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+0.58%
This Month
+24.33%
Year To Date
+38.45%
2 Years
+38.45%
5 Years
+38.45%
10 Years
+29.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs52.26%
- 🖥️ Technology Services16.25%
- 💻 Electronic Technology10.6%
- 🏥 Health Services4.05%
- 🪙 Cryptocurrencies3.53%
- 💵 Cash2.7%
- 🛍️ Retail Trade2.7%
- 🪨 Non Energy Minerals2.4%
- ⛏️ Energy Minerals2.4%
- 🚗 Consumer Durables1.2%
- 🧬 Health Technology1.17%
- 💰 Finance0.98%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE63.15%
- 🇺🇸 Nasdaq22.83%
- 🇬🇧 LSE5.22%
- 🌍 Digital Currency3.53%
- 🇭🇰 Hong Kong Exchanges2.8%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.14%
- 🇬🇧 United Kingdom7.58%
- 🇹🇼 Taiwan3.31%
- 🇨🇳 China2.8%
- 🇳🇱 Netherlands1.73%
- 🇩🇰 Denmark1.17%
Dividends
Dividend Yield
0.49%
17 out of 25 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $HSBC (4.62%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UNH | 0.11% | 2.64% | $7.74 |
 SHEL.L | 0.09% | 3.91% | $0.8 |
 HSBC | 0.05% | 4.62% | $3.03 |
 AU | 0.04% | 2.64% | $0.22 |
 NVO | 0.03% | 2.57% | $0.98 |
 TSM | 0.03% | 0.9% | $1.74 |
 GOOG | 0.03% | 0.26% | $0.2 |
 GAW.L | 0.03% | 2.16% | $5.5 |
 LSEG.L | 0.03% | 1.57% | $1.15 |
 2899.HK | 0.02% | 1.58% | $0.27 |
 0968.HK | 0.01% | 1.29% | $0.23 |
 ASML | 0.01% | 0.57% | $5.57 |
 MSFT | 0.01% | 0.72% | $3 |
 META | 0.01% | 0.31% | $1 |
 9988.HK | 0.01% | 0.66% | $0.98 |
 AAPL | 0.01% | 0.37% | $0.97 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 5.5/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
1.15
1.15
0
0.5
1
2
2
Sortino Ratio
1.89
1.89
0
1
2
3
3
Jensen's Alpha
-0.77
-0.77
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
1.81
1.81
0
0.3
0.6
2
2
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
1.15
1.15
0
0.5
1
2
2
Sortino Ratio
1.89
1.89
0
1
2
3
3
Jensen's Alpha
-0.77
-0.77
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
1.81
1.81
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.49
High:
AMD
107.72AMDLow:
0968.HK
-167.530968.HKDetails
PEG Ratio
116.51
High:
META
483.07METALow:
AU
6.84AUDetails
Price/Book
9.95
High:
AAPL
55.86AAPLLow:0968.HK
0.90968.HKDetails
Price/Sales
7.64
High:
NVDA
23.86NVDALow:
UNH
0.69UNHDetails
Price/CF
21.33
High:NVDA
54.84NVDALow:
HSBC
3.89HSBCDetails
Price/FCF
50.21
High:
AMZN
225.5AMZNLow:HSBC
5.09HSBCDetails
P/E Ratio
32.49
High:AMD
107.72AMDLow:0968.HK
-167.530968.HKDetails
PEG Ratio
116.51
High:META
483.07METALow:AU
6.84AUDetails
Price/Book
9.95
High:AAPL
55.86AAPLLow:0968.HK
0.90968.HKDetails
Price/Sales
7.64
High:NVDA
23.86NVDALow:UNH
0.69UNHDetails
Price/CF
21.33
High:NVDA
54.84NVDALow:HSBC
3.89HSBCDetails
Price/FCF
50.21
High:AMZN
225.5AMZNLow:HSBC
5.09HSBCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.49% | Dec 2024 | Jun 2025 | 6 |
-1.8% | Apr 2024 | May 2024 | 1 |
-1.02% | Oct 2024 | Nov 2024 | 1 |