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-22.3%
This Month
+106.03%
Year To Date
+2041.06%
2 Years
+1982.16%
5 Years
+1998.21%
10 Years
+83.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services37.91%
- 📊 ETFs10.56%
- 💼 Commercial Services6.5%
- 💰 Finance6.32%
- 🚚 Transportation2.59%
- 🧬 Health Technology0.03%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.43%
- 🇺🇸 Chicago Board Options Exchange10.56%
- 🇺🇸 NYSE6.32%
- 🇳🇴 Oslo Stock Exchange2.59%
Countries Breakdown
- Country
- Total
- 🇨🇳 China44.4%
- 🇺🇸 United States6.35%
- 🇳🇴 Norway2.59%
Dividends
Dividend Yield
0.15%
1 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (5.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NAS.OL | 0.15% | 5.63% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9.2/10
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
1.25
1.25
0
0.5
1
2
2
Sortino Ratio
4.16
4.16
0
1
2
5
5
Jensen's Alpha
103.48
103.48
-2
0
2
104
104
Omega Ratio
2.85
2.85
0
1
1.5
3
3
Treynor Ratio
10.87
10.87
0
0.75
1.25
11
11
Information Ratio
1.07
1.07
0
0.3
0.6
2
2
Calmar Ratio
2.25
2.25
0
0.3
0.6
3
3
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
1.25
1.25
0
0.5
1
2
2
Sortino Ratio
4.16
4.16
0
1
2
5
5
Jensen's Alpha
103.48
103.48
-2
0
2
104
104
Omega Ratio
2.85
2.85
0
1
1.5
3
3
Treynor Ratio
10.87
10.87
0
0.75
1.25
11
11
Information Ratio
1.07
1.07
0
0.3
0.6
2
2
Calmar Ratio
2.25
2.25
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
10.64
High:
BIDU
9.02BIDULow:
DOYU
-8.31DOYUDetails
PEG Ratio
25.6
High:
NAS.OL
90.42NAS.OLLow:
JAGX
-0.02JAGXDetails
Price/Book
0.9
High:NAS.OL
2.84NAS.OLLow:
HTZ
-3.34HTZDetails
Price/Sales
1.65
High:BIDU
1.82BIDULow:JAGX
0.14JAGXDetails
Price/CF
19.82
High:BIDU
25BIDULow:HTZ
1.11HTZDetails
Price/FCF
10.11
High:BIDU
15.08BIDULow:HTZ
0.31HTZDetails
P/E Ratio
10.64
High:BIDU
9.02BIDULow:DOYU
-8.31DOYUDetails
PEG Ratio
25.6
High:NAS.OL
90.42NAS.OLLow:JAGX
-0.02JAGXDetails
Price/Book
0.9
High:NAS.OL
2.84NAS.OLLow:HTZ
-3.34HTZDetails
Price/Sales
1.65
High:BIDU
1.82BIDULow:JAGX
0.14JAGXDetails
Price/CF
19.82
High:BIDU
25BIDULow:HTZ
1.11HTZDetails
Price/FCF
10.11
High:BIDU
15.08BIDULow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.51% | Nov 2021 | Apr 2024 | 29 |
-25.29% | Jan 2025 | Feb 2025 | 1 |
-22.3% | Sep 2025 | - | 1 |
-7.17% | Jun 2024 | Jul 2024 | 1 |
-6.68% | Jul 2025 | Aug 2025 | 1 |
-5.15% | Oct 2020 | Nov 2020 | 1 |
-4.21% | May 2021 | Aug 2021 | 3 |
-2.97% | Aug 2024 | Sep 2024 | 1 |
-1.01% | Feb 2021 | Mar 2021 | 1 |
-0.86% | Sep 2021 | Oct 2021 | 1 |
-0.39% | May 2025 | Jun 2025 | 1 |