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+2%
This Month
+2%
Year To Date
+46.18%
2 Years
-37.09%
5 Years
-47.93%
10 Years
-9.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services16.92%
- 💇♀️ Consumer Services14.04%
- 💻 Electronic Technology13.41%
- 💼 Commercial Services13.05%
- 💰 Finance8.94%
- 🚗 Consumer Durables8.13%
- 🛠️ Producer Manufacturing6.07%
- 🛍️ Retail Trade5.74%
- 🪙 Cryptocurrencies4.02%
- 🧪 Process Industries2.82%
- 🍞 Consumer Non Durables1.01%
- 🚚 Transportation0.87%
- 📊 ETFs0.27%
- 💵 Cash0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.64%
- 🇭🇰 Hong Kong Exchanges24.34%
- 🇺🇸 NYSE17.28%
- 🌍 Digital Currency4.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.44%
- 🇨🇳 China24.84%
- 🇨🇦 Canada7.29%
- 🇭🇰 Hong Kong2.82%
- 🇮🇱 Israel0.62%
Dividends
Dividend Yield
0.85%
19 out of 34 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UPS (6.32%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 06862.HK | 0.23% | 5.25% | $0.82 |
 2318.HK | 0.22% | 3.82% | $2.63 |
 UPS | 0.05% | 6.32% | $6.5 |
 DIS | 0.05% | 1.39% | $0.75 |
 0700.HK | 0.04% | 0.72% | $3.4 |
 AMAT | 0.03% | 0.54% | $1.44 |
 1585.HK | 0.03% | 1.96% | $0.48 |
 NKE | 0.03% | 2.59% | $1.45 |
 SBUX | 0.03% | 2.61% | $2.24 |
 JD.US | 0.02% | 3.35% | $0.74 |
 9988.HK | 0.02% | 0.59% | $0.98 |
 AAPL | 0.02% | 0.4% | $0.97 |
 META | 0.02% | 0.29% | $1 |
 00285.HK | 0.02% | 1.8% | $0.59 |
 V | 0.01% | 0.74% | $2.01 |
 MA | 0.01% | 0.6% | $2.46 |
 BABA | 0.01% | 0.58% | $0.98 |
 NVDA | 0% | 0.02% | $0.02 |
 PYPL | 0% | 0.26% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.24
-0.24
-1
1
2
3
3
Jensen's Alpha
-16.03
-16.03
-17
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.58
-0.58
-1
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.24
-0.24
-1
1
2
3
3
Jensen's Alpha
-16.03
-16.03
-17
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.58
-0.58
-1
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.23
High:
PLTR
367.98PLTRLow:
3800.HK
-5.583800.HKDetails
PEG Ratio
836.66
High:AMAT
8,114.55AMATLow:
NIO
-125.34NIODetails
Price/Book
11.67
High:MA
59.37MALow:SBUX
-12.92SBUXDetails
Price/Sales
8.55
High:PLTR
103.83PLTRLow:JD.US
0.24JD.USDetails
Price/CF
23.2
High:PLTR
258.05PLTRLow:2318.HK
1.242318.HKDetails
Price/FCF
33.92
High:9988.HK
2,771.019988.HKLow:2318.HK
1.382318.HKDetails
P/E Ratio
36.23
High:PLTR
367.98PLTRLow:3800.HK
-5.583800.HKDetails
PEG Ratio
836.66
High:AMAT
8,114.55AMATLow:NIO
-125.34NIODetails
Price/Book
11.67
High:MA
59.37MALow:SBUX
-12.92SBUXDetails
Price/Sales
8.55
High:PLTR
103.83PLTRLow:JD.US
0.24JD.USDetails
Price/CF
23.2
High:PLTR
258.05PLTRLow:2318.HK
1.242318.HKDetails
Price/FCF
33.92
High:9988.HK
2,771.019988.HKLow:2318.HK
1.382318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-71.24% | Mar 2019 | - | 83 |