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-0.37%
This Month
+6.28%
Year To Date
+60.45%
2 Years
+36.98%
5 Years
+189.96%
10 Years
+9.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services50.48%
- 🪙 Cryptocurrencies14.55%
- 💰 Finance8.25%
- 🛍️ Retail Trade8.24%
- 💻 Electronic Technology5%
- 🏥 Health Services4.83%
- 🍞 Consumer Non Durables2.04%
- 🚚 Transportation1.97%
- 💼 Commercial Services1.79%
- 🧩 Miscellaneous1.37%
- 💵 Cash1.13%
- 💇♀️ Consumer Services0.45%
- ❓ Other0.1%
- 📊 ETFs0.04%
- 🚗 Consumer Durables0.03%
- 🧬 Health Technology0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.68%
- 🇺🇸 NYSE20.46%
- 🌍 Digital Currency14.55%
- 🇭🇰 Hong Kong Exchanges3.63%
- 🇬🇧 LSE2.53%
- 🇳🇱 Euronext Amsterdam0.21%
- 🇫🇷 Euronext Paris0.08%
- 🇩🇰 Copenhagen Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.29%
- 🇨🇳 China3.63%
- 🇧🇷 Brazil1.42%
- 🇳🇱 Netherlands1.33%
- 🇬🇧 United Kingdom1.16%
- 🇸🇬 Singapore1.09%
- 🇺🇾 Uruguay0.83%
- 🇮🇱 Israel0.47%
- 🇨🇦 Canada0.38%
- 🇨🇭 Switzerland0.34%
- 🇫🇷 France0.08%
- 🇮🇪 Ireland0.06%
- 🇩🇰 Denmark0.01%
Dividends
Dividend Yield
0.25%
22 out of 61 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NKE (4.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UNH | 0.07% | 2.25% | $7.74 |
 GOOG | 0.03% | 0.25% | $0.2 |
 MSFT | 0.03% | 0.73% | $3 |
 META | 0.03% | 0.34% | $1 |
 9988.HK | 0.02% | 0.93% | $0.98 |
 0700.HK | 0.01% | 1.2% | $3.4 |
 CRM | 0.01% | 0.66% | $0.4 |
 ELV | 0.01% | 1.68% | $6.22 |
 DLO | 0.01% | 1.27% | - |
 VWRD.L | 0.01% | 0.9% | - |
 MSCI | 0.01% | 1.34% | $5.96 |
 V | 0% | 0.69% | $2.01 |
 MC.PA | 0% | 3.03% | $13 |
 AAPL | 0% | 0.33% | $0.97 |
 EFX | 0% | 1.2% | $1.56 |
 MA | 0% | 0.58% | $2.46 |
 ASML.NV | 0% | 0.51% | $6.1 |
 SPGI | 0% | 0.87% | $3.62 |
 NKE | 0% | 4.24% | $1.45 |
 NOVO-B.CO | 0% | 3.91% | $9.4 |
 NVDA | 0% | 0.12% | $0.02 |
 BKNG | 0% | 0.83% | $17.5 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.6/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
-0.08
-0.08
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
-0.08
-0.08
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.12
High:
TSLA
372.52TSLALow:
NET
-1,080.95NETDetails
PEG Ratio
138.1
High:
NOW
471.47NOWLow:
ZETA.US
-325.44ZETA.USDetails
Price/Book
7.25
High:MA
69.54MALow:BKNG
-15.95BKNGDetails
Price/Sales
6.87
High:
NBIS
77.3NBISLow:
ZEPP
0.31ZEPPDetails
Price/CF
17.75
High:NBIS
172.05NBISLow:
CROX
6.04CROXDetails
Price/FCF
57.15
High:9988.HK
2,771.019988.HKLow:CROX
6.55CROXDetails
P/E Ratio
27.12
High:TSLA
372.52TSLALow:NET
-1,080.95NETDetails
PEG Ratio
138.1
High:NOW
471.47NOWLow:ZETA.US
-325.44ZETA.USDetails
Price/Book
7.25
High:MA
69.54MALow:BKNG
-15.95BKNGDetails
Price/Sales
6.87
High:NBIS
77.3NBISLow:ZEPP
0.31ZEPPDetails
Price/CF
17.75
High:NBIS
172.05NBISLow:CROX
6.04CROXDetails
Price/FCF
57.15
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 | - | 11 |
-15.75% | Feb 2021 | Oct 2021 | 8 |
-2.17% | Sep 2020 | Oct 2020 | 1 |