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-1.67%
This Month
-13.49%
Year To Date
-4.21%
2 Years
+39.28%
5 Years
+39.28%
10 Years
+14.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies30.72%
- 🖥️ Technology Services16.27%
- 📊 ETFs15.53%
- 🧬 Health Technology9.02%
- 💰 Finance7.93%
- 🛍️ Retail Trade4.82%
- 💻 Electronic Technology4.8%
- 🍞 Consumer Non Durables4.23%
- 🚗 Consumer Durables2.18%
- ⛏️ Energy Minerals1.33%
- 🛠️ Producer Manufacturing0.94%
- 🏥 Health Services0.82%
- 🪨 Non Energy Minerals0.58%
- 📡 Communications0.47%
- 🏭 Industrial Services0.35%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency30.72%
- 🇺🇸 Nasdaq26.93%
- 🇺🇸 NYSE26.5%
- 🇺🇸 Chicago Board Options Exchange6.91%
- 🇭🇰 Hong Kong Exchanges3.67%
- 🇬🇧 LSE2.03%
- 🇩🇰 Copenhagen Stock Exchange1.97%
- 🇫🇷 Euronext Paris1.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.8%
- 🇨🇳 China8.88%
- 🇮🇱 Israel5.22%
- 🇫🇮 Finland2.06%
- 🇩🇰 Denmark1.97%
- 🇨🇭 Switzerland1.56%
- 🇮🇳 India1.34%
- 🇨🇴 Colombia1.33%
- 🇫🇷 France1.26%
- 🇲🇽 Mexico1.05%
- 🇩🇪 Germany0.99%
- 🇮🇪 Ireland0.98%
- 🇯🇵 Japan0.97%
- 🇬🇧 United Kingdom0.87%
- 🇭🇰 Hong Kong0.46%
Dividends
Dividend Yield
0.91%
29 out of 70 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WU (9.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WU | 0.29% | 9.81% | $0.94 |
 NOVO-B.CO | 0.09% | 4.69% | $9.4 |
 NKE | 0.09% | 2.75% | $1.45 |
 RF.PA | 0.07% | 5.6% | $2.42 |
 9618.HK | 0.06% | 4% | $2.97 |
 GPRK | 0.06% | 4.2% | $0.55 |
 DGE.L | 0.04% | 4.09% | $0.81 |
 NOK | 0.03% | 1.45% | $0.1 |
 ORCL | 0.02% | 1.31% | $1.6 |
 MSFT | 0.02% | 0.86% | $3 |
 TAK | 0.02% | 3.28% | $0.56 |
 02386.HK | 0.02% | 5.26% | $0.38 |
 INFY | 0.01% | 3.07% | $0.39 |
 AMX | 0.01% | 2.23% | $0.53 |
 00175.HK | 0.01% | 2.17% | $0.22 |
 BABA | 0.01% | 0.79% | $0.98 |
 NTES | 0.01% | 2.53% | $2.58 |
 01211.HK | 0.01% | 1.56% | $3.41 |
 VRSK | 0.01% | 0.87% | $1.46 |
 XYL | 0.01% | 1.27% | $1.38 |
 AAPL | 0.01% | 0.4% | $0.97 |
 META | 0% | 0.32% | $1 |
 CX | 0% | 0.74% | - |
 HDB | 0% | 1.04% | $0.6 |
 RDY | 0% | 0.5% | $0.41 |
 GOOG | 0% | 0.28% | $0.2 |
 0700.HK | 0% | 0.9% | $3.4 |
 SONY | 0% | 0.48% | $0.49 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
2.3
2.3
0
0.8
1.2
0
3
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
-13.87
-13.87
-14
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Beta
2.3
2.3
0
0.8
1.2
0
3
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
-13.87
-13.87
-14
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.59
High:
6185.HK
260.366185.HKLow:SONY
-110.28SONYDetails
PEG Ratio
157.96
High:RDY
1,517.18RDYLow:
NIO
-132.09NIODetails
Price/Book
8.9
High:VRSK
96.56VRSKLow:RF.PA
0.49RF.PADetails
Price/Sales
6.88
High:
CRSP
1,628.53CRSPLow:
RVMD
-RVMDDetails
Price/CF
23.36
High:
BEAM
274.15BEAMLow:00175.HK
3.1600175.HKDetails
Price/FCF
57.46
High:BABA
1,196.17BABALow:00175.HK
4.4400175.HKDetails
P/E Ratio
28.59
High:6185.HK
260.366185.HKLow:SONY
-110.28SONYDetails
PEG Ratio
157.96
High:RDY
1,517.18RDYLow:NIO
-132.09NIODetails
Price/Book
8.9
High:VRSK
96.56VRSKLow:RF.PA
0.49RF.PADetails
Price/Sales
6.88
High:CRSP
1,628.53CRSPLow:RVMD
-RVMDDetails
Price/CF
23.36
High:BEAM
274.15BEAMLow:00175.HK
3.1600175.HKDetails
Price/FCF
57.46
High:BABA
1,196.17BABALow:00175.HK
4.4400175.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.84% | Dec 2024 | Jul 2025 | 7 |
-24.2% | Jun 2024 | Nov 2024 | 5 |
-23.03% | Oct 2025 | - | 6 |
-13.72% | Apr 2024 | May 2024 | 1 |
-5.39% | Oct 2023 | Nov 2023 | 1 |
-3.85% | Dec 2023 | Feb 2024 | 2 |