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+0.55%
This Month
-8.61%
Year To Date
+15.44%
2 Years
+36.09%
5 Years
+209.66%
10 Years
+22.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.95%
- 🪙 Cryptocurrencies21.52%
- 💵 Cash18.9%
- 💻 Electronic Technology15.82%
- 🖥️ Technology Services10.46%
- 🛍️ Retail Trade5.05%
- 💰 Finance2.51%
- 💼 Commercial Services0.97%
- 🚗 Consumer Durables0.77%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.38%
- 🌍 Digital Currency21.52%
- 🇺🇸 NYSE21.41%
- 🇭🇰 Hong Kong Exchanges2.9%
- 🇺🇸 Chicago Board Options Exchange1.85%
- 🇬🇧 LSE0.97%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.09%
- 🇨🇳 China8.74%
- 🇬🇧 United Kingdom0.97%
- 🇻🇳 Vietnam0.77%
Dividends
Dividend Yield
0.17%
9 out of 29 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NTES (2.56%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.9/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.77
1.77
0
1
2
3
3
Jensen's Alpha
5.22
5.22
-2
0
2
6
6
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.77
1.77
0
1
2
3
3
Jensen's Alpha
5.22
5.22
-2
0
2
6
6
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
39.32
High:
AMD
79.73AMDLow:
03690.HK
-218.7303690.HKDetails
PEG Ratio
99.08
High:
V
551.14VLow:
BABA
40.01BABADetails
Price/Book
15.85
High:
MA
58.86MALow:
VFS
-1.35VFSDetails
Price/Sales
12.72
High:
NVDA
25.58NVDALow:03690.HK
1.2903690.HKDetails
Price/CF
37
High:03690.HK
64.3903690.HKLow:
NTES
12.61NTESDetails
Price/FCF
58.19
High:BABA
1,196.17BABALow:NTES
17.85NTESDetails
P/E Ratio
39.32
High:AMD
79.73AMDLow:03690.HK
-218.7303690.HKDetails
PEG Ratio
99.08
High:V
551.14VLow:BABA
40.01BABADetails
Price/Book
15.85
High:MA
58.86MALow:VFS
-1.35VFSDetails
Price/Sales
12.72
High:NVDA
25.58NVDALow:03690.HK
1.2903690.HKDetails
Price/CF
37
High:03690.HK
64.3903690.HKLow:NTES
12.61NTESDetails
Price/FCF
58.19
High:BABA
1,196.17BABALow:NTES
17.85NTESDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.75% | Sep 2021 | Mar 2024 | 30 |
-18.82% | Nov 2025 | - | 5 |
-13.1% | Feb 2025 | Jun 2025 | 4 |
-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 |