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+0.6%
Today
+2.38%
This Month
+3.19%
Year To Date
+188.45%
2 Years
+682.6%
5 Years
-13.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs44.01%
- 🪙 Cryptocurrencies22.31%
- 💻 Electronic Technology9.51%
- 🖥️ Technology Services9.49%
- 💰 Finance7.84%
- 🛍️ Retail Trade2.45%
- 💇♀️ Consumer Services2.24%
- 💼 Commercial Services1.96%
- 🧬 Health Technology0.08%
- 🚚 Transportation0.05%
- 🚗 Consumer Durables0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.79%
- 🇺🇸 Nasdaq25.34%
- 🌍 Digital Currency22.31%
- 🇭🇰 Hong Kong Exchanges0.53%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.03%
- 🇹🇼 Taiwan2.21%
- 🇳🇱 Netherlands2.02%
- 🇨🇳 China1.28%
- 🇭🇰 Hong Kong0.06%
- 🇮🇪 Ireland0.04%
- 🇸🇬 Singapore0.01%
Dividends
Dividend Yield
0.53%
39 out of 57 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $0968.HK (10.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SCHD | 0.09% | 3.97% | - |
 EWS | 0.07% | 3.64% | - |
 VOO | 0.04% | 1.29% | - |
 QQQ | 0.04% | 0.58% | - |
 SCHG | 0.04% | 0.41% | - |
 TECL | 0.03% | 0.5% | - |
 SPYG | 0.03% | 0.6% | - |
 TSM | 0.02% | 1.07% | $1.74 |
 ARGT | 0.02% | 1.3% | - |
 VGT | 0.02% | 0.52% | - |
 ASML | 0.02% | 0.78% | $5.57 |
 BKNG | 0.02% | 0.69% | $17.5 |
 SPGI | 0.01% | 0.75% | $3.62 |
 CRM | 0.01% | 0.63% | $0.4 |
 MA | 0.01% | 0.51% | $2.46 |
 GOOG | 0.01% | 0.46% | $0.2 |
 VUG | 0.01% | 0.47% | - |
 SMH | 0.01% | 0.45% | - |
 META | 0.01% | 0.3% | $1 |
 WB | 0% | 8.38% | - |
 0968.HK | 0% | 10.25% | $0.23 |
 ATHM.CH | 0% | 6.61% | $1.68 |
 VOOG | 0% | 0.54% | - |
 NVDA | 0% | 0.03% | $0.02 |
 JD.US | 0% | 2.99% | $0.74 |
 0992.HK | 0% | 4.23% | $0.38 |
 NTES | 0% | 2.13% | $2.58 |
 00763.HK | 0% | 2.87% | $0.74 |
 VIPS | 0% | 3.1% | $0.41 |
 669.HK | 0% | 2.54% | $1.93 |
 BABA | 0% | 0.91% | $0.98 |
 0700.HK | 0% | 0.89% | $3.4 |
 00285.HK | 0% | 2.01% | $0.59 |
 TME | 0% | 0.95% | $0.12 |
 02382.HK | 0% | 0.84% | $0.22 |
 YMM | 0% | 0.68% | $0.13 |
 TCOM.CH | 0% | 0.47% | - |
 3888.HK | 0% | 0.38% | $0.14 |
 02018.HK | 0% | 0.6% | $0.1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CRM | Ex-Dividend | Jun 18, 2025 | $0.42 |
02018.HK | Pay Day | Jun 19, 2025 | $0.03 |
META | Pay Day | Jun 26, 2025 | $0.52 |
02382.HK | Pay Day | Jun 27, 2025 | $0.07 |
669.HK | Pay Day | Jun 27, 2025 | $0.15 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
BABA | Pay Day | Jul 10, 2025 | $1.05 |
CRM | Pay Day | Jul 10, 2025 | $0.42 |
0992.HK | Ex-Dividend | Jul 30, 2025 | $0.04 |
0992.HK | Pay Day | Aug 13, 2025 | $0.04 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
EWS | Pay Day | Dec 20, 2025 | $0.00 |
SMH | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 2.7/10
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-8.78
-8.78
-9
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-8.78
-8.78
-9
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.41
High:
FICO
76.86FICOLow:
00268.HK
-327.0200268.HKDetails
PEG Ratio
123.7
High:
00285.HK
366.6400285.HKLow:00268.HK
-836.3700268.HKDetails
Price/Book
6.42
High:
MA
76.67MALow:FICO
-38.66FICODetails
Price/Sales
7.08
High:FICO
23.94FICOLow:
0992.HK
0.210992.HKDetails
Price/CF
23.43
High:FICO
64.23FICOLow:
02018.HK
8.1402018.HKDetails
Price/FCF
42.57
High:
03690.HK
387.8103690.HKLow:
JD.US
9.2JD.USDetails
P/E Ratio
27.41
High:FICO
76.86FICOLow:00268.HK
-327.0200268.HKDetails
PEG Ratio
123.7
High:00285.HK
366.6400285.HKLow:00268.HK
-836.3700268.HKDetails
Price/Book
6.42
High:MA
76.67MALow:FICO
-38.66FICODetails
Price/Sales
7.08
High:FICO
23.94FICOLow:0992.HK
0.210992.HKDetails
Price/CF
23.43
High:FICO
64.23FICOLow:02018.HK
8.1402018.HKDetails
Price/FCF
42.57
High:03690.HK
387.8103690.HKLow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.64% | Sep 2017 | - | 94 |
-16.98% | Jun 2017 | Aug 2017 | 2 |