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-1.68%
Today
+3.01%
This Month
+35.98%
Year To Date
+36.86%
2 Years
+337.1%
5 Years
+33.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade94.71%
- 💵 Cash5.95%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE94.71%
Countries Breakdown
- Country
- Total
- 🇨🇳 China94.71%
Dividends
Dividend Yield
0.85%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BABA (0.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BABA | 0.85% | 0.89% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.3/10
Beta
0.21
0.21
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
2.25
2.25
0
1
2
3
3
Jensen's Alpha
35.28
35.28
-2
0
2
36
36
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
13.01
13.01
0
0.75
1.25
14
14
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
1.74
1.74
0
0.3
0.6
2
2
Beta
0.21
0.21
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
2.25
2.25
0
1
2
3
3
Jensen's Alpha
35.28
35.28
-2
0
2
36
36
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
13.01
13.01
0
0.75
1.25
14
14
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
1.74
1.74
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
15.26
High:
BABA
15.26BABALow:BABA
15.26BABADetails
PEG Ratio
20.47
High:BABA
20.47BABALow:BABA
20.47BABADetails
Price/Book
1.94
High:BABA
1.94BABALow:BABA
1.94BABADetails
Price/Sales
2.03
High:BABA
2.03BABALow:BABA
2.03BABADetails
Price/CF
13.98
High:BABA
13.98BABALow:BABA
13.98BABADetails
Price/FCF
29.47
High:BABA
29.47BABALow:BABA
29.47BABADetails
P/E Ratio
15.26
High:BABA
15.26BABALow:BABA
15.26BABADetails
PEG Ratio
20.47
High:BABA
20.47BABALow:BABA
20.47BABADetails
Price/Book
1.94
High:BABA
1.94BABALow:BABA
1.94BABADetails
Price/Sales
2.03
High:BABA
2.03BABALow:BABA
2.03BABADetails
Price/CF
13.98
High:BABA
13.98BABALow:BABA
13.98BABADetails
Price/FCF
29.47
High:BABA
29.47BABALow:BABA
29.47BABADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.37% | Oct 2024 | Feb 2025 | 4 |
-15.97% | Feb 2020 | May 2020 | 3 |
-15.6% | Aug 2023 | Sep 2024 | 13 |
-13.89% | Mar 2025 | - | 5 |
-13.15% | May 2022 | Sep 2022 | 4 |
-11.69% | Feb 2022 | Apr 2022 | 2 |
-9.36% | Feb 2023 | Jul 2023 | 5 |
-8.5% | Sep 2020 | Nov 2020 | 2 |
-8.01% | Oct 2021 | Nov 2021 | 1 |
-6.67% | Dec 2022 | Jan 2023 | 1 |
-4.7% | Jul 2021 | Sep 2021 | 2 |
-3.4% | Apr 2021 | Jun 2021 | 2 |
-1.11% | Feb 2021 | Mar 2021 | 1 |
-0.18% | Oct 2022 | Nov 2022 | 1 |