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+1.15%
This Month
+8.73%
Year To Date
+47.22%
2 Years
+199.35%
5 Years
+223.17%
10 Years
+25.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash52.86%
- 🪙 Cryptocurrencies29.08%
- 🖥️ Technology Services18.98%
- 💻 Electronic Technology11.9%
- 🛍️ Retail Trade5.68%
- 📊 ETFs2.31%
- 🛠️ Producer Manufacturing2.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.68%
- 🌍 Digital Currency29.08%
- 🇺🇸 NYSE6.19%
- 🇫🇷 Euronext Paris2.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.68%
- 🇹🇼 Taiwan3.88%
- 🇫🇷 France2.13%
Dividends
Dividend Yield
0.18%
5 out of 11 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SU.PA (1.63%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 7/10
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
6.83
6.83
-2
0
2
7
7
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
1.51
1.51
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
6.83
6.83
-2
0
2
7
7
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
1.51
1.51
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.53
High:
AAPL
37.37AAPLLow:
SU.PA
30.47SU.PADetails
PEG Ratio
127.96
High:SU.PA
275.45SU.PALow:
TSM
56.52TSMDetails
Price/Book
11.83
High:AAPL
55.86AAPLLow:SU.PA
4.87SU.PADetails
Price/Sales
8.67
High:TSM
13.9TSMLow:SU.PA
3.36SU.PADetails
Price/CF
23.01
High:AAPL
34.06AAPLLow:
AMZN
18.22AMZNDetails
Price/FCF
55.99
High:AMZN
225.5AMZNLow:AAPL
45.56AAPLDetails
P/E Ratio
33.53
High:AAPL
37.37AAPLLow:SU.PA
30.47SU.PADetails
PEG Ratio
127.96
High:SU.PA
275.45SU.PALow:TSM
56.52TSMDetails
Price/Book
11.83
High:AAPL
55.86AAPLLow:SU.PA
4.87SU.PADetails
Price/Sales
8.67
High:TSM
13.9TSMLow:SU.PA
3.36SU.PADetails
Price/CF
23.01
High:AAPL
34.06AAPLLow:AMZN
18.22AMZNDetails
Price/FCF
55.99
High:AMZN
225.5AMZNLow:AAPL
45.56AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.17% | Nov 2021 | Nov 2023 | 24 |
-17.73% | Feb 2025 | Jul 2025 | 5 |
-8.41% | Apr 2024 | Nov 2024 | 7 |
-8.36% | Sep 2021 | Oct 2021 | 1 |
-8.27% | May 2021 | Aug 2021 | 3 |
-6.58% | Oct 2025 | - | 3 |
-4.06% | Dec 2024 | Jan 2025 | 1 |
-2.23% | Jan 2024 | Feb 2024 | 1 |