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+0.34%
This Month
+10.31%
Year To Date
+63.29%
2 Years
+72.29%
5 Years
+182.62%
10 Years
+13.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology38.03%
- 🖥️ Technology Services30.65%
- 💰 Finance7.06%
- 🛍️ Retail Trade5.6%
- 💵 Cash3.31%
- 📊 ETFs3.23%
- 🚗 Consumer Durables2.94%
- 🧩 Miscellaneous2.77%
- 🧬 Health Technology2.77%
- ❓ Other2.32%
- 🪙 Cryptocurrencies0.86%
- 💇♀️ Consumer Services0.75%
- ⚡ Utilities0.48%
- 🚚 Transportation0.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.27%
- 🇺🇸 NYSE28.61%
- 🇭🇰 Hong Kong Exchanges3.62%
- 🇬🇧 LSE2.28%
- Regular Trading Hours - RTH1.21%
- 🌍 Digital Currency0.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.3%
- 🇹🇼 Taiwan14.42%
- 🇨🇳 China3.62%
- 🇳🇱 Netherlands3.46%
- 🇬🇧 United Kingdom2.28%
- 🇧🇷 Brazil1.49%
- 🇸🇬 Singapore0.38%
Dividends
Dividend Yield
0.37%
18 out of 40 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SWKS (3.12%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.1% | 0.7% | $1.74 |
 MSFT | 0.07% | 0.73% | $3 |
 0700.HK | 0.03% | 1.26% | $3.4 |
 AVGO | 0.02% | 0.73% | $19.7 |
 NVDA | 0.02% | 0.13% | $0.02 |
 MCD | 0.02% | 2.96% | $6.53 |
 LMT | 0.02% | 2.55% | $12.45 |
 META | 0.02% | 0.3% | $1 |
 V | 0.01% | 0.71% | $2.01 |
 LLY | 0.01% | 0.58% | $4.86 |
 9988.HK | 0.01% | 0.94% | $0.98 |
 AAPL | 0.01% | 0.31% | $0.97 |
 GOOG | 0.01% | 0.24% | $0.2 |
 GOOGL | 0.01% | 0.24% | $0.2 |
 SWKS | 0.01% | 3.12% | $2.72 |
 SMT.L | 0.01% | 0.3% | $0.03 |
 VST | 0% | 0.63% | $0.85 |
 WING | 0% | 1.16% | $0.88 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.7/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
1.87
1.87
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
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
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
1.87
1.87
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
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 current positions
P/E Ratio
30.5
High:
TSLA
372.52TSLALow:
HROW
-103.96HROWDetails
PEG Ratio
82.03
High:META
401.05METALow:HROW
-305.24HROWDetails
Price/Book
10.78
High:
APP
72.14APPLow:MCD
-151.69MCDDetails
Price/Sales
10.96
High:
NBIS
77.3NBISLow:
03690.HK
0.9503690.HKDetails
Price/CF
24.18
High:NBIS
172.05NBISLow:
CRWV
6.89CRWVDetails
Price/FCF
54.35
High:9988.HK
2,771.019988.HKLow:
NU
8.56NUDetails
P/E Ratio
30.5
High:TSLA
372.52TSLALow:HROW
-103.96HROWDetails
PEG Ratio
82.03
High:META
401.05METALow:HROW
-305.24HROWDetails
Price/Book
10.78
High:APP
72.14APPLow:MCD
-151.69MCDDetails
Price/Sales
10.96
High:NBIS
77.3NBISLow:03690.HK
0.9503690.HKDetails
Price/CF
24.18
High:NBIS
172.05NBISLow:CRWV
6.89CRWVDetails
Price/FCF
54.35
High:9988.HK
2,771.019988.HKLow:NU
8.56NUDetails
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 |
-9.41% | Feb 2026 | Apr 2026 | 2 |
-9.3% | Feb 2020 | May 2020 | 3 |
-5.68% | Jun 2026 | - | 4 |
-4.07% | Nov 2018 | Jan 2019 | 2 |
-4% | Sep 2020 | Dec 2020 | 3 |
-1.89% | Jan 2021 | Apr 2021 | 3 |
-1.66% | Nov 2025 | Jan 2026 | 2 |
-1.05% | Jul 2021 | Aug 2021 | 1 |