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-0.08%
This Month
+0.55%
Year To Date
+30.53%
2 Years
+180.97%
5 Years
+864.1%
10 Years
+29.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash94.71%
- 🪙 Cryptocurrencies3.12%
- 💻 Electronic Technology0.68%
- 🖥️ Technology Services0.33%
- 🚗 Consumer Durables0.29%
- ❓ Other0.2%
- 👥 Copy Trading0.13%
- 🧬 Health Technology0.13%
- 📊 ETFs0.13%
- 🛠️ Producer Manufacturing0.08%
- 🪨 Non Energy Minerals0.07%
- 🏭 Industrial Services0.03%
- 🧩 Miscellaneous0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency3.12%
- 🇺🇸 Nasdaq1.43%
- 🇺🇸 NYSE0.55%
- 🇬🇧 LSE0.09%
- 🇩🇪 FRA0%
- 🇳🇱 Euronext Amsterdam0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States1.55%
- 🇳🇱 Netherlands0.07%
- 🇰🇷 South Korea0.05%
- 🇨🇦 Canada0.03%
- 🇦🇺 Australia0%
- 🇩🇪 Germany0%
- 🇨🇭 Switzerland0%
- 🇹🇼 Taiwan0%
- 🇮🇱 Israel0%
- 🇭🇰 Hong Kong0%
- 🇬🇧 United Kingdom0%
- 🇨🇳 China0%
- 🇸🇬 Singapore0%
Dividends
Dividend Yield
0%
17 out of 39 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $FCX (0.95%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LLY | 0% | 0.57% | $4.86 |
 FCX | 0% | 0.95% | $0.6 |
 AVGO | 0% | 0.65% | $19.7 |
 SMSN.L | 0% | 0.34% | $23.68 |
 BWXT | 0% | 0.59% | $0.94 |
 ENTG | 0% | 0.3% | $0.4 |
 GLW | 0% | 0.71% | $1.12 |
 ASML | 0% | 0.42% | $5.57 |
 MRVL | 0% | 0.12% | $0.24 |
 NVDA | 0% | 0.13% | $0.02 |
 MU | 0% | 0.05% | $0.46 |
 QuantumComputing | 0% | 0.41% | - |
 Chip-Tech | 0% | 0.23% | - |
 BigTech | 0% | 0.21% | - |
 PWR | 0% | 0.07% | $0.35 |
 AschenAI13F | 0% | 0% | - |
 CCJ | 0% | 0.19% | $0.09 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 SIMO (Chip-Tech) | Ex-Dividend | Aug 6, 2026 | $0.50 |
SIMO (Chip-Tech) | Pay Day | Aug 20, 2026 | $0.50 |
Performance Metrics
Score 6.8/10
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
25.65
25.65
-2
0
2
26
26
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
2.41
2.41
0
0.75
1.25
3
3
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
25.65
25.65
-2
0
2
26
26
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
2.41
2.41
0
0.75
1.25
3
3
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
56.76
High:
TSLA
372.52TSLALow:
BE
-4,337.06BEDetails
PEG Ratio
-163.86
High:PWR
520.09PWRLow:
CRWD
-5,401.66CRWDDetails
Price/Book
14.39
High:BE
75.45BELow:
MSTR
0.89MSTRDetails
Price/Sales
14.35
High:
NBIS
77.3NBISLow:
NXE
-NXEDetails
Price/CF
37.23
High:MSTR
7,511.07MSTRLow:
CRWV
6.89CRWVDetails
Price/FCF
65.95
High:MSTR
1,187.5MSTRLow:SMSN.L
23.31SMSN.LDetails
P/E Ratio
56.76
High:TSLA
372.52TSLALow:BE
-4,337.06BEDetails
PEG Ratio
-163.86
High:PWR
520.09PWRLow:CRWD
-5,401.66CRWDDetails
Price/Book
14.39
High:BE
75.45BELow:MSTR
0.89MSTRDetails
Price/Sales
14.35
High:NBIS
77.3NBISLow:NXE
-NXEDetails
Price/CF
37.23
High:MSTR
7,511.07MSTRLow:CRWV
6.89CRWVDetails
Price/FCF
65.95
High:MSTR
1,187.5MSTRLow:SMSN.L
23.31SMSN.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.95% | Jan 2018 | Dec 2020 | 35 |
-37.25% | Nov 2021 | Nov 2023 | 24 |
-31.65% | Dec 2024 | - | 20 |
-27.02% | Apr 2024 | Nov 2024 | 7 |
-14.21% | Sep 2021 | Oct 2021 | 1 |
-3.58% | Sep 2017 | Oct 2017 | 1 |
-2.98% | May 2021 | Jul 2021 | 2 |
-2.24% | Jan 2024 | Feb 2024 | 1 |