energy Minerals0.28%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.89%
- 🇺🇸 NYSE24.06%
- 🌍 Digital Currency16.4%
- 🇭🇰 Hong Kong Exchanges7.78%
- 🇬🇧 LSE3.97%
- 🇺🇸 Chicago Board Options Exchange3.67%
- 🇫🇮 Helsinki Stock Exchange1.96%
- 🇫🇷 Euronext Paris1.31%
- 🇩🇪 FRA0.74%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.41%
- 🇨🇳 China9.65%
- 🇨🇦 Canada9.16%
- 🇬🇧 United Kingdom3.27%
- 🇫🇮 Finland1.96%
- 🇭🇰 Hong Kong1.45%
- 🇫🇷 France1.31%
- 🇮🇱 Israel1.04%
- 🇩🇰 Denmark1%
- 🇰🇾 Cayman Islands0.87%
- 🇩🇪 Germany0.74%
- 🇳🇱 Netherlands0.71%
- 🇨🇭 Switzerland0.63%
- 🇸🇬 Singapore0.6%
- 🇷🇺 Russia0.2%
- 🇸🇪 Sweden0.15%
Dividends
Dividend Yield
0.68%
38 out of 111 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IEP (25.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IEP | 0.07% | 25.84% | $4 |
 02386.HK | 0.07% | 5.39% | $0.38 |
 NOKIA.HE | 0.05% | 2.63% | $0.13 |
 EN.PA | 0.03% | 4.38% | $1.9 |
 PEP | 0.03% | 3.81% | $5.15 |
 HRL | 0.03% | 4.77% | $1.12 |
 SMG | 0.03% | 4.2% | $2.64 |
 VFC | 0.02% | 1.88% | $0.57 |
 1186.HK | 0.02% | 5.91% | $0.35 |
 NVO | 0.02% | 2.04% | $0.98 |
 00384.HK | 0.02% | 6.3% | $0.55 |
 00011.HK | 0.02% | 4.61% | $6.6 |
 JDW.L | 0.02% | 1.77% | - |
 INF.L | 0.02% | 2.33% | $0.18 |
 PK | 0.02% | 9.32% | $0.8 |
 SIRI | 0.02% | 5.36% | $0.1 |
 SVT.L | 0.02% | 4.24% | $1.17 |
 168.HK | 0.01% | 4.55% | - |
 02688.HK | 0.01% | 4.36% | $2.95 |
 UNH | 0.01% | 2.98% | $7.74 |
 STZ | 0.01% | 2.64% | $3.68 |
 EZJ.L | 0.01% | 2.81% | $0.05 |
 2318.HK | 0.01% | 3.82% | $2.63 |
 01128.HK | 0.01% | 6.4% | $0.08 |
 RLX | 0.01% | 4.94% | $0.01 |
 00763.HK | 0.01% | 2.31% | $0.74 |
 MBT | 0.01% | 4.44% | - |
 0914.HK | 0.01% | 2.55% | $1.04 |
 1299.HK | 0.01% | 1.98% | $1.61 |
 ALB | 0.01% | 0.9% | $1.6 |
 QCOM | 0.01% | 2.34% | $3.25 |
 BABA | 0.01% | 0.58% | $0.98 |
 1530.HK | 0.01% | 1.05% | $0.25 |
 0968.HK | 0.01% | 1.21% | $0.23 |
 REGN | 0% | 0.47% | - |
 02382.HK | 0% | 0.85% | $0.22 |
 0656.HK | 0% | 0.47% | $0.04 |
 BAYN.DE | 0% | 0.25% | $0.11 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.1/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.92
1.92
0
1
2
3
3
Jensen's Alpha
61.37
61.37
-2
0
2
62
62
Omega Ratio
1.83
1.83
0
1
1.5
2.5
2.5
Treynor Ratio
3.87
3.87
0
0.75
1.25
4
4
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.92
1.92
0
1
2
3
3
Jensen's Alpha
61.37
61.37
-2
0
2
62
62
Omega Ratio
1.83
1.83
0
1
1.5
2.5
2.5
Treynor Ratio
3.87
3.87
0
0.75
1.25
4
4
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
48.72
High:
1347.HK
4,0901347.HKLow:
NET
-621.65NETDetails
PEG Ratio
33.8
High:REGN
3,623.54REGNLow:
INTC
-606.5INTCDetails
Price/Book
2.86
High:NET
48.07NETLow:
DOCN
-79.15DOCNDetails
Price/Sales
1.94
High:
AUR
4,254.75AURLow:
ALLO
-ALLODetails
Price/CF
11.44
High:
NBIS
172.05NBISLow:2318.HK
1.242318.HKDetails
Price/FCF
24.09
High:PEP
5,253.35PEPLow:
VIRI.PA
1.35VIRI.PADetails
P/E Ratio
48.72
High:1347.HK
4,0901347.HKLow:NET
-621.65NETDetails
PEG Ratio
33.8
High:REGN
3,623.54REGNLow:INTC
-606.5INTCDetails
Price/Book
2.86
High:NET
48.07NETLow:DOCN
-79.15DOCNDetails
Price/Sales
1.94
High:AUR
4,254.75AURLow:ALLO
-ALLODetails
Price/CF
11.44
High:NBIS
172.05NBISLow:2318.HK
1.242318.HKDetails
Price/FCF
24.09
High:PEP
5,253.35PEPLow:VIRI.PA
1.35VIRI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-87.28% | Jan 2018 | Apr 2021 | 39 |
-45.9% | May 2021 | Nov 2024 | 42 |
-30.05% | Mar 2015 | May 2017 | 26 |
-27.3% | Jul 2017 | Aug 2017 | 1 |
-20.27% | Sep 2017 | Nov 2017 | 2 |
-10.04% | Oct 2025 | - | 4 |
-6.31% | Feb 2025 | Jul 2025 | 5 |
-0.02% | Aug 2025 | Sep 2025 | 1 |