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+2.36%
This Month
+43.05%
Year To Date
+194.38%
2 Years
+372.78%
5 Years
+372.78%
10 Years
+65.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛠️ Producer Manufacturing49.85%
- 💻 Electronic Technology22.01%
- 🚗 Consumer Durables11.51%
- 📡 Communications10.57%
- 💇♀️ Consumer Services3.25%
- 🧬 Health Technology1.19%
- 🧪 Process Industries1.09%
- 🖥️ Technology Services0.51%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.53%
- 🇭🇰 Hong Kong Exchanges30.04%
- 🇺🇸 NYSE23.92%
- 🇬🇧 LSE2.5%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.05%
- 🇨🇳 China31.55%
- 🇮🇱 Israel12.31%
- 🇬🇧 United Kingdom10.57%
- 🇰🇷 South Korea2.5%
Dividends
Dividend Yield
0.89%
5 out of 18 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VOD (4.15%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 0968.HK | Pay Day | Oct 10, 2025 | $0.00 |
Performance Metrics
Score 8.7/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
1.44
1.44
0
0.5
1
2
2
Sortino Ratio
4.03
4.03
0
1
2
5
5
Jensen's Alpha
33.61
33.61
-2
0
2
34
34
Omega Ratio
2.52
2.52
0
1
1.5
3
3
Treynor Ratio
3.2
3.2
0
0.75
1.25
4
4
Information Ratio
1.11
1.11
0
0.3
0.6
2
2
Calmar Ratio
4
4
0
0.3
0.6
5
5
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
1.44
1.44
0
0.5
1
2
2
Sortino Ratio
4.03
4.03
0
1
2
5
5
Jensen's Alpha
33.61
33.61
-2
0
2
34
34
Omega Ratio
2.52
2.52
0
1
1.5
3
3
Treynor Ratio
3.2
3.2
0
0.75
1.25
4
4
Information Ratio
1.11
1.11
0
0.3
0.6
2
2
Calmar Ratio
4
4
0
0.3
0.6
5
5
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
91.61
High:
TSLA
248.92TSLALow:
0968.HK
-196.910968.HKDetails
PEG Ratio
107.41
High:
FSLR
460.33FSLRLow:
AMC
-8.64AMCDetails
Price/Book
5.31
High:TSLA
17.92TSLALow:
NIO
-102.72NIODetails
Price/Sales
2.7
High:
JOBY
148,464.69JOBYLow:
ACHR
-ACHRDetails
Price/CF
13.62
High:
SEDG
103.23SEDGLow:
VOD
1.61VODDetails
Price/FCF
64.92
High:SEDG
476.9SEDGLow:VOD
2.89VODDetails
P/E Ratio
91.61
High:TSLA
248.92TSLALow:0968.HK
-196.910968.HKDetails
PEG Ratio
107.41
High:FSLR
460.33FSLRLow:AMC
-8.64AMCDetails
Price/Book
5.31
High:TSLA
17.92TSLALow:NIO
-102.72NIODetails
Price/Sales
2.7
High:JOBY
148,464.69JOBYLow:ACHR
-ACHRDetails
Price/CF
13.62
High:SEDG
103.23SEDGLow:VOD
1.61VODDetails
Price/FCF
64.92
High:SEDG
476.9SEDGLow:VOD
2.89VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.61% | Jun 2023 | Nov 2023 | 5 |
-16.4% | Dec 2022 | Feb 2023 | 2 |
-8.83% | Apr 2023 | May 2023 | 1 |
-4.26% | Jan 2024 | Feb 2024 | 1 |
-3.83% | Mar 2025 | May 2025 | 2 |
-2.97% | Dec 2024 | Feb 2025 | 2 |
-2.01% | Oct 2024 | Nov 2024 | 1 |
-1.22% | Jun 2024 | Jul 2024 | 1 |
-0.09% | Apr 2024 | May 2024 | 1 |