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-1.47%
This Month
+8.21%
Year To Date
+237.05%
2 Years
+35.74%
5 Years
+35.74%
10 Years
+8.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies67.21%
- 💻 Electronic Technology26.97%
- 🛍️ Retail Trade2.56%
- 🖥️ Technology Services2.55%
- 💵 Cash0.45%
- 💇♀️ Consumer Services0.28%
- 🚗 Consumer Durables0.11%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency67.21%
- 🇺🇸 Nasdaq29.44%
- 🇺🇸 NYSE3.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.48%
- 🇨🇳 China2.12%
- 🇸🇬 Singapore0.38%
- 🇯🇵 Japan0.21%
- 🇹🇼 Taiwan0.19%
- 🇨🇭 Switzerland0.08%
Dividends
Dividend Yield
0.06%
17 out of 41 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $JOYY (4.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BABA | 0.01% | 0.76% | $0.98 |
 AAPL | 0.01% | 0.43% | $0.97 |
 NVDA | 0.01% | 0.02% | $0.02 |
 JOYY | 0% | 4.48% | $0.71 |
 INTC | 0% | 0.51% | $0.5 |
 QCOM | 0% | 2.18% | $3.25 |
 NTES | 0% | 2.15% | $2.58 |
 TSM | 0% | 1.01% | $1.74 |
 META | 0% | 0.27% | $1 |
 MSFT | 0% | 0.67% | $3 |
 LOGI | 0% | 1.48% | $1.18 |
 DLB | 0% | 1.82% | $1.17 |
 GOOGL | 0% | 0.35% | $0.2 |
 NTDOY | 0% | 0.61% | $0.24 |
 WDC | 0% | 0.22% | - |
 SONY | 0% | 0.35% | $0.49 |
 EA | 0% | 0.45% | $0.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
NTES | Pay Day | Sep 11, 2025 | $0.57 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
EA | Pay Day | Sep 17, 2025 | $0.19 |
WDC | Pay Day | Sep 18, 2025 | $0.10 |
JOYY | Ex-Dividend | Sep 22, 2025 | $0.95 |
LOGI | Ex-Dividend | Sep 23, 2025 | $1.59 |
LOGI | Pay Day | Sep 24, 2025 | $1.59 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
JOYY | Pay Day | Oct 10, 2025 | $0.95 |
Performance Metrics
Score 4.6/10
Beta
2.18
2.18
0
0.8
1.2
0
3
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
2.93
2.93
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
2.18
2.18
0
0.8
1.2
0
3
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
2.93
2.93
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
45.05
High:
BILI
308.68BILILow:
RBLX
-89.51RBLXDetails
PEG Ratio
2,566.43
High:
AAPL
24,772.26AAPLLow:RBLX
-539.62RBLXDetails
Price/Book
32.96
High:RBLX
250.58RBLXLow:
JOYY
0.49JOYYDetails
Price/Sales
18.52
High:
NVDA
24.8NVDALow:
MOMO
1.01MOMODetails
Price/CF
46.37
High:
TTWO
434.3TTWOLow:MOMO
5.32MOMODetails
Price/FCF
55.77
High:
AMZN
175.86AMZNLow:
SONY
8.99SONYDetails
P/E Ratio
45.05
High:BILI
308.68BILILow:RBLX
-89.51RBLXDetails
PEG Ratio
2,566.43
High:AAPL
24,772.26AAPLLow:RBLX
-539.62RBLXDetails
Price/Book
32.96
High:RBLX
250.58RBLXLow:JOYY
0.49JOYYDetails
Price/Sales
18.52
High:NVDA
24.8NVDALow:MOMO
1.01MOMODetails
Price/CF
46.37
High:TTWO
434.3TTWOLow:MOMO
5.32MOMODetails
Price/FCF
55.77
High:AMZN
175.86AMZNLow:SONY
8.99SONYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.89% | Jan 2022 | Mar 2024 | 26 |
-29.6% | Dec 2024 | - | 10 |
-22.04% | Apr 2024 | Nov 2024 | 7 |