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-0.5%
This Month
-0.5%
Year To Date
+71.75%
2 Years
+28.59%
5 Years
+661.94%
10 Years
+46.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies41.51%
- 💻 Electronic Technology20.73%
- 🖥️ Technology Services11.67%
- 💵 Cash9.16%
- 🛍️ Retail Trade7.22%
- 🛠️ Producer Manufacturing3.44%
- 🚗 Consumer Durables2.39%
- 💇♀️ Consumer Services1.9%
- 🧪 Process Industries1.51%
- 🍞 Consumer Non Durables1.36%
- 💰 Finance1.17%
- 📦 Distribution Services0.9%
- ⚡ Utilities0.62%
- 🏥 Health Services0.42%
- 🧬 Health Technology0.27%
- 📊 ETFs0.14%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency41.51%
- 🇺🇸 Nasdaq30.99%
- 🇺🇸 NYSE10.77%
- 🇭🇰 Hong Kong Exchanges10.22%
- 🇫🇮 Helsinki Stock Exchange0.63%
- 🇩🇪 FRA0.57%
- 🇩🇰 Copenhagen Stock Exchange0.42%
- 🇺🇸 Chicago Board Options Exchange0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.54%
- 🇨🇳 China15.03%
- 🇫🇮 Finland1.44%
- 🇨🇦 Canada0.77%
- 🇩🇪 Germany0.57%
- 🇭🇰 Hong Kong0.5%
- 🇩🇰 Denmark0.42%
- 🇮🇱 Israel0.31%
- 🇸🇪 Sweden0.02%
Dividends
Dividend Yield
0.38%
22 out of 62 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IIPR (15.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QFIN | 0.06% | 8.7% | $1.06 |
 IIPR | 0.03% | 15.25% | $7.34 |
 CF | 0.03% | 2.35% | $1.8 |
 IBM | 0.02% | 2.31% | $6.65 |
 9988.HK | 0.02% | 0.63% | $0.98 |
 01211.HK | 0.02% | 1.46% | $3.41 |
 QCOM | 0.02% | 2.31% | $3.25 |
 BABA | 0.02% | 0.62% | $0.98 |
 KNEBV.HE | 0.02% | 2.94% | $1.75 |
 META | 0.02% | 0.35% | $1 |
 KO | 0.02% | 2.85% | $1.89 |
 0916.HK | 0.02% | 3.35% | $0.24 |
 NOK | 0.01% | 1.79% | $0.1 |
 HASI | 0.01% | 4.99% | $1.62 |
 JD.US | 0.01% | 3.42% | $0.74 |
 0700.HK | 0.01% | 0.75% | $3.4 |
 1585.HK | 0.01% | 1.85% | $0.48 |
 00175.HK | 0.01% | 1.97% | $0.22 |
 DIS | 0% | 1.37% | $0.75 |
 NVDA | 0% | 0.02% | $0.02 |
 0968.HK | 0% | 1.32% | $0.23 |
 VWS.CO | 0% | 0.31% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.3/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
2.38
2.38
0
1
2
3
3
Jensen's Alpha
25.14
25.14
-2
0
2
26
26
Omega Ratio
1.97
1.97
0
1
1.5
2.5
2.5
Treynor Ratio
2.73
2.73
0
0.75
1.25
3
3
Information Ratio
0.83
0.83
0
0.3
0.6
1
1
Calmar Ratio
0.87
0.87
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
2.38
2.38
0
1
2
3
3
Jensen's Alpha
25.14
25.14
-2
0
2
26
26
Omega Ratio
1.97
1.97
0
1
1.5
2.5
2.5
Treynor Ratio
2.73
2.73
0
0.75
1.25
3
3
Information Ratio
0.83
0.83
0
0.3
0.6
1
1
Calmar Ratio
0.87
0.87
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
39.83
High:
INTC
4,581.13INTCLow:
03690.HK
-257.5403690.HKDetails
PEG Ratio
174.35
High:INTC
4,563.91INTCLow:
NIO
-124.22NIODetails
Price/Book
16.17
High:
PLTR
60.95PLTRLow:
BYND
-0.09BYNDDetails
Price/Sales
13.32
High:PLTR
111.21PLTRLow:
SBLX
-SBLXDetails
Price/CF
40.07
High:PLTR
258.05PLTRLow:
1958.HK
0.751958.HKDetails
Price/FCF
54.72
High:03690.HK
387.8103690.HKLow:1958.HK
1.161958.HKDetails
P/E Ratio
39.83
High:INTC
4,581.13INTCLow:03690.HK
-257.5403690.HKDetails
PEG Ratio
174.35
High:INTC
4,563.91INTCLow:NIO
-124.22NIODetails
Price/Book
16.17
High:PLTR
60.95PLTRLow:BYND
-0.09BYNDDetails
Price/Sales
13.32
High:PLTR
111.21PLTRLow:SBLX
-SBLXDetails
Price/CF
40.07
High:PLTR
258.05PLTRLow:1958.HK
0.751958.HKDetails
Price/FCF
54.72
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 |
-14.62% | Oct 2025 | - | 4 |
-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 |