Loading...
0%
This Month
-4.25%
Year To Date
+28.29%
2 Years
+32%
5 Years
+109.35%
10 Years
+13.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology42.55%
- 💵 Cash28.07%
- 🖥️ Technology Services16.43%
- 🪙 Cryptocurrencies5.95%
- 🛍️ Retail Trade5.23%
- 🚚 Transportation3.26%
- 🚗 Consumer Durables2.98%
- 💇♀️ Consumer Services2.4%
- 🧩 Miscellaneous0.9%
- 📊 ETFs0.85%
- 🏥 Health Services0.59%
- 🍞 Consumer Non Durables0.3%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.81%
- 🇺🇸 NYSE6.5%
- 🌍 Digital Currency5.95%
- 🇭🇰 Hong Kong Exchanges4.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.9%
- 🇸🇬 Singapore4.58%
- 🇨🇳 China4.18%
- 🇹🇼 Taiwan2.07%
Dividends
Dividend Yield
0.28%
13 out of 34 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KHC (6.16%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.1/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
-1.99
-1.99
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
-1.99
-1.99
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.08
High:
TSLA
372.52TSLALow:
PSKY
-18.2PSKYDetails
PEG Ratio
134.66
High:
ABNB
1,592.42ABNBLow:
SOUN
-43.07SOUNDetails
Price/Book
18.48
High:
AAPL
45.93AAPLLow:
RENT
-2.1RENTDetails
Price/Sales
12.76
High:
QBTS
593.26QBTSLow:RENT
0.32RENTDetails
Price/CF
28.49
High:
MSTR
7,511.07MSTRLow:
TRIP
4.72TRIPDetails
Price/FCF
42.05
High:
9988.HK
2,771.019988.HKLow:TRIP
6.79TRIPDetails
P/E Ratio
33.08
High:TSLA
372.52TSLALow:PSKY
-18.2PSKYDetails
PEG Ratio
134.66
High:ABNB
1,592.42ABNBLow:SOUN
-43.07SOUNDetails
Price/Book
18.48
High:AAPL
45.93AAPLLow:RENT
-2.1RENTDetails
Price/Sales
12.76
High:QBTS
593.26QBTSLow:RENT
0.32RENTDetails
Price/CF
28.49
High:MSTR
7,511.07MSTRLow:TRIP
4.72TRIPDetails
Price/FCF
42.05
High:9988.HK
2,771.019988.HKLow:TRIP
6.79TRIPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.2% | Nov 2021 | May 2024 | 30 |
-18.07% | Nov 2025 | - | 9 |
-10.57% | Feb 2025 | Jun 2025 | 4 |
-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 |
-0.13% | Aug 2025 | Sep 2025 | 1 |