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+3.44%
This Month
+3.44%
Year To Date
+117.93%
2 Years
+113.01%
5 Years
+96.6%
10 Years
+11.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology28.55%
- 🖥️ Technology Services27.97%
- 📊 ETFs13.61%
- 🪙 Cryptocurrencies10.97%
- 🚗 Consumer Durables8.26%
- 🛠️ Producer Manufacturing3.48%
- 🪨 Non Energy Minerals2.42%
- 🛍️ Retail Trade2.28%
- ⚡ Utilities1.3%
- 💰 Finance0.63%
- 🧬 Health Technology0.34%
- 🏥 Health Services0.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.77%
- 🇺🇸 NYSE28.13%
- 🌍 Digital Currency10.97%
- 🇭🇰 Hong Kong Exchanges1.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.75%
- 🇨🇳 China4.55%
- 🇰🇾 Cayman Islands1.8%
- 🇨🇦 Canada1.7%
- 🇹🇼 Taiwan0.62%
Dividends
Dividend Yield
0.15%
17 out of 47 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AVGO | 0.03% | 0.74% | $19.7 |
 GOOG | 0.03% | 0.25% | $0.2 |
 DELL | 0.02% | 1.88% | $1.63 |
 BABA | 0.01% | 0.62% | $0.98 |
 MSFT | 0.01% | 0.79% | $3 |
 VST | 0.01% | 0.58% | $0.85 |
 META | 0.01% | 0.35% | $1 |
 MU | 0.01% | 0.12% | $0.46 |
 TSM | 0.01% | 0.81% | $1.74 |
 UNH | 0% | 2.53% | $7.74 |
 CCJ | 0% | 0.15% | $0.09 |
 CAT | 0% | 0.94% | $5.31 |
 GE | 0% | 0.46% | $0.44 |
 WDC | 0% | 0.13% | - |
 NVDA | 0% | 0.02% | $0.02 |
 MRVL | 0% | 0.3% | $0.24 |
 GEV | 0% | 0.19% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-3.53
-3.53
-4
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-3.53
-3.53
-4
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.94
High:
PLTR
394.13PLTRLow:
NET
-596.57NETDetails
PEG Ratio
100.62
High:
CIEN
573.3CIENLow:
OKLO
-192.45OKLODetails
Price/Book
12.5
High:
APP
129.89APPLow:DELL
-28.28DELLDetails
Price/Sales
12.17
High:
RGTI
1,083.85RGTILow:OKLO
-OKLODetails
Price/CF
27.79
High:PLTR
258.05PLTRLow:MU
11.55MUDetails
Price/FCF
60.54
High:
COHR
403.54COHRLow:
BIDU
15.08BIDUDetails
P/E Ratio
40.94
High:PLTR
394.13PLTRLow:NET
-596.57NETDetails
PEG Ratio
100.62
High:CIEN
573.3CIENLow:OKLO
-192.45OKLODetails
Price/Book
12.5
High:APP
129.89APPLow:DELL
-28.28DELLDetails
Price/Sales
12.17
High:RGTI
1,083.85RGTILow:OKLO
-OKLODetails
Price/CF
27.79
High:PLTR
258.05PLTRLow:MU
11.55MUDetails
Price/FCF
60.54
High:COHR
403.54COHRLow:BIDU
15.08BIDUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.15% | Dec 2021 | Jun 2024 | 30 |
-34.27% | Dec 2019 | Apr 2021 | 16 |
-21.46% | Feb 2025 | Jun 2025 | 4 |
-8.77% | Nov 2025 | - | 3 |
-7.77% | Sep 2021 | Oct 2021 | 1 |
-6.02% | Jul 2024 | Sep 2024 | 2 |
-4.53% | May 2021 | Jun 2021 | 1 |
-1.17% | Oct 2024 | Nov 2024 | 1 |