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+1.9%
This Month
+20.4%
Year To Date
+91.29%
2 Years
+33.22%
5 Years
+33.22%
10 Years
+7.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology21.73%
- 🖥️ Technology Services15.22%
- 🛍️ Retail Trade13.19%
- 📊 ETFs11.13%
- 💰 Finance10.22%
- 👥 Copy Trading9.99%
- 🪙 Cryptocurrencies9.97%
- 🚚 Transportation2.78%
- 🛠️ Producer Manufacturing2.2%
- 💇♀️ Consumer Services1.68%
- 💵 Cash0.61%
- 🚗 Consumer Durables0.53%
- 🧬 Health Technology0.37%
- 🍞 Consumer Non Durables0.25%
- 💼 Commercial Services0.22%
- 🏥 Health Services0.04%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.19%
- 🇺🇸 NYSE27.52%
- 🌍 Digital Currency17.32%
- 🇬🇧 LSE2.75%
- 🇭🇰 Hong Kong Exchanges1.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.24%
- 🇨🇳 China6.53%
- 🇬🇧 United Kingdom2.75%
- 🇯🇵 Japan0.44%
- 🇮🇱 Israel0.33%
- 🇸🇬 Singapore0.31%
- 🇨🇭 Switzerland0.28%
- 🇨🇦 Canada0.12%
Dividends
Dividend Yield
0.28%
19 out of 60 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $JD.US (2.98%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IAG.L | 0.05% | 1.82% | - |
 AAPL | 0.05% | 0.39% | $0.97 |
 GS | 0.03% | 1.84% | $11 |
 MA | 0.03% | 0.53% | $2.46 |
 V | 0.02% | 0.68% | $2.01 |
 BABA | 0.02% | 0.62% | $0.98 |
 01211.HK | 0.02% | 1.39% | $3.41 |
 GOOG | 0.02% | 0.32% | $0.2 |
 DIS | 0.01% | 0.88% | $0.75 |
 PCAR | 0.01% | 1.33% | $1.11 |
 NKE | 0.01% | 2.32% | $1.45 |
 MU | 0% | 0.23% | $0.46 |
 CyberSecurity | 0% | 0.14% | - |
 NTDOY | 0% | 0.66% | $0.24 |
 MSFT | 0% | 0.66% | $3 |
 JD.US | 0% | 2.98% | $0.74 |
 TME | 0% | 0.77% | $0.12 |
 0968.HK | 0% | 1.22% | $0.23 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Performance Metrics
Score 3/10
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-7.35
-7.35
-8
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-7.35
-7.35
-8
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.66
High:
PLTR
603.49PLTRLow:
Z
-279.73ZDetails
PEG Ratio
5,243.84
High:
AAPL
27,104.01AAPLLow:Z
-497.83ZDetails
Price/Book
14.25
High:PLTR
72.64PLTRLow:
NIO
-94.18NIODetails
Price/Sales
7.31
High:
CRSP
169.27CRSPLow:
CRBP
-CRBPDetails
Price/CF
23.79
High:
TTWO
434.3TTWOLow:
SCLX
3.24SCLXDetails
Price/FCF
45.9
High:
03690.HK
387.8103690.HKLow:SCLX
3.24SCLXDetails
P/E Ratio
36.66
High:PLTR
603.49PLTRLow:Z
-279.73ZDetails
PEG Ratio
5,243.84
High:AAPL
27,104.01AAPLLow:Z
-497.83ZDetails
Price/Book
14.25
High:PLTR
72.64PLTRLow:NIO
-94.18NIODetails
Price/Sales
7.31
High:CRSP
169.27CRSPLow:CRBP
-CRBPDetails
Price/CF
23.79
High:TTWO
434.3TTWOLow:SCLX
3.24SCLXDetails
Price/FCF
45.9
High:03690.HK
387.8103690.HKLow:SCLX
3.24SCLXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.7% | Nov 2021 | Nov 2024 | 36 |
-11.69% | Feb 2025 | Jul 2025 | 5 |
-7.65% | Sep 2021 | Oct 2021 | 1 |
-1.68% | Jul 2021 | Aug 2021 | 1 |