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-0.27%
This Month
+2.49%
Year To Date
+174.04%
2 Years
+112.89%
5 Years
+19.96%
10 Years
+19.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology75.69%
- 🪙 Cryptocurrencies24.31%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE57.74%
- 🌍 Digital Currency24.31%
- 🇺🇸 Nasdaq17.95%
Countries Breakdown
- Country
- Total
- 🇹🇼 Taiwan57.74%
- 🇺🇸 United States17.95%
Dividends
Dividend Yield
0.45%
1 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TSM (0.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.45% | 0.79% | $1.74 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-3.32
-3.32
-4
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-3.32
-3.32
-4
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.16
High:
LSCC
430.44LSCCLow:TSM
35.09TSMDetails
PEG Ratio
62.44
High:TSM
62.44TSMLow:TSM
62.44TSMDetails
Price/Book
10.83
High:LSCC
16.42LSCCLow:TSM
10.83TSMDetails
Price/Sales
14.5
High:LSCC
23.68LSCCLow:TSM
14.49TSMDetails
Price/CF
20.74
High:LSCC
60.47LSCCLow:TSM
20.71TSMDetails
Price/FCF
78.88
High:LSCC
88.1LSCCLow:TSM
78.86TSMDetails
P/E Ratio
35.16
High:LSCC
430.44LSCCLow:TSM
35.09TSMDetails
PEG Ratio
62.44
High:TSM
62.44TSMLow:TSM
62.44TSMDetails
Price/Book
10.83
High:LSCC
16.42LSCCLow:TSM
10.83TSMDetails
Price/Sales
14.5
High:LSCC
23.68LSCCLow:TSM
14.49TSMDetails
Price/CF
20.74
High:LSCC
60.47LSCCLow:TSM
20.71TSMDetails
Price/FCF
78.88
High:LSCC
88.1LSCCLow:TSM
78.86TSMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-82.22% | Jan 2018 | Oct 2025 | 93 |
-54.7% | May 2015 | Sep 2015 | 4 |
-32.62% | Dec 2014 | Apr 2015 | 4 |
-12.46% | Nov 2015 | Jan 2017 | 14 |
-11.81% | Nov 2025 | - | 4 |
-3.58% | Mar 2017 | Aug 2017 | 5 |
-0.28% | Oct 2017 | Nov 2017 | 1 |