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+7.25%
This Month
+18.42%
Year To Date
+82.63%
2 Years
-19.22%
5 Years
-19.22%
10 Years
-5.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services46.45%
- 💻 Electronic Technology36.62%
- 🛍️ Retail Trade6.06%
- 🪙 Cryptocurrencies5.79%
- 💵 Cash3.2%
- 🛠️ Producer Manufacturing2.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.05%
- 🇺🇸 NYSE28.65%
- 🌍 Digital Currency5.79%
- 🇫🇷 Euronext Paris0.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.04%
- 🇨🇳 China10.09%
- 🇹🇼 Taiwan5.85%
- 🇯🇵 Japan4.84%
- 🇰🇷 South Korea1.87%
- 🇫🇷 France0.83%
Dividends
Dividend Yield
0.42%
15 out of 35 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $HIMX (4.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SWKS | 0.1% | 3.79% | $2.72 |
 HIMX | 0.06% | 4.36% | $0.28 |
 TSM | 0.04% | 0.94% | $1.74 |
 NTES | 0.04% | 1.84% | $2.58 |
 QCOM | 0.03% | 2.12% | $3.25 |
 MSFT | 0.03% | 0.65% | $3 |
 INTC | 0.02% | 0.5% | $0.5 |
 SONY | 0.02% | 0.34% | $0.49 |
 BABA | 0.02% | 0.62% | $0.98 |
 AAPL | 0.01% | 0.43% | $0.97 |
 META | 0.01% | 0.33% | $1 |
 GOOGL | 0.01% | 0.33% | $0.2 |
 AVGO | 0.01% | 0.66% | $19.7 |
 EA | 0.01% | 0.44% | $0.76 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Performance Metrics
Score 2/10
Beta
1.71
1.71
0
0.8
1.2
0
2
Sharpe Ratio
-0.13
-0.13
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.2
-0.2
-1
1
2
3
3
Jensen's Alpha
-15.7
-15.7
-16
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
-0.23
-0.23
-1
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Beta
1.71
1.71
0
0.8
1.2
0
2
Sharpe Ratio
-0.13
-0.13
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.2
-0.2
-1
1
2
3
3
Jensen's Alpha
-15.7
-15.7
-16
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
-0.23
-0.23
-1
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.31
High:
LITE
724.77LITELow:
RBLX
-95.22RBLXDetails
PEG Ratio
1,107.13
High:
AAPL
24,609.11AAPLLow:RBLX
-574.04RBLXDetails
Price/Book
11.38
High:RBLX
266.57RBLXLow:
UBI.PA
0.61UBI.PADetails
Price/Sales
9.18
High:
MVIS
112.35MVISLow:
LPL
0.26LPLDetails
Price/CF
23.7
High:
TTWO
434.3TTWOLow:UBI.PA
1.45UBI.PADetails
Price/FCF
50.99
High:
AMZN
175.86AMZNLow:UBI.PA
1.49UBI.PADetails
P/E Ratio
37.31
High:LITE
724.77LITELow:RBLX
-95.22RBLXDetails
PEG Ratio
1,107.13
High:AAPL
24,609.11AAPLLow:RBLX
-574.04RBLXDetails
Price/Book
11.38
High:RBLX
266.57RBLXLow:UBI.PA
0.61UBI.PADetails
Price/Sales
9.18
High:MVIS
112.35MVISLow:LPL
0.26LPLDetails
Price/CF
23.7
High:TTWO
434.3TTWOLow:UBI.PA
1.45UBI.PADetails
Price/FCF
50.99
High:AMZN
175.86AMZNLow:UBI.PA
1.49UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.41% | Jan 2022 | - | 45 |