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+1.75%
Today
+2.21%
This Month
+0.99%
Year To Date
+61.94%
2 Years
+74.56%
5 Years
-34.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology24.96%
- 🖥️ Technology Services16.71%
- 🪙 Cryptocurrencies16.45%
- 📊 ETFs14.81%
- 🛍️ Retail Trade8.67%
- 💵 Cash6.72%
- 💰 Finance3.96%
- 🚗 Consumer Durables2.01%
- 🛠️ Producer Manufacturing1.86%
- 💼 Commercial Services1.39%
- 🚚 Transportation0.72%
- 🪨 Non Energy Minerals0.58%
- 🍞 Consumer Non Durables0.56%
- 🏭 Industrial Services0.37%
- 📦 Distribution Services0.22%
- 🧬 Health Technology0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.6%
- 🇺🇸 NYSE21.99%
- 🌍 Digital Currency16.45%
- 🇭🇰 Hong Kong Exchanges10.19%
- 🇬🇧 LSE2.43%
- 🇮🇹 Borsa Italiana1.08%
- 🇫🇷 Euronext Paris0.98%
- 🇸🇪 Stockholm Stock Exchange0.33%
- 🇩🇪 FRA0.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.36%
- 🇨🇳 China11.11%
- 🇬🇧 United Kingdom1.41%
- 🇹🇼 Taiwan1.2%
- 🇮🇹 Italy1.08%
- 🇭🇰 Hong Kong0.76%
- 🇳🇱 Netherlands0.69%
- 🇮🇪 Ireland0.44%
- 🇸🇪 Sweden0.33%
- 🇩🇪 Germany0.32%
- 🇫🇷 France0.29%
- 🇺🇾 Uruguay0.12%
Dividends
Dividend Yield
0.64%
33 out of 59 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $3323.HK (4.87%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPYD | 0.15% | 4.56% | - |
 BLK | 0.07% | 2.09% | $20.2 |
 SPY | 0.05% | 1.29% | - |
 0992.HK | 0.03% | 4.33% | $0.38 |
 VIG | 0.03% | 1.86% | - |
 AVGO | 0.03% | 0.9% | $19.7 |
 3323.HK | 0.03% | 4.87% | $0.25 |
 QQQ | 0.02% | 0.58% | - |
 01211.HK | 0.02% | 1.06% | $3.41 |
 MSFT | 0.02% | 0.69% | $3 |
 0700.HK | 0.02% | 0.88% | $3.4 |
 9988.HK | 0.02% | 0.89% | $0.98 |
 GOOG | 0.02% | 0.46% | $0.2 |
 IAG.L | 0.02% | 2.09% | - |
 BABA | 0.01% | 0.87% | $0.98 |
 NKE | 0.01% | 2.52% | $1.45 |
 TSM | 0.01% | 1.1% | $1.74 |
 LDO.MI | 0.01% | 0.99% | $0.28 |
 INTC | 0.01% | 2.47% | $0.5 |
 AAPL | 0.01% | 0.49% | $0.97 |
 META | 0.01% | 0.29% | $1 |
 AIR.PA | 0.01% | 1.21% | $1.8 |
 00285.HK | 0.01% | 1.96% | $0.59 |
 SCHW | 0.01% | 1.18% | $1 |
 RNGR | 0.01% | 1.86% | $0.2 |
 ORCL | 0.01% | 0.98% | $1.6 |
 WMT | 0.01% | 0.97% | $0.81 |
 HO.PA | 0% | 1.42% | $3.4 |
 RR.L | 0% | 0.68% | - |
 NVDA | 0% | 0.03% | $0.02 |
 RHM.DE | 0% | 0.45% | $5.7 |
 SAABB.ST | 0% | 0.39% | $1.6 |
 MCK | 0% | 0.4% | $2.48 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
LDO.MI | Ex-Dividend | Jun 23, 2025 | $0.56 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
LDO.MI | Pay Day | Jun 25, 2025 | $0.56 |
META | Pay Day | Jun 26, 2025 | $0.52 |
3323.HK | Pay Day | Jun 30, 2025 | $0.02 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
MCK | Pay Day | Jul 1, 2025 | $0.71 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
0992.HK | Ex-Dividend | Jul 30, 2025 | $0.04 |
0992.HK | Pay Day | Aug 13, 2025 | $0.04 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
Performance Metrics
Score 2.3/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
-0.51
-0.51
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.62
-0.62
-1
1
2
3
3
Jensen's Alpha
-30.34
-30.34
-31
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-1.71
-1.71
-2
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
-0.51
-0.51
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.62
-0.62
-1
1
2
3
3
Jensen's Alpha
-30.34
-30.34
-31
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-1.71
-1.71
-2
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.21
High:
PLTR
523.62PLTRLow:
CRWD
-662.57CRWDDetails
PEG Ratio
155.12
High:
HO.PA
1,731.01HO.PALow:
MRNA
-6.75MRNADetails
Price/Book
10.86
High:PLTR
52.16PLTRLow:
RR.L
-81.73RR.LDetails
Price/Sales
7.8
High:
QBTS
220.82QBTSLow:
3323.HK
0.153323.HKDetails
Price/CF
22.8
High:
2013.HK
430.42013.HKLow:3323.HK
1.533323.HKDetails
Price/FCF
42.77
High:
ARM
638.94ARMLow:
IAG.L
5.55IAG.LDetails
P/E Ratio
34.21
High:PLTR
523.62PLTRLow:CRWD
-662.57CRWDDetails
PEG Ratio
155.12
High:HO.PA
1,731.01HO.PALow:MRNA
-6.75MRNADetails
Price/Book
10.86
High:PLTR
52.16PLTRLow:RR.L
-81.73RR.LDetails
Price/Sales
7.8
High:QBTS
220.82QBTSLow:3323.HK
0.153323.HKDetails
Price/CF
22.8
High:2013.HK
430.42013.HKLow:3323.HK
1.533323.HKDetails
Price/FCF
42.77
High:ARM
638.94ARMLow:IAG.L
5.55IAG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.97% | Mar 2018 | - | 88 |