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+2.59%
This Month
-8.24%
Year To Date
+25.71%
2 Years
+47.73%
5 Years
+47.73%
10 Years
+13.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies21.69%
- 🖥️ Technology Services20.29%
- 📊 ETFs15.7%
- 💰 Finance11.08%
- 🍞 Consumer Non Durables7.74%
- 🧬 Health Technology7.26%
- 🛍️ Retail Trade5.31%
- 🚗 Consumer Durables2.74%
- 💻 Electronic Technology2.38%
- ⛏️ Energy Minerals1.67%
- 🚚 Transportation1.29%
- 🧩 Miscellaneous1.24%
- 🏥 Health Services0.83%
- 🛠️ Producer Manufacturing0.54%
- 🏭 Industrial Services0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq29.13%
- 🇺🇸 NYSE28.73%
- 🌍 Digital Currency21.69%
- 🇺🇸 Chicago Board Options Exchange7.55%
- 🇫🇷 Euronext Paris4.09%
- 🇭🇰 Hong Kong Exchanges4.08%
- 🇩🇰 Copenhagen Stock Exchange2.6%
- 🇬🇧 LSE2.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.01%
- 🇨🇳 China10.34%
- 🇮🇱 Israel5.94%
- 🇫🇷 France4.09%
- 🇩🇰 Denmark2.6%
- 🇨🇴 Colombia1.67%
- 🇨🇭 Switzerland1.15%
- 🇬🇧 United Kingdom0.9%
- 🇯🇵 Japan0.89%
- 🇩🇪 Germany0.89%
- 🇮🇪 Ireland0.74%
- 🇮🇳 India0.71%
- 🇭🇰 Hong Kong0.45%
Dividends
Dividend Yield
1.24%
23 out of 62 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WU (13.09%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WU | 0.5% | 13.09% | $0.94 |
 NKE | 0.23% | 4.24% | $1.45 |
 NOVO-B.CO | 0.1% | 3.91% | $9.4 |
 RF.PA | 0.09% | 5.93% | $2.42 |
 9618.HK | 0.06% | 3.55% | $2.97 |
 MC.PA | 0.04% | 3.03% | $13 |
 ORCL | 0.04% | 1.26% | $1.6 |
 DGE.L | 0.03% | 3.76% | $0.81 |
 GPRK | 0.03% | 1.99% | $0.55 |
 MSFT | 0.02% | 0.73% | $3 |
 BABA | 0.02% | 0.91% | $0.98 |
 00175.HK | 0.01% | 2.89% | $0.22 |
 02386.HK | 0.01% | 4.78% | $0.38 |
 VRSK | 0.01% | 1.02% | $1.46 |
 NTES | 0.01% | 2.52% | $2.58 |
 AAPL | 0% | 0.33% | $0.97 |
 META | 0% | 0.34% | $1 |
 SONY | 0% | 0.45% | $0.49 |
 HDB | 0% | 1.52% | $0.6 |
 0700.HK | 0% | 1.2% | $3.4 |
 RDY | 0% | 0.54% | $0.41 |
 01211.HK | 0% | 0.48% | $3.41 |
 BMNR | 0% | 0.04% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
1.84
1.84
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-10.83
-10.83
-11
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
1.84
1.84
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-10.83
-10.83
-11
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.9
High:
6185.HK
159.326185.HKLow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
40.41
High:HDB
795.09HDBLow:RF.PA
-439.27RF.PADetails
Price/Book
7.39
High:
JMIA
66.42JMIALow:VRSK
-20.8VRSKDetails
Price/Sales
5.61
High:
CRSP
1,248.92CRSPLow:
AF.PA
0.09AF.PADetails
Price/CF
17.59
High:
MSTR
7,511.07MSTRLow:AF.PA
0.88AF.PADetails
Price/FCF
51.82
High:BABA
1,196.17BABALow:00175.HK
4.4400175.HKDetails
P/E Ratio
26.9
High:6185.HK
159.326185.HKLow:BIDU
-5,065.95BIDUDetails
PEG Ratio
40.41
High:HDB
795.09HDBLow:RF.PA
-439.27RF.PADetails
Price/Book
7.39
High:JMIA
66.42JMIALow:VRSK
-20.8VRSKDetails
Price/Sales
5.61
High:CRSP
1,248.92CRSPLow:AF.PA
0.09AF.PADetails
Price/CF
17.59
High:MSTR
7,511.07MSTRLow:AF.PA
0.88AF.PADetails
Price/FCF
51.82
High:BABA
1,196.17BABALow:00175.HK
4.4400175.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.67% | Oct 2025 | - | 12 |
-27.84% | Dec 2024 | Jul 2025 | 7 |
-24.2% | Jun 2024 | Nov 2024 | 5 |
-13.72% | Apr 2024 | May 2024 | 1 |
-5.39% | Oct 2023 | Nov 2023 | 1 |
-3.85% | Dec 2023 | Feb 2024 | 2 |