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+4.39%
This Month
+18.53%
Year To Date
+120.04%
2 Years
+134.27%
5 Years
+89.85%
10 Years
+11.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services44.35%
- 💻 Electronic Technology20.07%
- 🪙 Cryptocurrencies17.04%
- 📊 ETFs7.38%
- 🚗 Consumer Durables6.78%
- 🛍️ Retail Trade1.48%
- 🪨 Non Energy Minerals0.76%
- 🧬 Health Technology0.71%
- 🛠️ Producer Manufacturing0.67%
- 💰 Finance0.61%
- 🏥 Health Services0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq65.72%
- 🌍 Digital Currency17.04%
- 🇺🇸 NYSE16.26%
- 🇭🇰 Hong Kong Exchanges0.98%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.63%
- 🇨🇳 China1.7%
- 🇹🇼 Taiwan0.47%
- 🇱🇺 Luxembourg0.39%
- 🇨🇦 Canada0.38%
Dividends
Dividend Yield
0.23%
17 out of 40 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $UNH (3.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOOG | 0.05% | 0.4% | $0.2 |
 TQQQ | 0.03% | 1.11% | - |
 MSFT | 0.03% | 0.63% | $3 |
 SOXL | 0.03% | 1.07% | - |
 META | 0.02% | 0.26% | $1 |
 AVGO | 0.02% | 0.73% | $19.7 |
 URA | 0.02% | 1.91% | - |
 YINN | 0.01% | 1.73% | - |
 UNH | 0% | 3.23% | $7.74 |
 AAPL | 0% | 0.45% | $0.97 |
 TSM | 0% | 0.94% | $1.74 |
 BABA | 0% | 0.83% | $0.98 |
 ORCL | 0% | 0.71% | $1.6 |
 NVDA | 0% | 0.02% | $0.02 |
 MU | 0% | 0.36% | $0.46 |
 QQQ | 0% | 0.51% | - |
 CCJ | 0% | 0.15% | $0.09 |
Performance Metrics
Score 3.6/10
Beta
1.37
1.37
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
-2.61
-2.61
-3
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
1.37
1.37
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
-2.61
-2.61
-3
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.59
High:
PLTR
621.37PLTRLow:
CRWD
-610.32CRWDDetails
PEG Ratio
644.1
High:
AAPL
23,732.15AAPLLow:
BILI
-130.54BILIDetails
Price/Book
12.99
High:PLTR
74.8PLTRLow:
SLDB
1.59SLDBDetails
Price/Sales
11.94
High:
RGTI
530.49RGTILow:SLDB
-SLDBDetails
Price/CF
25.14
High:
MSTR
7,511.07MSTRLow:
MU
7.16MUDetails
Price/FCF
47.61
High:MSTR
1,187.5MSTRLow:
SOFI
14.1SOFIDetails
P/E Ratio
37.59
High:PLTR
621.37PLTRLow:CRWD
-610.32CRWDDetails
PEG Ratio
644.1
High:AAPL
23,732.15AAPLLow:BILI
-130.54BILIDetails
Price/Book
12.99
High:PLTR
74.8PLTRLow:SLDB
1.59SLDBDetails
Price/Sales
11.94
High:RGTI
530.49RGTILow:SLDB
-SLDBDetails
Price/CF
25.14
High:MSTR
7,511.07MSTRLow:MU
7.16MUDetails
Price/FCF
47.61
High:MSTR
1,187.5MSTRLow:SOFI
14.1SOFIDetails
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 |
-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 |