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-3.47%
This Month
-3.47%
Year To Date
+86.02%
2 Years
+14.6%
5 Years
+14.6%
10 Years
+3.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services35.04%
- 📊 ETFs22.79%
- 💻 Electronic Technology12.36%
- 🚗 Consumer Durables8.35%
- 🛠️ Producer Manufacturing4.46%
- 🧪 Process Industries3.62%
- 🪙 Cryptocurrencies3.56%
- 💰 Finance3.14%
- 💼 Commercial Services1.8%
- 🛍️ Retail Trade1.64%
- 💇♀️ Consumer Services1.45%
- 🧬 Health Technology1.15%
- 🍞 Consumer Non Durables0.62%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.69%
- 🇺🇸 NYSE17.82%
- 🇭🇰 Hong Kong Exchanges11.92%
- 🌍 Digital Currency3.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.25%
- 🇨🇳 China16.91%
- 🇨🇦 Canada3.92%
- 🇰🇾 Cayman Islands1.25%
- 🇩🇰 Denmark1.04%
- 🇭🇰 Hong Kong0.9%
- 🇮🇱 Israel0.35%
Dividends
Dividend Yield
0.26%
13 out of 52 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $0992.HK (4.51%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.6/10
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-11.32
-11.32
-12
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.23
0.23
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-11.32
-11.32
-12
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.23
0.23
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
56.17
High:
INTC
4,581.13INTCLow:
CRWD
-350.43CRWDDetails
PEG Ratio
230.54
High:INTC
4,563.91INTCLow:
NIO
-124.22NIODetails
Price/Book
11.86
High:
PLTR
60.95PLTRLow:
BYND
-0.09BYNDDetails
Price/Sales
9.03
High:PLTR
111.21PLTRLow:
COCP
-COCPDetails
Price/CF
33.98
High:PLTR
258.05PLTRLow:
00285.HK
4.1300285.HKDetails
Price/FCF
79.36
High:
ORCL
348.36ORCLLow:00285.HK
5.7900285.HKDetails
P/E Ratio
56.17
High:INTC
4,581.13INTCLow:CRWD
-350.43CRWDDetails
PEG Ratio
230.54
High:INTC
4,563.91INTCLow:NIO
-124.22NIODetails
Price/Book
11.86
High:PLTR
60.95PLTRLow:BYND
-0.09BYNDDetails
Price/Sales
9.03
High:PLTR
111.21PLTRLow:COCP
-COCPDetails
Price/CF
33.98
High:PLTR
258.05PLTRLow:00285.HK
4.1300285.HKDetails
Price/FCF
79.36
High:ORCL
348.36ORCLLow:00285.HK
5.7900285.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.3% | Jul 2021 | Jul 2025 | 48 |
-11.52% | Nov 2025 | - | 3 |
-5.05% | Apr 2021 | Jun 2021 | 2 |