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-3.28%
This Month
-5.66%
Year To Date
+19.32%
2 Years
+24.96%
5 Years
+33.75%
10 Years
+4.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology27.76%
- 🖥️ Technology Services23.41%
- 🧬 Health Technology8.07%
- 🪙 Cryptocurrencies7.79%
- 🍞 Consumer Non Durables5.2%
- 🪨 Non Energy Minerals4.62%
- ⚡ Utilities3.83%
- ❓ Other3.75%
- 🚗 Consumer Durables3.6%
- ⛏️ Energy Minerals3.07%
- 🛠️ Producer Manufacturing2.83%
- 🚚 Transportation2.73%
- 🛍️ Retail Trade1.17%
- 💵 Cash1.14%
- 💼 Commercial Services1.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.1%
- 🇺🇸 NYSE29.06%
- 🌍 Digital Currency7.79%
- Abu Dhabi2.27%
- 🇭🇰 Hong Kong Exchanges2.25%
- 🇦🇪 Dubai Financial Market1.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.1%
- 🇳🇱 Netherlands4.28%
- 🇨🇳 China4.13%
- 🇩🇰 Denmark0.9%
Dividends
Dividend Yield
0.81%
25 out of 53 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UPS (5.95%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UPS | 0.16% | 5.95% | $6.5 |
 PG | 0.09% | 2.69% | $3.83 |
 JNJ | 0.08% | 2.13% | $4.81 |
 XOM | 0.08% | 2.69% | $3.76 |
 NKE | 0.05% | 2.75% | $1.45 |
 ORCL | 0.04% | 1.31% | $1.6 |
 FCX | 0.04% | 0.92% | $0.6 |
 NVO | 0.03% | 3.45% | $0.98 |
 MRK | 0.03% | 2.81% | $3.04 |
 CRM | 0.03% | 0.87% | $0.4 |
 ASML | 0.02% | 0.54% | $5.57 |
 MSFT | 0.02% | 0.86% | $3 |
 CEG | 0.02% | 0.49% | - |
 AVGO | 0.02% | 0.71% | $19.7 |
 GOOGL | 0.02% | 0.28% | $0.2 |
 AAPL | 0.01% | 0.4% | $0.97 |
 TECH | 0.01% | 0.55% | $0.32 |
 0700.HK | 0.01% | 0.9% | $3.4 |
 BABA | 0.01% | 0.79% | $0.98 |
 META | 0.01% | 0.32% | $1 |
 GOOG | 0.01% | 0.28% | $0.2 |
 0968.HK | 0.01% | 1.51% | $0.23 |
 1585.HK | 0% | 1.99% | $0.48 |
 PYPL | 0% | 0.6% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-9.32
-9.32
-10
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.41
0.41
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-9.32
-9.32
-10
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.41
0.41
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.65
High:
TSLA
377.27TSLALow:
FLNC
-35.08FLNCDetails
PEG Ratio
103.33
High:PG
334.07PGLow:
LCID
-11.24LCIDDetails
Price/Book
11.35
High:AAPL
43.77AAPLLow:
DOYU
0.55DOYUDetails
Price/Sales
9.58
High:AVGO
24.3AVGOLow:DOYU
0.28DOYUDetails
Price/CF
27.7
High:TSLA
107.92TSLALow:1585.HK
6.591585.HKDetails
Price/FCF
56.71
High:BABA
1,196.17BABALow:PYPL
10.09PYPLDetails
P/E Ratio
32.65
High:TSLA
377.27TSLALow:FLNC
-35.08FLNCDetails
PEG Ratio
103.33
High:PG
334.07PGLow:LCID
-11.24LCIDDetails
Price/Book
11.35
High:AAPL
43.77AAPLLow:DOYU
0.55DOYUDetails
Price/Sales
9.58
High:AVGO
24.3AVGOLow:DOYU
0.28DOYUDetails
Price/CF
27.7
High:TSLA
107.92TSLALow:1585.HK
6.591585.HKDetails
Price/FCF
56.71
High:BABA
1,196.17BABALow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.16% | Feb 2020 | Jan 2021 | 11 |
-34.6% | Nov 2021 | Nov 2024 | 36 |
-15.03% | Dec 2024 | Jul 2025 | 7 |
-9.35% | Nov 2025 | - | 5 |
-4.57% | Sep 2021 | Oct 2021 | 1 |
-3.96% | May 2021 | Aug 2021 | 3 |
-0.91% | Feb 2021 | Mar 2021 | 1 |