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+2.24%
This Month
-13.04%
Year To Date
+41.05%
2 Years
+57.46%
5 Years
+99.87%
10 Years
+9.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.04%
- 🪙 Cryptocurrencies33.7%
- 🚗 Consumer Durables9.25%
- 🛍️ Retail Trade6.99%
- 💵 Cash6.9%
- 💻 Electronic Technology4.51%
- 📊 ETFs3.41%
- 🛠️ Producer Manufacturing0.91%
- 💰 Finance0.84%
- 🧬 Health Technology0.6%
- 💼 Commercial Services0.35%
- 💇♀️ Consumer Services0.34%
- 🍞 Consumer Non Durables0.16%
- 🏥 Health Services0.02%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.05%
- 🌍 Digital Currency33.7%
- 🇺🇸 NYSE4.65%
- 🇺🇸 Chicago Board Options Exchange1.92%
- 🇭🇰 Hong Kong Exchanges1.34%
- 🇩🇪 FRA0.44%
- 🇬🇧 LSE0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.91%
- 🇨🇳 China2.09%
- 🇺🇾 Uruguay0.86%
- 🇹🇼 Taiwan0.62%
- 🇮🇱 Israel0.53%
- 🇨🇭 Switzerland0.49%
- 🇩🇪 Germany0.44%
- 🇸🇬 Singapore0.04%
- 🇬🇧 United Kingdom0.03%
- 🇨🇦 Canada0.01%
Dividends
Dividend Yield
0.15%
21 out of 66 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.06% | 0.86% | $3 |
 AAPL | 0.01% | 0.4% | $0.97 |
 SIE.DE | 0.01% | 2.32% | $4.7 |
 META | 0.01% | 0.32% | $1 |
 NVS | 0.01% | 1.88% | $3.2 |
 9988.HK | 0.01% | 0.81% | $0.98 |
 GOOG | 0.01% | 0.28% | $0.2 |
 V | 0.01% | 0.78% | $2.01 |
 DIS | 0% | 1.46% | $0.75 |
 TSM | 0% | 0.78% | $1.74 |
 01211.HK | 0% | 1.56% | $3.41 |
 KO | 0% | 2.64% | $1.89 |
 BABA | 0% | 0.79% | $0.98 |
 9618.HK | 0% | 4% | $2.97 |
 MMM | 0% | 1.86% | $5.21 |
 EA | 0% | 0.38% | $0.76 |
 PYPL | 0% | 0.6% | - |
 AMAT | 0% | 0.51% | $1.44 |
 PFE | 0% | 6.48% | $1.66 |
 CSCO | 0% | 2.05% | $1.58 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-2.54
-2.54
-3
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-2.54
-2.54
-3
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.48
High:
TSLA
377.27TSLALow:
CYBR
-139.7CYBRDetails
PEG Ratio
122.23
High:
MELI
997.84MELILow:
IONS
-145.87IONSDetails
Price/Book
10.19
High:
PLTR
49.59PLTRLow:
WIX
-16.73WIXDetails
Price/Sales
8.44
High:
IONQ
105.37IONQLow:9618.HK
0.219618.HKDetails
Price/CF
27.55
High:
DDD
462.65DDDLow:
OCDO.L
4.11OCDO.LDetails
Price/FCF
76.78
High:9988.HK
2,771.019988.HKLow:
TDOC
4.42TDOCDetails
P/E Ratio
36.48
High:TSLA
377.27TSLALow:CYBR
-139.7CYBRDetails
PEG Ratio
122.23
High:MELI
997.84MELILow:IONS
-145.87IONSDetails
Price/Book
10.19
High:PLTR
49.59PLTRLow:WIX
-16.73WIXDetails
Price/Sales
8.44
High:IONQ
105.37IONQLow:9618.HK
0.219618.HKDetails
Price/CF
27.55
High:DDD
462.65DDDLow:OCDO.L
4.11OCDO.LDetails
Price/FCF
76.78
High:9988.HK
2,771.019988.HKLow:TDOC
4.42TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.43% | Nov 2021 | Nov 2024 | 36 |
-25.07% | Nov 2025 | - | 5 |
-21.75% | Jan 2020 | Dec 2020 | 11 |
-16.5% | Feb 2025 | May 2025 | 3 |
-13.55% | Oct 2018 | Mar 2019 | 5 |
-8.42% | May 2021 | Aug 2021 | 3 |
-7.94% | May 2019 | Jul 2019 | 2 |
-7.48% | Sep 2021 | Oct 2021 | 1 |
-1.17% | Aug 2025 | Sep 2025 | 1 |
-0.9% | Dec 2024 | Jan 2025 | 1 |
-0.51% | Oct 2019 | Nov 2019 | 1 |