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+0.76%
Today
+8.59%
This Month
+8.06%
Year To Date
+197.15%
2 Years
+922.09%
5 Years
+30.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash57.12%
- 🪙 Cryptocurrencies27.03%
- 🧬 Health Technology4.71%
- 🚗 Consumer Durables2.93%
- 📊 ETFs2.73%
- 💻 Electronic Technology2.3%
- 🍞 Consumer Non Durables2.02%
- 🧩 Miscellaneous1.81%
- 🚚 Transportation1.54%
- 🖥️ Technology Services1.49%
- 🏭 Industrial Services1.45%
- 💇♀️ Consumer Services1.3%
- 🛍️ Retail Trade1.28%
- 💰 Finance0.83%
- 💼 Commercial Services0.66%
- 📡 Communications0.48%
- 🧪 Process Industries0.37%
- 🛠️ Producer Manufacturing0.2%
- ⚡ Utilities0.17%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency27.03%
- 🇺🇸 NYSE9.52%
- 🇺🇸 Nasdaq9.16%
- 🇭🇰 Hong Kong Exchanges2.75%
- 🇬🇧 LSE1.81%
- 🇫🇮 Helsinki Stock Exchange1.42%
- 🇺🇸 Chicago Board Options Exchange1.23%
- 🇩🇪 FRA0.22%
- 🇫🇷 Euronext Paris0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States8.24%
- 🇨🇳 China5.36%
- 🇨🇦 Canada3.74%
- 🇬🇧 United Kingdom1.81%
- 🇫🇮 Finland1.42%
- 🇸🇬 Singapore0.76%
- 🇰🇾 Cayman Islands0.66%
- 🇳🇱 Netherlands0.36%
- 🇸🇪 Sweden0.28%
- 🇩🇪 Germany0.22%
- 🇷🇺 Russia0.19%
- 🇫🇷 France0.17%
- 🇭🇰 Hong Kong0.17%
Dividends
Dividend Yield
0.37%
28 out of 59 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $PK (9.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 02386.HK | 0.06% | 6.54% | $0.38 |
 NOKIA.HE | 0.04% | 3.15% | $0.13 |
 PEP | 0.02% | 3.83% | $5.15 |
 VFC | 0.02% | 2.94% | $0.57 |
 HRL | 0.02% | 3.96% | $1.12 |
 1186.HK | 0.02% | 6.04% | $0.35 |
 JDW.L | 0.02% | 2.07% | - |
 PK | 0.02% | 9.29% | $0.8 |
 SMG | 0.01% | 3.96% | $2.64 |
 EZJ.L | 0.01% | 2.43% | $0.05 |
 2318.HK | 0.01% | 5.27% | $2.63 |
 VEU | 0.01% | 2.82% | - |
 EN.PA | 0.01% | 5.14% | $1.9 |
 SCHF | 0.01% | 2.8% | - |
 MBT | 0.01% | 4.44% | - |
 00002.HK | 0.01% | 4.76% | $3.1 |
 PNC | 0.01% | 3.31% | $6.2 |
 INTC | 0.01% | 2.16% | $0.5 |
 2628.HK | 0.01% | 3.62% | $0.47 |
 01128.HK | 0.01% | 4.08% | $0.08 |
 BABA | 0.01% | 0.86% | $0.98 |
 YINN | 0.01% | 1.64% | - |
 1530.HK | 0.01% | 0.8% | $0.25 |
 EWY | 0% | 2.14% | - |
 REGN | 0% | 0.33% | - |
 BAYN.DE | 0% | 0.4% | $0.11 |
 RLX | 0% | 0.35% | $0.01 |
 VRSN | 0% | 0.27% | - |
Performance Metrics
Score 7/10
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.82
1.82
0
1
2
3
3
Jensen's Alpha
58.88
58.88
-2
0
2
59
59
Omega Ratio
1.82
1.82
0
1
1.5
2.5
2.5
Treynor Ratio
3.6
3.6
0
0.75
1.25
4
4
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.82
1.82
0
1
2
3
3
Jensen's Alpha
58.88
58.88
-2
0
2
59
59
Omega Ratio
1.82
1.82
0
1
1.5
2.5
2.5
Treynor Ratio
3.6
3.6
0
0.75
1.25
4
4
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
57.57
High:
GRAB
953.57GRABLow:
VFC
-81.57VFCDetails
PEG Ratio
165.52
High:
VRSN
6,428.57VRSNLow:VFC
-86.52VFCDetails
Price/Book
2.14
High:
MBT
35.12MBTLow:
NIO
-168.98NIODetails
Price/Sales
1.62
High:
NBIS
77.88NBISLow:
1186.HK
0.071186.HKDetails
Price/CF
6.44
High:
02386.HK
221.2702386.HKLow:
2628.HK
0.642628.HKDetails
Price/FCF
9.71
High:
PEP
5,253.35PEPLow:2628.HK
0.832628.HKDetails
P/E Ratio
57.57
High:GRAB
953.57GRABLow:VFC
-81.57VFCDetails
PEG Ratio
165.52
High:VRSN
6,428.57VRSNLow:VFC
-86.52VFCDetails
Price/Book
2.14
High:MBT
35.12MBTLow:NIO
-168.98NIODetails
Price/Sales
1.62
High:NBIS
77.88NBISLow:1186.HK
0.071186.HKDetails
Price/CF
6.44
High:02386.HK
221.2702386.HKLow:2628.HK
0.642628.HKDetails
Price/FCF
9.71
High:PEP
5,253.35PEPLow:2628.HK
0.832628.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 |
-6.31% | Feb 2025 | Jul 2025 | 5 |