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-4.66%
This Month
-0.89%
Year To Date
+48.1%
2 Years
+75.71%
5 Years
+335.41%
10 Years
+26.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash43.26%
- 🖥️ Technology Services23.04%
- 💻 Electronic Technology13.75%
- 🛍️ Retail Trade11.85%
- 🍞 Consumer Non Durables4.5%
- 🏥 Health Services3.66%
- 🧬 Health Technology2.51%
- 💰 Finance2.28%
- 🪙 Cryptocurrencies1.35%
- 🚚 Transportation0.44%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.54%
- 🇭🇰 Hong Kong Exchanges7.32%
- 🇺🇸 NYSE6.17%
- 🌍 Digital Currency1.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.24%
- 🇨🇳 China7.32%
- 🇺🇾 Uruguay4.52%
- 🇨🇦 Canada4.5%
- 🇸🇬 Singapore0.44%
Dividends
Dividend Yield
0.26%
5 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (3.1%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.64
1.64
0
1
2
3
3
Jensen's Alpha
11.6
11.6
-2
0
2
12
12
Omega Ratio
1.87
1.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.68
0.68
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.64
1.64
0
1
2
3
3
Jensen's Alpha
11.6
11.6
-2
0
2
12
12
Omega Ratio
1.87
1.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.68
0.68
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.41
High:
GRAB
140.53GRABLow:
LULU
12.27LULUDetails
PEG Ratio
163.9
High:
FTNT
500.23FTNTLow:
9988.HK
43.019988.HKDetails
Price/Book
6.35
High:FTNT
88.75FTNTLow:9988.HK
2.529988.HKDetails
Price/Sales
5.6
High:
AMD
10.17AMDLow:
UNH
0.57UNHDetails
Price/CF
15.79
High:GRAB
60.72GRABLow:
IBKR
1.13IBKRDetails
Price/FCF
40.96
High:9988.HK
2,771.019988.HKLow:IBKR
1.13IBKRDetails
P/E Ratio
29.41
High:GRAB
140.53GRABLow:LULU
12.27LULUDetails
PEG Ratio
163.9
High:FTNT
500.23FTNTLow:9988.HK
43.019988.HKDetails
Price/Book
6.35
High:FTNT
88.75FTNTLow:9988.HK
2.529988.HKDetails
Price/Sales
5.6
High:AMD
10.17AMDLow:UNH
0.57UNHDetails
Price/CF
15.79
High:GRAB
60.72GRABLow:IBKR
1.13IBKRDetails
Price/FCF
40.96
High:9988.HK
2,771.019988.HKLow:IBKR
1.13IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.73% | Sep 2021 | Aug 2024 | 35 |
-33.48% | Feb 2020 | May 2020 | 3 |
-8.89% | Feb 2025 | Jun 2025 | 4 |
-4.66% | Feb 2026 | - | 1 |
-2.55% | Nov 2025 | Jan 2026 | 2 |
-2.46% | Jul 2021 | Aug 2021 | 1 |
-1.61% | Sep 2020 | Nov 2020 | 2 |
-0.46% | Dec 2024 | Jan 2025 | 1 |
-0.07% | Aug 2025 | Sep 2025 | 1 |