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+21.69%
This Month
+9.58%
Year To Date
+98.3%
2 Years
+47.04%
5 Years
+157.07%
10 Years
+18.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs37.79%
- 🖥️ Technology Services15.5%
- 💻 Electronic Technology10.78%
- 🪙 Cryptocurrencies8.85%
- 💵 Cash6.58%
- 🚗 Consumer Durables4.02%
- 📡 Communications2.96%
- 🛠️ Producer Manufacturing2.69%
- 🛍️ Retail Trade2.26%
- 💇♀️ Consumer Services2.11%
- 🧩 Miscellaneous2.09%
- 💰 Finance1.58%
- 🍞 Consumer Non Durables1.25%
- 🚚 Transportation1.19%
- 🧬 Health Technology0.9%
- 🧪 Process Industries0.23%
- ⚡ Utilities0.19%
- 💼 Commercial Services0.17%
- 🪨 Non Energy Minerals0.15%
- 🏭 Industrial Services0.09%
- ⛏️ Energy Minerals0.06%
- 📈 Indexes0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.66%
- 🇺🇸 Nasdaq33.88%
- 🌍 Digital Currency8.85%
- 🇭🇰 Hong Kong Exchanges3.01%
- 🇺🇸 Chicago Board Options Exchange2.16%
- 🇬🇧 LSE2.14%
- 🇫🇷 Euronext Paris1.36%
- 🇨🇭 SIX0.24%
- 🇮🇹 Borsa Italiana0.19%
- 🇪🇸 Bolsa De Madrid0.09%
- 🇳🇴 Oslo Stock Exchange0.08%
- 🇩🇰 Copenhagen Stock Exchange0.06%
- 🇸🇪 Stockholm Stock Exchange0.05%
- 🇳🇱 Euronext Amsterdam0.04%
- 🇦🇺 Sydney0.03%
- 🌍 CFD0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.74%
- 🇨🇳 China9.03%
- 🇫🇷 France1.17%
- 🇮🇱 Israel1.14%
- 🇮🇪 Ireland0.36%
- 🇱🇺 Luxembourg0.26%
- 🇨🇭 Switzerland0.24%
- 🇮🇹 Italy0.19%
- 🇭🇰 Hong Kong0.15%
- 🇨🇦 Canada0.15%
- 🇸🇬 Singapore0.13%
- 🇪🇸 Spain0.09%
- 🇳🇴 Norway0.08%
- 🇬🇧 United Kingdom0.07%
- 🇩🇰 Denmark0.06%
- 🇹🇼 Taiwan0.05%
- 🇸🇪 Sweden0.05%
- 🇳🇱 Netherlands0.04%
- 🇺🇾 Uruguay0.03%
- 🇧🇷 Brazil0.03%
- 🇦🇺 Australia0.03%
- 🇰🇷 South Korea0.02%
Dividends
Dividend Yield
0.33%
88 out of 151 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (12.08%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 T | 0.12% | 4.24% | $1.11 |
 FRT | 0.06% | 4.01% | $4.36 |
 DIS | 0.03% | 1.41% | $0.75 |
 JNJ | 0.01% | 2.25% | $4.81 |
 BABA | 0.01% | 0.73% | $0.98 |
 SESG.PA | 0.01% | 6.63% | $0.43 |
 MSFT | 0.01% | 0.85% | $3 |
 NAS.OL | 0.01% | 12.08% | - |
 IBM | 0.01% | 2.64% | $6.65 |
 QFIN | 0% | 10.84% | $1.06 |
 ABBN.ZU | 0% | 1.27% | $0.87 |
 0992.HK | 0% | 3.49% | $0.38 |
 JD.US | 0% | 3.12% | $0.74 |
 IBE.MC | 0% | 2.77% | $0.45 |
 0968.HK | 0% | 1.62% | $0.23 |
 JOYY | 0% | 2.97% | $0.71 |
 NTES | 0% | 2.51% | $2.58 |
 669.HK | 0% | 2.3% | $1.93 |
 VIE.PA | 0% | 4.23% | $1.25 |
 02382.HK | 0% | 1.82% | $0.22 |
 PRY.MI | 0% | 0.75% | $0.7 |
 HD | 0% | 2.65% | $8.52 |
 UNP | 0% | 2.17% | $5.2 |
 WOR.ASX | 0% | 4.5% | $0.5 |
 TT | 0% | 0.8% | $3.27 |
 ETN | 0% | 1.03% | $3.6 |
 NEE | 0% | 2.52% | $1.97 |
 1024.HK | 0% | 1.47% | - |
