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+1.93%
Today
+10.22%
This Month
+15.42%
Year To Date
+82.83%
2 Years
+150.49%
5 Years
+15.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies39.8%
- 💻 Electronic Technology18.9%
- 🖥️ Technology Services17.05%
- 📊 ETFs7.79%
- 🛍️ Retail Trade5.46%
- 💵 Cash1.84%
- 💇♀️ Consumer Services1.82%
- 🚗 Consumer Durables1%
- 🛠️ Producer Manufacturing0.98%
- 🍞 Consumer Non Durables0.68%
- 🚚 Transportation0.58%
- 💼 Commercial Services0.13%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency39.8%
- 🇺🇸 Nasdaq30.99%
- 🇺🇸 NYSE12.11%
- 🇬🇧 LSE5.25%
- 🇨🇭 SIX3.37%
- 🇭🇰 Hong Kong Exchanges1.75%
- 🇫🇷 Euronext Paris0.68%
- 🇩🇪 FRA0.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32%
- 🇨🇳 China4.45%
- 🇦🇹 Austria3.37%
- 🇸🇬 Singapore2.51%
- 🇹🇼 Taiwan1.07%
- 🇨🇭 Switzerland0.98%
- 🇯🇵 Japan0.72%
- 🇫🇷 France0.68%
- 🇩🇪 Germany0.23%
- 🇺🇾 Uruguay0.16%
- 🇨🇦 Canada0.13%
- 🇮🇪 Ireland0.13%
- 🇮🇳 India0.1%
- 🇮🇱 Israel0.07%
Dividends
Dividend Yield
0.27%
29 out of 99 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $JD.US (3.1%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IEMG | 0.07% | 2.95% | - |
 INTC | 0.03% | 2.22% | $0.5 |
 QCOM | 0.02% | 2.25% | $3.25 |
 NTES | 0.02% | 2.09% | $2.58 |
 CSCO | 0.02% | 2.41% | $1.58 |
 JOYY | 0.01% | 1.7% | $0.71 |
 TSM | 0.01% | 0.97% | $1.74 |
 OR.PA | 0.01% | 1.92% | $6.6 |
 0700.HK | 0.01% | 0.87% | $3.4 |
 MU | 0.01% | 0.4% | $0.46 |
 MSFT | 0.01% | 0.66% | $3 |
 AAPL | 0.01% | 0.48% | $0.97 |
 MC.PA | 0% | 2.72% | $13 |
 VIPS | 0% | 3.04% | $0.41 |
 META | 0% | 0.29% | $1 |
 EA | 0% | 0.51% | $0.76 |
 GOOGL | 0% | 0.44% | $0.2 |
 JD.US | 0% | 3.1% | $0.74 |
 3888.HK | 0% | 0.43% | $0.14 |
 SONY | 0% | 0.41% | $0.49 |
 HD | 0% | 2.55% | $8.52 |
 BABA | 0% | 0.89% | $0.98 |
 WDC | 0% | 0.15% | - |
 EBAY | 0% | 1.46% | $1.04 |
 WMT | 0% | 0.99% | $0.81 |
 BKNG | 0% | 0.65% | $17.5 |
 NVDA | 0% | 0.02% | $0.02 |
 EXPE | 0% | 0.45% | - |
 TCOM.CH | 0% | 0.44% | - |
Performance Metrics
Score 5.4/10
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
1.71
1.71
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
1.71
1.71
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.65
High:
GRAB
900GRABLow:
Z
-220.43ZDetails
PEG Ratio
38.28
High:GRAB
837.55GRABLow:Z
-447.7ZDetails
Price/Book
12.55
High:
RBLX
245.37RBLXLow:
BKNG
-30.36BKNGDetails
Price/Sales
9.27
High:
NVDA
28.29NVDALow:
HFG.DE
0.17HFG.DEDetails
Price/CF
23.31
High:
TTWO
18,296.3TTWOLow:
AMS.ZU
2.09AMS.ZUDetails
Price/FCF
42.24
High:TTWO
156.65TTWOLow:HFG.DE
5.55HFG.DEDetails
P/E Ratio
40.65
High:GRAB
900GRABLow:Z
-220.43ZDetails
PEG Ratio
38.28
High:GRAB
837.55GRABLow:Z
-447.7ZDetails
Price/Book
12.55
High:RBLX
245.37RBLXLow:BKNG
-30.36BKNGDetails
Price/Sales
9.27
High:NVDA
28.29NVDALow:HFG.DE
0.17HFG.DEDetails
Price/CF
23.31
High:TTWO
18,296.3TTWOLow:AMS.ZU
2.09AMS.ZUDetails
Price/FCF
42.24
High:TTWO
156.65TTWOLow:HFG.DE
5.55HFG.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.69% | Dec 2021 | Jul 2025 | 43 |
-49.13% | Feb 2018 | Aug 2020 | 30 |
-29.26% | Jun 2016 | Oct 2017 | 16 |
-13.45% | May 2021 | Oct 2021 | 5 |
-2.26% | Sep 2020 | Oct 2020 | 1 |