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-2.88%
Today
-0.7%
This Month
-9.35%
Year To Date
+33.29%
2 Years
+180.07%
5 Years
+29.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies66.75%
- 🛍️ Retail Trade17.11%
- 💵 Cash7.28%
- 🖥️ Technology Services6.43%
- 🚗 Consumer Durables2.41%
- 🍞 Consumer Non Durables1.45%
- 💇♀️ Consumer Services0.51%
- 🧬 Health Technology0.36%
- 🚚 Transportation0.34%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency66.75%
- 🇺🇸 NYSE11.48%
- 🇺🇸 Nasdaq9.08%
- 🇭🇰 Hong Kong Exchanges8.04%
Countries Breakdown
- Country
- Total
- 🇨🇳 China10.14%
- 🇺🇸 United States10%
- 🇸🇬 Singapore7.3%
- 🇨🇦 Canada1.15%
Dividends
Dividend Yield
0.16%
9 out of 23 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $KMB (3.66%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 KMB | Ex-Dividend | Jun 6, 2025 | $1.26 |
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 IBM | Pay Day | Jun 10, 2025 | $1.68 |
 JNJ | Pay Day | Jun 10, 2025 | $1.30 |
 9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
 MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
 MCD | Pay Day | Jun 16, 2025 | $1.77 |
 DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
KMB | Pay Day | Jul 2, 2025 | $1.26 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 7.1/10
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
16.33
16.33
-2
0
2
17
17
Omega Ratio
1.67
1.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
16.33
16.33
-2
0
2
17
17
Omega Ratio
1.67
1.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.06
High:
TSLA
182.61TSLALow:
BABA
15.59BABADetails
PEG Ratio
45.59
High:
MSFT
296.39MSFTLow:
DIS
5.37DISDetails
Price/Book
5.48
High:
KMB
41.73KMBLow:
MCD
-64.5MCDDetails
Price/Sales
5.29
High:MSFT
12.82MSFTLow:BABA
2.07BABADetails
Price/CF
19.43
High:TSLA
54.2TSLALow:DIS
9.84DISDetails
Price/FCF
32.8
High:
03690.HK
387.8103690.HKLow:
9988.HK
14.019988.HKDetails
P/E Ratio
28.06
High:TSLA
182.61TSLALow:BABA
15.59BABADetails
PEG Ratio
45.59
High:MSFT
296.39MSFTLow:DIS
5.37DISDetails
Price/Book
5.48
High:KMB
41.73KMBLow:MCD
-64.5MCDDetails
Price/Sales
5.29
High:MSFT
12.82MSFTLow:BABA
2.07BABADetails
Price/CF
19.43
High:TSLA
54.2TSLALow:DIS
9.84DISDetails
Price/FCF
32.8
High:03690.HK
387.8103690.HKLow:9988.HK
14.019988.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.42% | Nov 2021 | - | 44 |
-11.85% | May 2021 | Oct 2021 | 5 |
-6.06% | Aug 2020 | Oct 2020 | 2 |
-4.75% | Mar 2020 | Apr 2020 | 1 |
-0.71% | Jun 2020 | Jul 2020 | 1 |