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-1.68%
This Month
+15.33%
Year To Date
+52.65%
2 Years
+60.2%
5 Years
+60.2%
10 Years
+23.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies36.02%
- 📊 ETFs16.74%
- 🖥️ Technology Services14.51%
- 🧬 Health Technology9.42%
- 💻 Electronic Technology6.14%
- 💰 Finance5.04%
- 🛍️ Retail Trade3.68%
- 🪨 Non Energy Minerals2.41%
- 🚗 Consumer Durables1.26%
- ⛏️ Energy Minerals1.05%
- 📡 Communications1.05%
- 🏥 Health Services1.01%
- 🛠️ Producer Manufacturing0.96%
- 🍞 Consumer Non Durables0.4%
- 🏭 Industrial Services0.32%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency36.02%
- 🇺🇸 NYSE24.53%
- 🇺🇸 Nasdaq22.26%
- 🇺🇸 Chicago Board Options Exchange6.93%
- 🇬🇧 LSE3.5%
- 🇭🇰 Hong Kong Exchanges3.1%
- 🇩🇰 Copenhagen Stock Exchange2.1%
- 🇦🇺 Sydney1.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.58%
- 🇨🇳 China7.54%
- 🇮🇱 Israel3.57%
- 🇩🇪 Germany3.03%
- 🇩🇰 Denmark2.1%
- 🇰🇷 South Korea1.75%
- 🇫🇮 Finland1.61%
- 🇦🇺 Australia1.56%
- 🇨🇭 Switzerland1.49%
- 🇮🇳 India1.42%
- 🇲🇽 Mexico1.25%
- 🇨🇴 Colombia1.05%
- 🇯🇵 Japan0.9%
- 🇬🇧 United Kingdom0.65%
- 🇭🇰 Hong Kong0.46%
- 🇮🇪 Ireland0.3%
Dividends
Dividend Yield
0.67%
28 out of 72 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $WU (9.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WU | 0.27% | 9.77% | $0.94 |
 NOVO-B.CO | 0.08% | 3.77% | $9.4 |
 GPRK | 0.07% | 6.68% | $0.55 |
 9618.HK | 0.03% | 3.5% | $2.97 |
 NOK | 0.03% | 1.85% | $0.1 |
 SMSN.L | 0.02% | 1.23% | $23.68 |
 TAK | 0.02% | 4.12% | $0.56 |
 02386.HK | 0.02% | 5.52% | $0.38 |
 INFY | 0.01% | 2.47% | $0.39 |
 AMX | 0.01% | 2.66% | $0.53 |
 AAF.L | 0.01% | 1.6% | $0.05 |
 MSFT | 0.01% | 0.73% | $3 |
 NTES | 0.01% | 2.24% | $2.58 |
 NKE | 0.01% | 2.41% | $1.45 |
 BABA | 0.01% | 0.69% | $0.98 |
 00175.HK | 0.01% | 1.96% | $0.22 |
 01211.HK | 0.01% | 1.53% | $3.41 |
 ORCL | 0.01% | 1.06% | $1.6 |
 CX | 0.01% | 0.76% | - |
 XYL | 0.01% | 1.17% | $1.38 |
 AAPL | 0% | 0.38% | $0.97 |
 META | 0% | 0.32% | $1 |
 HDB | 0% | 0.91% | $0.6 |
 RDY | 0% | 0.51% | $0.41 |
 GOOG | 0% | 0.27% | $0.2 |
 0700.HK | 0% | 0.75% | $3.4 |
 SONY | 0% | 0.4% | $0.49 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 4.2/10
Beta
2.26
2.26
0
0.8
1.2
0
3
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
-8.97
-8.97
-9
0
2
4.5
4.5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.87
0.87
0
0.3
0.6
1
1
Beta
2.26
2.26
0
0.8
1.2
0
3
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
-8.97
-8.97
-9
0
2
4.5
4.5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.87
0.87
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.02
High:
ONC
597.67ONCLow:
6185.HK
-59.346185.HKDetails
PEG Ratio
140.96
High:
HDB
3,373.49HDBLow:
EH
-148.34EHDetails
Price/Book
8.92
High:
AAPL
54.92AAPLLow:
DNA
0.83DNADetails
Price/Sales
7.04
High:
CRSP
133.97CRSPLow:
RVMD
-RVMDDetails
Price/CF
23.29
High:
MSTR
7,511.07MSTRLow:
GPRK
2.8GPRKDetails
Price/FCF
54.28
High:MSTR
1,187.5MSTRLow:
00175.HK
4.4400175.HKDetails
P/E Ratio
32.02
High:ONC
597.67ONCLow:6185.HK
-59.346185.HKDetails
PEG Ratio
140.96
High:HDB
3,373.49HDBLow:EH
-148.34EHDetails
Price/Book
8.92
High:AAPL
54.92AAPLLow:DNA
0.83DNADetails
Price/Sales
7.04
High:CRSP
133.97CRSPLow:RVMD
-RVMDDetails
Price/CF
23.29
High:MSTR
7,511.07MSTRLow:GPRK
2.8GPRKDetails
Price/FCF
54.28
High:MSTR
1,187.5MSTRLow: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 |
-13.72% | Apr 2024 | May 2024 | 1 |
-11.47% | Oct 2025 | - | 3 |
-5.39% | Oct 2023 | Nov 2023 | 1 |
-3.85% | Dec 2023 | Feb 2024 | 2 |