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+3.92%
This Month
+3.92%
Year To Date
+63.94%
2 Years
-13.95%
5 Years
-44.49%
10 Years
-6.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade22.2%
- 📊 ETFs18.69%
- 🧩 Miscellaneous14.91%
- 🖥️ Technology Services14.07%
- 🚗 Consumer Durables12.29%
- 🛠️ Producer Manufacturing5.61%
- 💻 Electronic Technology3.95%
- 🏥 Health Services3.79%
- 💇♀️ Consumer Services1.68%
- 🧪 Process Industries1.03%
- 🏭 Industrial Services0.69%
- 🧬 Health Technology0.68%
- 💼 Commercial Services0.22%
- 💰 Finance0.18%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.7%
- 🇺🇸 NYSE34.59%
- 🇭🇰 Hong Kong Exchanges22.54%
- 🇺🇸 Chicago Board Options Exchange1.17%
Countries Breakdown
- Country
- Total
- 🇨🇳 China38.37%
- 🇺🇸 United States34.06%
- 🇮🇪 Ireland6.87%
- 🇭🇰 Hong Kong1.51%
- 🇩🇪 Germany0.37%
- 🇨🇦 Canada0.12%
Dividends
Dividend Yield
0.32%
12 out of 51 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JD.US (3.42%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.21
-0.21
-1
1
2
3
3
Jensen's Alpha
-16.36
-16.36
-17
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.35
-0.35
-1
0.75
1.25
2
2
Information Ratio
-0.62
-0.62
-1
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.21
-0.21
-1
1
2
3
3
Jensen's Alpha
-16.36
-16.36
-17
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.35
-0.35
-1
0.75
1.25
2
2
Information Ratio
-0.62
-0.62
-1
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.88
High:
NEGG
1,393.45NEGGLow:
03690.HK
-257.5403690.HKDetails
PEG Ratio
74.92
High:NEGG
1,390.59NEGGLow:
NIO
-124.22NIODetails
Price/Book
5.62
High:
OCGN
147.66OCGNLow:
SPWRQ
-SPWRQDetails
Price/Sales
5.63
High:
SPCE
107.02SPCELow:SPWRQ
-SPWRQDetails
Price/CF
32.04
High:
DDD
462.65DDDLow:
ZH
1.62ZHDetails
Price/FCF
51.57
High:03690.HK
387.8103690.HKLow:
00175.HK
4.4400175.HKDetails
P/E Ratio
40.88
High:NEGG
1,393.45NEGGLow:03690.HK
-257.5403690.HKDetails
PEG Ratio
74.92
High:NEGG
1,390.59NEGGLow:NIO
-124.22NIODetails
Price/Book
5.62
High:OCGN
147.66OCGNLow:SPWRQ
-SPWRQDetails
Price/Sales
5.63
High:SPCE
107.02SPCELow:SPWRQ
-SPWRQDetails
Price/CF
32.04
High:DDD
462.65DDDLow:ZH
1.62ZHDetails
Price/FCF
51.57
High:03690.HK
387.8103690.HKLow:00175.HK
4.4400175.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.17% | Jan 2018 | - | 97 |