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+5%
This Month
+0.71%
Year To Date
+61.84%
2 Years
+28.31%
5 Years
+174.77%
10 Years
+8.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services48.64%
- 🪙 Cryptocurrencies13.59%
- 🛍️ Retail Trade9.11%
- 💰 Finance8.17%
- 💻 Electronic Technology6.23%
- 🏥 Health Services5.95%
- 🍞 Consumer Non Durables2.56%
- 💼 Commercial Services2.04%
- 🧩 Miscellaneous1.48%
- 💇♀️ Consumer Services0.99%
- 🚚 Transportation0.95%
- 💵 Cash0.25%
- 📊 ETFs0.04%
- 🚗 Consumer Durables0.04%
- 🧬 Health Technology0.01%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.43%
- 🇺🇸 NYSE20.37%
- 🌍 Digital Currency13.59%
- 🇭🇰 Hong Kong Exchanges4.32%
- 🇬🇧 LSE2.74%
- 🇳🇱 Euronext Amsterdam0.25%
- 🇫🇷 Euronext Paris0.1%
- 🇩🇰 Copenhagen Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.27%
- 🇨🇳 China4.32%
- 🇧🇷 Brazil1.47%
- 🇳🇱 Netherlands1.44%
- 🇸🇬 Singapore1.27%
- 🇬🇧 United Kingdom1.26%
- 🇺🇾 Uruguay0.88%
- 🇮🇱 Israel0.61%
- 🇨🇭 Switzerland0.51%
- 🇨🇦 Canada0.49%
- 🇫🇷 France0.1%
- 🇮🇪 Ireland0.07%
- 🇩🇰 Denmark0.01%
Dividends
Dividend Yield
0.26%
23 out of 61 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NOVO-B.CO (3.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UNH | 0.08% | 2.06% | $7.74 |
 GOOG | 0.04% | 0.24% | $0.2 |
 MSFT | 0.03% | 0.92% | $3 |
 9988.HK | 0.02% | 0.88% | $0.98 |
 META | 0.02% | 0.33% | $1 |
 0700.HK | 0.01% | 1.12% | $3.4 |
 CRM | 0.01% | 1.01% | $0.4 |
 ELV | 0.01% | 1.74% | $6.22 |
 VWRD.L | 0.01% | 0.94% | - |
 DLO | 0.01% | 1.33% | - |
 MSCI | 0.01% | 1.37% | $5.96 |
 V | 0% | 0.73% | $2.01 |
 MC.PA | 0% | 2.72% | $13 |
 AAPL | 0% | 0.32% | $0.97 |
 EFX | 0% | 1.25% | $1.56 |
 MA | 0% | 0.63% | $2.46 |
 ASML.NV | 0% | 0.47% | $6.1 |
 PYPL | 0% | 0.75% | - |
 SPGI | 0% | 0.9% | $3.62 |
 NOVO-B.CO | 0% | 3.61% | $9.4 |
 9618.HK | 0% | 3.23% | $2.97 |
 NVDA | 0% | 0.14% | $0.02 |
 BKNG | 0% | 0.9% | $17.5 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.4/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
-0.46
-0.46
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
-0.46
-0.46
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.47
High:
TSLA
372.52TSLALow:
NET
-1,080.95NETDetails
PEG Ratio
135.82
High:
ABNB
1,517.6ABNBLow:
ZEPP
-4.26ZEPPDetails
Price/Book
7.33
High:MA
69.54MALow:BKNG
-15.95BKNGDetails
Price/Sales
6.89
High:
NBIS
77.3NBISLow:9618.HK
0.249618.HKDetails
Price/CF
18.26
High:NBIS
172.05NBISLow:
CROX
6.04CROXDetails
Price/FCF
58.95
High:9988.HK
2,771.019988.HKLow:CROX
6.55CROXDetails
P/E Ratio
27.47
High:TSLA
372.52TSLALow:NET
-1,080.95NETDetails
PEG Ratio
135.82
High:ABNB
1,517.6ABNBLow:ZEPP
-4.26ZEPPDetails
Price/Book
7.33
High:MA
69.54MALow:BKNG
-15.95BKNGDetails
Price/Sales
6.89
High:NBIS
77.3NBISLow:9618.HK
0.249618.HKDetails
Price/CF
18.26
High:NBIS
172.05NBISLow:CROX
6.04CROXDetails
Price/FCF
58.95
High:9988.HK
2,771.019988.HKLow:CROX
6.55CROXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.98% | Nov 2021 | Jul 2025 | 44 |
-32.84% | Mar 2014 | Aug 2020 | 77 |
-22.46% | Nov 2025 | - | 9 |
-15.75% | Feb 2021 | Oct 2021 | 8 |
-2.17% | Sep 2020 | Oct 2020 | 1 |