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-3.84%
This Month
+13.1%
Year To Date
+76.91%
2 Years
+100.05%
5 Years
+170.74%
10 Years
+18.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies39.81%
- 💻 Electronic Technology12.65%
- 🖥️ Technology Services10.6%
- 🚗 Consumer Durables6.82%
- 🍞 Consumer Non Durables6.53%
- 🧬 Health Technology5.53%
- 💰 Finance5.37%
- 🛍️ Retail Trade4.68%
- 💇♀️ Consumer Services2.85%
- 🚚 Transportation2.77%
- 💵 Cash1.44%
- 📊 ETFs1.07%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency39.81%
- 🇺🇸 NYSE35.18%
- 🇺🇸 Nasdaq23.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.02%
- 🇹🇼 Taiwan2.79%
Dividends
Dividend Yield
1.23%
14 out of 25 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $RC (19.35%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ARE | 0.24% | 6.88% | $5.02 |
 PFE | 0.21% | 6.97% | $1.66 |
 UPS.RTH | 0.21% | 7.58% | $6.5 |
 RC | 0.15% | 19.35% | $1.26 |
 NKE | 0.11% | 2.37% | $1.45 |
 JNJ | 0.07% | 2.66% | $4.81 |
 MCD | 0.07% | 2.31% | $6.53 |
 QCOM | 0.06% | 2.09% | $3.25 |
 KO | 0.05% | 2.99% | $1.89 |
 TSM | 0.02% | 0.82% | $1.74 |
 GOOG | 0.01% | 0.32% | $0.2 |
 MRVL | 0.01% | 0.28% | $0.24 |
 AAPL | 0.01% | 0.39% | $0.97 |
 INTC | 0% | 0.33% | $0.5 |
Performance Metrics
Score 6.9/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
7.16
7.16
-2
0
2
8
8
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
7.16
7.16
-2
0
2
8
8
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.37
High:
TSLA
259.11TSLALow:
MRVL
-677.51MRVLDetails
PEG Ratio
1,705.19
High:
AAPL
27,104.01AAPLLow:MRVL
-757.82MRVLDetails
Price/Book
11.24
High:AAPL
59.18AAPLLow:
MCD
-79.57MCDDetails
Price/Sales
8.5
High:
BULL
19.9BULLLow:
KMX
0.23KMXDetails
Price/CF
23.98
High:BULL
1,936.14BULLLow:KMX
7.6KMXDetails
Price/FCF
55.78
High:BULL
1,936.14BULLLow:
RC
0.56RCDetails
P/E Ratio
40.37
High:TSLA
259.11TSLALow:MRVL
-677.51MRVLDetails
PEG Ratio
1,705.19
High:AAPL
27,104.01AAPLLow:MRVL
-757.82MRVLDetails
Price/Book
11.24
High:AAPL
59.18AAPLLow:MCD
-79.57MCDDetails
Price/Sales
8.5
High:BULL
19.9BULLLow:KMX
0.23KMXDetails
Price/CF
23.98
High:BULL
1,936.14BULLLow:KMX
7.6KMXDetails
Price/FCF
55.78
High:BULL
1,936.14BULLLow:RC
0.56RCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.06% | Dec 2021 | May 2024 | 29 |
-11.6% | Dec 2024 | Jun 2025 | 6 |
-5.95% | Mar 2020 | May 2020 | 2 |
-5.19% | Sep 2021 | Oct 2021 | 1 |
-3.84% | Oct 2025 | - | 1 |
-2.49% | May 2021 | Jun 2021 | 1 |
-2.31% | Jul 2021 | Aug 2021 | 1 |
-2.26% | Feb 2021 | Apr 2021 | 2 |
-1.15% | Sep 2020 | Nov 2020 | 2 |