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-0.61%
This Month
+31.3%
Year To Date
+217.44%
2 Years
+148.53%
5 Years
+219.71%
10 Years
+21.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology37.41%
- 🛍️ Retail Trade26.03%
- 🚚 Transportation17.33%
- 🖥️ Technology Services8.91%
- 💼 Commercial Services5.41%
- 💰 Finance4.92%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.68%
- 🇺🇸 Nasdaq46.57%
- 🇬🇧 LSE3.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.68%
- 🇸🇬 Singapore32.58%
- 🇬🇧 United Kingdom3.75%
Dividends
Dividend Yield
0.01%
1 out of 11 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0.01% | 0.02% | $0.02 |
Performance Metrics
Score 6/10
Beta
1.64
1.64
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
4.08
4.08
-2
0
2
5
5
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
1.64
1.64
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
4.08
4.08
-2
0
2
5
5
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
48.11
High:
GRAB
183.64GRABLow:
IOT
-165.93IOTDetails
PEG Ratio
37.59
High:
WISE.L
177.25WISE.LLow:
LMND
-363LMNDDetails
Price/Book
27.47
High:
NVDA
41.74NVDALow:
XYZ
2.09XYZDetails
Price/Sales
19.61
High:NVDA
25.49NVDALow:XYZ
1.97XYZDetails
Price/CF
50.87
High:IOT
106.87IOTLow:
ADBE
18.52ADBEDetails
Price/FCF
57.42
High:IOT
121.37IOTLow:ADBE
18.87ADBEDetails
P/E Ratio
48.11
High:GRAB
183.64GRABLow:IOT
-165.93IOTDetails
PEG Ratio
37.59
High:WISE.L
177.25WISE.LLow:LMND
-363LMNDDetails
Price/Book
27.47
High:NVDA
41.74NVDALow:XYZ
2.09XYZDetails
Price/Sales
19.61
High:NVDA
25.49NVDALow:XYZ
1.97XYZDetails
Price/CF
50.87
High:IOT
106.87IOTLow:ADBE
18.52ADBEDetails
Price/FCF
57.42
High:IOT
121.37IOTLow:ADBE
18.87ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.08% | Nov 2021 | Mar 2024 | 28 |
-22.17% | Jan 2020 | Jul 2020 | 6 |
-14.28% | Dec 2024 | May 2025 | 5 |
-8.39% | Apr 2024 | May 2024 | 1 |
-7.71% | Feb 2021 | Jun 2021 | 4 |
-7.41% | Sep 2021 | Oct 2021 | 1 |
-7.03% | Sep 2020 | Nov 2020 | 2 |
-3.77% | Jul 2024 | Sep 2024 | 2 |
-3.56% | Jul 2021 | Aug 2021 | 1 |
-0.61% | Sep 2025 | - | 1 |