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+0.51%
Today
-3.05%
This Month
-10.01%
Year To Date
+23.42%
2 Years
+50.89%
5 Years
+17.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies27.18%
- 📊 ETFs20.11%
- 🖥️ Technology Services14.9%
- 💻 Electronic Technology13.49%
- 🛍️ Retail Trade11.38%
- 💰 Finance9.3%
- 💵 Cash3.37%
- 🪨 Non Energy Minerals1.47%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.22%
- 🇺🇸 Nasdaq29.39%
- 🌍 Digital Currency27.18%
- 🇭🇰 Hong Kong Exchanges4.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.84%
- 🇨🇳 China7.41%
- 🇨🇭 Switzerland2.81%
- 🇨🇦 Canada1.47%
Dividends
Dividend Yield
0.54%
16 out of 25 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $HPQ (4.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GDX | 0.09% | 0.88% | - |
 HPQ | 0.08% | 4.74% | $1.1 |
 INTC | 0.05% | 2.64% | $0.5 |
 WMT | 0.04% | 1.01% | $0.81 |
 GRMN | 0.04% | 1.57% | $3.71 |
 0700.HK | 0.04% | 0.98% | $3.4 |
 BABA | 0.03% | 0.9% | $0.98 |
 EWY | 0.03% | 2.39% | - |
 KWEB | 0.03% | 2.94% | - |
 AAPL | 0.02% | 0.51% | $0.97 |
 V | 0.02% | 0.67% | $2.01 |
 MA | 0.02% | 0.55% | $2.46 |
 MSFT | 0.02% | 0.88% | $3 |
 META | 0.01% | 0.4% | $1 |
 AG | 0% | 0.28% | $0.02 |
 MU | 0% | 0.67% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
WMT | Ex-Dividend | May 9, 2025 | $0.24 |
MA | Pay Day | May 9, 2025 | $0.76 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
0700.HK | Ex-Dividend | May 16, 2025 | $0.58 |
WMT | Pay Day | May 27, 2025 | $0.24 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
GRMN | Ex-Dividend | Jun 16, 2025 | $0.90 |
GRMN | Pay Day | Jun 27, 2025 | $0.90 |
KWEB | Pay Day | Dec 18, 2025 | $- |
EWY | Pay Day | Dec 20, 2025 | $1.30 |
GDX | Pay Day | Dec 24, 2025 | $- |
Performance Metrics
Score 6.9/10
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.1
1.1
0
1
2
3
3
Jensen's Alpha
9.5
9.5
-2
0
2
10
10
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
1.1
1.1
0
0.3
0.6
2
2
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.1
1.1
0
1
2
3
3
Jensen's Alpha
9.5
9.5
-2
0
2
10
10
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
1.1
1.1
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.04
High:
AMD
87.22AMDLow:
AG
-18.87AGDetails
PEG Ratio
123.27
High:
DBX
311.49DBXLow:AG
-64.46AGDetails
Price/Book
8.74
High:
MA
72.91MALow:
HPQ
-21HPQDetails
Price/Sales
4.18
High:
V
17.78VLow:HPQ
0.43HPQDetails
Price/CF
23.4
High:
TTWO
18,296.3TTWOLow:
MU
7.89MUDetails
Price/FCF
46.74
High:MU
1,171.75MULow:DBX
10.57DBXDetails
P/E Ratio
30.04
High:AMD
87.22AMDLow:AG
-18.87AGDetails
PEG Ratio
123.27
High:DBX
311.49DBXLow:AG
-64.46AGDetails
Price/Book
8.74
High:MA
72.91MALow:HPQ
-21HPQDetails
Price/Sales
4.18
High:V
17.78VLow:HPQ
0.43HPQDetails
Price/CF
23.4
High:TTWO
18,296.3TTWOLow:MU
7.89MUDetails
Price/FCF
46.74
High:MU
1,171.75MULow:DBX
10.57DBXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.71% | Feb 2025 | - | 3 |
-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 |