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+1.58%
This Month
-1.25%
Year To Date
+47.56%
2 Years
+75.96%
5 Years
+167.21%
10 Years
+18.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs26.62%
- 🪙 Cryptocurrencies15.65%
- 🧩 Miscellaneous15.02%
- 💵 Cash11.55%
- 🖥️ Technology Services8.1%
- 🚗 Consumer Durables8.08%
- 💻 Electronic Technology7.35%
- 💰 Finance4.88%
- 🛍️ Retail Trade4.46%
- 🛠️ Producer Manufacturing0.82%
- 🍞 Consumer Non Durables0.78%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.37%
- 🇺🇸 Nasdaq35.55%
- 🌍 Digital Currency15.65%
- 🇭🇰 Hong Kong Exchanges2.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.46%
- 🇨🇳 China2.45%
- 🇺🇾 Uruguay2.36%
Dividends
Dividend Yield
0.19%
15 out of 46 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MAA (4.66%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MAA | 0.05% | 4.66% | $5.81 |
 STAG | 0.04% | 3.64% | $1.47 |
 MSFT | 0.02% | 0.92% | $3 |
 PEP | 0.01% | 4.26% | $5.15 |
 KO | 0.01% | 2.54% | $1.89 |
 AAPL | 0.01% | 0.32% | $0.97 |
 V | 0.01% | 0.73% | $2.01 |
 QQQ | 0.01% | 0.4% | - |
 META | 0.01% | 0.33% | $1 |
 MA | 0.01% | 0.63% | $2.46 |
 GOOGL | 0.01% | 0.24% | $0.2 |
 9988.HK | 0% | 0.88% | $0.98 |
 01211.HK | 0% | 0.46% | $3.41 |
 BABA | 0% | 0.87% | $0.98 |
 NVDA | 0% | 0.14% | $0.02 |
Performance Metrics
Score 5.9/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
1.14
1.14
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
1.14
1.14
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.38
High:
TSLA
372.52TSLALow:
RGTI
-19.06RGTIDetails
PEG Ratio
130.01
High:META
401.05METALow:NVDA
29.49NVDADetails
Price/Book
12.97
High:MA
69.54MALow:BABA
1.7BABADetails
Price/Sales
9.96
High:RGTI
553.93RGTILow:01211.HK
0.9501211.HKDetails
Price/CF
25.39
High:
PLTR
138.09PLTRLow:
MELI
9.01MELIDetails
Price/FCF
52.85
High:MAA
2,924.9MAALow:MELI
10.23MELIDetails
P/E Ratio
38.38
High:TSLA
372.52TSLALow:RGTI
-19.06RGTIDetails
PEG Ratio
130.01
High:META
401.05METALow:NVDA
29.49NVDADetails
Price/Book
12.97
High:MA
69.54MALow:BABA
1.7BABADetails
Price/Sales
9.96
High:RGTI
553.93RGTILow:01211.HK
0.9501211.HKDetails
Price/CF
25.39
High:PLTR
138.09PLTRLow:MELI
9.01MELIDetails
Price/FCF
52.85
High:MAA
2,924.9MAALow:MELI
10.23MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.08% | Nov 2021 | Jul 2024 | 32 |
-12.16% | Feb 2025 | Jul 2025 | 5 |
-10.73% | Sep 2020 | Nov 2020 | 2 |
-7.32% | Jun 2026 | - | 2 |
-6.85% | Feb 2026 | May 2026 | 3 |
-5.2% | Sep 2021 | Oct 2021 | 1 |
-3.22% | Nov 2025 | Jan 2026 | 2 |
-2.07% | May 2021 | Jul 2021 | 2 |
-1.91% | Aug 2024 | Sep 2024 | 1 |
-1.13% | Feb 2021 | Mar 2021 | 1 |
-0.54% | Dec 2024 | Jan 2025 | 1 |