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+0.06%
Today
+10.5%
This Month
+2.69%
Year To Date
+71.43%
2 Years
+129.51%
5 Years
+16.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology32.38%
- 💵 Cash30.31%
- 🖥️ Technology Services19.93%
- 🪙 Cryptocurrencies10.8%
- 🛍️ Retail Trade4.62%
- 💇♀️ Consumer Services4.16%
- 🚗 Consumer Durables3.44%
- 🚚 Transportation3.04%
- 📊 ETFs1.39%
- 🍞 Consumer Non Durables0.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.24%
- 🌍 Digital Currency10.8%
- 🇺🇸 NYSE6.18%
- 🇭🇰 Hong Kong Exchanges4.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.98%
- 🇸🇬 Singapore5.06%
- 🇨🇳 China4.86%
- 🇹🇼 Taiwan0.99%
Dividends
Dividend Yield
0.23%
12 out of 33 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $KHC (5.77%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 0700.HK | Pay Day | May 30, 2025 | $0.58 |
 KHC | Ex-Dividend | May 30, 2025 | $0.40 |
 QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
KHC | Pay Day | Jun 27, 2025 | $0.40 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
Performance Metrics
Score 4.9/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
0.38
0.38
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
0.38
0.38
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.54
High:
GRAB
908.93GRABLow:
MDB
-106.83MDBDetails
PEG Ratio
97.26
High:GRAB
845.86GRABLow:MDB
-375.39MDBDetails
Price/Book
18.89
High:
PLTR
56.34PLTRLow:
RENT
-0.14RENTDetails
Price/Sales
11.73
High:
MSTR
223.26MSTRLow:RENT
0.08RENTDetails
Price/CF
30.98
High:MSTR
7,511.07MSTRLow:RENT
2.44RENTDetails
Price/FCF
48.64
High:MSTR
1,187.5MSTRLow:
ABNB
17.33ABNBDetails
P/E Ratio
37.54
High:GRAB
908.93GRABLow:MDB
-106.83MDBDetails
PEG Ratio
97.26
High:GRAB
845.86GRABLow:MDB
-375.39MDBDetails
Price/Book
18.89
High:PLTR
56.34PLTRLow:RENT
-0.14RENTDetails
Price/Sales
11.73
High:MSTR
223.26MSTRLow:RENT
0.08RENTDetails
Price/CF
30.98
High:MSTR
7,511.07MSTRLow:RENT
2.44RENTDetails
Price/FCF
48.64
High:MSTR
1,187.5MSTRLow:ABNB
17.33ABNBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.2% | Nov 2021 | May 2024 | 30 |
-10.57% | Feb 2025 | May 2025 | 3 |
-6.72% | May 2021 | Aug 2021 | 3 |
-5.65% | Sep 2021 | Oct 2021 | 1 |
-5.12% | Sep 2020 | Nov 2020 | 2 |
-2.04% | May 2020 | Jun 2020 | 1 |
-1.88% | Jul 2024 | Sep 2024 | 2 |
-0.54% | Dec 2024 | Jan 2025 | 1 |