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+0.81%
Today
+10.16%
This Month
-0.71%
Year To Date
+178.92%
2 Years
+261.56%
5 Years
+59.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology31.44%
- 🪙 Cryptocurrencies27.09%
- 🖥️ Technology Services12.67%
- 📊 ETFs11.03%
- 🚗 Consumer Durables10.61%
- 🛍️ Retail Trade3.98%
- 🧬 Health Technology1.9%
- 💵 Cash1.52%
- 🚚 Transportation0.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.8%
- 🌍 Digital Currency27.09%
- 🇺🇸 NYSE13.4%
- 🇭🇰 Hong Kong Exchanges0.61%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.41%
- 🇹🇼 Taiwan3.07%
- 🇬🇧 United Kingdom3.05%
- 🇳🇱 Netherlands1.08%
- 🇨🇳 China0.61%
- 🇨🇭 Switzerland0.56%
Dividends
Dividend Yield
0.35%
19 out of 48 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $TLT (4.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INTC | 0.09% | 2.16% | $0.5 |
 GSK | 0.03% | 4.36% | $1.45 |
 TSM | 0.03% | 0.95% | $1.74 |
 SPY | 0.03% | 1.21% | - |
 GOOG | 0.02% | 0.44% | $0.2 |
 SOXX | 0.02% | 0.72% | - |
 AAPL | 0.02% | 0.48% | $0.97 |
 QQQ | 0.02% | 0.58% | - |
 TLT | 0.02% | 4.39% | - |
 NVS | 0.02% | 2.87% | $3.2 |
 AZN | 0.01% | 2.21% | $1.42 |
 IWM | 0.01% | 1.2% | - |
 ASML | 0.01% | 0.83% | $5.57 |
 FXI | 0.01% | 1.52% | - |
 9618.HK | 0% | 3.03% | $2.97 |
 VGT | 0% | 0.52% | - |
 VRT | 0% | 0.11% | $0.06 |
 0700.HK | 0% | 0.87% | $3.4 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 7.4/10
Beta
2.73
2.73
0
0.8
1.2
0
3
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
2.27
2.27
0
1
2
3
3
Jensen's Alpha
23.63
23.63
-2
0
2
24
24
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.81
1.81
0
0.75
1.25
2
2
Information Ratio
0.74
0.74
0
0.3
0.6
1
1
Calmar Ratio
1.63
1.63
0
0.3
0.6
2
2
Beta
2.73
2.73
0
0.8
1.2
0
3
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
2.27
2.27
0
1
2
3
3
Jensen's Alpha
23.63
23.63
-2
0
2
24
24
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.81
1.81
0
0.75
1.25
2
2
Information Ratio
0.74
0.74
0
0.3
0.6
1
1
Calmar Ratio
1.63
1.63
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
42.91
High:
PLTR
670.39PLTRLow:
TWLO
-636.54TWLODetails
PEG Ratio
181.55
High:PLTR
812.56PLTRLow:TWLO
-669.86TWLODetails
Price/Book
12.69
High:
RBLX
271.59RBLXLow:
INTC
1.01INTCDetails
Price/Sales
8.64
High:PLTR
125.81PLTRLow:
9618.HK
0.39618.HKDetails
Price/CF
25.58
High:
ARM
286.48ARMLow:9618.HK
8.789618.HKDetails
Price/FCF
47.39
High:ARM
638.94ARMLow:
NVS
20.58NVSDetails
P/E Ratio
42.91
High:PLTR
670.39PLTRLow:TWLO
-636.54TWLODetails
PEG Ratio
181.55
High:PLTR
812.56PLTRLow:TWLO
-669.86TWLODetails
Price/Book
12.69
High:RBLX
271.59RBLXLow:INTC
1.01INTCDetails
Price/Sales
8.64
High:PLTR
125.81PLTRLow:9618.HK
0.39618.HKDetails
Price/CF
25.58
High:ARM
286.48ARMLow:9618.HK
8.789618.HKDetails
Price/FCF
47.39
High:ARM
638.94ARMLow:NVS
20.58NVSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.49% | Dec 2024 | - | 8 |
-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 |