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+11.23%
This Month
-1.93%
Year To Date
+44.1%
2 Years
+36.89%
5 Years
+114.43%
10 Years
+14.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology39.97%
- 💵 Cash22.24%
- 🖥️ Technology Services21.77%
- 🪙 Cryptocurrencies7.04%
- 🛍️ Retail Trade3.95%
- 🚚 Transportation3.91%
- 🚗 Consumer Durables3.69%
- 💇♀️ Consumer Services3.47%
- 🧩 Miscellaneous0.81%
- 📊 ETFs0.79%
- 🏥 Health Services0.44%
- 🍞 Consumer Non Durables0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.82%
- 🌍 Digital Currency7.04%
- 🇺🇸 NYSE5.86%
- 🇬🇧 LSE4.83%
- 🇭🇰 Hong Kong Exchanges3.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.31%
- 🇸🇬 Singapore5.01%
- 🇬🇧 United Kingdom4.83%
- 🇨🇳 China3.54%
- 🇹🇼 Taiwan1.76%
Dividends
Dividend Yield
0.23%
12 out of 34 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KHC (7.21%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 0700.HK | Ex-Dividend | May 15, 2026 | $0.68 |
 MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
 QCOM | Ex-Dividend | Jun 4, 2026 | $0.92 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
 TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
 PSKY | Ex-Dividend | Jun 15, 2026 | $0.05 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
PSKY | Pay Day | Jul 1, 2026 | $0.05 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 3.9/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
-1.98
-1.98
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
-1.98
-1.98
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.91
High:
TSLA
364.78TSLALow:
SOUN
-29SOUNDetails
PEG Ratio
65.86
High:
AAPL
133.65AAPLLow:SOUN
-29.9SOUNDetails
Price/Book
19.54
High:
PLTR
47.39PLTRLow:
RENT
-5.1RENTDetails
Price/Sales
13.17
High:
QBTS
311.35QBTSLow:PSKY
0.45PSKYDetails
Price/CF
32.56
High:
MSTR
7,511.07MSTRLow:
KHC
6.42KHCDetails
Price/FCF
52.67
High:MSTR
1,187.5MSTRLow:
PTEC.L
7.88PTEC.LDetails
P/E Ratio
37.91
High:TSLA
364.78TSLALow:SOUN
-29SOUNDetails
PEG Ratio
65.86
High:AAPL
133.65AAPLLow:SOUN
-29.9SOUNDetails
Price/Book
19.54
High:PLTR
47.39PLTRLow:RENT
-5.1RENTDetails
Price/Sales
13.17
High:QBTS
311.35QBTSLow:PSKY
0.45PSKYDetails
Price/CF
32.56
High:MSTR
7,511.07MSTRLow:KHC
6.42KHCDetails
Price/FCF
52.67
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 |
-18.07% | Nov 2025 | - | 6 |
-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 |