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+0.47%
This Month
+13.87%
Year To Date
+68.85%
2 Years
+108.17%
5 Years
+244.76%
10 Years
+26.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies31.17%
- 📊 ETFs29.16%
- 💻 Electronic Technology14.7%
- 💵 Cash12.19%
- 🖥️ Technology Services11.3%
- 🛍️ Retail Trade4.91%
- 💰 Finance2.33%
- 🚗 Consumer Durables0.71%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.12%
- 🌍 Digital Currency31.17%
- 🇺🇸 NYSE19.09%
- 🇭🇰 Hong Kong Exchanges3.02%
- 🇺🇸 Chicago Board Options Exchange2.05%
- 🇬🇧 LSE0.82%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.43%
- 🇨🇳 China8.99%
- 🇬🇧 United Kingdom0.82%
- 🇻🇳 Vietnam0.71%
Dividends
Dividend Yield
0.15%
9 out of 30 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NTES (2.16%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 KWEB | Pay Day | Dec 18, 2025 | $0.00 |
Performance Metrics
Score 7.1/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.85
1.85
0
1
2
3
3
Jensen's Alpha
6.28
6.28
-2
0
2
7
7
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.85
1.85
0
1
2
3
3
Jensen's Alpha
6.28
6.28
-2
0
2
7
7
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.99
High:
AMD
107.72AMDLow:
03690.HK
-262.0403690.HKDetails
PEG Ratio
125.86
High:
V
1,186.07VLow:
BABA
41.59BABADetails
Price/Book
15.74
High:
MA
62.12MALow:
VFS
-1.38VFSDetails
Price/Sales
12.49
High:
NVDA
23.86NVDALow:03690.HK
1.5403690.HKDetails
Price/CF
34.24
High:
SNPS
71.04SNPSLow:
NTES
14.34NTESDetails
Price/FCF
53.94
High:03690.HK
387.8103690.HKLow:
LSEG.L
19.77LSEG.LDetails
P/E Ratio
38.99
High:AMD
107.72AMDLow:03690.HK
-262.0403690.HKDetails
PEG Ratio
125.86
High:V
1,186.07VLow:BABA
41.59BABADetails
Price/Book
15.74
High:MA
62.12MALow:VFS
-1.38VFSDetails
Price/Sales
12.49
High:NVDA
23.86NVDALow:03690.HK
1.5403690.HKDetails
Price/CF
34.24
High:SNPS
71.04SNPSLow:NTES
14.34NTESDetails
Price/FCF
53.94
High:03690.HK
387.8103690.HKLow:LSEG.L
19.77LSEG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.75% | Sep 2021 | Mar 2024 | 30 |
-13.1% | Feb 2025 | Jun 2025 | 4 |
-9.55% | Nov 2025 | - | 2 |
-7.88% | Apr 2024 | May 2024 | 1 |
-6.53% | May 2021 | Aug 2021 | 3 |
-5.91% | Jun 2024 | Oct 2024 | 4 |
-3.04% | Sep 2020 | Oct 2020 | 1 |
-2.71% | Dec 2024 | Jan 2025 | 1 |
-1.17% | Jun 2020 | Jul 2020 | 1 |