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-1.79%
Today
+1.11%
This Month
+28.07%
Year To Date
+120.81%
2 Years
+180.13%
5 Years
-29.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services36.2%
- 💻 Electronic Technology14.18%
- 🛠️ Producer Manufacturing8.96%
- 💇♀️ Consumer Services7.78%
- 🛍️ Retail Trade7.28%
- 🏭 Industrial Services6.96%
- 💰 Finance5.54%
- 💵 Cash3.35%
- 🪙 Cryptocurrencies3.21%
- 💼 Commercial Services2.47%
- ⛏️ Energy Minerals2.46%
- 🏥 Health Services0.77%
- 📊 ETFs0.37%
- 📈 Indexes0.13%
- 💹 Forex0.05%
- 🚚 Transportation0.01%
- 🪨 Non Energy Minerals0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq73.63%
- 🇺🇸 NYSE16%
- 🇭🇰 Hong Kong Exchanges3.35%
- 🌍 Digital Currency3.21%
- 🌍 CFD0.13%
- 🌍 FX0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.54%
- 🇱🇺 Luxembourg3.81%
- 🇨🇳 China3.35%
- 🇦🇺 Australia2.91%
- 🇺🇾 Uruguay1.51%
- 🇹🇼 Taiwan0.76%
- 🇨🇦 Canada0.73%
Dividends
Dividend Yield
0.16%
14 out of 52 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $1171.HK (10.02%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 WING | Pay Day | Jun 6, 2025 | $0.27 |
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 TSCO | Pay Day | Jun 10, 2025 | $0.23 |
 NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
 X | Pay Day | Jun 11, 2025 | $0.05 |
 TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
 META | Ex-Dividend | Jun 16, 2025 | $0.52 |
 HCKT | Ex-Dividend | Jun 20, 2025 | $0.12 |
META | Pay Day | Jun 26, 2025 | $0.52 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
HCKT | Pay Day | Jul 7, 2025 | $0.12 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
Performance Metrics
Score 2.7/10
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
-0.2
-0.2
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.26
-0.26
-1
1
2
3
3
Jensen's Alpha
-16.78
-16.78
-17
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
-1.86
-1.86
-2
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
-0.2
-0.2
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.26
-0.26
-1
1
2
3
3
Jensen's Alpha
-16.78
-16.78
-17
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
-1.86
-1.86
-2
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.81
High:
PLTR
567.73PLTRLow:
CRWD
-659.17CRWDDetails
PEG Ratio
164.12
High:
AXON
777.19AXONLow:
HIMS
1.25HIMSDetails
Price/Book
8.56
High:PLTR
56.56PLTRLow:
RBRK
-33.77RBRKDetails
Price/Sales
5.79
High:
RGTI
387.06RGTILow:
SNEX
0.03SNEXDetails
Price/CF
18.29
High:
MSTR
7,511.07MSTRLow:
1171.HK
3.241171.HKDetails
Price/FCF
39.77
High:MSTR
1,187.5MSTRLow:SNEX
5.96SNEXDetails
P/E Ratio
28.81
High:PLTR
567.73PLTRLow:CRWD
-659.17CRWDDetails
PEG Ratio
164.12
High:AXON
777.19AXONLow:HIMS
1.25HIMSDetails
Price/Book
8.56
High:PLTR
56.56PLTRLow:RBRK
-33.77RBRKDetails
Price/Sales
5.79
High:RGTI
387.06RGTILow:SNEX
0.03SNEXDetails
Price/CF
18.29
High:MSTR
7,511.07MSTRLow:1171.HK
3.241171.HKDetails
Price/FCF
39.77
High:MSTR
1,187.5MSTRLow:SNEX
5.96SNEXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.07% | Nov 2016 | - | 104 |