 NEX.PA | 0% | 2.11% | $2.3 |
 00763.HK | 0% | 1.71% | $0.74 |
 YMM | 0% | 1.72% | $0.13 |
 CVX | 0% | 3.77% | $6.28 |
 NTR | 0% | 3.09% | $2.14 |
 TXN | 0% | 2.38% | $5.14 |
 GAW.L | 0% | 2.46% | $5.5 |
 MMM | 0% | 1.96% | $5.21 |
 XOM | 0% | 2.73% | $3.76 |
 ABBV | 0% | 3.3% | $6.06 |
 PG | 0% | 2.85% | $3.83 |
 LOW | 0% | 1.9% | $4.45 |
 0700.HK | 0% | 1.02% | $3.4 |
 SU.PA | 0% | 1.54% | $3.5 |
 PEP | 0% | 3.63% | $5.15 |
 MDT.US | 0% | 3.33% | $2.77 |
 BZ | 0% | 1.05% | - |
 AVGO | 0% | 0.62% | $19.7 |
 02018.HK | 0% | 0.91% | $0.1 |
 ABT | 0% | 2.55% | $2.16 |
 BEPC | 0% | 3.58% | - |
 MRK | 0% | 2.84% | $3.04 |
 NVDA | 0% | 0.02% | $0.02 |
 ECL | 0% | 1% | $2.24 |
 AAPL | 0% | 0.38% | $0.97 |
 3888.HK | 0% | 0.52% | $0.14 |
 GOOG | 0% | 0.25% | $0.2 |
 WELL | 0% | 1.38% | $2.44 |
 FCX | 0% | 0.86% | $0.6 |
 ADI.US | 0% | 1.07% | $3.56 |
 UI | 0% | 0.28% | $2.4 |
 BOL.ST | 0% | 1.99% | $7.5 |
 CSCO | 0% | 1.88% | $1.58 |
 LIN | 0% | 1.22% | $5.33 |
 WM | 0% | 1.53% | $2.9 |
 KO | 0% | 2.73% | $1.89 |
 ROCKB.CO | 0% | 2.12% | $43 |
 00285.HK | 0% | 0.56% | $0.59 |
 TSM | 0% | 0.62% | $1.74 |
 TJX | 0% | 1.1% | $1.42 |
 META | 0% | 0.31% | $1 |
 CTAS | 0% | 0.91% | $5.4 |
 CARR | 0% | 1.56% | $0.76 |
 NIBEB.ST | 0% | 0.83% | $0.65 |
 VRSK | 0% | 1.03% | $1.46 |
 LLY | 0% | 0.68% | $4.86 |
 ASML.NV | 0% | 0.6% | $6.1 |
 BMI | 0% | 1.36% | $1.08 |
 GOOGL | 0% | 0.25% | $0.2 |
 COST | 0% | 0.51% | $19.22 |
 AMAT | 0% | 0.49% | $1.44 |
 01211.HK | 0% | 0.33% | $3.41 |
 LRCX | 0% | 0.38% | $8 |
 SMSN.L | 0% | 0.58% | $23.68 |
 WAB | 0% | 0.4% | $0.74 |
 GEV | 0% | 0.15% | - |
 PWR | 0% | 0.07% | $0.35 |
 WDC | 0% | 0.12% | - |
 SCCO | 0% | -1.75% | $-3.76 |
 ITUB | 0% | -5.62% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PG | Ex-Dividend | Apr 24, 2026 | $1.09 |
ASML.NV | Ex-Dividend | Apr 24, 2026 | $3.15 |
JD.US | Pay Day | Apr 29, 2026 | $1.00 |
BOL.ST | Ex-Dividend | Apr 29, 2026 | $1.18 |
 MOMO | Pay Day | Apr 30, 2026 | $0.28 |
T | Pay Day | May 1, 2026 | $0.28 |
COST | Ex-Dividend | May 1, 2026 | $1.47 |
FCX | Pay Day | May 1, 2026 | $0.15 |
CARR | Ex-Dividend | May 4, 2026 | $0.24 |
TXN | Ex-Dividend | May 5, 2026 | $1.42 |
ASML.NV | Pay Day | May 5, 2026 | $3.15 |
LOW | Pay Day | May 6, 2026 | $1.20 |
BOL.ST | Pay Day | May 6, 2026 | $1.18 |
JOYY | Pay Day | May 8, 2026 | $0.99 |
VIE.PA | Ex-Dividend | May 11, 2026 | $1.77 |
VIE.PA | Pay Day | May 13, 2026 | $1.77 |
TJX | Ex-Dividend | May 14, 2026 | $0.48 |
669.HK | Ex-Dividend | May 14, 2026 | $0.17 |
QFIN | Pay Day | May 14, 2026 | $0.78 |
PG | Pay Day | May 15, 2026 | $1.09 |
ABBV | Pay Day | May 15, 2026 | $1.73 |
