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-4.25%
This Month
-6.31%
Year To Date
+36.74%
2 Years
+48.8%
5 Years
+104.85%
10 Years
+14.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology40.29%
- 💵 Cash22.15%
- 🖥️ Technology Services20.75%
- 🪙 Cryptocurrencies6.84%
- 🚚 Transportation4.31%
- 🚗 Consumer Durables3.97%
- 🛍️ Retail Trade3.91%
- 💇♀️ Consumer Services3.29%
- 📊 ETFs1.58%
- 🏥 Health Services0.41%
- 🍞 Consumer Non Durables0.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.58%
- 🌍 Digital Currency6.84%
- 🇺🇸 NYSE6.26%
- 🇬🇧 LSE4%
- 🇭🇰 Hong Kong Exchanges3.95%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.72%
- 🇸🇬 Singapore5.72%
- 🇬🇧 United Kingdom4%
- 🇨🇳 China3.95%
- 🇹🇼 Taiwan1.81%
Dividends
Dividend Yield
0.24%
11 out of 34 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KHC (6.55%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.4/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
-1.29
-1.29
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
-1.29
-1.29
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.15
High:
TSLA
382.73TSLALow:
03690.HK
-224.8103690.HKDetails
PEG Ratio
69.48
High:
AAPL
130.87AAPLLow:
PSKY
-42.28PSKYDetails
Price/Book
20.76
High:AAPL
44.11AAPLLow:
RENT
-6.04RENTDetails
Price/Sales
13.27
High:
QBTS
255.97QBTSLow:RENT
0.11RENTDetails
Price/CF
35.53
High:
MSTR
7,511.07MSTRLow:RENT
5.04RENTDetails
Price/FCF
54.33
High:MSTR
1,187.5MSTRLow:
PTEC.L
7.88PTEC.LDetails
P/E Ratio
40.15
High:TSLA
382.73TSLALow:03690.HK
-224.8103690.HKDetails
PEG Ratio
69.48
High:AAPL
130.87AAPLLow:PSKY
-42.28PSKYDetails
Price/Book
20.76
High:AAPL
44.11AAPLLow:RENT
-6.04RENTDetails
Price/Sales
13.27
High:QBTS
255.97QBTSLow:RENT
0.11RENTDetails
Price/CF
35.53
High:MSTR
7,511.07MSTRLow:RENT
5.04RENTDetails
Price/FCF
54.33
High:MSTR
1,187.5MSTRLow:PTEC.L
7.88PTEC.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.2% | Nov 2021 | May 2024 | 30 |
-12.94% | Nov 2025 | - | 4 |
-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 |