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+0.68%
This Month
+21.43%
Year To Date
+95.36%
2 Years
+59.32%
5 Years
+111%
10 Years
+10.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services31.85%
- 🪙 Cryptocurrencies24.85%
- 🛍️ Retail Trade13.73%
- 💻 Electronic Technology12.58%
- 💰 Finance3.58%
- 🚗 Consumer Durables2.47%
- 📊 ETFs1.47%
- 💼 Commercial Services1.23%
- 🧬 Health Technology0.61%
- 🚚 Transportation0.29%
- 🏥 Health Services0.25%
- ⚡ Utilities0.2%
- 💇♀️ Consumer Services0.17%
- 💵 Cash0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.14%
- 🌍 Digital Currency24.85%
- 🇺🇸 NYSE4.86%
- 🇩🇪 FRA0.91%
- 🇬🇧 LSE0.24%
- 🇭🇰 Hong Kong Exchanges0.2%
- 🇫🇷 Euronext Paris0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.24%
- 🇺🇾 Uruguay2.42%
- 🇸🇬 Singapore1.04%
- 🇩🇪 Germany0.91%
- 🇨🇦 Canada0.78%
- 🇯🇵 Japan0.49%
- 🇨🇳 China0.4%
- 🇬🇧 United Kingdom0.24%
- 🇳🇱 Netherlands0.22%
- 🇮🇱 Israel0.13%
- 🇫🇷 France0.08%
Dividends
Dividend Yield
0.13%
23 out of 46 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $TEP.PA (6.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOOGL | 0.02% | 0.27% | $0.2 |
 MSFT | 0.01% | 0.73% | $3 |
 AAPL | 0.01% | 0.37% | $0.97 |
 SBRY.L | 0.01% | 4.32% | $0.13 |
 PFE | 0.01% | 6.65% | $1.66 |
 JNJ | 0.01% | 2.43% | $4.81 |
 GOOG | 0.01% | 0.27% | $0.2 |
 0916.HK | 0.01% | 3.39% | $0.24 |
 TEP.PA | 0.01% | 6.84% | $3.85 |
 MA | 0.01% | 0.55% | $2.46 |
 CNXC | 0% | 3.43% | $1.18 |
 CRM | 0% | 0.63% | $0.4 |
 SAP.DE | 0% | 1.13% | $2.2 |
 NTDOY | 0% | 0.75% | $0.24 |
 RHM.DE | 0% | 0.5% | $5.7 |
 DIS | 0% | 0.9% | $0.75 |
 BABA | 0% | 0.66% | $0.98 |
 NVDA | 0% | 0.02% | $0.02 |
 ASML | 0% | 0.58% | $5.57 |
 META | 0% | 0.33% | $1 |
 EA | 0% | 0.37% | $0.76 |
 MU | 0% | 0.19% | $0.46 |
 PYPL | 0% | 0.23% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
0916.HK | Pay Day | Dec 30, 2025 | $0.01 |
Performance Metrics
Score 3.6/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.63
0.63
0
1
2
3
3
Jensen's Alpha
-2.31
-2.31
-3
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.63
0.63
0
1
2
3
3
Jensen's Alpha
-2.31
-2.31
-3
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.69
High:
INTC
3,566.98INTCLow:
ROKU
-542.78ROKUDetails
PEG Ratio
175.34
High:INTC
3,553.58INTCLow:ROKU
-646.35ROKUDetails
Price/Book
12
High:
PLTR
66.38PLTRLow:
AAL
-2.49AALDetails
Price/Sales
8.41
High:PLTR
121.14PLTRLow:AAL
0.18AALDetails
Price/CF
25.97
High:PLTR
258.05PLTRLow:AAL
1.97AALDetails
Price/FCF
63.68
High:
RHM.DE
5,198.92RHM.DELow:
TEP.PA
5.17TEP.PADetails
P/E Ratio
36.69
High:INTC
3,566.98INTCLow:ROKU
-542.78ROKUDetails
PEG Ratio
175.34
High:INTC
3,553.58INTCLow:ROKU
-646.35ROKUDetails
Price/Book
12
High:PLTR
66.38PLTRLow:AAL
-2.49AALDetails
Price/Sales
8.41
High:PLTR
121.14PLTRLow:AAL
0.18AALDetails
Price/CF
25.97
High:PLTR
258.05PLTRLow:AAL
1.97AALDetails
Price/FCF
63.68
High:RHM.DE
5,198.92RHM.DELow:TEP.PA
5.17TEP.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.94% | Nov 2021 | Nov 2024 | 36 |
-30.49% | Sep 2018 | Nov 2020 | 26 |
-15.66% | Feb 2025 | May 2025 | 3 |
-9.84% | May 2021 | Aug 2021 | 3 |
-8.7% | Nov 2025 | - | 2 |
-5.8% | Sep 2021 | Oct 2021 | 1 |
-0.52% | Dec 2024 | Jan 2025 | 1 |