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+0.71%
This Month
+21.73%
Year To Date
+43.96%
2 Years
+22.53%
5 Years
+1765.2%
10 Years
+29.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies22.47%
- 🖥️ Technology Services18.08%
- 💵 Cash17.07%
- 💰 Finance9.5%
- 🛍️ Retail Trade8.53%
- 💻 Electronic Technology7.36%
- 🚗 Consumer Durables2.94%
- 📊 ETFs2.92%
- 🍞 Consumer Non Durables2.8%
- 🧬 Health Technology2.55%
- 💼 Commercial Services1.86%
- 🚚 Transportation0.81%
- 🧩 Miscellaneous0.41%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.71%
- 🇺🇸 Nasdaq24.1%
- 🌍 Digital Currency22.47%
- 🇭🇰 Hong Kong Exchanges5.38%
- 🇨🇭 SIX1.16%
- 🇬🇧 LSE0.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.55%
- 🇨🇳 China10.39%
- 🇧🇷 Brazil9.17%
- 🇸🇬 Singapore3.35%
- 🇭🇰 Hong Kong1.93%
- 🇮🇱 Israel1.47%
- 🇺🇾 Uruguay1.43%
- 🇨🇭 Switzerland1.16%
Dividends
Dividend Yield
0.59%
10 out of 31 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UPS (6.92%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PFE | Ex-Dividend | Oct 24, 2026 | $0.43 |
 TGT | Ex-Dividend | Nov 12, 2026 | $1.14 |
 UPS | Ex-Dividend | Nov 17, 2026 | $1.64 |
 NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
 PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
 YINN | Ex-Dividend | Dec 23, 2026 | $0.00 |
 9618.HK | Ex-Dividend | Apr 8, 2027 | $0.50 |
 NESN.ZU | Ex-Dividend | Apr 20, 2027 | $3.96 |
 BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
 00285.HK | Ex-Dividend | Jun 11, 2027 | $0.02 |
 00175.HK | Ex-Dividend | Jun 12, 2027 | $0.06 |
Performance Metrics
Score 7.7/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
2.01
2.01
0
1
2
3
3
Jensen's Alpha
20.42
20.42
-2
0
2
21
21
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
2.11
2.11
0
0.75
1.25
3
3
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
2.01
2.01
0
1
2
3
3
Jensen's Alpha
20.42
20.42
-2
0
2
21
21
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
2.11
2.11
0
0.75
1.25
3
3
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-48.66
High:
PINS
58.47PINSLow:
BIDU
-47.2BIDUDetails
PEG Ratio
-236.57
High:
HOOD
359.38HOODLow:
RBLX
-4,198.67RBLXDetails
Price/Book
2.56
High:RBLX
209.49RBLXLow:BIDU
0.74BIDUDetails
Price/Sales
1.72
High:
QBTS
466.8QBTSLow:9618.HK
0.29618.HKDetails
Price/CF
11.37
High:
MSTR
7,511.07MSTRLow:00175.HK
3.1600175.HKDetails
Price/FCF
19.33
High:UPS
1,905.89UPSLow:00175.HK
4.4400175.HKDetails
P/E Ratio
-48.66
High:PINS
58.47PINSLow:BIDU
-47.2BIDUDetails
PEG Ratio
-236.57
High:HOOD
359.38HOODLow:RBLX
-4,198.67RBLXDetails
Price/Book
2.56
High:RBLX
209.49RBLXLow:BIDU
0.74BIDUDetails
Price/Sales
1.72
High:QBTS
466.8QBTSLow:9618.HK
0.29618.HKDetails
Price/CF
11.37
High:MSTR
7,511.07MSTRLow:00175.HK
3.1600175.HKDetails
Price/FCF
19.33
High:UPS
1,905.89UPSLow:00175.HK
4.4400175.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.42% | May 2021 | Mar 2024 | 34 |
-35.31% | Mar 2018 | Jul 2020 | 28 |
-31.52% | Apr 2016 | Jun 2017 | 14 |
-25.55% | Dec 2024 | May 2026 | 17 |
-22.17% | Apr 2024 | Nov 2024 | 7 |
-10.38% | Sep 2020 | Nov 2020 | 2 |
-8.53% | Jun 2026 | - | 5 |
-0.32% | Dec 2020 | Jan 2021 | 1 |