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+11.68%
This Month
+0.03%
Year To Date
+49.45%
2 Years
+48.09%
5 Years
+30.09%
10 Years
+5.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology25.18%
- 🖥️ Technology Services15.32%
- 🛍️ Retail Trade13.92%
- 💰 Finance9.98%
- 📊 ETFs9.74%
- 👥 Copy Trading7.73%
- 🪙 Cryptocurrencies7.19%
- 🚚 Transportation2.86%
- 🧩 Miscellaneous2.72%
- 🛠️ Producer Manufacturing2.59%
- 💇♀️ Consumer Services1.66%
- 🚗 Consumer Durables0.37%
- 🧬 Health Technology0.28%
- 🍞 Consumer Non Durables0.17%
- 💼 Commercial Services0.16%
- 💵 Cash0.1%
- 🏥 Health Services0.03%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.61%
- 🇺🇸 NYSE27.03%
- 🌍 Digital Currency12.41%
- 🇬🇧 LSE2.91%
- 🇭🇰 Hong Kong Exchanges1.77%
- Regular Trading Hours - RTH0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.08%
- 🇨🇳 China5.89%
- 🇬🇧 United Kingdom2.91%
- 🇯🇵 Japan0.28%
- 🇨🇭 Switzerland0.22%
- 🇸🇬 Singapore0.18%
- 🇮🇱 Israel0.16%
- 🇨🇦 Canada0.13%
Dividends
Dividend Yield
0.33%
21 out of 58 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $NKE (3.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IAG.L | 0.06% | 2.12% | - |
 AAPL | 0.05% | 0.38% | $0.97 |
 GS | 0.03% | 1.65% | $11 |
 MA | 0.03% | 0.63% | $2.46 |
 SPY | 0.03% | 1.04% | - |
 V | 0.03% | 0.8% | $2.01 |
 BABA | 0.02% | 0.73% | $0.98 |
 DIS | 0.02% | 1.41% | $0.75 |
 GOOG | 0.02% | 0.25% | $0.2 |
 PCAR | 0.01% | 1.03% | $1.11 |
 NKE | 0.01% | 3.48% | $1.45 |
 01211.HK | 0.01% | 0.33% | $3.41 |
 MU | 0% | 0.11% | $0.46 |
 MSFT | 0% | 0.85% | $3 |
 NTDOY | 0% | 1.05% | $0.24 |
 CyberSecurity | 0% | 0.11% | - |
 JD.US | 0% | 3.12% | $0.74 |
 TME | 0% | 2.31% | $0.12 |
 0968.HK | 0% | 1.62% | $0.23 |
 PYPL | 0% | 0.55% | - |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 2.7/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-8.24
-8.24
-9
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.23
0.23
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-8.24
-8.24
-9
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.23
0.23
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34
High:
Z
520.09ZLow:
CRSR
-53.11CRSRDetails
PEG Ratio
119.13
High:V
552.81VLow:
U
-64.04UDetails
Price/Book
12.55
High:MA
60.24MALow:
BYND
-373.91BYNDDetails
Price/Sales
7.38
High:
CRSP
1,573.97CRSPLow:
CRBP
-CRBPDetails
Price/CF
25.28
High:
PLTR
214.31PLTRLow:
ASC.L
2.64ASC.LDetails
Price/FCF
54.96
High:BABA
1,196.17BABALow:ASC.L
2.81ASC.LDetails
P/E Ratio
34
High:Z
520.09ZLow:CRSR
-53.11CRSRDetails
PEG Ratio
119.13
High:V
552.81VLow:U
-64.04UDetails
Price/Book
12.55
High:MA
60.24MALow:BYND
-373.91BYNDDetails
Price/Sales
7.38
High:CRSP
1,573.97CRSPLow:CRBP
-CRBPDetails
Price/CF
25.28
High:PLTR
214.31PLTRLow:ASC.L
2.64ASC.LDetails
Price/FCF
54.96
High:BABA
1,196.17BABALow:ASC.L
2.81ASC.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.7% | Nov 2021 | Nov 2024 | 36 |
-14.89% | Nov 2025 | - | 6 |
-11.69% | Feb 2025 | Jul 2025 | 5 |
-7.65% | Sep 2021 | Oct 2021 | 1 |
-1.68% | Jul 2021 | Aug 2021 | 1 |