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+0.39%
Today
+3.48%
This Month
+23.77%
Year To Date
+76.12%
2 Years
+472.76%
5 Years
-0.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services24.6%
- 🛍️ Retail Trade15.53%
- 💻 Electronic Technology13.57%
- 🪙 Cryptocurrencies9.93%
- 💵 Cash9.02%
- 🚚 Transportation5.85%
- 📊 ETFs5.71%
- 🍞 Consumer Non Durables3.4%
- 💰 Finance3.36%
- 💇♀️ Consumer Services3.06%
- 🧬 Health Technology2.4%
- 🪨 Non Energy Minerals2.31%
- 🚗 Consumer Durables0.79%
- 💼 Commercial Services0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.43%
- 🇺🇸 NYSE34.52%
- 🌍 Digital Currency9.93%
- 🇭🇰 Hong Kong Exchanges2.38%
- 🇺🇸 Chicago Board Options Exchange1.7%
- 🇳🇱 Euronext Amsterdam0.5%
- 🇫🇷 Euronext Paris0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.73%
- 🇨🇳 China18.24%
- 🇮🇪 Ireland5.42%
- 🇨🇦 Canada2.31%
- 🇹🇼 Taiwan2.15%
- 🇸🇬 Singapore1.6%
- 🇳🇱 Netherlands1.36%
- 🇫🇷 France0.21%
Dividends
Dividend Yield
0.62%
21 out of 58 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $SWBI (4.95%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 K | 0.09% | 2.85% | $2.28 |
 MRK | 0.05% | 3.92% | $3.04 |
 ALLY | 0.05% | 3.33% | $1.2 |
 BABA | 0.05% | 0.91% | $0.98 |
 B | 0.04% | 1.79% | $0.4 |
 VIPS | 0.04% | 3.1% | $0.41 |
 SWBI | 0.03% | 4.95% | $0.48 |
 AMGN | 0.03% | 3.14% | $8.76 |
 WMT | 0.03% | 1% | $0.81 |
 MU | 0.03% | 0.4% | $0.46 |
 TME | 0.03% | 0.95% | $0.12 |
 META | 0.02% | 0.3% | $1 |
 TSM | 0.02% | 1.07% | $1.74 |
 MTCH | 0.02% | 1.89% | - |
 JD.US | 0.02% | 2.99% | $0.74 |
 INTC | 0.01% | 2.48% | $0.5 |
 CPB | 0.01% | 4.7% | $1.48 |
 DIS | 0.01% | 0.85% | $0.75 |
 CRM | 0.01% | 0.63% | $0.4 |
 LEG | 0.01% | 2.16% | $1.43 |
 ASML | 0.01% | 0.78% | $5.57 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CRM | Ex-Dividend | Jun 18, 2025 | $0.42 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
META | Pay Day | Jun 26, 2025 | $0.52 |
CPB | Ex-Dividend | Jul 3, 2025 | $0.39 |
MTCH | Ex-Dividend | Jul 3, 2025 | $0.19 |
MRK | Pay Day | Jul 8, 2025 | $0.81 |
BABA | Pay Day | Jul 10, 2025 | $1.05 |
CRM | Pay Day | Jul 10, 2025 | $0.42 |
LEG | Pay Day | Jul 15, 2025 | $0.05 |
MTCH | Pay Day | Jul 18, 2025 | $0.19 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
CPB | Pay Day | Aug 4, 2025 | $0.39 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 3.5/10
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-1.23
-1.23
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-1.23
-1.23
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.47
High:
GRAB
816.07GRABLow:
U
-21.05UDetails
PEG Ratio
73.87
High:
COIN
893.04COINLow:
LMND
-445.63LMNDDetails
Price/Book
5.99
High:
AMGN
25.57AMGNLow:
MTCH
-41.09MTCHDetails
Price/Sales
4.24
High:
QD
19.45QDLow:
AAL
0.13AALDetails
Price/CF
14.9
High:
TTWO
18,296.3TTWOLow:AAL
1.63AALDetails
Price/FCF
33.31
High:
MU
1,171.75MULow:
UBI.PA
2.14UBI.PADetails
P/E Ratio
25.47
High:GRAB
816.07GRABLow:U
-21.05UDetails
PEG Ratio
73.87
High:COIN
893.04COINLow:LMND
-445.63LMNDDetails
Price/Book
5.99
High:AMGN
25.57AMGNLow:MTCH
-41.09MTCHDetails
Price/Sales
4.24
High:QD
19.45QDLow:AAL
0.13AALDetails
Price/CF
14.9
High:TTWO
18,296.3TTWOLow:AAL
1.63AALDetails
Price/FCF
33.31
High:MU
1,171.75MULow:UBI.PA
2.14UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-87.66% | Dec 2017 | - | 91 |