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-0.46%
This Month
-13.61%
Year To Date
-1.4%
2 Years
-6.16%
5 Years
+16.79%
10 Years
+2.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies57.98%
- 🖥️ Technology Services20.35%
- 💻 Electronic Technology4.91%
- 🧪 Process Industries4.03%
- 🚗 Consumer Durables3.14%
- 🛠️ Producer Manufacturing1.79%
- ⚡ Utilities1.78%
- 🛍️ Retail Trade1.53%
- 💇♀️ Consumer Services1.44%
- 📊 ETFs1.23%
- 💰 Finance0.71%
- 🧬 Health Technology0.5%
- 📡 Communications0.33%
- 💵 Cash0.22%
- 🏥 Health Services0%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency57.98%
- 🇺🇸 Nasdaq23.22%
- 🇺🇸 NYSE13.76%
- 🇭🇰 Hong Kong Exchanges2.61%
- 🇬🇧 LSE1.59%
- 🇺🇸 Chicago Board Options Exchange0.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.88%
- 🇨🇳 China3.83%
- 🇬🇧 United Kingdom1.59%
- 🇹🇼 Taiwan0.09%
- 🇳🇱 Netherlands0.09%
- 🇨🇦 Canada0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.39%
32 out of 74 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ADM | 0.12% | 3.06% | $1.9 |
 GOOG | 0.04% | 0.28% | $0.2 |
 SPX.L | 0.03% | 2.2% | $1.6 |
 LMT | 0.03% | 2.03% | $12.45 |
 PFE | 0.03% | 6.48% | $1.66 |
 MCD | 0.02% | 2.2% | $6.53 |
 MSFT | 0.02% | 0.86% | $3 |
 VZ | 0.02% | 5.49% | $2.66 |
 0700.HK | 0.01% | 0.9% | $3.4 |
 9988.HK | 0.01% | 0.81% | $0.98 |
 VST | 0.01% | 0.56% | $0.85 |
 IBM | 0.01% | 2.7% | $6.65 |
 META | 0.01% | 0.32% | $1 |
 GD | 0.01% | 1.65% | $5.48 |
 AES | 0% | 4.95% | $0.68 |
 TXN | 0% | 2.77% | $5.14 |
 ORCL | 0% | 1.31% | $1.6 |
 TSM | 0% | 0.78% | $1.74 |
 CCL | 0% | 0.54% | - |
 AVGO | 0% | 0.71% | $19.7 |
 BABA | 0% | 0.79% | $0.98 |
 AMAT | 0% | 0.51% | $1.44 |
 ASML | 0% | 0.54% | $5.57 |
 0968.HK | 0% | 1.51% | $0.23 |
 LRCX | 0% | 0.46% | $8 |
 MRVL | 0% | 0.3% | $0.24 |
 CRM | 0% | 0.87% | $0.4 |
 GOOGL | 0% | 0.28% | $0.2 |
 MU | 0% | 0.11% | $0.46 |
 NVTKL.L | 0% | 109.46% | - |
 VRT | 0% | 0.07% | $0.06 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.7/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-10.96
-10.96
-11
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
0.19
0.19
0
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-10.96
-10.96
-11
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
0.19
0.19
0
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.02
High:
TWLO
624TWLOLow:
INTC
-556.53INTCDetails
PEG Ratio
87.17
High:TXN
821.31TXNLow:INTC
-566.72INTCDetails
Price/Book
8.24
High:
PLTR
49.59PLTRLow:MCD
-131.7MCDDetails
Price/Sales
8.33
High:
SPCE
93.11SPCELow:
LOGCD
-LOGCDDetails
Price/CF
22.89
High:PLTR
214.31PLTRLow:
XELA
0.05XELADetails
Price/FCF
60.23
High:TXN
4,155.74TXNLow:XELA
0.89XELADetails
P/E Ratio
29.02
High:TWLO
624TWLOLow:INTC
-556.53INTCDetails
PEG Ratio
87.17
High:TXN
821.31TXNLow:INTC
-566.72INTCDetails
Price/Book
8.24
High:PLTR
49.59PLTRLow:MCD
-131.7MCDDetails
Price/Sales
8.33
High:SPCE
93.11SPCELow:LOGCD
-LOGCDDetails
Price/CF
22.89
High:PLTR
214.31PLTRLow:XELA
0.05XELADetails
Price/FCF
60.23
High:TXN
4,155.74TXNLow:XELA
0.89XELADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.85% | Jul 2021 | Nov 2024 | 40 |
-26.36% | Oct 2025 | - | 6 |
-26.07% | Dec 2024 | Aug 2025 | 8 |
-3.32% | May 2021 | Jun 2021 | 1 |
-2.36% | Sep 2020 | Nov 2020 | 2 |