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+0.56%
Today
+7.43%
This Month
+6.31%
Year To Date
+62.74%
2 Years
+73.17%
5 Years
+15.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology38.22%
- 🪙 Cryptocurrencies25.4%
- 🖥️ Technology Services21.21%
- 🛍️ Retail Trade9.46%
- 💵 Cash4.16%
- 💇♀️ Consumer Services0.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.01%
- 🌍 Digital Currency25.4%
- 🇺🇸 NYSE12.69%
- 🇭🇰 Hong Kong Exchanges0.53%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.08%
- 🇨🇳 China1.62%
- 🇸🇬 Singapore0.55%
- 🇹🇼 Taiwan0.53%
- 🇯🇵 Japan0.23%
- 🇱🇺 Luxembourg0.16%
- 🇮🇪 Ireland0.08%
Dividends
Dividend Yield
0.1%
21 out of 70 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $INTC (2.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.04% | 0.67% | $3 |
 NVDA | 0.01% | 0.03% | $0.02 |
 INTC | 0.01% | 2.2% | $0.5 |
 QCOM | 0.01% | 2.17% | $3.25 |
 NTES | 0.01% | 2.08% | $2.58 |
 TSM | 0.01% | 0.99% | $1.74 |
 JOYY | 0% | 1.82% | $0.71 |
 MU | 0% | 0.37% | $0.46 |
 0700.HK | 0% | 0.88% | $3.4 |
 BABA | 0% | 0.9% | $0.98 |
 AVGO | 0% | 0.85% | $19.7 |
 GOOGL | 0% | 0.45% | $0.2 |
 META | 0% | 0.28% | $1 |
 ACN | 0% | 2% | $4.99 |
 EA | 0% | 0.48% | $0.76 |
 AAPL | 0% | 0.5% | $0.97 |
 3888.HK | 0% | 0.37% | $0.14 |
 SONY | 0% | 0.37% | $0.49 |
 GE | 0% | 0.58% | $0.44 |
 WDC | 0% | 0.16% | - |
 CRM | 0% | 0.6% | $0.4 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
JOYY | Pay Day | Jul 3, 2025 | $0.94 |
GE | Ex-Dividend | Jul 7, 2025 | $0.36 |
MU | Ex-Dividend | Jul 7, 2025 | $0.12 |
BABA | Pay Day | Jul 10, 2025 | $1.05 |
ACN | Ex-Dividend | Jul 10, 2025 | $1.48 |
CRM | Pay Day | Jul 10, 2025 | $0.42 |
MU | Pay Day | Jul 22, 2025 | $0.12 |
GE | Pay Day | Jul 25, 2025 | $0.36 |
ACN | Pay Day | Aug 15, 2025 | $1.48 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 6.1/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
7.58
7.58
-2
0
2
8
8
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.75
0.75
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
7.58
7.58
-2
0
2
8
8
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.75
0.75
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
46.87
High:
PLTR
570.92PLTRLow:
BILL
-2,159.72BILLDetails
PEG Ratio
90.57
High:
ADSK
5,300.36ADSKLow:
ZS
-2,522.2ZSDetails
Price/Book
21.92
High:
RBLX
230.34RBLXLow:
JOYY
0.4JOYYDetails
Price/Sales
15.6
High:
MSTR
214.37MSTRLow:
KD
0.67KDDetails
Price/CF
29.81
High:
TTWO
18,296.3TTWOLow:
ZD
4.95ZDDetails
Price/FCF
42.77
High:MSTR
1,187.5MSTRLow:ZD
7.18ZDDetails
P/E Ratio
46.87
High:PLTR
570.92PLTRLow:BILL
-2,159.72BILLDetails
PEG Ratio
90.57
High:ADSK
5,300.36ADSKLow:ZS
-2,522.2ZSDetails
Price/Book
21.92
High:RBLX
230.34RBLXLow:JOYY
0.4JOYYDetails
Price/Sales
15.6
High:MSTR
214.37MSTRLow:KD
0.67KDDetails
Price/CF
29.81
High:TTWO
18,296.3TTWOLow:ZD
4.95ZDDetails
Price/FCF
42.77
High:MSTR
1,187.5MSTRLow:ZD
7.18ZDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.1% | Dec 2024 | Jun 2025 | 6 |
-15.19% | Nov 2021 | Jan 2023 | 14 |
-12.18% | Apr 2024 | Nov 2024 | 7 |
-5.31% | Aug 2023 | Dec 2023 | 4 |
-4.01% | Feb 2023 | Mar 2023 | 1 |
-3.49% | Jan 2024 | Feb 2024 | 1 |
-0.31% | May 2023 | Jun 2023 | 1 |