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-4.92%
This Month
-8.66%
Year To Date
+25.09%
2 Years
+30.34%
5 Years
+30.34%
10 Years
+6.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services28.53%
- 💻 Electronic Technology21.31%
- 💰 Finance18.48%
- 🚗 Consumer Durables9.9%
- 🛍️ Retail Trade7.53%
- 📊 ETFs6.28%
- 🧩 Miscellaneous3.61%
- 👥 Copy Trading3.48%
- 🍞 Consumer Non Durables0.85%
- 🪙 Cryptocurrencies0.02%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.24%
- 🇺🇸 NYSE32.26%
- 🇺🇸 Chicago Board Options Exchange3.57%
- 🇬🇧 LSE1.64%
- 🇭🇰 Hong Kong Exchanges1.57%
- 🇫🇷 Euronext Paris0.67%
- 🌍 Digital Currency0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States77.53%
- 🇮🇳 India5.71%
- 🇨🇳 China3.32%
- 🇯🇵 Japan2.16%
- 🇬🇧 United Kingdom1.64%
- 🇫🇷 France0.4%
- 🇳🇱 Netherlands0.27%
- 🇹🇼 Taiwan0.19%
- 🇨🇦 Canada0.11%
Dividends
Dividend Yield
1%
18 out of 34 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DX (14.62%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DX | 0.24% | 14.62% | - |
 O | 0.2% | 4.92% | $3.09 |
 INFY | 0.1% | 3.07% | $0.39 |
 CSCO | 0.1% | 2.05% | $1.58 |
 BLK | 0.07% | 2.05% | $20.2 |
 TM | 0.05% | 2.42% | $4.64 |
 HPQ | 0.05% | 6.17% | $1.1 |
 HDB | 0.03% | 1.04% | $0.6 |
 AAPL | 0.03% | 0.4% | $0.97 |
 NKE | 0.02% | 2.75% | $1.45 |
 MSFT | 0.02% | 0.86% | $3 |
 Gserdan | 0.02% | 0.65% | - |
 TJX | 0.02% | 1.09% | $1.42 |
 GOOG | 0.02% | 0.28% | $0.2 |
 BABA | 0.01% | 0.79% | $0.98 |
 META | 0.01% | 0.32% | $1 |
 GOOGL | 0.01% | 0.28% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-2.56
-2.56
-3
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.41
0.41
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-2.56
-2.56
-3
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.41
0.41
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.27
High:
CSGP
2,800CSGPLow:
03690.HK
-199.4203690.HKDetails
PEG Ratio
152.43
High:HDB
911.66HDBLow:
ACHR
-22.06ACHRDetails
Price/Book
7.7
High:AAPL
43.77AAPLLow:HPQ
-22.97HPQDetails
Price/Sales
7.23
High:ACHR
16,098.64ACHRLow:HPQ
0.32HPQDetails
Price/CF
26.35
High:
TSLA
107.92TSLALow:HPQ
4.89HPQDetails
Price/FCF
56.19
High:BABA
1,196.17BABALow:TM
8.98TMDetails
P/E Ratio
31.27
High:CSGP
2,800CSGPLow:03690.HK
-199.4203690.HKDetails
PEG Ratio
152.43
High:HDB
911.66HDBLow:ACHR
-22.06ACHRDetails
Price/Book
7.7
High:AAPL
43.77AAPLLow:HPQ
-22.97HPQDetails
Price/Sales
7.23
High:ACHR
16,098.64ACHRLow:HPQ
0.32HPQDetails
Price/CF
26.35
High:TSLA
107.92TSLALow:HPQ
4.89HPQDetails
Price/FCF
56.19
High:BABA
1,196.17BABALow:TM
8.98TMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.88% | Nov 2021 | Jun 2024 | 31 |
-9.51% | Nov 2025 | - | 5 |
-9.21% | Feb 2025 | Jun 2025 | 4 |
-1.78% | Oct 2024 | Nov 2024 | 1 |