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+0.24%
Today
+2.66%
This Month
-23.91%
Year To Date
+97.78%
2 Years
+177.06%
5 Years
+50.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology23.6%
- 💵 Cash22.34%
- 📊 ETFs16.55%
- 🪙 Cryptocurrencies10.95%
- 🖥️ Technology Services9.36%
- 🚗 Consumer Durables6.42%
- 💹 Forex5.49%
- 🛍️ Retail Trade4.19%
- 🧬 Health Technology2.53%
- 🚚 Transportation0.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.01%
- 🇺🇸 NYSE15.08%
- 🌍 Digital Currency10.95%
- 🌍 FX5.49%
- 🇭🇰 Hong Kong Exchanges0.82%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.68%
- 🇬🇧 United Kingdom2.66%
- 🇹🇼 Taiwan2.47%
- 🇨🇳 China0.82%
- 🇨🇭 Switzerland0.73%
Dividends
Dividend Yield
0.44%
18 out of 40 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $GSK (4.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INTC | 0.08% | 2.64% | $0.5 |
 TLT | 0.06% | 4.12% | - |
 SPY | 0.06% | 1.28% | - |
 GSK | 0.04% | 4.26% | $1.45 |
 TSM | 0.03% | 1.35% | $1.74 |
 QQQ | 0.03% | 0.64% | - |
 SOXX | 0.03% | 0.79% | - |
 GOOG | 0.02% | 0.52% | $0.2 |
 NVS | 0.02% | 2.96% | $3.2 |
 AZN | 0.02% | 2.25% | $1.42 |
 AAPL | 0.02% | 0.51% | $0.97 |
 IWM | 0.01% | 1.24% | - |
 FXI | 0.01% | 1.5% | - |
 9618.HK | 0.01% | 2.8% | $2.97 |
 VRT | 0.01% | 0.17% | $0.06 |
 VGT | 0% | 0.59% | - |
 0700.HK | 0% | 0.98% | $3.4 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Performance Metrics
Score 7.2/10
Beta
3.01
3.01
0
0.8
1.2
0
4
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
2.09
2.09
0
1
2
3
3
Jensen's Alpha
25.33
25.33
-2
0
2
26
26
Omega Ratio
1.83
1.83
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
1.47
1.47
0
0.3
0.6
2
2
Beta
3.01
3.01
0
0.8
1.2
0
4
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
2.09
2.09
0
1
2
3
3
Jensen's Alpha
25.33
25.33
-2
0
2
26
26
Omega Ratio
1.83
1.83
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
1.47
1.47
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.7
High:
PLTR
495.93PLTRLow:
TWLO
-133.75TWLODetails
PEG Ratio
150.05
High:
VRT
613.03VRTLow:
RBLX
-182.92RBLXDetails
Price/Book
10.07
High:RBLX
179.69RBLXLow:
INTC
0.83INTCDetails
Price/Sales
6.43
High:
MSTR
151.67MSTRLow:
9618.HK
0.349618.HKDetails
Price/CF
29.82
High:MSTR
7,511.07MSTRLow:9618.HK
6.589618.HKDetails
Price/FCF
56
High:MSTR
1,187.5MSTRLow:
NVS
22.6NVSDetails
P/E Ratio
32.7
High:PLTR
495.93PLTRLow:TWLO
-133.75TWLODetails
PEG Ratio
150.05
High:VRT
613.03VRTLow:RBLX
-182.92RBLXDetails
Price/Book
10.07
High:RBLX
179.69RBLXLow:INTC
0.83INTCDetails
Price/Sales
6.43
High:MSTR
151.67MSTRLow:9618.HK
0.349618.HKDetails
Price/CF
29.82
High:MSTR
7,511.07MSTRLow:9618.HK
6.589618.HKDetails
Price/FCF
56
High:MSTR
1,187.5MSTRLow:NVS
22.6NVSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.49% | Dec 2024 | - | 5 |
-26.22% | Apr 2024 | Nov 2024 | 7 |
-18.79% | Apr 2023 | Nov 2023 | 7 |
-13.09% | Dec 2022 | Jan 2023 | 1 |
-5.9% | Feb 2023 | Mar 2023 | 1 |
-4.22% | Jan 2024 | Feb 2024 | 1 |