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+0.1%
Today
+6.51%
This Month
+10.13%
Year To Date
+90.47%
2 Years
+128.87%
5 Years
+36.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs61.19%
- 🪙 Cryptocurrencies19.33%
- 🖥️ Technology Services6.67%
- 💻 Electronic Technology5.32%
- 🛍️ Retail Trade1.37%
- 💵 Cash1.24%
- 💇♀️ Consumer Services0.47%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE63.74%
- 🌍 Digital Currency19.33%
- 🇺🇸 Nasdaq10.42%
- 🇭🇰 Hong Kong Exchanges0.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.46%
- 🇨🇳 China1.73%
- 🇸🇬 Singapore0.87%
- 🇹🇼 Taiwan0.41%
- 🇯🇵 Japan0.37%
Dividends
Dividend Yield
1.18%
19 out of 35 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $VNQ (4.11%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VNQ | 0.48% | 4.11% | - |
 IEMG | 0.42% | 3.08% | - |
 VOO | 0.22% | 1.37% | - |
 INTC | 0.01% | 2.49% | $0.5 |
 QCOM | 0.01% | 2.36% | $3.25 |
 NTES | 0.01% | 2.31% | $2.58 |
 JOYY | 0.01% | 2.12% | $0.71 |
 TSM | 0% | 1.15% | $1.74 |
 0700.HK | 0% | 0.87% | $3.4 |
 MU | 0% | 0.49% | $0.46 |
 MSFT | 0% | 0.72% | $3 |
 META | 0% | 0.32% | $1 |
 EA | 0% | 0.52% | $0.76 |
 GOOGL | 0% | 0.48% | $0.2 |
 AAPL | 0% | 0.52% | $0.97 |
 3888.HK | 0% | 0.39% | $0.14 |
 SONY | 0% | 0.35% | $0.49 |
 WDC | 0% | 0.2% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
EA | Ex-Dividend | May 28, 2025 | $0.19 |
NTES | Ex-Dividend | May 30, 2025 | $0.68 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
WDC | Ex-Dividend | Jun 4, 2025 | $0.10 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
NTES | Pay Day | Jun 13, 2025 | $0.68 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
EA | Pay Day | Jun 18, 2025 | $0.19 |
WDC | Pay Day | Jun 18, 2025 | $0.10 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
IEMG | Pay Day | Dec 20, 2025 | $1.16 |
Performance Metrics
Score 9/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
1.59
1.59
0
0.5
1
2
2
Sortino Ratio
4.03
4.03
0
1
2
5
5
Jensen's Alpha
15.43
15.43
-2
0
2
16
16
Omega Ratio
2.43
2.43
0
1
1.5
3
3
Treynor Ratio
2.44
2.44
0
0.75
1.25
3
3
Information Ratio
1.2
1.2
0
0.3
0.6
2
2
Calmar Ratio
4.31
4.31
0
0.3
0.6
5
5
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
1.59
1.59
0
0.5
1
2
2
Sortino Ratio
4.03
4.03
0
1
2
5
5
Jensen's Alpha
15.43
15.43
-2
0
2
16
16
Omega Ratio
2.43
2.43
0
1
1.5
3
3
Treynor Ratio
2.44
2.44
0
0.75
1.25
3
3
Information Ratio
1.2
1.2
0
0.3
0.6
2
2
Calmar Ratio
4.31
4.31
0
0.3
0.6
5
5
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.42
High:
GME
116.19GMELow:
BILI
-91.07BILIDetails
PEG Ratio
35.03
High:
MSFT
290.6MSFTLow:
RBLX
-221.05RBLXDetails
Price/Book
10.57
High:
APP
206.67APPLow:
JOYY
0.48JOYYDetails
Price/Sales
8.61
High:
NVDA
25.15NVDALow:
ZD
0.96ZDDetails
Price/CF
23.63
High:
TTWO
18,296.3TTWOLow:ZD
4.95ZDDetails
Price/FCF
47.02
High:
MU
1,171.75MULow:ZD
7.18ZDDetails
P/E Ratio
34.42
High:GME
116.19GMELow:BILI
-91.07BILIDetails
PEG Ratio
35.03
High:MSFT
290.6MSFTLow:RBLX
-221.05RBLXDetails
Price/Book
10.57
High:APP
206.67APPLow:JOYY
0.48JOYYDetails
Price/Sales
8.61
High:NVDA
25.15NVDALow:ZD
0.96ZDDetails
Price/CF
23.63
High:TTWO
18,296.3TTWOLow:ZD
4.95ZDDetails
Price/FCF
47.02
High:MU
1,171.75MULow:ZD
7.18ZDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.99% | Aug 2023 | Nov 2023 | 3 |
-4.14% | Feb 2025 | May 2025 | 3 |
-3.44% | Apr 2024 | May 2024 | 1 |
-3.42% | Dec 2022 | Jan 2023 | 1 |
-3.37% | Feb 2023 | Mar 2023 | 1 |
-3.02% | Dec 2024 | Jan 2025 | 1 |
-0.77% | Jan 2024 | Feb 2024 | 1 |
-0.62% | May 2023 | Jun 2023 | 1 |