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-13.25%
This Month
+61.6%
Year To Date
+157.22%
2 Years
+484.41%
5 Years
+2187.02%
10 Years
+66.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs18.99%
- 💵 Cash7.73%
- ❓ Other3.54%
- 💰 Finance1.32%
- 🖥️ Technology Services0.41%
- 💇♀️ Consumer Services0.29%
- 🪙 Cryptocurrencies0.11%
- 🍞 Consumer Non Durables0.04%
- 🛍️ Retail Trade0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Chicago Board Options Exchange11.41%
- 🇺🇸 NYSE6.66%
- 🇺🇸 Nasdaq5.36%
- Regular Trading Hours - RTH1.1%
- 🌍 Digital Currency0.11%
- 🇭🇰 Hong Kong Exchanges0.06%
- 🇫🇷 Euronext Paris0.04%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States1.67%
- 🇨🇳 China0.38%
- 🇫🇷 France0.04%
Dividends
Dividend Yield
0.01%
7 out of 26 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VIPS (4.36%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
 JDST | Ex-Dividend | Dec 23, 2026 | $0.00 |
 LABD | Ex-Dividend | Dec 23, 2026 | $0.00 |
 SOXS | Ex-Dividend | Dec 23, 2026 | $0.00 |
 DUST | Ex-Dividend | Dec 24, 2026 | $0.00 |
 DIS | Ex-Dividend | Dec 30, 2026 | $0.75 |
 TME | Ex-Dividend | Apr 2, 2027 | $0.24 |
 VIPS | Ex-Dividend | Apr 10, 2027 | $0.62 |
 MC.PA | Ex-Dividend | Apr 28, 2027 | $8.60 |
 0700.HK | Ex-Dividend | May 15, 2027 | $0.68 |
 9988.HK | Ex-Dividend | Jun 10, 2027 | $0.13 |
Performance Metrics
Score 8.4/10
Beta
3.03
3.03
0
0.8
1.2
0
4
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.12
2.12
0
1
2
3
3
Jensen's Alpha
42.72
42.72
-2
0
2
43
43
Omega Ratio
2.28
2.28
0
1
1.5
3
3
Treynor Ratio
2.11
2.11
0
0.75
1.25
3
3
Information Ratio
1.07
1.07
0
0.3
0.6
2
2
Calmar Ratio
1.08
1.08
0
0.3
0.6
2
2
Beta
3.03
3.03
0
0.8
1.2
0
4
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.12
2.12
0
1
2
3
3
Jensen's Alpha
42.72
42.72
-2
0
2
43
43
Omega Ratio
2.28
2.28
0
1
1.5
3
3
Treynor Ratio
2.11
2.11
0
0.75
1.25
3
3
Information Ratio
1.07
1.07
0
0.3
0.6
2
2
Calmar Ratio
1.08
1.08
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
-90.28
High:
HOOD
40.35HOODLow:
COIN
-53.48COINDetails
PEG Ratio
0.67
High:MSFT
0.81MSFTLow:VIPS
0.07VIPSDetails
Price/Book
3.58
High:MSFT
8.77MSFTLow:VIPS
0.99VIPSDetails
Price/Sales
6.83
High:
MSTR
123.24MSTRLow:VIPS
0.45VIPSDetails
Price/CF
19.71
High:MSTR
7,511.07MSTRLow:
NCLH
3.12NCLHDetails
Price/FCF
74.72
High:9988.HK
2,771.019988.HKLow:NCLH
15.89NCLHDetails
P/E Ratio
-90.28
High:HOOD
40.35HOODLow:COIN
-53.48COINDetails
PEG Ratio
0.67
High:MSFT
0.81MSFTLow:VIPS
0.07VIPSDetails
Price/Book
3.58
High:MSFT
8.77MSFTLow:VIPS
0.99VIPSDetails
Price/Sales
6.83
High:MSTR
123.24MSTRLow:VIPS
0.45VIPSDetails
Price/CF
19.71
High:MSTR
7,511.07MSTRLow:NCLH
3.12NCLHDetails
Price/FCF
74.72
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 |
-43.14% | Oct 2026 | - | 2 |
-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 |
-14.96% | Jul 2026 | Sep 2026 | 2 |
-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 |