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0%
This Month
+5.85%
Year To Date
+78.04%
2 Years
+62.21%
5 Years
+171.2%
10 Years
+13.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services37.97%
- 💻 Electronic Technology34.38%
- 🛍️ Retail Trade6.56%
- 📊 ETFs3.67%
- 💰 Finance3.47%
- 🚗 Consumer Durables3.38%
- 🧩 Miscellaneous2.93%
- 🧬 Health Technology2.9%
- 💵 Cash1.96%
- ❓ Other1.09%
- 💇♀️ Consumer Services1.01%
- 🪙 Cryptocurrencies0.93%
- 🚚 Transportation0.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq68.8%
- 🇺🇸 NYSE21.29%
- 🇭🇰 Hong Kong Exchanges4.41%
- 🇬🇧 LSE2.32%
- Regular Trading Hours - RTH1.09%
- 🌍 Digital Currency0.93%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.87%
- 🇹🇼 Taiwan12.07%
- 🇨🇳 China4.41%
- 🇳🇱 Netherlands3.65%
- 🇬🇧 United Kingdom2.32%
- 🇧🇷 Brazil1.68%
- 🇸🇬 Singapore0.54%
Dividends
Dividend Yield
0.35%
17 out of 34 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $SWKS (4.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.08% | 0.68% | $1.74 |
 MSFT | 0.05% | 0.86% | $3 |
 0700.HK | 0.03% | 1.12% | $3.4 |
 AVGO | 0.03% | 0.59% | $19.7 |
 GOOG | 0.02% | 0.22% | $0.2 |
 GOOGL | 0.02% | 0.22% | $0.2 |
 MCD | 0.02% | 2.52% | $6.53 |
 LMT | 0.02% | 2.63% | $12.45 |
 META | 0.02% | 0.34% | $1 |
 V | 0.01% | 0.79% | $2.01 |
 LLY | 0.01% | 0.65% | $4.86 |
 9988.HK | 0.01% | 0.78% | $0.98 |
 AAPL | 0.01% | 0.37% | $0.97 |
 SWKS | 0.01% | 4.13% | $2.72 |
 SMT.L | 0.01% | 0.31% | $0.03 |
 NVDA | 0% | 0.02% | $0.02 |
 WING | 0% | 0.75% | $0.88 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AAPL | Ex-Dividend | May 11, 2026 | $0.27 |
V | Ex-Dividend | May 12, 2026 | $0.67 |
AAPL | Pay Day | May 14, 2026 | $0.27 |
0700.HK | Ex-Dividend | May 15, 2026 | $0.68 |
WING | Ex-Dividend | May 15, 2026 | $0.30 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
V | Pay Day | Jun 1, 2026 | $0.67 |
0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
WING | Pay Day | Jun 5, 2026 | $0.30 |
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL | Ex-Dividend | Jun 8, 2026 | $0.22 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 5.4/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
1.59
1.59
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
1.59
1.59
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.37
High:
TSLA
357.04TSLALow:
HROW
-250.15HROWDetails
PEG Ratio
85.99
High:MCD
494.11MCDLow:HROW
-364.94HROWDetails
Price/Book
11.97
High:
APP
72.9APPLow:MCD
-113.79MCDDetails
Price/Sales
11.45
High:
PLTR
82.84PLTRLow:
03690.HK
1.2903690.HKDetails
Price/CF
24.35
High:PLTR
214.31PLTRLow:SWKS
7.35SWKSDetails
Price/FCF
63.61
High:9988.HK
2,771.019988.HKLow:
NU
9.68NUDetails
P/E Ratio
33.37
High:TSLA
357.04TSLALow:HROW
-250.15HROWDetails
PEG Ratio
85.99
High:MCD
494.11MCDLow:HROW
-364.94HROWDetails
Price/Book
11.97
High:APP
72.9APPLow:MCD
-113.79MCDDetails
Price/Sales
11.45
High:PLTR
82.84PLTRLow:03690.HK
1.2903690.HKDetails
Price/CF
24.35
High:PLTR
214.31PLTRLow:SWKS
7.35SWKSDetails
Price/FCF
63.61
High:9988.HK
2,771.019988.HKLow:NU
9.68NUDetails
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 |
-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 |