Loading...
-3.74%
This Month
-3.64%
Year To Date
+18.68%
2 Years
-23.82%
5 Years
-50.81%
10 Years
-9.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services15.2%
- 💼 Commercial Services14.31%
- 💇♀️ Consumer Services14.21%
- 💻 Electronic Technology14.02%
- 💰 Finance8.15%
- 🛠️ Producer Manufacturing7.9%
- 🚗 Consumer Durables6%
- 🛍️ Retail Trade4.07%
- 🪙 Cryptocurrencies3.66%
- 💵 Cash3.36%
- 🧪 Process Industries1.99%
- 🚚 Transportation0.89%
- 🍞 Consumer Non Durables0.63%
- 📊 ETFs0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.67%
- 🇭🇰 Hong Kong Exchanges18.59%
- 🇺🇸 NYSE18.36%
- 🌍 Digital Currency3.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.44%
- 🇨🇳 China19.29%
- 🇨🇦 Canada7.07%
- 🇭🇰 Hong Kong1.99%
- 🇮🇱 Israel0.58%
Dividends
Dividend Yield
0.97%
19 out of 32 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $06862.HK (8.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 2318.HK | 0.26% | 5.93% | $2.63 |
 06862.HK | 0.23% | 8.01% | $0.82 |
 1585.HK | 0.08% | 6.13% | $0.48 |
 0700.HK | 0.06% | 1.26% | $3.4 |
 UPS | 0.06% | 6.59% | $6.5 |
 DIS | 0.06% | 1.43% | $0.75 |
 AMAT | 0.04% | 0.47% | $1.44 |
 NKE | 0.03% | 4.53% | $1.45 |
 SBUX | 0.03% | 2.56% | $2.24 |
 JD.US | 0.03% | 3.65% | $0.74 |
 9988.HK | 0.02% | 0.94% | $0.98 |
 AAPL | 0.02% | 0.31% | $0.97 |
 META | 0.02% | 0.3% | $1 |
 V | 0.01% | 0.71% | $2.01 |
 MA | 0.01% | 0.6% | $2.46 |
 BABA | 0.01% | 0.93% | $0.98 |
 00285.HK | 0.01% | 0.75% | $0.59 |
 NVDA | 0.01% | 0.13% | $0.02 |
 PYPL | 0% | 0.8% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.23
-0.23
-1
1
2
3
3
Jensen's Alpha
-15.59
-15.59
-16
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-0.56
-0.56
-1
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.23
-0.23
-1
1
2
3
3
Jensen's Alpha
-15.59
-15.59
-16
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-0.56
-0.56
-1
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.7
High:
TSLA
372.52TSLALow:
NIO
-8.7NIODetails
PEG Ratio
177.71
High:
ABNB
610.46ABNBLow:
3800.HK
-14.393800.HKDetails
Price/Book
13.23
High:MA
69.54MALow:SBUX
-14.27SBUXDetails
Price/Sales
9.2
High:
PLTR
62.4PLTRLow:JD.US
0.22JD.USDetails
Price/CF
22.01
High:PLTR
138.09PLTRLow:2318.HK
12318.HKDetails
Price/FCF
32.15
High:9988.HK
2,771.019988.HKLow:2318.HK
1.082318.HKDetails
P/E Ratio
33.7
High:TSLA
372.52TSLALow:NIO
-8.7NIODetails
PEG Ratio
177.71
High:ABNB
610.46ABNBLow:3800.HK
-14.393800.HKDetails
Price/Book
13.23
High:MA
69.54MALow:SBUX
-14.27SBUXDetails
Price/Sales
9.2
High:PLTR
62.4PLTRLow:JD.US
0.22JD.USDetails
Price/CF
22.01
High:PLTR
138.09PLTRLow:2318.HK
12318.HKDetails
Price/FCF
32.15
High:9988.HK
2,771.019988.HKLow:2318.HK
1.082318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-71.24% | Mar 2019 | - | 91 |