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0%
This Month
+1.82%
Year To Date
+28.1%
2 Years
+28.67%
5 Years
+37.53%
10 Years
+5.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology30.51%
- 🖥️ Technology Services23.25%
- 🪙 Cryptocurrencies7.8%
- ❓ Other5.76%
- 🧬 Health Technology5.66%
- 🍞 Consumer Non Durables4.42%
- 💵 Cash3.48%
- ⚡ Utilities3.42%
- 🚗 Consumer Durables3.3%
- 🪨 Non Energy Minerals3.18%
- ⛏️ Energy Minerals2.77%
- 🚚 Transportation2.39%
- 🛠️ Producer Manufacturing2.35%
- 🛍️ Retail Trade1.04%
- 💼 Commercial Services1.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.37%
- 🇺🇸 NYSE27.5%
- 🌍 Digital Currency7.8%
- 🇦🇪 Dubai Financial Market3.06%
- Abu Dhabi2.7%
- 🇭🇰 Hong Kong Exchanges0.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.22%
- 🇳🇱 Netherlands4.11%
- 🇨🇳 China2.05%
- 🇩🇰 Denmark0.92%
Dividends
Dividend Yield
0.73%
23 out of 52 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $UPS (6.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UPS | 0.15% | 6.13% | $6.5 |
 PG | 0.08% | 2.85% | $3.83 |
 JNJ | 0.08% | 2.25% | $4.81 |
 XOM | 0.08% | 2.73% | $3.76 |
 NKE | 0.06% | 3.48% | $1.45 |
 ORCL | 0.04% | 1.01% | $1.6 |
 ABT | 0.03% | 2.55% | $2.16 |
 NVO | 0.03% | 3.04% | $0.98 |
 FCX | 0.03% | 0.86% | $0.6 |
 MSFT | 0.03% | 0.85% | $3 |
 CRM | 0.02% | 0.9% | $0.4 |
 ASML | 0.02% | 0.51% | $5.57 |
 AVGO | 0.02% | 0.62% | $19.7 |
 CEG | 0.02% | 0.55% | - |
 GOOGL | 0.01% | 0.25% | $0.2 |
 AAPL | 0.01% | 0.38% | $0.97 |
 BABA | 0.01% | 0.73% | $0.98 |
 META | 0.01% | 0.31% | $1 |
 GOOG | 0.01% | 0.25% | $0.2 |
 0968.HK | 0% | 1.62% | $0.23 |
 1585.HK | 0% | 4.14% | $0.48 |
 PYPL | 0% | 0.55% | - |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 2.8/10
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
-9.56
-9.56
-10
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.32
0.32
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
-9.56
-9.56
-10
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.32
0.32
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.07
High:
TSLA
364.78TSLALow:
BE
-545.71BEDetails
PEG Ratio
105.66
High:PG
310.01PGLow:
DOYU
-43.83DOYUDetails
Price/Book
12.53
High:BE
75.73BELow:DOYU
0.55DOYUDetails
Price/Sales
11.03
High:AVGO
28.61AVGOLow:DOYU
0.29DOYUDetails
Price/CF
28.54
High:BE
201.02BELow:1585.HK
6.591585.HKDetails
Price/FCF
58.89
High:BABA
1,196.17BABALow:PYPL
10.09PYPLDetails
P/E Ratio
36.07
High:TSLA
364.78TSLALow:BE
-545.71BEDetails
PEG Ratio
105.66
High:PG
310.01PGLow:DOYU
-43.83DOYUDetails
Price/Book
12.53
High:BE
75.73BELow:DOYU
0.55DOYUDetails
Price/Sales
11.03
High:AVGO
28.61AVGOLow:DOYU
0.29DOYUDetails
Price/CF
28.54
High:BE
201.02BELow:1585.HK
6.591585.HKDetails
Price/FCF
58.89
High:BABA
1,196.17BABALow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.65% | Feb 2020 | Jan 2021 | 11 |
-34.6% | Nov 2021 | Nov 2024 | 36 |
-15.03% | Dec 2024 | Jul 2025 | 7 |
-12.15% | Nov 2025 | - | 6 |
-4.57% | Sep 2021 | Oct 2021 | 1 |
-3.96% | May 2021 | Aug 2021 | 3 |
-0.91% | Feb 2021 | Mar 2021 | 1 |