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+2.24%
This Month
+2.24%
Year To Date
+51.64%
2 Years
+66.65%
5 Years
+121.4%
10 Years
+16.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services28.94%
- 🪙 Cryptocurrencies26.15%
- ⛏️ Energy Minerals14.66%
- 💻 Electronic Technology11.27%
- 🚗 Consumer Durables10.32%
- 🛍️ Retail Trade6.99%
- 🍞 Consumer Non Durables1.44%
- 💵 Cash0.44%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.32%
- 🇺🇸 NYSE27.53%
- 🌍 Digital Currency26.15%
- 🇭🇰 Hong Kong Exchanges9.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.75%
- 🇨🇳 China10.88%
Dividends
Dividend Yield
0.67%
8 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $XOM (2.87%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.2/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
0.1
0.1
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
0.1
0.1
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.5
High:
AAPL
34.38AAPLLow:
1810.HK
19.411810.HKDetails
PEG Ratio
158.27
High:
META
479.82METALow:1810.HK
15.881810.HKDetails
Price/Book
7.57
High:AAPL
51.38AAPLLow:
GM
1.26GMDetails
Price/Sales
6.13
High:
MSFT
12.24MSFTLow:GM
0.42GMDetails
Price/CF
18.75
High:
KO
37.25KOLow:GM
2.8GMDetails
Price/FCF
59.87
High:
BABA
1,196.17BABALow:AAPL
45.56AAPLDetails
P/E Ratio
31.5
High:AAPL
34.38AAPLLow:1810.HK
19.411810.HKDetails
PEG Ratio
158.27
High:META
479.82METALow:1810.HK
15.881810.HKDetails
Price/Book
7.57
High:AAPL
51.38AAPLLow:GM
1.26GMDetails
Price/Sales
6.13
High:MSFT
12.24MSFTLow:GM
0.42GMDetails
Price/CF
18.75
High:KO
37.25KOLow:GM
2.8GMDetails
Price/FCF
59.87
High:BABA
1,196.17BABALow:AAPL
45.56AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.68% | Jan 2022 | Mar 2024 | 26 |
-11.95% | Mar 2020 | Apr 2020 | 1 |
-9.68% | Oct 2025 | - | 4 |
-8.53% | Feb 2025 | Jun 2025 | 4 |
-5.41% | Sep 2020 | Nov 2020 | 2 |
-4.08% | Aug 2021 | Oct 2021 | 2 |
-3.14% | Apr 2024 | May 2024 | 1 |
-1.3% | Nov 2021 | Dec 2021 | 1 |
-0.55% | Dec 2024 | Jan 2025 | 1 |
-0.13% | Jun 2024 | Aug 2024 | 2 |