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-0.34%
This Month
-1.97%
Year To Date
+83.34%
2 Years
+61.94%
5 Years
+148.96%
10 Years
+18.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology50.83%
- ⚡ Utilities16.36%
- 🛠️ Producer Manufacturing11.74%
- 🖥️ Technology Services11.02%
- 💵 Cash7.65%
- 🪙 Cryptocurrencies0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.56%
- 🇭🇰 Hong Kong Exchanges16.36%
- 🇺🇸 NYSE11.02%
- 🌍 Digital Currency0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.85%
- 🇨🇳 China16.36%
- 🇮🇱 Israel11.74%
Dividends
Dividend Yield
0.49%
1 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $0916.HK (2.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 0916.HK | 0.49% | 2.97% | $0.24 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
3.22
3.22
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
3.22
3.22
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
106.01
High:
AMD
76.4AMDLow:
INTC
-556.53INTCDetails
PEG Ratio
-118.06
High:AMD
46.79AMDLow:INTC
-566.72INTCDetails
Price/Book
3.52
High:
RDDT
9.6RDDTLow:0916.HK
0.780916.HKDetails
Price/Sales
6.91
High:RDDT
13.57RDDTLow:0916.HK
1.830916.HKDetails
Price/CF
29.59
High:RDDT
67.52RDDTLow:0916.HK
2.760916.HKDetails
Price/FCF
50.76
High:RDDT
68.18RDDTLow:0916.HK
11.890916.HKDetails
P/E Ratio
106.01
High:AMD
76.4AMDLow:INTC
-556.53INTCDetails
PEG Ratio
-118.06
High:AMD
46.79AMDLow:INTC
-566.72INTCDetails
Price/Book
3.52
High:RDDT
9.6RDDTLow:0916.HK
0.780916.HKDetails
Price/Sales
6.91
High:RDDT
13.57RDDTLow:0916.HK
1.830916.HKDetails
Price/CF
29.59
High:RDDT
67.52RDDTLow:0916.HK
2.760916.HKDetails
Price/FCF
50.76
High:RDDT
68.18RDDTLow:0916.HK
11.890916.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.46% | Nov 2021 | Dec 2024 | 37 |
-10.17% | Nov 2025 | - | 5 |
-7.67% | Sep 2021 | Oct 2021 | 1 |
-5.59% | Feb 2025 | May 2025 | 3 |
-5.42% | Sep 2020 | Nov 2020 | 2 |
-5.39% | May 2021 | Aug 2021 | 3 |
-1.51% | Jul 2025 | Aug 2025 | 1 |