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+0.32%
This Month
-2.87%
Year To Date
+208.17%
2 Years
+253.68%
5 Years
+253.68%
10 Years
+54.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology27.38%
- 🪙 Cryptocurrencies25.61%
- 🖥️ Technology Services14.04%
- 💵 Cash13.3%
- 📊 ETFs10.61%
- 🚗 Consumer Durables6.15%
- 🛍️ Retail Trade3.82%
- 🧬 Health Technology2.21%
- 🚚 Transportation0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.61%
- 🌍 Digital Currency25.61%
- 🇺🇸 NYSE13.12%
- 🇭🇰 Hong Kong Exchanges0.63%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.91%
- 🇬🇧 United Kingdom3.1%
- 🇹🇼 Taiwan2.97%
- 🇳🇱 Netherlands1.5%
- 🇨🇭 Switzerland0.64%
- 🇨🇳 China0.63%
Dividends
Dividend Yield
0.27%
19 out of 52 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $TLT (4.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GSK | 0.03% | 3.99% | $1.45 |
 TSM | 0.03% | 1.01% | $1.74 |
 SPY | 0.02% | 1.16% | - |
 GOOG | 0.02% | 0.35% | $0.2 |
 SOXX | 0.02% | 0.69% | - |
 TLT | 0.02% | 4.3% | - |
 INTC | 0.02% | 0.51% | $0.5 |
 NVS | 0.02% | 2.53% | $3.2 |
 AAPL | 0.02% | 0.43% | $0.97 |
 QQQ | 0.01% | 0.51% | - |
 AZN | 0.01% | 1.88% | $1.42 |
 IWM | 0.01% | 1.15% | - |
 ASML | 0.01% | 0.78% | $5.57 |
 FXI | 0.01% | 2.62% | - |
 9618.HK | 0% | 3.19% | $2.97 |
 VGT | 0% | 0.47% | - |
 VRT | 0% | 0.12% | $0.06 |
 0700.HK | 0% | 0.74% | $3.4 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
AZN | Pay Day | Sep 8, 2025 | $0.52 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
VRT | Ex-Dividend | Sep 15, 2025 | $0.04 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
VRT | Pay Day | Sep 25, 2025 | $0.04 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
GSK | Pay Day | Oct 9, 2025 | $0.43 |
Performance Metrics
Score 7.4/10
Beta
2.71
2.71
0
0.8
1.2
0
3
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
2.29
2.29
0
1
2
3
3
Jensen's Alpha
19.64
19.64
-2
0
2
20
20
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.79
1.79
0
0.75
1.25
2
2
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
1.62
1.62
0
0.3
0.6
2
2
Beta
2.71
2.71
0
0.8
1.2
0
3
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
2.29
2.29
0
1
2
3
3
Jensen's Alpha
19.64
19.64
-2
0
2
20
20
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.79
1.79
0
0.75
1.25
2
2
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
1.62
1.62
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.65
High:
TWLO
892.2TWLOLow:
RBLX
-89.51RBLXDetails
PEG Ratio
2,523.5
High:
AAPL
24,772.26AAPLLow:RBLX
-539.62RBLXDetails
Price/Book
12.46
High:RBLX
250.58RBLXLow:
INTC
1.1INTCDetails
Price/Sales
8.7
High:
PLTR
114.05PLTRLow:
9618.HK
0.279618.HKDetails
Price/CF
26.27
High:PLTR
202PLTRLow:
GSK
8.35GSKDetails
Price/FCF
55.05
High:
03690.HK
387.8103690.HKLow:GSK
17.59GSKDetails
P/E Ratio
39.65
High:TWLO
892.2TWLOLow:RBLX
-89.51RBLXDetails
PEG Ratio
2,523.5
High:AAPL
24,772.26AAPLLow:RBLX
-539.62RBLXDetails
Price/Book
12.46
High:RBLX
250.58RBLXLow:INTC
1.1INTCDetails
Price/Sales
8.7
High:PLTR
114.05PLTRLow:9618.HK
0.279618.HKDetails
Price/CF
26.27
High:PLTR
202PLTRLow:GSK
8.35GSKDetails
Price/FCF
55.05
High:03690.HK
387.8103690.HKLow:GSK
17.59GSKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.49% | Dec 2024 | - | 10 |
-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 |