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0%
This Month
+14.52%
Year To Date
+89.31%
2 Years
+147.34%
5 Years
+334.56%
10 Years
+29.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology72.33%
- 📊 ETFs18.35%
- 🚗 Consumer Durables5.84%
- 🪙 Cryptocurrencies1.79%
- 🖥️ Technology Services1.43%
- 💵 Cash0.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE80.98%
- 🇺🇸 Nasdaq16.96%
- 🌍 Digital Currency1.79%
Countries Breakdown
- Country
- Total
- 🇹🇼 Taiwan72.33%
- 🇺🇸 United States7.27%
Dividends
Dividend Yield
0.45%
1 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TSM (0.62%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.45% | 0.62% | $1.74 |
Performance Metrics
Score 8.2/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
2.14
2.14
0
1
2
3
3
Jensen's Alpha
11.81
11.81
-2
0
2
12
12
Omega Ratio
1.82
1.82
0
1
1.5
2.5
2.5
Treynor Ratio
1.96
1.96
0
0.75
1.25
2
2
Information Ratio
0.7
0.7
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
2.14
2.14
0
1
2
3
3
Jensen's Alpha
11.81
11.81
-2
0
2
12
12
Omega Ratio
1.82
1.82
0
1
1.5
2.5
2.5
Treynor Ratio
1.96
1.96
0
0.75
1.25
2
2
Information Ratio
0.7
0.7
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.39
High:
TSLA
364.78TSLALow:TSM
34.35TSMDetails
PEG Ratio
67.27
High:
PLTR
99.48PLTRLow:TSM
66.63TSMDetails
Price/Book
11.3
High:PLTR
47.39PLTRLow:TSM
11.01TSMDetails
Price/Sales
14.36
High:PLTR
84.18PLTRLow:TSM
14.3TSMDetails
Price/CF
23.26
High:PLTR
214.31PLTRLow:TSM
22.1TSMDetails
Price/FCF
90.52
High:TSLA
255.88TSLALow:TSM
86.82TSMDetails
P/E Ratio
36.39
High:TSLA
364.78TSLALow:TSM
34.35TSMDetails
PEG Ratio
67.27
High:PLTR
99.48PLTRLow:TSM
66.63TSMDetails
Price/Book
11.3
High:PLTR
47.39PLTRLow:TSM
11.01TSMDetails
Price/Sales
14.36
High:PLTR
84.18PLTRLow:TSM
14.3TSMDetails
Price/CF
23.26
High:PLTR
214.31PLTRLow:TSM
22.1TSMDetails
Price/FCF
90.52
High:TSLA
255.88TSLALow:TSM
86.82TSMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.49% | Nov 2021 | Dec 2023 | 25 |
-11.8% | Feb 2025 | May 2025 | 3 |
-7.47% | Sep 2020 | Nov 2020 | 2 |
-6.08% | Mar 2026 | - | 2 |
-4.07% | Jul 2020 | Aug 2020 | 1 |
-2.11% | Nov 2025 | Dec 2025 | 1 |
-1.48% | Sep 2021 | Oct 2021 | 1 |
-1.45% | Apr 2024 | May 2024 | 1 |
-1.36% | Jul 2021 | Aug 2021 | 1 |
-0.88% | May 2021 | Jun 2021 | 1 |
-0.35% | Feb 2021 | Apr 2021 | 2 |
-0.29% | Aug 2025 | Sep 2025 | 1 |