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-0.61%
Today
+1.91%
This Month
+3.2%
Year To Date
+38.6%
2 Years
+73.04%
5 Years
+22.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies28.53%
- 📊 ETFs18.72%
- 🖥️ Technology Services16.74%
- 💻 Electronic Technology11.49%
- 🛍️ Retail Trade11.02%
- 💰 Finance9.92%
- 💵 Cash3.46%
- 🪨 Non Energy Minerals1.65%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.11%
- 🇺🇸 Nasdaq30.54%
- 🌍 Digital Currency28.53%
- 🇭🇰 Hong Kong Exchanges3.89%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.4%
- 🇨🇳 China7.13%
- 🇨🇭 Switzerland2.63%
- 🇨🇦 Canada1.65%
Dividends
Dividend Yield
0.48%
16 out of 25 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $HPQ (4.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GDX | 0.08% | 0.82% | - |
 HPQ | 0.07% | 4.6% | $1.1 |
 GRMN | 0.05% | 1.75% | $3.71 |
 INTC | 0.04% | 2.48% | $0.5 |
 WMT | 0.04% | 0.96% | $0.81 |
 0700.HK | 0.03% | 0.88% | $3.4 |
 KWEB | 0.03% | 3.17% | - |
 EWY | 0.03% | 2.3% | - |
 BABA | 0.03% | 0.86% | $0.98 |
 AAPL | 0.02% | 0.5% | $0.97 |
 V | 0.02% | 0.62% | $2.01 |
 MA | 0.01% | 0.49% | $2.46 |
 MSFT | 0.01% | 0.69% | $3 |
 META | 0.01% | 0.3% | $1 |
 AG | 0% | 0.23% | $0.02 |
 MU | 0% | 0.43% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
HPQ | Ex-Dividend | Jun 11, 2025 | $0.29 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
GRMN | Ex-Dividend | Jun 16, 2025 | $0.90 |
META | Pay Day | Jun 26, 2025 | $0.52 |
GRMN | Pay Day | Jun 27, 2025 | $0.90 |
HPQ | Pay Day | Jul 2, 2025 | $0.29 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
EWY | Pay Day | Dec 20, 2025 | $0.00 |
GDX | Pay Day | Dec 24, 2025 | $0.40 |
Performance Metrics
Score 7.3/10
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
10.77
10.77
-2
0
2
11
11
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
1.92
1.92
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
1.26
1.26
0
0.3
0.6
2
2
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
10.77
10.77
-2
0
2
11
11
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
1.92
1.92
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
1.26
1.26
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33
High:
AMD
86.92AMDLow:
AG
-24.83AGDetails
PEG Ratio
523.84
High:
DBX
3,230.1DBXLow:
MU
14.87MUDetails
Price/Book
9.45
High:
MA
79.68MALow:
HPQ
-18.59HPQDetails
Price/Sales
4.85
High:
V
19.31VLow:HPQ
0.45HPQDetails
Price/CF
20.91
High:
TTWO
18,296.3TTWOLow:HPQ
7.07HPQDetails
Price/FCF
45.19
High:MU
1,171.75MULow:DBX
9.19DBXDetails
P/E Ratio
33
High:AMD
86.92AMDLow:AG
-24.83AGDetails
PEG Ratio
523.84
High:DBX
3,230.1DBXLow:MU
14.87MUDetails
Price/Book
9.45
High:MA
79.68MALow:HPQ
-18.59HPQDetails
Price/Sales
4.85
High:V
19.31VLow:HPQ
0.45HPQDetails
Price/CF
20.91
High:TTWO
18,296.3TTWOLow:HPQ
7.07HPQDetails
Price/FCF
45.19
High:MU
1,171.75MULow:DBX
9.19DBXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.66% | Feb 2025 | - | 5 |
-13.29% | Jul 2022 | Mar 2023 | 8 |
-5.44% | Aug 2023 | Nov 2023 | 3 |
-5.08% | Dec 2024 | Jan 2025 | 1 |
-4.38% | Apr 2024 | May 2024 | 1 |
-2.79% | Aug 2024 | Sep 2024 | 1 |
-1.92% | Apr 2023 | Jun 2023 | 2 |
-1.03% | Jan 2024 | Feb 2024 | 1 |
-0.08% | Jun 2024 | Jul 2024 | 1 |