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+0.31%
Today
+0.59%
This Month
+0.66%
Year To Date
+51.48%
2 Years
+59.25%
5 Years
+17.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services32.83%
- 🪙 Cryptocurrencies19.16%
- 💻 Electronic Technology18.21%
- 🚗 Consumer Durables8.71%
- 🛍️ Retail Trade6.77%
- 💇♀️ Consumer Services3.15%
- 🚚 Transportation3.13%
- 🧬 Health Technology1.34%
- 💼 Commercial Services1.33%
- 📡 Communications0.94%
- 🍞 Consumer Non Durables0.84%
- 🏥 Health Services0.81%
- 💰 Finance0.79%
- 📦 Distribution Services0.7%
- 💵 Cash0.59%
- 🛠️ Producer Manufacturing0.27%
- ⛏️ Energy Minerals0.25%
- 🧪 Process Industries0.14%
- 🪨 Non Energy Minerals0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.96%
- 🇺🇸 NYSE20.87%
- 🌍 Digital Currency19.16%
- 🇭🇰 Hong Kong Exchanges6.25%
- 🇬🇧 LSE1.71%
- 🇨🇭 SIX0.74%
- 🇩🇪 FRA0.4%
- 🇫🇷 Euronext Paris0.27%
- 🇳🇱 Euronext Amsterdam0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.73%
- 🇨🇳 China10.04%
- 🇺🇾 Uruguay1.87%
- 🇬🇧 United Kingdom1.71%
- 🇭🇰 Hong Kong1.64%
- 🇯🇵 Japan1.59%
- 🇮🇱 Israel1.36%
- 🇨🇭 Switzerland0.74%
- 🇨🇦 Canada0.55%
- 🇩🇪 Germany0.53%
- 🇮🇪 Ireland0.42%
- 🇰🇷 South Korea0.36%
- 🇫🇷 France0.27%
- 🇱🇺 Luxembourg0.22%
- 🇧🇷 Brazil0.17%
- 🇳🇱 Netherlands0.11%
- 🇦🇹 Austria0%
Dividends
Dividend Yield
0.53%
40 out of 128 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $PLTK (8.55%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZTO | 0.04% | 3.9% | - |
 UPS | 0.04% | 6.54% | $6.5 |
 1958.HK | 0.03% | 7.29% | $0.14 |
 VZ | 0.03% | 6.3% | $2.66 |
 META | 0.03% | 0.3% | $1 |
 00019.HK | 0.03% | 4.89% | $3.2 |
 DELL | 0.02% | 1.7% | $1.63 |
 BABA | 0.02% | 0.91% | $0.98 |
 MRK | 0.02% | 3.92% | $3.04 |
 0941.HK | 0.02% | 5.81% | $4.83 |
 UNH | 0.02% | 2.71% | $7.74 |
 F | 0.02% | 7.19% | $0.78 |
 GOOGL | 0.02% | 0.46% | $0.2 |
 INTC | 0.02% | 2.48% | $0.5 |
 PRGO | 0.02% | 4.25% | $1.1 |
 LOGN.ZU | 0.01% | 1.67% | $1.06 |
 0992.HK | 0.01% | 4.27% | $0.38 |
 VOW3.DE | 0.01% | 7.17% | $9.06 |
 SNX.US | 0.01% | 1.36% | $1.5 |
 CNI | 0.01% | 2.32% | $2.42 |
 MU | 0.01% | 0.4% | $0.46 |
 VALE | 0.01% | 7.9% | $1.33 |
 MSFT | 0.01% | 0.7% | $3 |
 FDX | 0.01% | 2.49% | $5.16 |
 BMW.DE | 0.01% | 5.73% | $6 |
 SONY | 0.01% | 0.38% | $0.49 |
 QCOM | 0.01% | 2.22% | $3.25 |
 PLTK | 0.01% | 8.55% | $0.2 |
 NKE | 0% | 2.59% | $1.45 |
 00175.HK | 0% | 2.03% | $0.22 |
 ALO.PA | 0% | 1.56% | $0.24 |
 AAPL | 0% | 0.51% | $0.97 |
 MA | 0% | 0.51% | $2.46 |
 DIS | 0% | 0.85% | $0.75 |
 01177.HK | 0% | 1.27% | $0.05 |
 CRM | 0% | 0.63% | $0.4 |
 GM | 0% | 1.05% | $0.42 |
 MRVL | 0% | 0.36% | $0.24 |
