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-3.38%
This Month
-0.02%
Year To Date
+24.29%
2 Years
+17.59%
5 Years
+665.65%
10 Years
+39.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies37.76%
- 💻 Electronic Technology26.31%
- 💵 Cash12.61%
- 🖥️ Technology Services12.39%
- 🛍️ Retail Trade4.72%
- 🛠️ Producer Manufacturing3.04%
- 🧪 Process Industries1.94%
- 🚗 Consumer Durables1.74%
- 🍞 Consumer Non Durables1.56%
- 📦 Distribution Services1.22%
- 💰 Finance0.73%
- 🏥 Health Services0.6%
- ⚡ Utilities0.53%
- 🧬 Health Technology0.4%
- 💇♀️ Consumer Services0.26%
- 📊 ETFs0.21%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency37.76%
- 🇺🇸 Nasdaq36.1%
- 🇺🇸 NYSE10.6%
- 🇭🇰 Hong Kong Exchanges7.07%
- 🇩🇪 FRA0.67%
- 🇫🇮 Helsinki Stock Exchange0.54%
- 🇩🇰 Copenhagen Stock Exchange0.46%
- 🇺🇸 Chicago Board Options Exchange0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.5%
- 🇨🇳 China10.08%
- 🇫🇮 Finland1.68%
- 🇩🇪 Germany0.67%
- 🇩🇰 Denmark0.46%
- 🇭🇰 Hong Kong0.4%
- 🇨🇦 Canada0.4%
- 🇮🇱 Israel0.22%
- 🇸🇪 Sweden0.03%
Dividends
Dividend Yield
0.39%
22 out of 59 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QFIN (22.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QFIN | 0.05% | 22.26% | $1.06 |
 NVDA | 0.04% | 0.24% | $0.02 |
 IIPR | 0.03% | 14.4% | $7.34 |
 CF | 0.03% | 1.78% | $1.8 |
 IBM | 0.02% | 2.8% | $6.65 |
 9988.HK | 0.02% | 0.98% | $0.98 |
 QCOM | 0.02% | 2.04% | $3.25 |
 1585.HK | 0.02% | 5.69% | $0.48 |
 BABA | 0.02% | 0.96% | $0.98 |
 META | 0.02% | 0.3% | $1 |
 KNEBV.HE | 0.02% | 3.33% | $1.75 |
 KO | 0.02% | 2.26% | $1.89 |
 NOK | 0.02% | 1.32% | $0.1 |
 HASI | 0.01% | 4.75% | $1.62 |
 00175.HK | 0.01% | 3.47% | $0.22 |
 0700.HK | 0.01% | 1.31% | $3.4 |
 JD.US | 0.01% | 3.7% | $0.74 |
 01211.HK | 0.01% | 0.57% | $3.41 |
 0916.HK | 0.01% | 1.35% | $0.24 |
 DIS | 0% | 1.35% | $0.75 |
 VWS.CO | 0% | 0.4% | - |
 0968.HK | 0% | 0.56% | $0.23 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
NOK | Ex-Dividend | Oct 28, 2026 | $0.04 |
0916.HK | Ex-Dividend | Nov 4, 2026 | $0.09 |
 INTC | Ex-Dividend | Nov 7, 2026 | $0.12 |
IBM | Ex-Dividend | Nov 10, 2026 | $1.69 |
CF | Ex-Dividend | Nov 14, 2026 | $0.50 |
QCOM | Ex-Dividend | Dec 3, 2026 | $0.92 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
KO | Ex-Dividend | Dec 15, 2026 | $0.53 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
DIS | Ex-Dividend | Dec 30, 2026 | $0.75 |
IIPR | Ex-Dividend | Dec 30, 2026 | $1.90 |
HASI | Ex-Dividend | Jan 2, 2027 | $0.42 |
0968.HK | Ex-Dividend | Feb 13, 2027 | $0.00 |
KNEBV.HE | Ex-Dividend | Mar 6, 2027 | $2.12 |
 ORSTED.CO | Ex-Dividend | Mar 8, 2027 | $1.94 |
QFIN | Ex-Dividend | Mar 9, 2027 | $0.78 |
JD.US | Ex-Dividend | Apr 9, 2027 | $1.00 |
VWS.CO | Ex-Dividend | Apr 9, 2027 | $0.12 |
0700.HK | Ex-Dividend | May 15, 2027 | $0.68 |
 3800.HK | Ex-Dividend | Jun 2, 2027 | $0.01 |
9988.HK | Ex-Dividend | Jun 10, 2027 | $0.13 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
01211.HK | Ex-Dividend | Jun 11, 2027 | $0.05 |
00175.HK | Ex-Dividend | Jun 12, 2027 | $0.06 |
1585.HK | Ex-Dividend | Jun 23, 2027 | $0.00 |
 1958.HK | Ex-Dividend | Jun 26, 2027 | $0.02 |
Performance Metrics
Score 8/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
2.07
2.07
0
1
2
3
3
Jensen's Alpha
20.45
20.45
-2
0
2
21
21
Omega Ratio
1.78
1.78
0
1
1.5
2.5
2.5
Treynor Ratio
2.44
2.44
0
0.75
1.25
3
3
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
2.07
2.07
0
1
2
3
3
Jensen's Alpha
20.45
20.45
-2
0
2
21
21
Omega Ratio
1.78
1.78
0
1
1.5
2.5
2.5
Treynor Ratio
2.44
2.44
0
0.75
1.25
3
3
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.66
High:
AMD
162.13AMDLow:INTC
-54.8INTCDetails
PEG Ratio
0.49
High:KO
1.48KOLow:
PATH
0.01PATHDetails
Price/Book
16.39
High:
PLTR
46.56PLTRLow:
OTLY
-13.36OTLYDetails
Price/Sales
14.29
High:PLTR
79.03PLTRLow:
FABC
-FABCDetails
Price/CF
30.19
High:PLTR
88.14PLTRLow:QFIN
1.56QFINDetails
Price/FCF
43.86
High:9988.HK
2,771.019988.HKLow:1958.HK
2.571958.HKDetails
P/E Ratio
31.66
High:AMD
162.13AMDLow:INTC
-54.8INTCDetails
PEG Ratio
0.49
High:KO
1.48KOLow:PATH
0.01PATHDetails
Price/Book
16.39
High:PLTR
46.56PLTRLow:OTLY
-13.36OTLYDetails
Price/Sales
14.29
High:PLTR
79.03PLTRLow:FABC
-FABCDetails
Price/CF
30.19
High:PLTR
88.14PLTRLow:QFIN
1.56QFINDetails
Price/FCF
43.86
High:9988.HK
2,771.019988.HKLow:1958.HK
2.571958.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.74% | Nov 2021 | Nov 2024 | 36 |
-25.47% | Oct 2025 | - | 13 |
-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 |