Loading...
-2.28%
This Month
-4.67%
Year To Date
+96.24%
2 Years
+159.23%
5 Years
+136.44%
10 Years
+5.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies92.64%
- 💻 Electronic Technology3.72%
- 🖥️ Technology Services1.37%
- 💇♀️ Consumer Services0.62%
- 🏭 Industrial Services0.42%
- 🍞 Consumer Non Durables0.41%
- 💵 Cash0.35%
- 💰 Finance0.19%
- 🛍️ Retail Trade0.17%
- 🛠️ Producer Manufacturing0.16%
- 🚗 Consumer Durables0.09%
- 📊 ETFs0.07%
- 🏥 Health Services0%
- 💼 Commercial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency92.64%
- 🇺🇸 Nasdaq4.59%
- 🇺🇸 NYSE2.48%
- 🇭🇰 Hong Kong Exchanges0.07%
- 🇫🇷 Euronext Paris0.04%
- 🇩🇪 FRA0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.68%
- 🇨🇳 China0.18%
- 🇳🇱 Netherlands0.15%
- 🇹🇼 Taiwan0.07%
- 🇫🇷 France0.04%
- 🇩🇪 Germany0.03%
- 🇮🇱 Israel0%
- 🇨🇾 Cyprus0%
Dividends
Dividend Yield
0.04%
21 out of 43 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $2318.HK (4.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MCD | 0.01% | 2.26% | $6.53 |
 WM | 0.01% | 1.52% | $2.9 |
 PEP | 0% | 3.73% | $5.15 |
 2318.HK | 0% | 4.3% | $2.63 |
 PG | 0% | 2.9% | $3.83 |
 NKE | 0% | 2.37% | $1.45 |
 GOOG | 0% | 0.27% | $0.2 |
 CAT | 0% | 1% | $5.31 |
 META | 0% | 0.32% | $1 |
 MSFT | 0% | 0.74% | $3 |
 ASML | 0% | 0.58% | $5.57 |
 MC.PA | 0% | 2.08% | $13 |
 NVDA | 0% | 0.02% | $0.02 |
 TSM | 0% | 0.92% | $1.74 |
 HLT | 0% | 0.21% | $0.6 |
 ADS.DE | 0% | 1.2% | $0.7 |
 V | 0% | 0.71% | $2.01 |
 JPM | 0% | 1.82% | $4.4 |
 AAPL | 0% | 0.38% | $0.97 |
 CRM | 0% | 0.66% | $0.4 |
 BABA | 0% | 0.68% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 5.4/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
3.13
3.13
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
3.13
3.13
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.65
High:
AMD
104.17AMDLow:
BA
-14.93BADetails
PEG Ratio
171.99
High:
V
1,245.39VLow:
NIO
-136.88NIODetails
Price/Book
19.64
High:
AAPL
55.76AAPLLow:
MCD
-104.27MCDDetails
Price/Sales
14.13
High:
MSTR
117.17MSTRLow:
MFLTY
0MFLTYDetails
Price/CF
36.33
High:MSTR
7,511.07MSTRLow:
2318.HK
1.242318.HKDetails
Price/FCF
56.33
High:
PEP
5,253.35PEPLow:2318.HK
1.382318.HKDetails
P/E Ratio
39.65
High:AMD
104.17AMDLow:BA
-14.93BADetails
PEG Ratio
171.99
High:V
1,245.39VLow:NIO
-136.88NIODetails
Price/Book
19.64
High:AAPL
55.76AAPLLow:MCD
-104.27MCDDetails
Price/Sales
14.13
High:MSTR
117.17MSTRLow:MFLTY
0MFLTYDetails
Price/CF
36.33
High:MSTR
7,511.07MSTRLow:2318.HK
1.242318.HKDetails
Price/FCF
56.33
High:PEP
5,253.35PEPLow:2318.HK
1.382318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58% | Apr 2015 | Dec 2023 | 104 |
-22.14% | Aug 2025 | - | 5 |
-19.48% | Feb 2025 | May 2025 | 3 |
-15.54% | Apr 2024 | Nov 2024 | 7 |
-3.91% | Dec 2024 | Jan 2025 | 1 |