 GOOG | 0% | 0.46% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MRK | Ex-Dividend | Jun 16, 2025 | $0.81 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
01177.HK | Ex-Dividend | Jun 16, 2025 | $0.00 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
PRGO | Pay Day | Jun 17, 2025 | $0.29 |
CRM | Ex-Dividend | Jun 18, 2025 | $0.42 |
GM | Pay Day | Jun 19, 2025 | $0.15 |
FDX | Ex-Dividend | Jun 23, 2025 | $1.45 |
PLTK | Ex-Dividend | Jun 23, 2025 | $0.10 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
0941.HK | Pay Day | Jun 25, 2025 | $0.32 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
CNI | Pay Day | Jun 30, 2025 | $0.64 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
PLTK | Pay Day | Jul 7, 2025 | $0.10 |
MRK | Pay Day | Jul 8, 2025 | $0.81 |
FDX | Pay Day | Jul 8, 2025 | $1.45 |
VZ | Ex-Dividend | Jul 10, 2025 | $0.68 |
BABA | Pay Day | Jul 10, 2025 | $1.05 |
CRM | Pay Day | Jul 10, 2025 | $0.42 |
01177.HK | Pay Day | Jul 10, 2025 | $0.00 |
MRVL | Ex-Dividend | Jul 11, 2025 | $0.06 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
00175.HK | Pay Day | Jul 25, 2025 | $0.04 |
0992.HK | Ex-Dividend | Jul 30, 2025 | $0.04 |
MRVL | Pay Day | Jul 31, 2025 | $0.06 |
VZ | Pay Day | Aug 1, 2025 | $0.68 |
0992.HK | Pay Day | Aug 13, 2025 | $0.04 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 5.7/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
2.81
2.81
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.24
1.24
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
2.81
2.81
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.24
1.24
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.59
High:
TSLA
178.9TSLALow:
CRWD
-687.88CRWDDetails
PEG Ratio
47.4
High:
0941.HK
508.050941.HKLow:
TWLO
-579.81TWLODetails
Price/Book
8.54
High:
MA
76.67MALow:
NIO
-135.1NIODetails
Price/Sales
6.95
High:CRWD
28.87CRWDLow:
SUNWQ
-SUNWQDetails
Price/CF
18.9
High:
ASAN
160.71ASANLow:
AZULQ
0.49AZULQDetails
Price/FCF
37.58
High:
MU
1,171.75MULow:AZULQ
0.59AZULQDetails
P/E Ratio
30.59
High:TSLA
178.9TSLALow:CRWD
-687.88CRWDDetails
PEG Ratio
47.4
High:0941.HK
508.050941.HKLow:TWLO
-579.81TWLODetails
Price/Book
8.54
High:MA
76.67MALow:NIO
-135.1NIODetails
Price/Sales
6.95
High:CRWD
28.87CRWDLow:SUNWQ
-SUNWQDetails
Price/CF
18.9
High:ASAN
160.71ASANLow:AZULQ
0.49AZULQDetails
Price/FCF
37.58
High:MU
1,171.75MULow:AZULQ
0.59AZULQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.03% | Jul 2021 | - | 48 |
-5.27% | Sep 2020 | Nov 2020 | 2 |
-3.85% | May 2021 | Jun 2021 | 1 |
-0.78% | Jun 2020 | Jul 2020 | 1 |
-0.37% | Mar 2021 | Apr 2021 | 1 |