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+0.77%
Today
+7.88%
This Month
-4.93%
Year To Date
+176.22%
2 Years
+612.5%
5 Years
-14.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs45.3%
- 🪙 Cryptocurrencies38.71%
- 🖥️ Technology Services5.7%
- 💻 Electronic Technology5.24%
- 🛍️ Retail Trade4.63%
- 🧬 Health Technology0.14%
- 💇♀️ Consumer Services0.11%
- 🚚 Transportation0.09%
- 🚗 Consumer Durables0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.74%
- 🌍 Digital Currency38.71%
- 🇺🇸 Nasdaq14.45%
- 🇭🇰 Hong Kong Exchanges1.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.18%
- 🇨🇳 China2.54%
- 🇭🇰 Hong Kong0.11%
- 🇮🇪 Ireland0.1%
- 🇸🇬 Singapore0.03%
Dividends
Dividend Yield
0.48%
28 out of 42 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $WB (9.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 0.16% | 3.72% | - |
 SCHG | 0.08% | 0.45% | - |
 ARGT | 0.05% | 1.44% | - |
 TECL | 0.05% | 0.61% | - |
 VGT | 0.03% | 0.59% | - |
 SPYG | 0.03% | 0.67% | - |
 META | 0.02% | 0.37% | $1 |
 VOO | 0.01% | 1.36% | - |
 WB | 0.01% | 9.78% | - |
 0968.HK | 0.01% | 9.54% | $0.23 |
 ATHM.CH | 0% | 6.01% | $1.68 |
 VOOG | 0% | 0.61% | - |
 JD.US | 0% | 3% | $0.74 |
 0992.HK | 0% | 4.37% | $0.38 |
 NTES | 0% | 2.45% | $2.58 |
 00763.HK | 0% | 3.03% | $0.74 |
 VIPS | 0% | 3.37% | $0.41 |
 NVDA | 0% | 0.04% | $0.02 |
 669.HK | 0% | 2.95% | $1.93 |
 0700.HK | 0% | 0.95% | $3.4 |
 BABA | 0% | 0.83% | $0.98 |
 TME | 0% | 1.3% | $0.12 |
 00285.HK | 0% | 1.9% | $0.59 |
 02382.HK | 0% | 0.81% | $0.22 |
 YMM | 0% | 0.71% | $0.13 |
 TCOM.CH | 0% | 0.48% | - |
 3888.HK | 0% | 0.42% | $0.14 |
 02018.HK | 0% | 0.67% | $0.1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
669.HK | Ex-Dividend | May 15, 2025 | $0.15 |
WB | Pay Day | May 15, 2025 | $0.82 |
0700.HK | Ex-Dividend | May 16, 2025 | $0.58 |
02018.HK | Ex-Dividend | May 26, 2025 | $0.03 |
00763.HK | Pay Day | May 27, 2025 | $0.01 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
02382.HK | Ex-Dividend | Jun 5, 2025 | $0.07 |
02018.HK | Pay Day | Jun 19, 2025 | $0.03 |
02382.HK | Pay Day | Jun 27, 2025 | $0.07 |
669.HK | Pay Day | Jun 27, 2025 | $0.15 |
Performance Metrics
Score 2.6/10
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-9.68
-9.68
-10
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-9.68
-9.68
-10
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.66
High:
1810.HK
46.21810.HKLow:
00268.HK
-278.0600268.HKDetails
PEG Ratio
24.89
High:
00285.HK
376.6100285.HKLow:00268.HK
-711.1500268.HKDetails
Price/Book
11.12
High:
NVDA
33.55NVDALow:
WB
0.57WBDetails
Price/Sales
6.7
High:NVDA
20.59NVDALow:
0992.HK
0.220992.HKDetails
Price/CF
26.7
High:NVDA
54.98NVDALow:0992.HK
6.070992.HKDetails
Price/FCF
51.14
High:
03690.HK
387.8103690.HKLow:
JD.US
9.2JD.USDetails
P/E Ratio
31.66
High:1810.HK
46.21810.HKLow:00268.HK
-278.0600268.HKDetails
PEG Ratio
24.89
High:00285.HK
376.6100285.HKLow:00268.HK
-711.1500268.HKDetails
Price/Book
11.12
High:NVDA
33.55NVDALow:WB
0.57WBDetails
Price/Sales
6.7
High:NVDA
20.59NVDALow:0992.HK
0.220992.HKDetails
Price/CF
26.7
High:NVDA
54.98NVDALow:0992.HK
6.070992.HKDetails
Price/FCF
51.14
High:03690.HK
387.8103690.HKLow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.64% | Sep 2017 | - | 92 |
-16.98% | Jun 2017 | Aug 2017 | 2 |