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-2.35%
Today
-0.89%
This Month
-7.17%
Year To Date
+78.87%
2 Years
+167.5%
5 Years
+26.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- šŖ Cryptocurrencies75.72%
- š ETFs11.13%
- šļø Retail Trade2.92%
- š„ļø Technology Services2.45%
- š» Electronic Technology2.21%
- š Consumer Durables1.65%
- š§¬ Health Technology1.56%
- š Consumer Non Durables1.04%
- š¼ Commercial Services0.39%
- āļø Energy Minerals0.38%
- šµ Cash0.22%
- š° Finance0.21%
- šŖØ Non Energy Minerals0.06%
- šāāļø Consumer Services0.04%
- š§Ŗ Process Industries0.03%
Exchanges Breakdown
- Exchange
- Total
- š Digital Currency75.72%
- šŗšø NYSE17.41%
- šŗšø Nasdaq5%
- šŗšø Chicago Board Options Exchange0.92%
- šøš¦ Tadawul0.38%
- š«š· Euronext Paris0.22%
- šš° Hong Kong Exchanges0.14%
Countries Breakdown
- Country
- Total
- šŗšø United States6.23%
- šØš³ China4.85%
- š®š± Israel0.59%
- šÆšµ Japan0.51%
- šøš¦ Saudi Arabia0.38%
- š«š· France0.22%
- šøš¬ Singapore0.1%
- š§š· Brazil0.06%
- šØš¦ Canada0%
- š±šŗ Luxembourg0%
Dividends
Dividend Yield
0.35%
32 out of 101 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $0968.HK (10.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.06% | 7.35% | $1.66 |
 FXI | 0.06% | 1.58% | - |
 BLOK | 0.03% | 6.44% | - |
 SAOC | 0.03% | 6.74% | $1.87 |
 JNJ | 0.02% | 3.28% | $4.81 |
 PG | 0.02% | 2.51% | $3.83 |
 BABA | 0.02% | 0.86% | $0.98 |
 XLU | 0.01% | 2.89% | - |
 JD.US | 0.01% | 2.95% | $0.74 |
 EWH | 0.01% | 3.98% | - |
 LMT | 0.01% | 2.75% | $12.45 |
 EWJ | 0.01% | 2.2% | - |
 CQQQ | 0.01% | 0.26% | - |
 MC.PA | 0.01% | 2.76% | $13 |
 INDA | 0% | 0.74% | - |
 VALE | 0% | 7.83% | $1.33 |
 XLF | 0% | 1.46% | - |
 VOO | 0% | 1.37% | - |
 KWEB | 0% | 3.17% | - |
 ICLN | 0% | 1.78% | - |
 XLK | 0% | 0.74% | - |
 MSFT | 0% | 0.69% | $3 |
 MCHI | 0% | 2.09% | - |
 QQQ | 0% | 0.63% | - |
 SONY | 0% | 0.37% | $0.49 |
 0968.HK | 0% | 10.5% | $0.23 |
 AAPL | 0% | 0.5% | $0.97 |
 GOOG | 0% | 0.47% | $0.2 |
 TAN | 0% | 0.58% | - |
 9988.HK | 0% | 0.87% | $0.98 |
 ASHR | 0% | 1.16% | - |
 SMG | 0% | 4.06% | $2.64 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
EWJ | Pay Day | Dec 20, 2025 | $1.06 |
FXI | Pay Day | Dec 20, 2025 | $0.00 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
MCHI | Pay Day | Dec 20, 2025 | $0.00 |
EWH | Pay Day | Dec 20, 2025 | $0.34 |
ICLN | Pay Day | Dec 20, 2025 | $0.11 |
CQQQ | Pay Day | Dec 27, 2025 | $0.11 |
TAN | Pay Day | Dec 27, 2025 | $0.17 |
ASHR | Pay Day | Dec 30, 2025 | $0.00 |
BLOK | Pay Day | Dec 31, 2025 | $2.59 |
Performance Metrics
Score 6.3/10
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
12.62
12.62
-2
0
2
13
13
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
12.62
12.62
-2
0
2
13
13
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.51
High:
SE
118.26SELow:
PATH
-109.85PATHDetails
PEG Ratio
116.29
High:
PG
961.73PGLow:PATH
-474.99PATHDetails
Price/Book
5.47
High:
RBLX
198.67RBLXLow:
NIO
-144.34NIODetails
Price/Sales
4.12
High:
DJT
1,315.23DJTLow:
ARVLF
-ARVLFDetails
Price/CF
18.25
High:
MSTR
7,511.07MSTRLow:
VALE
5.71VALEDetails
Price/FCF
37.41
High:MSTR
1,187.5MSTRLow:
JD.US
9.2JD.USDetails
P/E Ratio
26.51
High:SE
118.26SELow:PATH
-109.85PATHDetails
PEG Ratio
116.29
High:PG
961.73PGLow:PATH
-474.99PATHDetails
Price/Book
5.47
High:RBLX
198.67RBLXLow:NIO
-144.34NIODetails
Price/Sales
4.12
High:DJT
1,315.23DJTLow:ARVLF
-ARVLFDetails
Price/CF
18.25
High:MSTR
7,511.07MSTRLow:VALE
5.71VALEDetails
Price/FCF
37.41
High:MSTR
1,187.5MSTRLow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.22% | May 2021 | - | 50 |
-13.02% | Sep 2020 | Nov 2020 | 2 |
-9.6% | Dec 2020 | Jan 2021 | 1 |