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+5.58%
This Month
+34.72%
Year To Date
+180.42%
2 Years
+430.2%
5 Years
+1806.57%
10 Years
+69.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs33.97%
- 🖥️ Technology Services0.71%
- 💵 Cash0.61%
- 💰 Finance0.34%
- 🪙 Cryptocurrencies0.18%
- 💇♀️ Consumer Services0.13%
- 🍞 Consumer Non Durables0.08%
- 🛍️ Retail Trade0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.52%
- 🇺🇸 Nasdaq0.86%
- 🇺🇸 Chicago Board Options Exchange0.71%
- 🌍 Digital Currency0.18%
- 🇭🇰 Hong Kong Exchanges0.13%
- 🇫🇷 Euronext Paris0.08%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇨🇳 China0.71%
- 🇺🇸 United States0.54%
- 🇫🇷 France0.08%
Dividends
Dividend Yield
0.02%
7 out of 21 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $VIPS (4.13%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 VIPS | Ex-Dividend | Apr 10, 2026 | $0.62 |
 TME | Pay Day | Apr 23, 2026 | $0.24 |
VIPS | Pay Day | Apr 24, 2026 | $0.62 |
 MC.PA | Ex-Dividend | Apr 28, 2026 | $8.60 |
MC.PA | Pay Day | Apr 30, 2026 | $8.60 |
 0700.HK | Ex-Dividend | May 15, 2026 | $0.68 |
 MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
 DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 8.2/10
Beta
3.08
3.08
0
0.8
1.2
0
4
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
1.96
1.96
0
1
2
3
3
Jensen's Alpha
36.42
36.42
-2
0
2
37
37
Omega Ratio
2.17
2.17
0
1
1.5
3
3
Treynor Ratio
1.95
1.95
0
0.75
1.25
2
2
Information Ratio
0.99
0.99
0
0.3
0.6
1
1
Calmar Ratio
0.96
0.96
0
0.3
0.6
1
1
Beta
3.08
3.08
0
0.8
1.2
0
4
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
1.96
1.96
0
1
2
3
3
Jensen's Alpha
36.42
36.42
-2
0
2
37
37
Omega Ratio
2.17
2.17
0
1
1.5
3
3
Treynor Ratio
1.95
1.95
0
0.75
1.25
2
2
Information Ratio
0.99
0.99
0
0.3
0.6
1
1
Calmar Ratio
0.96
0.96
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21.7
High:
COIN
39.41COINLow:
03690.HK
-19.4603690.HKDetails
PEG Ratio
43.62
High:
HOOD
105.13HOODLow:DIS
11.82DISDetails
Price/Book
4.5
High:MSFT
7.02MSFTLow:TME
1.11TMEDetails
Price/Sales
5.77
High:HOOD
14.28HOODLow:VIPS
0.51VIPSDetails
Price/CF
21.38
High:HOOD
90.65HOODLow:
NCLH
4.91NCLHDetails
Price/FCF
50.85
High:
9988.HK
2,771.019988.HKLow:NCLH
15.89NCLHDetails
P/E Ratio
21.7
High:COIN
39.41COINLow:03690.HK
-19.4603690.HKDetails
PEG Ratio
43.62
High:HOOD
105.13HOODLow:DIS
11.82DISDetails
Price/Book
4.5
High:MSFT
7.02MSFTLow:TME
1.11TMEDetails
Price/Sales
5.77
High:HOOD
14.28HOODLow:VIPS
0.51VIPSDetails
Price/CF
21.38
High:HOOD
90.65HOODLow:NCLH
4.91NCLHDetails
Price/FCF
50.85
High:9988.HK
2,771.019988.HKLow:NCLH
15.89NCLHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.82% | Jan 2022 | Jul 2023 | 18 |
-63.78% | Dec 2024 | Sep 2025 | 9 |
-35.8% | Aug 2023 | Nov 2023 | 3 |
-29.06% | Jul 2024 | Nov 2024 | 4 |
-26.72% | Sep 2021 | Dec 2021 | 3 |
-16.6% | Mar 2024 | Jun 2024 | 3 |
-14.89% | Sep 2020 | Nov 2020 | 2 |
-11% | Mar 2026 | - | 2 |
-7.54% | Jan 2021 | Feb 2021 | 1 |
-0.59% | Jul 2021 | Aug 2021 | 1 |