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+8.97%
This Month
+11.36%
Year To Date
+78.03%
2 Years
+228.09%
5 Years
+153.73%
10 Years
+13.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology47.97%
- 🪙 Cryptocurrencies19.58%
- 🖥️ Technology Services12.51%
- 🚗 Consumer Durables8.72%
- 🧬 Health Technology8.66%
- 💰 Finance1.19%
- 🛠️ Producer Manufacturing0.49%
- 🛍️ Retail Trade0.44%
- 🍞 Consumer Non Durables0.22%
- 🚚 Transportation0.17%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq76.93%
- 🌍 Digital Currency19.58%
- 🇺🇸 NYSE3.24%
- 🇬🇧 LSE0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States75.6%
- 🇳🇱 Netherlands4.18%
- 🇬🇧 United Kingdom0.22%
- 🇹🇼 Taiwan0.2%
- 🇨🇳 China0.19%
Dividends
Dividend Yield
0.07%
17 out of 35 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $GRG.L (4.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ASML | 0.02% | 0.47% | $5.57 |
 RTX | 0.02% | 1.57% | $2.44 |
 GRG.L | 0.01% | 4.65% | $0.6 |
 NVDA | 0% | 0.02% | $0.02 |
 ORCL | 0% | 1.02% | $1.6 |
 MSFT | 0% | 0.86% | $3 |
 AVGO | 0% | 0.58% | $19.7 |
 CRM | 0% | 0.93% | $0.4 |
 BABA | 0% | 0.74% | $0.98 |
 TSM | 0% | 0.68% | $1.74 |
 AMAT | 0% | 0.44% | $1.44 |
 LRCX | 0% | 0.34% | $8 |
 META | 0% | 0.34% | $1 |
 AAPL | 0% | 0.36% | $0.97 |
 GOOGL | 0% | 0.21% | $0.2 |
 MU | 0% | 0.07% | $0.46 |
 MRVL | 0% | 0.14% | $0.24 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AAPL | Ex-Dividend | May 11, 2026 | $0.27 |
AAPL | Pay Day | May 14, 2026 | $0.27 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
AMAT | Ex-Dividend | May 21, 2026 | $0.53 |
RTX | Ex-Dividend | May 22, 2026 | $0.73 |
GRG.L | Pay Day | May 29, 2026 | $0.67 |
GOOGL | Ex-Dividend | Jun 8, 2026 | $0.22 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
RTX | Pay Day | Jun 11, 2026 | $0.73 |
AMAT | Pay Day | Jun 11, 2026 | $0.53 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 5.3/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
4.67
4.67
-2
0
2
5
5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
4.67
4.67
-2
0
2
5
5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
48.56
High:
DDOG
637.17DDOGLow:
CRWD
-683.59CRWDDetails
PEG Ratio
55.35
High:
NOW
409.66NOWLow:
INTC
-203.35INTCDetails
Price/Book
24.93
High:
APP
70.98APPLow:
AGEN
-0.49AGENDetails
Price/Sales
20.32
High:
PLTR
67.45PLTRLow:GRG.L
0.71GRG.LDetails
Price/CF
43.35
High:PLTR
138.09PLTRLow:GRG.L
5.12GRG.LDetails
Price/FCF
58.1
High:BABA
1,196.17BABALow:
UBER
15.21UBERDetails
P/E Ratio
48.56
High:DDOG
637.17DDOGLow:CRWD
-683.59CRWDDetails
PEG Ratio
55.35
High:NOW
409.66NOWLow:INTC
-203.35INTCDetails
Price/Book
24.93
High:APP
70.98APPLow:AGEN
-0.49AGENDetails
Price/Sales
20.32
High:PLTR
67.45PLTRLow:GRG.L
0.71GRG.LDetails
Price/CF
43.35
High:PLTR
138.09PLTRLow:GRG.L
5.12GRG.LDetails
Price/FCF
58.1
High:BABA
1,196.17BABALow:UBER
15.21UBERDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-72.32% | Feb 2019 | Oct 2024 | 68 |
-33.42% | Jan 2025 | Jul 2025 | 6 |
-28.32% | Nov 2025 | - | 7 |
-6.89% | Dec 2018 | Jan 2019 | 1 |
-2.41% | Aug 2025 | Sep 2025 | 1 |