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+0.2%
This Month
+25.61%
Year To Date
+95.58%
2 Years
+61.05%
5 Years
+147.39%
10 Years
+13.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.18%
- 💻 Electronic Technology31.6%
- 🛍️ Retail Trade7.21%
- 💵 Cash5.81%
- 📊 ETFs4.79%
- 🚗 Consumer Durables4.6%
- 💰 Finance4.43%
- 🧬 Health Technology2.59%
- 🧩 Miscellaneous2.19%
- 🪙 Cryptocurrencies1.54%
- 💇♀️ Consumer Services1.49%
- 🚚 Transportation1.02%
- 🏥 Health Services0.74%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.54%
- 🇺🇸 NYSE21.93%
- 🇭🇰 Hong Kong Exchanges6.18%
- 🇬🇧 LSE2.19%
- 🌍 Digital Currency1.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.54%
- 🇹🇼 Taiwan10.69%
- 🇨🇳 China6.18%
- 🇳🇱 Netherlands2.32%
- 🇬🇧 United Kingdom2.19%
- 🇰🇾 Cayman Islands2.14%
- 🇸🇬 Singapore0.99%
Dividends
Dividend Yield
0.37%
18 out of 32 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SWKS (3.68%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.09% | 0.84% | $1.74 |
 MSFT | 0.05% | 0.66% | $3 |
 0700.HK | 0.03% | 0.72% | $3.4 |
 GOOG | 0.02% | 0.32% | $0.2 |
 GOOGL | 0.02% | 0.32% | $0.2 |
 MCD | 0.02% | 2.31% | $6.53 |
 LMT | 0.02% | 2.73% | $12.45 |
 UNH | 0.02% | 2.36% | $7.74 |
 V | 0.02% | 0.68% | $2.01 |
 AVGO | 0.02% | 0.68% | $19.7 |
 9988.HK | 0.01% | 0.64% | $0.98 |
 LLY | 0.01% | 0.73% | $4.86 |
 AAPL | 0.01% | 0.39% | $0.97 |
 SWKS | 0.01% | 3.68% | $2.72 |
 META | 0.01% | 0.35% | $1 |
 SMT.L | 0.01% | 0.39% | $0.03 |
 NVDA | 0% | 0.02% | $0.02 |
 WING | 0% | 0.42% | $0.88 |
Performance Metrics
Score 5.7/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
2.3
2.3
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
2.3
2.3
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.75
High:
TSLA
256.31TSLALow:
HROW
-137.58HROWDetails
PEG Ratio
1,236.86
High:
AAPL
27,158.4AAPLLow:HROW
-197.75HROWDetails
Price/Book
13.29
High:
APP
160.42APPLow:
MCD
-79.5MCDDetails
Price/Sales
11.15
High:
NBIS
103.03NBISLow:
UNH
0.79UNHDetails
Price/CF
26.31
High:HROW
293.93HROWLow:
SWKS
7.13SWKSDetails
Price/FCF
55.63
High:
LLY
631.92LLYLow:
NU
10.48NUDetails
P/E Ratio
37.75
High:TSLA
256.31TSLALow:HROW
-137.58HROWDetails
PEG Ratio
1,236.86
High:AAPL
27,158.4AAPLLow:HROW
-197.75HROWDetails
Price/Book
13.29
High:APP
160.42APPLow:MCD
-79.5MCDDetails
Price/Sales
11.15
High:NBIS
103.03NBISLow:UNH
0.79UNHDetails
Price/CF
26.31
High:HROW
293.93HROWLow:SWKS
7.13SWKSDetails
Price/FCF
55.63
High:LLY
631.92LLYLow:NU
10.48NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.39% | Sep 2021 | Nov 2024 | 38 |
-11.33% | Feb 2025 | Jun 2025 | 4 |
-11.03% | May 2019 | Oct 2019 | 5 |
-9.3% | Feb 2020 | May 2020 | 3 |
-4.07% | Nov 2018 | Jan 2019 | 2 |
-4% | Sep 2020 | Dec 2020 | 3 |
-1.89% | Jan 2021 | Apr 2021 | 3 |
-1.05% | Jul 2021 | Aug 2021 | 1 |