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-1.99%
This Month
-3.88%
Year To Date
+30.77%
2 Years
-4.26%
5 Years
+2.54%
10 Years
+0.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.2%
- 💻 Electronic Technology30.2%
- 🛍️ Retail Trade10.05%
- 🪙 Cryptocurrencies8.37%
- 🚚 Transportation6.53%
- 🛠️ Producer Manufacturing5.16%
- 🧬 Health Technology3.67%
- 🚗 Consumer Durables2.58%
- ⛏️ Energy Minerals2.13%
- 💼 Commercial Services1.11%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇭🇰 Hong Kong Exchanges50.64%
- 🇺🇸 Nasdaq29.74%
- 🇺🇸 NYSE10.05%
- 🌍 Digital Currency8.37%
- 🇩🇪 FRA1.2%
Countries Breakdown
- Country
- Total
- 🇨🇳 China62.47%
- 🇭🇰 Hong Kong14.19%
- 🇺🇸 United States13.77%
- 🇩🇪 Germany1.2%
Dividends
Dividend Yield
1.03%
10 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $0992.HK (4.16%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.15
0.15
0
1
2
3
3
Jensen's Alpha
-6.75
-6.75
-7
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.15
0.15
0
1
2
3
3
Jensen's Alpha
-6.75
-6.75
-7
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.1
High:
BIDU
80.97BIDULow:
MSTR
-7.64MSTRDetails
PEG Ratio
151.27
High:
FTNT
475.08FTNTLow:
9866.HK
-17.139866.HKDetails
Price/Book
2.51
High:FTNT
50.07FTNTLow:
LHA.DE
0.81LHA.DEDetails
Price/Sales
1.89
High:MSTR
86.59MSTRLow:
0992.HK
0.230992.HKDetails
Price/CF
17.73
High:MSTR
7,511.07MSTRLow:LHA.DE
2.7LHA.DEDetails
Price/FCF
44.85
High:
BABA
1,196.17BABALow:
1898.HK
3.91898.HKDetails
P/E Ratio
20.1
High:BIDU
80.97BIDULow:MSTR
-7.64MSTRDetails
PEG Ratio
151.27
High:FTNT
475.08FTNTLow:9866.HK
-17.139866.HKDetails
Price/Book
2.51
High:FTNT
50.07FTNTLow:LHA.DE
0.81LHA.DEDetails
Price/Sales
1.89
High:MSTR
86.59MSTRLow:0992.HK
0.230992.HKDetails
Price/CF
17.73
High:MSTR
7,511.07MSTRLow:LHA.DE
2.7LHA.DEDetails
Price/FCF
44.85
High:BABA
1,196.17BABALow:1898.HK
3.91898.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.83% | Sep 2021 | - | 55 |
-14.5% | Jan 2021 | May 2021 | 4 |
-6.61% | Jul 2021 | Aug 2021 | 1 |