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-1.71%
This Month
-3.23%
Year To Date
+74.27%
2 Years
+68.14%
5 Years
+311.77%
10 Years
+20.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services37.01%
- 💻 Electronic Technology33.4%
- 🛍️ Retail Trade6.26%
- 📊 ETFs4.45%
- 🚗 Consumer Durables3.89%
- 💰 Finance3.79%
- 🧬 Health Technology3.15%
- 🧩 Miscellaneous2.92%
- 💵 Cash1.48%
- 💇♀️ Consumer Services1.36%
- ❓ Other1.2%
- 🪙 Cryptocurrencies0.98%
- 🚚 Transportation0.63%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.81%
- 🇺🇸 NYSE22.81%
- 🇭🇰 Hong Kong Exchanges5.06%
- 🇬🇧 LSE2.18%
- Regular Trading Hours - RTH1.2%
- 🌍 Digital Currency0.98%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.08%
- 🇹🇼 Taiwan11.79%
- 🇨🇳 China5.06%
- 🇳🇱 Netherlands3.06%
- 🇬🇧 United Kingdom2.18%
- 🇰🇾 Cayman Islands1.86%
- 🇸🇬 Singapore0.63%
Dividends
Dividend Yield
0.39%
17 out of 32 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SWKS (5.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.1% | 0.82% | $1.74 |
 MSFT | 0.06% | 0.89% | $3 |
 0700.HK | 0.03% | 0.82% | $3.4 |
 AVGO | 0.02% | 0.77% | $19.7 |
 GOOG | 0.02% | 0.28% | $0.2 |
 GOOGL | 0.02% | 0.28% | $0.2 |
 MCD | 0.02% | 2.25% | $6.53 |
 LMT | 0.02% | 2.11% | $12.45 |
 META | 0.02% | 0.34% | $1 |
 V | 0.02% | 0.82% | $2.01 |
 LLY | 0.01% | 0.64% | $4.86 |
 9988.HK | 0.01% | 0.76% | $0.98 |
 AAPL | 0.01% | 0.41% | $0.97 |
 SWKS | 0.01% | 5.22% | $2.72 |
 SMT.L | 0.01% | 0.37% | $0.03 |
 NVDA | 0% | 0.02% | $0.02 |
 WING | 0% | 0.59% | $0.88 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.2/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.65
1.65
0
1
2
3
3
Jensen's Alpha
10.54
10.54
-2
0
2
11
11
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
1.87
1.87
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.65
1.65
0
1
2
3
3
Jensen's Alpha
10.54
10.54
-2
0
2
11
11
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
1.87
1.87
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.98
High:
TSLA
367.62TSLALow:
HROW
-213.52HROWDetails
PEG Ratio
81.64
High:MCD
563.13MCDLow:HROW
-311.5HROWDetails
Price/Book
11.43
High:
APP
71.84APPLow:MCD
-129.67MCDDetails
Price/Sales
10.53
High:
NBIS
53.35NBISLow:
03690.HK
1.2203690.HKDetails
Price/CF
27.15
High:NBIS
172.05NBISLow:SWKS
7.35SWKSDetails
Price/FCF
61.39
High:9988.HK
2,771.019988.HKLow:
NU
9.68NUDetails
P/E Ratio
31.98
High:TSLA
367.62TSLALow:HROW
-213.52HROWDetails
PEG Ratio
81.64
High:MCD
563.13MCDLow:HROW
-311.5HROWDetails
Price/Book
11.43
High:APP
71.84APPLow:MCD
-129.67MCDDetails
Price/Sales
10.53
High:NBIS
53.35NBISLow:03690.HK
1.2203690.HKDetails
Price/CF
27.15
High:NBIS
172.05NBISLow:SWKS
7.35SWKSDetails
Price/FCF
61.39
High:9988.HK
2,771.019988.HKLow:NU
9.68NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.88% | Sep 2021 | Sep 2024 | 36 |
-11.33% | Feb 2025 | May 2025 | 3 |
-11.03% | May 2019 | Sep 2019 | 4 |
-9.3% | Feb 2020 | May 2020 | 3 |
-4.94% | Feb 2026 | - | 2 |
-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 |