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-7.9%
This Month
-9.84%
Year To Date
+27.2%
2 Years
+9.06%
5 Years
+13.56%
10 Years
+2.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.08%
- 🪙 Cryptocurrencies23.49%
- 💻 Electronic Technology10.17%
- 🛍️ Retail Trade10.04%
- 💰 Finance9.34%
- 📊 ETFs4.75%
- 💇♀️ Consumer Services4.5%
- 🚗 Consumer Durables3.87%
- 💵 Cash1.77%
- 🧩 Miscellaneous1.73%
- 💼 Commercial Services1.55%
- 🧬 Health Technology1.53%
- 🏥 Health Services1.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.45%
- 🌍 Digital Currency23.49%
- 🇺🇸 NYSE20.38%
- 🇭🇰 Hong Kong Exchanges2.43%
- 🇬🇧 LSE0.97%
- 🇩🇪 Xetra ETFs0.53%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.51%
- 🇺🇾 Uruguay5.81%
- 🇨🇳 China3.62%
- 🇧🇷 Brazil0.91%
- 🇸🇬 Singapore0.86%
- 🇮🇱 Israel0.56%
Dividends
Dividend Yield
0.27%
17 out of 44 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $DIS (1.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.05% | 0.83% | $3 |
 V | 0.03% | 0.81% | $2.01 |
 DIS | 0.02% | 1.51% | $0.75 |
 AAPL | 0.02% | 0.34% | $0.97 |
 AXP | 0.02% | 1.09% | $2.6 |
 0700.HK | 0.02% | 1.16% | $3.4 |
 GOOG | 0.02% | 0.23% | $0.2 |
 META | 0.02% | 0.34% | $1 |
 LH | 0.01% | 1.12% | $2.88 |
 WMT | 0.01% | 0.84% | $0.81 |
 BYD | 0.01% | 0.86% | $0.66 |
 SPGI | 0.01% | 0.92% | $3.62 |
 BABA | 0.01% | 0.82% | $0.98 |
 TMO | 0.01% | 0.38% | $1.48 |
 PYPL | 0.01% | 1.01% | - |
 QQQ | 0% | 0.38% | - |
 NVDA | 0% | 0.13% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
META | Pay Day | Jun 25, 2026 | $0.53 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
TMO | Pay Day | Jul 15, 2026 | $0.47 |
BYD | Pay Day | Jul 15, 2026 | $0.20 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
WMT | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 2.7/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-10.51
-10.51
-11
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-10.51
-10.51
-11
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.18
High:
TSLA
382.29TSLALow:
NET
-1,081.92NETDetails
PEG Ratio
141.55
High:
ABNB
1,400.27ABNBLow:
SNOW
-422.16SNOWDetails
Price/Book
11.17
High:NET
62.18NETLow:
MSTR
1.22MSTRDetails
Price/Sales
8.69
High:MSTR
88.08MSTRLow:
FTRE
0.6FTREDetails
Price/CF
20.79
High:MSTR
7,511.07MSTRLow:FTRE
4FTREDetails
Price/FCF
46.83
High:BABA
1,196.17BABALow:FTRE
4.63FTREDetails
P/E Ratio
31.18
High:TSLA
382.29TSLALow:NET
-1,081.92NETDetails
PEG Ratio
141.55
High:ABNB
1,400.27ABNBLow:SNOW
-422.16SNOWDetails
Price/Book
11.17
High:NET
62.18NETLow:MSTR
1.22MSTRDetails
Price/Sales
8.69
High:MSTR
88.08MSTRLow:FTRE
0.6FTREDetails
Price/CF
20.79
High:MSTR
7,511.07MSTRLow:FTRE
4FTREDetails
Price/FCF
46.83
High:BABA
1,196.17BABALow:FTRE
4.63FTREDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.41% | Nov 2021 | Jul 2025 | 44 |
-16.91% | Nov 2025 | - | 8 |
-8.24% | Sep 2021 | Oct 2021 | 1 |
-4.73% | Feb 2021 | Jun 2021 | 4 |
-1.94% | Jul 2021 | Aug 2021 | 1 |