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-2.51%
This Month
-4.08%
Year To Date
+167.02%
2 Years
+545.78%
5 Years
+1512.63%
10 Years
+27.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash24.82%
- 🪙 Cryptocurrencies17.8%
- 🧬 Health Technology9.13%
- 📊 ETFs7.5%
- 🖥️ Technology Services6.78%
- 💻 Electronic Technology5.93%
- 🚗 Consumer Durables5.01%
- 🧩 Miscellaneous4.14%
- 🍞 Consumer Non Durables4.1%
- 🏭 Industrial Services2.81%
- 💇♀️ Consumer Services2.04%
- 💼 Commercial Services1.87%
- 💰 Finance1.84%
- 🛍️ Retail Trade1.56%
- 🚚 Transportation1.23%
- 🧪 Process Industries1.17%
- ⚡ Utilities1.05%
- 🏥 Health Services0.86%
- 📡 Communications0.81%
- 🪨 Non Energy Minerals0.32%
- ⛏️ Energy Minerals0.31%
- 🛠️ Producer Manufacturing0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE20.82%
- 🇺🇸 Nasdaq18.83%
- 🌍 Digital Currency17.8%
- 🇭🇰 Hong Kong Exchanges8.02%
- 🇬🇧 LSE4.1%
- 🇺🇸 Chicago Board Options Exchange3.61%
- 🇫🇮 Helsinki Stock Exchange2.01%
- 🇫🇷 Euronext Paris0.79%
- 🇩🇪 FRA0.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.61%
- 🇨🇳 China9.65%
- 🇨🇦 Canada6.65%
- 🇬🇧 United Kingdom3.4%
- 🇫🇮 Finland2.01%
- 🇭🇰 Hong Kong1.78%
- 🇮🇱 Israel0.93%
- 🇩🇰 Denmark0.89%
- 🇰🇾 Cayman Islands0.83%
- 🇫🇷 France0.79%
- 🇸🇬 Singapore0.71%
- 🇳🇱 Netherlands0.6%
- 🇩🇪 Germany0.54%
- 🇨🇭 Switzerland0.28%
- 🇷🇺 Russia0.22%
- 🇸🇪 Sweden0.13%
Dividends
Dividend Yield
0.72%
38 out of 105 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IEP (25.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IEP | 0.08% | 25.81% | $4 |
 02386.HK | 0.07% | 5.54% | $0.38 |
 NOKIA.HE | 0.05% | 2.67% | $0.13 |
 EN.PA | 0.04% | 4.56% | $1.9 |
 PEP | 0.03% | 3.72% | $5.15 |
 VFC | 0.03% | 1.87% | $0.57 |
 HRL | 0.03% | 4.84% | $1.12 |
 1186.HK | 0.02% | 6.08% | $0.35 |
 NVO | 0.02% | 2.44% | $0.98 |
 00384.HK | 0.02% | 6.28% | $0.55 |
 00011.HK | 0.02% | 4.64% | $6.6 |
 JDW.L | 0.02% | 1.68% | - |
 INF.L | 0.02% | 2.32% | $0.18 |
 PK | 0.02% | 9.08% | $0.8 |
 00257.HK | 0.02% | 4.84% | $0.22 |
 SIRI | 0.02% | 5.01% | $0.1 |
 SMG | 0.02% | 4.51% | $2.64 |
 168.HK | 0.02% | 4.69% | - |
 02688.HK | 0.02% | 4.21% | $2.95 |
 SVT.L | 0.02% | 4.56% | $1.17 |
 UNH | 0.01% | 2.58% | $7.74 |
 STZ | 0.01% | 2.85% | $3.68 |
 EZJ.L | 0.01% | 2.61% | $0.05 |
 2318.HK | 0.01% | 4.39% | $2.63 |
 01128.HK | 0.01% | 6.09% | $0.08 |
 RLX | 0.01% | 4.83% | $0.01 |
 00763.HK | 0.01% | 2.52% | $0.74 |
 MBT | 0.01% | 4.44% | - |
 0914.HK | 0.01% | 2.9% | $1.04 |
 1299.HK | 0.01% | 2.26% | $1.61 |
 ALB | 0.01% | 1.22% | $1.6 |
 BABA | 0.01% | 0.7% | $0.98 |
 1530.HK | 0.01% | 0.98% | $0.25 |
 0968.HK | 0.01% | 1.46% | $0.23 |
 REGN | 0% | 0.47% | - |
 02382.HK | 0% | 0.81% | $0.22 |
 0656.HK | 0% | 0.44% | $0.04 |
 BAYN.DE | 0% | 0.31% | $0.11 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 EWY | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 7.1/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.9
1.9
0
1
2
3
3
Jensen's Alpha
61.34
61.34
-2
0
2
62
62
Omega Ratio
1.83
1.83
0
1
1.5
2.5
2.5
Treynor Ratio
3.8
3.8
0
0.75
1.25
4
4
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.9
1.9
0
1
2
3
3
Jensen's Alpha
61.34
61.34
-2
0
2
62
62
Omega Ratio
1.83
1.83
0
1
1.5
2.5
2.5
Treynor Ratio
3.8
3.8
0
0.75
1.25
4
4
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.73
High:
INTC
3,538.68INTCLow:
NET
-661.4NETDetails
PEG Ratio
140.6
High:
REGN
3,631.6REGNLow:
APLD
-1,079.23APLDDetails
Price/Book
2.64
High:NET
51.14NETLow:
DOCN
-60.15DOCNDetails
Price/Sales
1.63
High:
ABSI
173.14ABSILow:
LTBR
-LTBRDetails
Price/CF
11.29
High:
NBIS
172.05NBISLow:
2318.HK
1.242318.HKDetails
Price/FCF
20.24
High:
PEP
5,253.35PEPLow:2318.HK
1.382318.HKDetails
P/E Ratio
37.73
High:INTC
3,538.68INTCLow:NET
-661.4NETDetails
PEG Ratio
140.6
High:REGN
3,631.6REGNLow:APLD
-1,079.23APLDDetails
Price/Book
2.64
High:NET
51.14NETLow:DOCN
-60.15DOCNDetails
Price/Sales
1.63
High:ABSI
173.14ABSILow:LTBR
-LTBRDetails
Price/CF
11.29
High:NBIS
172.05NBISLow:2318.HK
1.242318.HKDetails
Price/FCF
20.24
High:PEP
5,253.35PEPLow:2318.HK
1.382318.HKDetails
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 |
-9.9% | Oct 2025 | - | 3 |
-6.31% | Feb 2025 | Jul 2025 | 5 |
-0.02% | Aug 2025 | Sep 2025 | 1 |