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+2.09%
Today
+3.27%
This Month
+8.8%
Year To Date
+36.41%
2 Years
+299.53%
5 Years
+3.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs28.2%
- 🪙 Cryptocurrencies25.06%
- 🖥️ Technology Services11.23%
- 💻 Electronic Technology9.59%
- 💰 Finance8.5%
- 💼 Commercial Services6.58%
- 💇♀️ Consumer Services4.21%
- 🛍️ Retail Trade3.03%
- 💵 Cash1.81%
- 🚗 Consumer Durables1.53%
- 🍞 Consumer Non Durables0.68%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.3%
- 🇺🇸 NYSE30.63%
- 🌍 Digital Currency25.06%
- 🇺🇸 Chicago Board Options Exchange4.54%
- 🇭🇰 Hong Kong Exchanges1.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.69%
- 🇰🇾 Cayman Islands6.58%
- 🇨🇳 China1.08%
Dividends
Dividend Yield
0.82%
18 out of 28 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $SIRI (4.9%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IWM | 0.13% | 1.27% | - |
 VNQ | 0.12% | 4.06% | - |
 SIRI | 0.11% | 4.9% | $0.1 |
 ALLY | 0.11% | 3.33% | $1.2 |
 XLRE | 0.09% | 3.34% | - |
 EEM | 0.05% | 2.32% | - |
 INDA | 0.03% | 0.74% | - |
 XLY | 0.03% | 0.9% | - |
 XLF | 0.02% | 1.46% | - |
 META | 0.02% | 0.29% | $1 |
 IWD | 0.02% | 1.86% | - |
 BBWI | 0.02% | 3.01% | $0.8 |
 DIS | 0.02% | 0.88% | $0.75 |
 NKE | 0.02% | 2.52% | $1.45 |
 GOOG | 0.01% | 0.46% | $0.2 |
 9988.HK | 0.01% | 0.89% | $0.98 |
 AAPL | 0.01% | 0.49% | $0.97 |
 NVDA | 0% | 0.03% | $0.02 |
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 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
BBWI | Pay Day | Jun 20, 2025 | $0.20 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
META | Pay Day | Jun 26, 2025 | $0.52 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
EEM | Pay Day | Dec 20, 2025 | $0.73 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 5.1/10
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
6.16
6.16
-2
0
2
7
7
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
6.16
6.16
-2
0
2
7
7
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.82
High:
TSLA
156.57TSLALow:
SNOW
-49.94SNOWDetails
PEG Ratio
166.18
High:
COIN
898.54COINLow:
DIS
5.33DISDetails
Price/Book
13.32
High:
AAPL
44.87AAPLLow:
BBWI
-3.89BBWIDetails
Price/Sales
9.95
High:
NVDA
23.2NVDALow:
ALLY
0.69ALLYDetails
Price/CF
22.75
High:SNOW
63.72SNOWLow:ALLY
3.12ALLYDetails
Price/FCF
36.33
High:TSLA
134.59TSLALow:
SOFI
9.54SOFIDetails
P/E Ratio
32.82
High:TSLA
156.57TSLALow:SNOW
-49.94SNOWDetails
PEG Ratio
166.18
High:COIN
898.54COINLow:DIS
5.33DISDetails
Price/Book
13.32
High:AAPL
44.87AAPLLow:BBWI
-3.89BBWIDetails
Price/Sales
9.95
High:NVDA
23.2NVDALow:ALLY
0.69ALLYDetails
Price/CF
22.75
High:SNOW
63.72SNOWLow:ALLY
3.12ALLYDetails
Price/FCF
36.33
High:TSLA
134.59TSLALow:SOFI
9.54SOFIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-89.54% | Jan 2018 | - | 90 |
-12.65% | Oct 2017 | Dec 2017 | 2 |