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-0.01%
Today
-2.83%
This Month
-5.29%
Year To Date
+19.24%
2 Years
+51.43%
5 Years
+12.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs74.87%
- 👥 Copy Trading20.08%
- 💵 Cash1.77%
- 💻 Electronic Technology0.8%
- 🍞 Consumer Non Durables0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE75.16%
- 🇺🇸 Nasdaq16.63%
- 🇩🇪 FRA1.9%
- 🇨🇭 SIX0.69%
- 🇪🇸 Bolsa De Madrid0.44%
- 🇬🇧 LSE0.37%
- 🇭🇰 Hong Kong Exchanges0.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.53%
- 🇩🇪 Germany1.9%
- 🇨🇳 China1.5%
- 🇲🇽 Mexico0.89%
- 🇨🇭 Switzerland0.69%
- 🇪🇸 Spain0.44%
- 🇮🇪 Ireland0.42%
- 🇵🇦 Panama0.39%
- 🇨🇦 Canada0.38%
- 🇬🇧 United Kingdom0.37%
Dividends
Dividend Yield
2.04%
7 out of 9 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $VNQ (4.01%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JD.US (SparkLiang) | Pay Day | Apr 29, 2025 | $1.00 |
 HTHT (TravelKit) | Pay Day | Apr 30, 2025 | $0.97 |
 LVS (TravelKit) | Ex-Dividend | May 6, 2025 | $0.25 |
 MA (SparkLiang) | Pay Day | May 9, 2025 | $0.76 |
LVS (TravelKit) | Pay Day | May 14, 2025 | $0.25 |
 SBUX (SparkLiang) | Ex-Dividend | May 16, 2025 | $0.61 |
SBUX (SparkLiang) | Pay Day | May 30, 2025 | $0.61 |
 FXI (SparkLiang) | Pay Day | Jun 17, 2025 | $0.09 |
 DIS (SparkLiang) | Ex-Dividend | Jun 24, 2025 | $0.50 |
DIS (TravelKit) | Ex-Dividend | Jun 24, 2025 | $0.50 |
 VGK | Pay Day | Jun 25, 2025 | $0.00 |
DIS (SparkLiang) | Pay Day | Jul 23, 2025 | $0.50 |
DIS (TravelKit) | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 5.4/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
1.17
1.17
-2
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
1.17
1.17
-2
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-9.39
High:
BYND
-1.07BYNDLow:
BA
-9.4BADetails
PEG Ratio
-1.99
High:BYND
-1.99BYNDLow:BYND
-1.99BYNDDetails
Price/Book
-32.73
High:BYND
-0.33BYNDLow:BA
-33BADetails
Price/Sales
1.86
High:BA
1.86BALow:BYND
0.55BYNDDetails
Price/CF
40.56
High:BA
40.56BALow:BA
40.56BADetails
Price/FCF
91.69
High:BA
91.69BALow:BA
91.69BADetails
P/E Ratio
-9.39
High:BYND
-1.07BYNDLow:BA
-9.4BADetails
PEG Ratio
-1.99
High:BYND
-1.99BYNDLow:BYND
-1.99BYNDDetails
Price/Book
-32.73
High:BYND
-0.33BYNDLow:BA
-33BADetails
Price/Sales
1.86
High:BA
1.86BALow:BYND
0.55BYNDDetails
Price/CF
40.56
High:BA
40.56BALow:BA
40.56BADetails
Price/FCF
91.69
High:BA
91.69BALow:BA
91.69BADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.95% | Jan 2022 | Feb 2024 | 25 |
-7.97% | Feb 2025 | - | 3 |
-5.14% | Sep 2020 | Nov 2020 | 2 |
-4.84% | Sep 2021 | Oct 2021 | 1 |
-4.42% | Apr 2024 | Jun 2024 | 2 |
-2.48% | Dec 2024 | Jan 2025 | 1 |
-1.89% | Nov 2021 | Dec 2021 | 1 |
-0.8% | Oct 2024 | Nov 2024 | 1 |
-0.62% | Jan 2021 | Feb 2021 | 1 |