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-0.36%
Today
-0.05%
This Month
-7.14%
Year To Date
+656.51%
2 Years
+777.04%
5 Years
+80.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies46.8%
- 🖥️ Technology Services21.21%
- 💻 Electronic Technology19.89%
- 🛍️ Retail Trade6.09%
- 🚚 Transportation2.25%
- 🚗 Consumer Durables2%
- 🛠️ Producer Manufacturing1.3%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency46.8%
- 🇺🇸 Nasdaq41.02%
- 🇺🇸 NYSE11.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.69%
- 🇨🇳 China2.49%
- 🇮🇪 Ireland1.56%
- 🇹🇼 Taiwan1.47%
- 🇳🇱 Netherlands1.38%
- 🇬🇧 United Kingdom1.16%
Dividends
Dividend Yield
0.21%
14 out of 44 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $QCOM (2.33%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
 GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
 NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
 MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
 AMAT | Pay Day | Jun 12, 2025 | $0.46 |
 TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
Performance Metrics
Score 8/10
Beta
2.21
2.21
0
0.8
1.2
0
3
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
3.62
3.62
0
1
2
4
4
Jensen's Alpha
124.44
124.44
-2
0
2
125
125
Omega Ratio
3.15
3.15
0
1
1.5
4
4
Treynor Ratio
3.51
3.51
0
0.75
1.25
4
4
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
1.83
1.83
0
0.3
0.6
2
2
Beta
2.21
2.21
0
0.8
1.2
0
3
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
3.62
3.62
0
1
2
4
4
Jensen's Alpha
124.44
124.44
-2
0
2
125
125
Omega Ratio
3.15
3.15
0
1
1.5
4
4
Treynor Ratio
3.51
3.51
0
0.75
1.25
4
4
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
1.83
1.83
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.65
High:
PLTR
540.44PLTRLow:
PDD
10.54PDDDetails
PEG Ratio
119.38
High:PLTR
655.05PLTRLow:
UBER
2.03UBERDetails
Price/Book
12.68
High:PLTR
53.84PLTRLow:
BABA
1.97BABADetails
Price/Sales
10.66
High:PLTR
101.42PLTRLow:BABA
2.02BABADetails
Price/CF
26.77
High:
ARM
286.48ARMLow:
MU
7.89MUDetails
Price/FCF
53.14
High:MU
1,171.75MULow:BABA
16.9BABADetails
P/E Ratio
36.65
High:PLTR
540.44PLTRLow:PDD
10.54PDDDetails
PEG Ratio
119.38
High:PLTR
655.05PLTRLow:UBER
2.03UBERDetails
Price/Book
12.68
High:PLTR
53.84PLTRLow:BABA
1.97BABADetails
Price/Sales
10.66
High:PLTR
101.42PLTRLow:BABA
2.02BABADetails
Price/CF
26.77
High:ARM
286.48ARMLow:MU
7.89MUDetails
Price/FCF
53.14
High:MU
1,171.75MULow:BABA
16.9BABADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.63% | Sep 2021 | Apr 2023 | 19 |
-40.53% | Sep 2023 | Nov 2023 | 2 |
-13.97% | Mar 2024 | Apr 2024 | 1 |
-12.82% | Dec 2024 | - | 6 |
-1.46% | Jul 2024 | Sep 2024 | 2 |