COST | Pay Day | May 15, 2026 | $1.47 |
ABT | Pay Day | May 15, 2026 | $0.63 |
CTAS | Ex-Dividend | May 15, 2026 | $0.45 |
0700.HK | Ex-Dividend | May 15, 2026 | $0.68 |
TXN | Pay Day | May 19, 2026 | $1.42 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
AMAT | Ex-Dividend | May 21, 2026 | $0.53 |
CARR | Pay Day | May 22, 2026 | $0.24 |
NEX.PA | Ex-Dividend | May 25, 2026 | $3.42 |
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
02018.HK | Ex-Dividend | May 26, 2026 | $0.04 |
GAW.L | Pay Day | May 27, 2026 | $1.48 |
NEX.PA | Pay Day | May 27, 2026 | $3.42 |
IBE.MC | Ex-Dividend | May 28, 2026 | $0.01 |
IBE.MC | Pay Day | Jun 1, 2026 | $0.01 |
0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
TJX | Pay Day | Jun 4, 2026 | $0.48 |
TT | Ex-Dividend | Jun 5, 2026 | $1.05 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
AMAT | Pay Day | Jun 11, 2026 | $0.53 |
02382.HK | Ex-Dividend | Jun 11, 2026 | $0.17 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
CTAS | Pay Day | Jun 15, 2026 | $0.45 |
02018.HK | Pay Day | Jun 18, 2026 | $0.04 |
02382.HK | Pay Day | Jun 26, 2026 | $0.17 |
669.HK | Pay Day | Jun 26, 2026 | $0.17 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
TT | Pay Day | Jun 30, 2026 | $1.05 |
1024.HK | Ex-Dividend | Jul 6, 2026 | $0.09 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
1024.HK | Pay Day | Jul 28, 2026 | $0.09 |
Performance Metrics
Score 4.1/10
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
-1.67
-1.67
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
-1.67
-1.67
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
41.09
High:
1347.HK
398.361347.HKLow:
IOT
-1,739.77IOTDetails
PEG Ratio
59.41
High:
MELI
1,046.73MELILow:IOT
-1,850.95IOTDetails
Price/Book
11.64
High:VRSK
80.51VRSKLow:ABBV
-112.66ABBVDetails
Price/Sales
10.91
High:
SMR
127.98SMRLow:
AF.PA
0.09AF.PADetails
Price/CF
34.04
High:
PLTR
214.31PLTRLow:AF.PA
0.7AF.PADetails
Price/FCF
64.37
High:TXN
4,155.74TXNLow:
HTT
2.58HTTDetails
P/E Ratio
41.09
High:1347.HK
398.361347.HKLow:IOT
-1,739.77IOTDetails
PEG Ratio
59.41
High:MELI
1,046.73MELILow:IOT
-1,850.95IOTDetails
Price/Book
11.64
High:VRSK
80.51VRSKLow:ABBV
-112.66ABBVDetails
Price/Sales
10.91
High:SMR
127.98SMRLow:AF.PA
0.09AF.PADetails
Price/CF
34.04
High:PLTR
214.31PLTRLow:AF.PA
0.7AF.PADetails
Price/FCF
64.37
High:TXN
4,155.74TXNLow:HTT
2.58HTTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.95% | Sep 2021 | Nov 2024 | 38 |
-20.95% | Nov 2025 | - | 6 |
-14.68% | Feb 2025 | Jun 2025 | 4 |
-6.4% | May 2021 | Aug 2021 | 3 |
-3.85% | Sep 2020 | Nov 2020 | 2 |
-0.98% | Dec 2024 | Jan 2025 | 1 |
-0.69% | Mar 2021 | Apr 2021 | 1 |