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-3.55%
This Month
+7.77%
Year To Date
+70.74%
2 Years
+57.27%
5 Years
+176.12%
10 Years
+14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology37.77%
- 🖥️ Technology Services35.63%
- 🛍️ Retail Trade5.86%
- 🚗 Consumer Durables3.55%
- 📊 ETFs3.54%
- 💰 Finance3.22%
- 🧬 Health Technology3.14%
- 🧩 Miscellaneous2.93%
- ❓ Other1.04%
- 💇♀️ Consumer Services1.02%
- 🪙 Cryptocurrencies0.77%
- ⚡ Utilities0.54%
- 🚚 Transportation0.49%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.42%
- 🇺🇸 NYSE24.7%
- 🇭🇰 Hong Kong Exchanges4.19%
- 🇬🇧 LSE2.38%
- Regular Trading Hours - RTH1.04%
- 🌍 Digital Currency0.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.99%
- 🇹🇼 Taiwan14.07%
- 🇨🇳 China4.19%
- 🇳🇱 Netherlands4.03%
- 🇬🇧 United Kingdom2.38%
- 🇧🇷 Brazil1.44%
- 🇸🇬 Singapore0.49%
Dividends
Dividend Yield
0.38%
18 out of 37 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $SWKS (3.64%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.1% | 0.69% | $1.74 |
 MSFT | 0.06% | 0.83% | $3 |
 0700.HK | 0.03% | 1.16% | $3.4 |
 AVGO | 0.02% | 0.62% | $19.7 |
 MCD | 0.02% | 2.68% | $6.53 |
 LMT | 0.02% | 2.63% | $12.45 |
 GOOG | 0.02% | 0.23% | $0.2 |
 NVDA | 0.02% | 0.13% | $0.02 |
 META | 0.02% | 0.34% | $1 |
 V | 0.01% | 0.81% | $2.01 |
 GOOGL | 0.01% | 0.23% | $0.2 |
 LLY | 0.01% | 0.57% | $4.86 |
 9988.HK | 0.01% | 0.84% | $0.98 |
 AAPL | 0.01% | 0.34% | $0.97 |
 SWKS | 0.01% | 3.64% | $2.72 |
 SMT.L | 0.01% | 0.31% | $0.03 |
 VST | 0% | 0.6% | $0.85 |
 WING | 0% | 0.83% | $0.88 |
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
2.01
2.01
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
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
2.01
2.01
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.98
High:
TSLA
382.29TSLALow:
HROW
-84.9HROWDetails
PEG Ratio
77.82
High:META
376.16METALow:HROW
-249.28HROWDetails
Price/Book
12.32
High:
APP
79.52APPLow:MCD
-150.65MCDDetails
Price/Sales
11.86
High:
NBIS
91.39NBISLow:
03690.HK
1.203690.HKDetails
Price/CF
24
High:NBIS
172.05NBISLow:
CRWV
6.89CRWVDetails
Price/FCF
58.67
High:9988.HK
2,771.019988.HKLow:
NU
8.56NUDetails
P/E Ratio
31.98
High:TSLA
382.29TSLALow:HROW
-84.9HROWDetails
PEG Ratio
77.82
High:META
376.16METALow:HROW
-249.28HROWDetails
Price/Book
12.32
High:APP
79.52APPLow:MCD
-150.65MCDDetails
Price/Sales
11.86
High:NBIS
91.39NBISLow:03690.HK
1.203690.HKDetails
Price/CF
24
High:NBIS
172.05NBISLow:CRWV
6.89CRWVDetails
Price/FCF
58.67
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 |
-4.07% | Nov 2018 | Jan 2019 | 2 |
-4% | Sep 2020 | Dec 2020 | 3 |
-3.55% | Jun 2026 | - | 1 |
-1.89% | Jan 2021 | Apr 2021 | 3 |
-1.66% | Nov 2025 | Jan 2026 | 2 |
-1.05% | Jul 2021 | Aug 2021 | 1 |