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+12.58%
This Month
-8.23%
Year To Date
+19.11%
2 Years
+21.28%
5 Years
+29.35%
10 Years
+5.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology46.98%
- 🪙 Cryptocurrencies19.08%
- 🖥️ Technology Services14.95%
- 🛍️ Retail Trade10.98%
- 💰 Finance4%
- 💵 Cash1.06%
- 🚗 Consumer Durables1.02%
- ⛏️ Energy Minerals1.01%
- 🛠️ Producer Manufacturing0.98%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq63.95%
- 🌍 Digital Currency19.08%
- 🇺🇸 NYSE11.01%
- 🇬🇧 LSE4.96%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.98%
- 🇹🇼 Taiwan6%
- 🇰🇷 South Korea4.96%
- 🇰🇾 Cayman Islands0.98%
Dividends
Dividend Yield
0.33%
15 out of 30 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $XOM (2.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JPM | 0.06% | 1.86% | $4.4 |
 WMT | 0.04% | 0.77% | $0.81 |
 TSM | 0.04% | 0.62% | $1.74 |
 AVGO | 0.04% | 0.62% | $19.7 |
 SMSN.L | 0.03% | 0.58% | $23.68 |
 XOM | 0.03% | 2.73% | $3.76 |
 MSFT | 0.03% | 0.85% | $3 |
 TXN | 0.02% | 2.38% | $5.14 |
 AAPL | 0.02% | 0.38% | $0.97 |
 META | 0.02% | 0.31% | $1 |
 GOOG | 0.01% | 0.25% | $0.2 |
 MRVL | 0% | 0.16% | $0.24 |
 WDC | 0% | 0.12% | - |
 NVDA | 0% | 0.02% | $0.02 |
 MU | 0% | 0.11% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JPM | Pay Day | Apr 30, 2026 | $1.50 |
MRVL | Pay Day | Apr 30, 2026 | $0.06 |
TXN | Ex-Dividend | May 5, 2026 | $1.42 |
WMT | Ex-Dividend | May 8, 2026 | $0.25 |
TXN | Pay Day | May 19, 2026 | $1.42 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
WMT | Pay Day | May 26, 2026 | $0.25 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 2.7/10
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-8.46
-8.46
-9
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.21
0.21
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-8.46
-8.46
-9
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.21
0.21
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.44
High:
TSLA
364.78TSLALow:
INTC
-836.39INTCDetails
PEG Ratio
94
High:
SANM
2,389.7SANMLow:INTC
-851.7INTCDetails
Price/Book
10.16
High:
LITE
75.4LITELow:
BRK.B
1.43BRK.BDetails
Price/Sales
7.57
High:LITE
37.29LITELow:SANM
1.04SANMDetails
Price/CF
24
High:LITE
138.91LITELow:JPM
8.75JPMDetails
Price/FCF
55.5
High:TXN
4,155.74TXNLow:JPM
10.48JPMDetails
P/E Ratio
35.44
High:TSLA
364.78TSLALow:INTC
-836.39INTCDetails
PEG Ratio
94
High:SANM
2,389.7SANMLow:INTC
-851.7INTCDetails
Price/Book
10.16
High:LITE
75.4LITELow:BRK.B
1.43BRK.BDetails
Price/Sales
7.57
High:LITE
37.29LITELow:SANM
1.04SANMDetails
Price/CF
24
High:LITE
138.91LITELow:JPM
8.75JPMDetails
Price/FCF
55.5
High:TXN
4,155.74TXNLow:JPM
10.48JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.61% | Nov 2021 | Mar 2024 | 28 |
-26.61% | Oct 2025 | - | 7 |
-21.58% | May 2021 | Oct 2021 | 5 |
-17.22% | Dec 2024 | Jul 2025 | 7 |
-7.76% | Apr 2024 | Nov 2024 | 7 |