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+2.85%
This Month
+18.77%
Year To Date
+33.25%
2 Years
-30.66%
5 Years
-48.37%
10 Years
-10.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services17.12%
- 💼 Commercial Services14.51%
- 💇♀️ Consumer Services13.64%
- 💻 Electronic Technology13.45%
- 🚗 Consumer Durables8.88%
- 💰 Finance8.57%
- 🛍️ Retail Trade5.18%
- 🛠️ Producer Manufacturing4.66%
- 🪙 Cryptocurrencies4.31%
- 🧪 Process Industries2.73%
- 🍞 Consumer Non Durables1.12%
- 🚚 Transportation0.86%
- 📊 ETFs0.26%
- 💵 Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.09%
- 🇭🇰 Hong Kong Exchanges22.97%
- 🇺🇸 NYSE17.91%
- 🌍 Digital Currency4.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.06%
- 🇨🇳 China23.59%
- 🇨🇦 Canada8.57%
- 🇭🇰 Hong Kong2.73%
- 🇮🇱 Israel0.76%
Dividends
Dividend Yield
0.84%
19 out of 34 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UPS (6.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 06862.HK | 0.24% | 5.86% | $0.82 |
 2318.HK | 0.22% | 4.4% | $2.63 |
 UPS | 0.06% | 6.5% | $6.5 |
 0700.HK | 0.04% | 0.73% | $3.4 |
 DIS | 0.04% | 0.9% | $0.75 |
 1585.HK | 0.03% | 1.81% | $0.48 |
 AMAT | 0.03% | 0.69% | $1.44 |
 NKE | 0.03% | 2.39% | $1.45 |
 SBUX | 0.03% | 2.88% | $2.24 |
 JD.US | 0.03% | 3.33% | $0.74 |
 9988.HK | 0.02% | 0.67% | $0.98 |
 AAPL | 0.02% | 0.37% | $0.97 |
 META | 0.02% | 0.33% | $1 |
 00285.HK | 0.02% | 1.81% | $0.59 |
 V | 0.01% | 0.7% | $2.01 |
 MA | 0.01% | 0.55% | $2.46 |
 BABA | 0.01% | 0.66% | $0.98 |
 NVDA | 0% | 0.02% | $0.02 |
 PYPL | 0% | 0.23% | - |
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
-0.24
-0.24
-1
1
2
3
3
Jensen's Alpha
-16.36
-16.36
-17
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-0.61
-0.61
-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
-0.24
-0.24
-1
1
2
3
3
Jensen's Alpha
-16.36
-16.36
-17
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-0.61
-0.61
-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 weighted open stock positions
P/E Ratio
37.19
High:
PLTR
429.3PLTRLow:
RIVN
-5.92RIVNDetails
PEG Ratio
584.49
High:
AMAT
6,243.73AMATLow:
NIO
-136.88NIODetails
Price/Book
12.35
High:PLTR
66.38PLTRLow:
SBUX
-11.98SBUXDetails
Price/Sales
8.79
High:PLTR
121.14PLTRLow:
JD.US
0.24JD.USDetails
Price/CF
25.11
High:PLTR
258.05PLTRLow:
2318.HK
1.242318.HKDetails
Price/FCF
35.54
High:SBUX
1,256.06SBUXLow:2318.HK
1.382318.HKDetails
P/E Ratio
37.19
High:PLTR
429.3PLTRLow:RIVN
-5.92RIVNDetails
PEG Ratio
584.49
High:AMAT
6,243.73AMATLow:NIO
-136.88NIODetails
Price/Book
12.35
High:PLTR
66.38PLTRLow:SBUX
-11.98SBUXDetails
Price/Sales
8.79
High:PLTR
121.14PLTRLow:JD.US
0.24JD.USDetails
Price/CF
25.11
High:PLTR
258.05PLTRLow:2318.HK
1.242318.HKDetails
Price/FCF
35.54
High:SBUX
1,256.06SBUXLow:2318.HK
1.382318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-71.24% | Mar 2019 | - | 82 |