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-0.4%
This Month
-0.4%
Year To Date
+85.39%
2 Years
+58.42%
5 Years
+155.19%
10 Years
+13.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services35.81%
- 💻 Electronic Technology30.76%
- 🛍️ Retail Trade6.92%
- 📊 ETFs5.05%
- 💵 Cash4.84%
- 💰 Finance4.19%
- 🚗 Consumer Durables4.04%
- 🧬 Health Technology3.61%
- 🧩 Miscellaneous2.12%
- 💇♀️ Consumer Services1.38%
- 🪙 Cryptocurrencies1.17%
- 🚚 Transportation0.74%
- 🏥 Health Services0.64%
- ❓ Other0.55%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.57%
- 🇺🇸 NYSE22.95%
- 🇭🇰 Hong Kong Exchanges5.6%
- 🇬🇧 LSE2.12%
- 🌍 Digital Currency1.17%
- Regular Trading Hours - RTH0.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.74%
- 🇹🇼 Taiwan11.19%
- 🇨🇳 China5.6%
- 🇳🇱 Netherlands2.6%
- 🇰🇾 Cayman Islands2.21%
- 🇬🇧 United Kingdom2.12%
- 🇸🇬 Singapore0.74%
Dividends
Dividend Yield
0.37%
18 out of 33 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SWKS (4.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.09% | 0.81% | $1.74 |
 MSFT | 0.05% | 0.77% | $3 |
 0700.HK | 0.03% | 0.75% | $3.4 |
 GOOG | 0.02% | 0.26% | $0.2 |
 GOOGL | 0.02% | 0.26% | $0.2 |
 MCD | 0.02% | 2.38% | $6.53 |
 LMT | 0.02% | 2.32% | $12.45 |
 UNH | 0.02% | 2.6% | $7.74 |
 V | 0.01% | 0.75% | $2.01 |
 AVGO | 0.01% | 0.72% | $19.7 |
 META | 0.01% | 0.35% | $1 |
 9988.HK | 0.01% | 0.63% | $0.98 |
 LLY | 0.01% | 0.6% | $4.86 |
 AAPL | 0.01% | 0.42% | $0.97 |
 SWKS | 0.01% | 4.92% | $2.72 |
 SMT.L | 0.01% | 0.37% | $0.03 |
 NVDA | 0% | 0.02% | $0.02 |
 WING | 0% | 0.42% | $0.88 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.7/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
2.26
2.26
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
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
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
2.26
2.26
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
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
35.83
High:
TSLA
280.13TSLALow:
HROW
-313.53HROWDetails
PEG Ratio
122.87
High:V
1,166.53VLow:HROW
-370.08HROWDetails
Price/Book
12.58
High:
APP
129.89APPLow:MCD
-99.7MCDDetails
Price/Sales
10.98
High:
NBIS
62.89NBISLow:UNH
0.71UNHDetails
Price/CF
26.74
High:NBIS
172.05NBISLow:
NU
8.21NUDetails
Price/FCF
58.4
High:
03690.HK
387.8103690.HKLow:NU
8.22NUDetails
P/E Ratio
35.83
High:TSLA
280.13TSLALow:HROW
-313.53HROWDetails
PEG Ratio
122.87
High:V
1,166.53VLow:HROW
-370.08HROWDetails
Price/Book
12.58
High:APP
129.89APPLow:MCD
-99.7MCDDetails
Price/Sales
10.98
High:NBIS
62.89NBISLow:UNH
0.71UNHDetails
Price/CF
26.74
High:NBIS
172.05NBISLow:NU
8.21NUDetails
Price/FCF
58.4
High:03690.HK
387.8103690.HKLow:NU
8.22NUDetails
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 |
-1.66% | Nov 2025 | - | 3 |
-1.05% | Jul 2021 | Aug 2021 | 1 |