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-1.6%
This Month
-4.94%
Year To Date
+21.12%
2 Years
-32.09%
5 Years
-51.47%
10 Years
-10.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services14.87%
- 🖥️ Technology Services14.61%
- 💼 Commercial Services12.81%
- 💻 Electronic Technology12.03%
- 🚗 Consumer Durables8.83%
- 💰 Finance8.59%
- 🛠️ Producer Manufacturing6.7%
- 🛍️ Retail Trade4.95%
- 🧪 Process Industries4.23%
- 🪙 Cryptocurrencies3.43%
- 💵 Cash1.67%
- 🍞 Consumer Non Durables0.97%
- 🚚 Transportation0.88%
- 📊 ETFs0.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.11%
- 🇭🇰 Hong Kong Exchanges23.64%
- 🇺🇸 NYSE18.99%
- 🌍 Digital Currency3.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.38%
- 🇨🇳 China24.54%
- 🇨🇦 Canada7.07%
- 🇭🇰 Hong Kong2.82%
- 🇮🇱 Israel0.66%
Dividends
Dividend Yield
0.95%
20 out of 34 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UPS (6.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 06862.HK | 0.25% | 5.11% | $0.82 |
 2318.HK | 0.24% | 4.44% | $2.63 |
 UPS | 0.06% | 6.74% | $6.5 |
 DIS | 0.06% | 1.52% | $0.75 |
 OC | 0.04% | 2.74% | $2.24 |
 0700.HK | 0.04% | 0.82% | $3.4 |
 AMAT | 0.04% | 0.56% | $1.44 |
 1585.HK | 0.03% | 1.95% | $0.48 |
 NKE | 0.03% | 2.96% | $1.45 |
 SBUX | 0.03% | 2.54% | $2.24 |
 JD.US | 0.03% | 3.43% | $0.74 |
 9988.HK | 0.02% | 0.76% | $0.98 |
 AAPL | 0.02% | 0.41% | $0.97 |
 META | 0.02% | 0.34% | $1 |
 00285.HK | 0.02% | 1.98% | $0.59 |
 V | 0.01% | 0.82% | $2.01 |
 MA | 0.01% | 0.64% | $2.46 |
 BABA | 0.01% | 0.75% | $0.98 |
 PYPL | 0% | 0.62% | - |
 NVDA | 0% | 0.02% | $0.02 |
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
-0.2
-0.2
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.25
-0.25
-1
1
2
3
3
Jensen's Alpha
-16.14
-16.14
-17
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-0.62
-0.62
-1
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-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
-0.2
-0.2
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.25
-0.25
-1
1
2
3
3
Jensen's Alpha
-16.14
-16.14
-17
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-0.62
-0.62
-1
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-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
32.87
High:
TSLA
367.62TSLALow:OC
-16.66OCDetails
PEG Ratio
113.48
High:V
546.12VLow:
NIO
-17.09NIODetails
Price/Book
11.01
High:MA
58.76MALow:SBUX
-13.28SBUXDetails
Price/Sales
7.94
High:
PLTR
87.82PLTRLow:JD.US
0.22JD.USDetails
Price/CF
22.41
High:PLTR
214.31PLTRLow:2318.HK
1.242318.HKDetails
Price/FCF
33.09
High:9988.HK
2,771.019988.HKLow:2318.HK
1.382318.HKDetails
P/E Ratio
32.87
High:TSLA
367.62TSLALow:OC
-16.66OCDetails
PEG Ratio
113.48
High:V
546.12VLow:NIO
-17.09NIODetails
Price/Book
11.01
High:MA
58.76MALow:SBUX
-13.28SBUXDetails
Price/Sales
7.94
High:PLTR
87.82PLTRLow:JD.US
0.22JD.USDetails
Price/CF
22.41
High:PLTR
214.31PLTRLow:2318.HK
1.242318.HKDetails
Price/FCF
33.09
High:9988.HK
2,771.019988.HKLow:2318.HK
1.382318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-71.24% | Mar 2019 | - | 85 |