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+0.7%
This Month
+25.09%
Year To Date
+91.6%
2 Years
+100.72%
5 Years
+136.59%
10 Years
+4.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.12%
- 💻 Electronic Technology20.75%
- 📊 ETFs16.31%
- 🚗 Consumer Durables12%
- 💰 Finance11.4%
- 💼 Commercial Services3.93%
- 🪙 Cryptocurrencies3.44%
- 🛍️ Retail Trade2.74%
- 💵 Cash1.52%
- 📡 Communications0.56%
- 🍞 Consumer Non Durables0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq70.98%
- 🇺🇸 NYSE23.31%
- 🌍 Digital Currency3.44%
- 🇭🇰 Hong Kong Exchanges0.74%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.74%
- 🇱🇺 Luxembourg3.96%
- 🇨🇦 Canada3.93%
- 🇨🇳 China0.92%
- 🇹🇼 Taiwan0.78%
- 🇳🇱 Netherlands0.39%
Dividends
Dividend Yield
0.18%
19 out of 39 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $T (4.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOOG | 0.03% | 0.32% | $0.2 |
 T | 0.02% | 4.26% | $1.11 |
 AAPL | 0.02% | 0.39% | $0.97 |
 IBM | 0.02% | 2.37% | $6.65 |
 META | 0.02% | 0.35% | $1 |
 MSFT | 0.02% | 0.66% | $3 |
 AVGO | 0.01% | 0.68% | $19.7 |
 WMT | 0.01% | 0.88% | $0.81 |
 TSM | 0.01% | 0.82% | $1.74 |
 ORCL | 0.01% | 0.69% | $1.6 |
 0700.HK | 0% | 0.71% | $3.4 |
 BLK | 0% | 1.79% | $20.2 |
 JPM | 0% | 1.84% | $4.4 |
 00285.HK | 0% | 1.54% | $0.59 |
 ASML.RTH | 0% | 0.6% | $5.57 |
 NVDA | 0% | 0.02% | $0.02 |
 RL | 0% | 1.04% | $3.08 |
 V | 0% | 0.69% | $2.01 |
 BABA | 0% | 0.6% | $0.98 |
Performance Metrics
Score 4.1/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-0.78
-0.78
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-0.78
-0.78
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
42.88
High:
PLTR
603.49PLTRLow:
SNOW
-59.23SNOWDetails
PEG Ratio
2,643.36
High:
AAPL
27,104.01AAPLLow:
BABA
15.24BABADetails
Price/Book
16.45
High:PLTR
72.64PLTRLow:
BRK.B
1.6BRK.BDetails
Price/Sales
11.82
High:PLTR
135.27PLTRLow:
00285.HK
0.4500285.HKDetails
Price/CF
30.22
High:PLTR
202PLTRLow:00285.HK
4.1300285.HKDetails
Price/FCF
54.74
High:
ORCL
348.36ORCLLow:00285.HK
5.7900285.HKDetails
P/E Ratio
42.88
High:PLTR
603.49PLTRLow:SNOW
-59.23SNOWDetails
PEG Ratio
2,643.36
High:AAPL
27,104.01AAPLLow:BABA
15.24BABADetails
Price/Book
16.45
High:PLTR
72.64PLTRLow:BRK.B
1.6BRK.BDetails
Price/Sales
11.82
High:PLTR
135.27PLTRLow:00285.HK
0.4500285.HKDetails
Price/CF
30.22
High:PLTR
202PLTRLow:00285.HK
4.1300285.HKDetails
Price/FCF
54.74
High:ORCL
348.36ORCLLow:00285.HK
5.7900285.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-81.47% | Aug 2014 | Sep 2024 | 121 |
-16.97% | Feb 2025 | Jun 2025 | 4 |
-0.81% | Oct 2024 | Nov 2024 | 1 |