Loading...
-1.31%
This Month
-0.97%
Year To Date
+151.74%
2 Years
+171.84%
5 Years
+1704.99%
10 Years
+26.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies18.68%
- 💵 Cash13.74%
- 🧬 Health Technology11.44%
- 🖥️ Technology Services9.39%
- 📊 ETFs8.63%
- 💻 Electronic Technology8.02%
- 🧩 Miscellaneous5.17%
- 🚗 Consumer Durables5.08%
- 🍞 Consumer Non Durables4.41%
- 🏭 Industrial Services2.96%
- 💇♀️ Consumer Services1.96%
- 💼 Commercial Services1.74%
- 🛍️ Retail Trade1.68%
- 🧪 Process Industries1.63%
- 💰 Finance1.34%
- ⚡ Utilities1.08%
- 🚚 Transportation0.89%
- 📡 Communications0.71%
- 🏥 Health Services0.7%
- 🛠️ Producer Manufacturing0.7%
- 🪨 Non Energy Minerals0.32%
- ⛏️ Energy Minerals0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq25.96%
- 🇺🇸 NYSE23.54%
- 🌍 Digital Currency18.68%
- 🇭🇰 Hong Kong Exchanges7.05%
- 🇺🇸 Chicago Board Options Exchange3.41%
- 🇬🇧 LSE3.27%
- 🇫🇮 Helsinki Stock Exchange2.85%
- 🇫🇷 Euronext Paris1.41%
- 🇩🇪 FRA0.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.53%
- 🇨🇳 China9.94%
- 🇨🇦 Canada7.61%
- 🇫🇮 Finland2.85%
- 🇬🇧 United Kingdom2.53%
- 🇫🇷 France1.41%
- 🇮🇱 Israel1.01%
- 🇳🇱 Netherlands0.99%
- 🇭🇰 Hong Kong0.98%
- 🇰🇾 Cayman Islands0.77%
- 🇩🇰 Denmark0.69%
- 🇩🇪 Germany0.67%
- 🇸🇬 Singapore0.54%
- 🇨🇭 Switzerland0.47%
- 🇷🇺 Russia0.22%
- 🇸🇪 Sweden0.16%
Dividends
Dividend Yield
0.7%
37 out of 111 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IEP (25.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IEP | 0.08% | 25.67% | $4 |
 02386.HK | 0.07% | 6.15% | $0.38 |
 NOKIA.HE | 0.05% | 1.87% | $0.13 |
 EN.PA | 0.04% | 4.18% | $1.9 |
 PEP | 0.04% | 3.61% | $5.15 |
 HRL | 0.03% | 5.12% | $1.12 |
 SMG | 0.03% | 4.25% | $2.64 |
 VFC | 0.03% | 2.25% | $0.57 |
 NVO | 0.02% | 3.44% | $0.98 |
 1186.HK | 0.02% | 6.02% | $0.35 |
 00384.HK | 0.02% | 6.34% | $0.55 |
 JDW.L | 0.02% | 1.86% | - |
 PK | 0.02% | 9.6% | $0.8 |
 SIRI | 0.02% | 4.82% | $0.1 |
 168.HK | 0.02% | 4.8% | - |
 02688.HK | 0.02% | 4.47% | $2.95 |
 SVT.L | 0.02% | 3.92% | $1.17 |
 UNH | 0.02% | 3.1% | $7.74 |
 STZ | 0.01% | 2.72% | $3.68 |
 EZJ.L | 0.01% | 3.64% | $0.05 |
 2318.HK | 0.01% | 4.5% | $2.63 |
 01128.HK | 0.01% | 6.67% | $0.08 |
 RLX | 0.01% | 5.11% | $0.01 |
 MBT | 0.01% | 4.44% | - |
 0914.HK | 0.01% | 2.85% | $1.04 |
 1299.HK | 0.01% | 2.16% | $1.61 |
 ALB | 0.01% | 1.01% | $1.6 |
 QCOM | 0.01% | 2.75% | $3.25 |
 0968.HK | 0.01% | 1.5% | $0.23 |
 BABA | 0.01% | 0.75% | $0.98 |
 00763.HK | 0.01% | 1.63% | $0.74 |
 1530.HK | 0.01% | 1.14% | $0.25 |
 INF.L | 0% | 2.91% | $0.18 |
 REGN | 0% | 0.48% | - |
 02382.HK | 0% | 0.93% | $0.22 |
 0656.HK | 0% | 0.51% | $0.04 |
 BAYN.DE | 0% | 0.27% | $0.11 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.2/10
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
1.94
1.94
0
1
2
3
3
Jensen's Alpha
62.98
62.98
-2
0
2
63
63
Omega Ratio
1.86
1.86
0
1
1.5
2.5
2.5
Treynor Ratio
3.87
3.87
0
0.75
1.25
4
4
Information Ratio
0.49
0.49
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
1.94
1.94
0
1
2
3
3
Jensen's Alpha
62.98
62.98
-2
0
2
63
63
Omega Ratio
1.86
1.86
0
1
1.5
2.5
2.5
Treynor Ratio
3.87
3.87
0
0.75
1.25
4
4
Information Ratio
0.49
0.49
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
54.68
High:
1347.HK
3,1501347.HKLow:
NET
-721.39NETDetails
PEG Ratio
-31.14
High:1186.HK
889.671186.HKLow:
FROG
-5,014.75FROGDetails
Price/Book
2.6
High:NET
51.24NETLow:
DOCN
-219.95DOCNDetails
Price/Sales
1.7
High:
AUR
2,631.6AURLow:
ALLO
-ALLODetails
Price/CF
12.08
High:
NBIS
172.05NBISLow:2318.HK
1.242318.HKDetails
Price/FCF
25.48
High:PEP
5,797.72PEPLow:
VIRI.PA
1.35VIRI.PADetails
P/E Ratio
54.68
High:1347.HK
3,1501347.HKLow:NET
-721.39NETDetails
PEG Ratio
-31.14
High:1186.HK
889.671186.HKLow:FROG
-5,014.75FROGDetails
Price/Book
2.6
High:NET
51.24NETLow:DOCN
-219.95DOCNDetails
Price/Sales
1.7
High:AUR
2,631.6AURLow:ALLO
-ALLODetails
Price/CF
12.08
High:NBIS
172.05NBISLow:2318.HK
1.242318.HKDetails
Price/FCF
25.48
High:PEP
5,797.72PEPLow: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 |
-10.91% | Oct 2025 | - | 6 |
-6.31% | Feb 2025 | Jul 2025 | 5 |
-0.02% | Aug 2025 | Sep 2025 | 1 |