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-0.1%
Today
+4.93%
This Month
-5.83%
Year To Date
+179.78%
2 Years
+179.78%
5 Years
-59.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services39.99%
- 💻 Electronic Technology9.95%
- 💇♀️ Consumer Services6.34%
- 🛍️ Retail Trade5.62%
- ⚡ Utilities4.8%
- 🪙 Cryptocurrencies3.2%
- 🧬 Health Technology2.46%
- 🍞 Consumer Non Durables2.39%
- 🛠️ Producer Manufacturing1.27%
- 🚚 Transportation0.66%
- 💰 Finance0.49%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.39%
- 🇺🇸 NYSE27.27%
- 🌍 Digital Currency3.2%
- 🇭🇰 Hong Kong Exchanges1.92%
- 🇫🇷 Euronext Paris1.75%
- 🇬🇧 LSE0.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.66%
- 🇨🇳 China1.92%
- 🇫🇷 France1.75%
- 🇬🇧 United Kingdom0.65%
Dividends
Dividend Yield
0.28%
17 out of 35 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $O (5.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOOG | 0.04% | 0.42% | $0.2 |
 BRBY.L | 0.03% | 5.07% | $0.61 |
 DELL | 0.03% | 1.52% | $1.63 |
 O | 0.03% | 5.51% | $3.09 |
 CDI.PA | 0.02% | 2.84% | $13 |
 MC.PA | 0.02% | 2.7% | $13 |
 VST | 0.02% | 0.44% | $0.85 |
 HPQ | 0.02% | 4.47% | $1.1 |
 LLY | 0.02% | 0.73% | $4.86 |
 01211.HK | 0.01% | 1.08% | $3.41 |
 IDCC | 0.01% | 0.92% | $1.6 |
 AVGO | 0.01% | 0.81% | $19.7 |
 META | 0% | 0.29% | $1 |
 AAPL | 0% | 0.47% | $0.97 |
 MSFT | 0% | 0.66% | $3 |
 NVDA | 0% | 0.02% | $0.02 |
 VRT | 0% | 0.11% | $0.06 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
DELL | Pay Day | Aug 1, 2025 | $0.52 |
O | Ex-Dividend | Aug 1, 2025 | $0.27 |
LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
O | Pay Day | Aug 15, 2025 | $0.27 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
HPQ | Ex-Dividend | Sep 10, 2025 | $0.29 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
HPQ | Pay Day | Oct 1, 2025 | $0.29 |
Performance Metrics
Score 2.8/10
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.18
-0.18
-1
1
2
3
3
Jensen's Alpha
-10.26
-10.26
-11
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
-1.65
-1.65
-2
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.18
-0.18
-1
1
2
3
3
Jensen's Alpha
-10.26
-10.26
-11
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
-1.65
-1.65
-2
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.07
High:
PLTR
675.24PLTRLow:
FWONA
-264.8FWONADetails
PEG Ratio
127.79
High:
O
2,025.3OLow:
UBER
2.07UBERDetails
Price/Book
8.71
High:PLTR
67.27PLTRLow:
DELL
-28.73DELLDetails
Price/Sales
7.96
High:
RGTI
528.53RGTILow:
HPQ
0.46HPQDetails
Price/CF
19.56
High:
MSTR
7,511.07MSTRLow:
CDI.PA
5.77CDI.PADetails
Price/FCF
38.34
High:MSTR
1,187.5MSTRLow:CDI.PA
9.2CDI.PADetails
P/E Ratio
33.07
High:PLTR
675.24PLTRLow:FWONA
-264.8FWONADetails
PEG Ratio
127.79
High:O
2,025.3OLow:UBER
2.07UBERDetails
Price/Book
8.71
High:PLTR
67.27PLTRLow:DELL
-28.73DELLDetails
Price/Sales
7.96
High:RGTI
528.53RGTILow:HPQ
0.46HPQDetails
Price/CF
19.56
High:MSTR
7,511.07MSTRLow:CDI.PA
5.77CDI.PADetails
Price/FCF
38.34
High:MSTR
1,187.5MSTRLow:CDI.PA
9.2CDI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100% | Jul 2014 | - | 133 |