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+1.66%
This Month
+13.9%
Year To Date
+73.11%
2 Years
+54.45%
5 Years
+688.18%
10 Years
+48.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies42.89%
- 💻 Electronic Technology20.59%
- 🖥️ Technology Services11.98%
- 💵 Cash9.08%
- 🛍️ Retail Trade6.65%
- 🛠️ Producer Manufacturing3.01%
- 🚗 Consumer Durables2.47%
- 💇♀️ Consumer Services1.62%
- 🧪 Process Industries1.38%
- 🍞 Consumer Non Durables1.34%
- 💰 Finance1.24%
- 📦 Distribution Services0.85%
- ⚡ Utilities0.6%
- 🏥 Health Services0.38%
- 🧬 Health Technology0.29%
- 📊 ETFs0.13%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency42.89%
- 🇺🇸 Nasdaq30.71%
- 🇺🇸 NYSE10.29%
- 🇭🇰 Hong Kong Exchanges9.98%
- 🇫🇮 Helsinki Stock Exchange0.59%
- 🇩🇪 FRA0.45%
- 🇩🇰 Copenhagen Stock Exchange0.38%
- 🇺🇸 Chicago Board Options Exchange0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.89%
- 🇨🇳 China14.65%
- 🇫🇮 Finland1.36%
- 🇨🇦 Canada0.79%
- 🇭🇰 Hong Kong0.5%
- 🇩🇪 Germany0.45%
- 🇩🇰 Denmark0.38%
- 🇮🇱 Israel0.36%
- 🇸🇪 Sweden0.03%
Dividends
Dividend Yield
0.37%
22 out of 62 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IIPR (14.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QFIN | 0.06% | 7.59% | $1.06 |
 IIPR | 0.03% | 14.78% | $7.34 |
 CF | 0.03% | 2.53% | $1.8 |
 IBM | 0.02% | 2.23% | $6.65 |
 9988.HK | 0.02% | 0.67% | $0.98 |
 01211.HK | 0.02% | 1.48% | $3.41 |
 QCOM | 0.02% | 2.03% | $3.25 |
 BABA | 0.02% | 0.66% | $0.98 |
 KNEBV.HE | 0.02% | 3.02% | $1.75 |
 META | 0.02% | 0.33% | $1 |
 KO | 0.02% | 2.88% | $1.89 |
 0916.HK | 0.02% | 3.43% | $0.24 |
 NOK | 0.01% | 1.83% | $0.1 |
 HASI | 0.01% | 5.04% | $1.62 |
 JD.US | 0.01% | 3.31% | $0.74 |
 0700.HK | 0.01% | 0.74% | $3.4 |
 1585.HK | 0.01% | 1.8% | $0.48 |
 00175.HK | 0.01% | 1.91% | $0.22 |
 NVDA | 0% | 0.02% | $0.02 |
 DIS | 0% | 0.95% | $0.75 |
 0968.HK | 0% | 1.32% | $0.23 |
 VWS.CO | 0% | 0.35% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
0916.HK | Pay Day | Dec 30, 2025 | $0.01 |
Performance Metrics
Score 8.4/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
1.08
1.08
0
0.5
1
2
2
Sortino Ratio
2.41
2.41
0
1
2
3
3
Jensen's Alpha
25.99
25.99
-2
0
2
26
26
Omega Ratio
2
2
0
1
1.5
2.5
2.5
Treynor Ratio
2.79
2.79
0
0.75
1.25
3
3
Information Ratio
0.85
0.85
0
0.3
0.6
1
1
Calmar Ratio
0.9
0.9
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
1.08
1.08
0
0.5
1
2
2
Sortino Ratio
2.41
2.41
0
1
2
3
3
Jensen's Alpha
25.99
25.99
-2
0
2
26
26
Omega Ratio
2
2
0
1
1.5
2.5
2.5
Treynor Ratio
2.79
2.79
0
0.75
1.25
3
3
Information Ratio
0.85
0.85
0
0.3
0.6
1
1
Calmar Ratio
0.9
0.9
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.29
High:
INTC
4,128.3INTCLow:
03690.HK
-253.703690.HKDetails
PEG Ratio
173.14
High:INTC
4,112.79INTCLow:
NIO
-88.03NIODetails
Price/Book
16.56
High:
PLTR
63.68PLTRLow:
BYND
-0.12BYNDDetails
Price/Sales
13.61
High:PLTR
116.19PLTRLow:
SBLX
-SBLXDetails
Price/CF
39.63
High:PLTR
258.05PLTRLow:
1958.HK
0.751958.HKDetails
Price/FCF
54.93
High:03690.HK
387.8103690.HKLow:1958.HK
1.161958.HKDetails
P/E Ratio
40.29
High:INTC
4,128.3INTCLow:03690.HK
-253.703690.HKDetails
PEG Ratio
173.14
High:INTC
4,112.79INTCLow:NIO
-88.03NIODetails
Price/Book
16.56
High:PLTR
63.68PLTRLow:BYND
-0.12BYNDDetails
Price/Sales
13.61
High:PLTR
116.19PLTRLow:SBLX
-SBLXDetails
Price/CF
39.63
High:PLTR
258.05PLTRLow:1958.HK
0.751958.HKDetails
Price/FCF
54.93
High:03690.HK
387.8103690.HKLow:1958.HK
1.161958.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.74% | Nov 2021 | Nov 2024 | 36 |
-13.12% | Oct 2025 | - | 3 |
-13.04% | Apr 2021 | Oct 2021 | 6 |
-10.98% | Feb 2025 | May 2025 | 3 |
-3.13% | Dec 2024 | Jan 2025 | 1 |
-1.46% | Aug 2025 | Sep 2025 | 1 |
-0.54% | Sep 2020 | Oct 2020 | 1 |