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+0.06%
Today
-2.16%
This Month
-10.5%
Year To Date
+51.81%
2 Years
+62.78%
5 Years
+15.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.49%
- 💻 Electronic Technology18.98%
- 🛍️ Retail Trade8.65%
- 🪙 Cryptocurrencies8.04%
- 🚗 Consumer Durables7.84%
- 💰 Finance6.84%
- 💇♀️ Consumer Services5.4%
- 💼 Commercial Services0.62%
- 📊 ETFs0.46%
- 💵 Cash0.39%
- 🛠️ Producer Manufacturing0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.9%
- 🇺🇸 NYSE11.03%
- 🌍 Digital Currency8.04%
- 🇭🇰 Hong Kong Exchanges5.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.7%
- 🇨🇦 Canada10.49%
- 🇨🇳 China8.65%
Dividends
Dividend Yield
0.35%
14 out of 22 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $JD.US (3.01%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JD.US | Pay Day | Apr 29, 2025 | $1.00 |
 VLTO | Pay Day | Apr 30, 2025 | -$0.11 |
 MA | Pay Day | May 9, 2025 | $0.76 |
 MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
 SBUX | Ex-Dividend | May 16, 2025 | $0.61 |
SBUX | Pay Day | May 30, 2025 | $0.61 |
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
 FXI | Pay Day | Jun 17, 2025 | $0.00 |
 DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 6.1/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
3.18
3.18
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
3.18
3.18
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.47
High:
TSLA
156.7TSLALow:
JD.US
8.69JD.USDetails
PEG Ratio
65.38
High:
PYPL
366.91PYPLLow:
SHOP
4.31SHOPDetails
Price/Book
14.78
High:
MA
75.19MALow:
SBUX
-12.74SBUXDetails
Price/Sales
8.89
High:
NVDA
21.02NVDALow:JD.US
0.31JD.USDetails
Price/CF
29.53
High:SHOP
86.99SHOPLow:JD.US
8.27JD.USDetails
Price/FCF
44.52
High:SBUX
374.53SBUXLow:JD.US
9.2JD.USDetails
P/E Ratio
32.47
High:TSLA
156.7TSLALow:JD.US
8.69JD.USDetails
PEG Ratio
65.38
High:PYPL
366.91PYPLLow:SHOP
4.31SHOPDetails
Price/Book
14.78
High:MA
75.19MALow:SBUX
-12.74SBUXDetails
Price/Sales
8.89
High:NVDA
21.02NVDALow:JD.US
0.31JD.USDetails
Price/CF
29.53
High:SHOP
86.99SHOPLow:JD.US
8.27JD.USDetails
Price/FCF
44.52
High:SBUX
374.53SBUXLow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.22% | Jul 2021 | Aug 2024 | 37 |
-14.56% | Feb 2025 | - | 3 |
-7.54% | May 2019 | Jun 2019 | 1 |
-6.42% | Sep 2020 | Dec 2020 | 3 |
-3.59% | Sep 2019 | Oct 2019 | 1 |
-2.48% | Mar 2020 | Apr 2020 | 1 |
-2.37% | Mar 2021 | Apr 2021 | 1 |
-1.83% | May 2021 | Jun 2021 | 1 |
-1.7% | Jan 2021 | Feb 2021 | 1 |
-0.53% | Dec 2024 | Jan 2025 | 1 |
-0.08% | Oct 2024 | Nov 2024 | 1 |