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+24.31%
This Month
+106.34%
Year To Date
+294.16%
2 Years
+675.93%
5 Years
+2820.25%
10 Years
+81.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs49.15%
- 💵 Cash41.24%
- 💰 Finance0.7%
- ❓ Other0.42%
- 🖥️ Technology Services0.42%
- 💇♀️ Consumer Services0.27%
- 🪙 Cryptocurrencies0.11%
- 🍞 Consumer Non Durables0.05%
- 🛍️ Retail Trade0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE27.2%
- 🇺🇸 Chicago Board Options Exchange20.82%
- 🇺🇸 Nasdaq2.49%
- Regular Trading Hours - RTH0.42%
- 🌍 Digital Currency0.11%
- 🇭🇰 Hong Kong Exchanges0.07%
- 🇫🇷 Euronext Paris0.05%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States1.02%
- 🇨🇳 China0.41%
- 🇫🇷 France0.05%
Dividends
Dividend Yield
0.01%
7 out of 22 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $VIPS (4.07%)
Performance Metrics
Score 8.3/10
Beta
2.96
2.96
0
0.8
1.2
0
3
Sharpe Ratio
1.03
1.03
0
0.5
1
2
2
Sortino Ratio
2
2
0
1
2
3
3
Jensen's Alpha
47.8
47.8
-2
0
2
48
48
Omega Ratio
2.24
2.24
0
1
1.5
3
3
Treynor Ratio
2.06
2.06
0
0.75
1.25
3
3
Information Ratio
1.03
1.03
0
0.3
0.6
2
2
Calmar Ratio
0.99
0.99
0
0.3
0.6
1
1
Beta
2.96
2.96
0
0.8
1.2
0
3
Sharpe Ratio
1.03
1.03
0
0.5
1
2
2
Sortino Ratio
2
2
0
1
2
3
3
Jensen's Alpha
47.8
47.8
-2
0
2
48
48
Omega Ratio
2.24
2.24
0
1
1.5
3
3
Treynor Ratio
2.06
2.06
0
0.75
1.25
3
3
Information Ratio
1.03
1.03
0
0.3
0.6
2
2
Calmar Ratio
0.99
0.99
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.75
High:
COIN
67.69COINLow:
03690.HK
-18.7203690.HKDetails
PEG Ratio
150.23
High:
HOOD
200.08HOODLow:
DIS
59.73DISDetails
Price/Book
4.12
High:
MSFT
7.46MSFTLow:
VIPS
1.19VIPSDetails
Price/Sales
5.16
High:HOOD
14.59HOODLow:VIPS
0.48VIPSDetails
Price/CF
16.44
High:HOOD
90.65HOODLow:
NCLH
3.92NCLHDetails
Price/FCF
49.71
High:
9988.HK
2,771.019988.HKLow:NCLH
15.89NCLHDetails
P/E Ratio
22.75
High:COIN
67.69COINLow:03690.HK
-18.7203690.HKDetails
PEG Ratio
150.23
High:HOOD
200.08HOODLow:DIS
59.73DISDetails
Price/Book
4.12
High:MSFT
7.46MSFTLow:VIPS
1.19VIPSDetails
Price/Sales
5.16
High:HOOD
14.59HOODLow:VIPS
0.48VIPSDetails
Price/CF
16.44
High:HOOD
90.65HOODLow:NCLH
3.92NCLHDetails
Price/FCF
49.71
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 | Apr 2026 | 1 |
-7.54% | Jan 2021 | Feb 2021 | 1 |
-0.59% | Jul 2021 | Aug 2021 | 1 |