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+5.29%
This Month
+30.9%
Year To Date
+92.77%
2 Years
+15.05%
5 Years
+15.05%
10 Years
+3.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services39.07%
- 📊 ETFs20.91%
- 💻 Electronic Technology11.66%
- 🚗 Consumer Durables8.67%
- 🪙 Cryptocurrencies5.05%
- 🛠️ Producer Manufacturing3.77%
- 💰 Finance3.31%
- 💼 Commercial Services1.81%
- 🧪 Process Industries1.6%
- 💇♀️ Consumer Services1.51%
- 🛍️ Retail Trade1.4%
- 🍞 Consumer Non Durables0.79%
- 🧬 Health Technology0.46%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq67.1%
- 🇺🇸 NYSE14.43%
- 🇭🇰 Hong Kong Exchanges13.42%
- 🌍 Digital Currency5.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.61%
- 🇨🇳 China18.44%
- 🇨🇦 Canada2.31%
- 🇭🇰 Hong Kong1.19%
- 🇰🇾 Cayman Islands0.94%
- 🇩🇰 Denmark0.28%
- 🇮🇱 Israel0.27%
Dividends
Dividend Yield
0.47%
18 out of 53 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $0992.HK (3.56%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TQQQ | 0.14% | 1.11% | - |
 01211.HK | 0.05% | 1.3% | $3.41 |
 0992.HK | 0.04% | 3.56% | $0.38 |
 1585.HK | 0.04% | 1.75% | $0.48 |
 ALB | 0.03% | 2.15% | $1.6 |
 UPRO | 0.03% | 0.97% | - |
 UDOW | 0.02% | 1.28% | - |
 LW | 0.02% | 2.85% | $1.28 |
 KWEB | 0.02% | 3% | - |
 00285.HK | 0.01% | 1.7% | $0.59 |
 QQQ | 0.01% | 0.51% | - |
 0968.HK | 0.01% | 1.34% | $0.23 |
 INTC | 0.01% | 2.51% | $0.5 |
 DIS | 0.01% | 0.89% | $0.75 |
 NVO | 0.01% | 2.41% | $0.98 |
 BABA | 0.01% | 0.86% | $0.98 |
 GOOG | 0% | 0.41% | $0.2 |
 TAN | 0% | 0.48% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
0992.HK | Pay Day | Aug 13, 2025 | $0.04 |
0968.HK | Ex-Dividend | Aug 14, 2025 | $0.00 |
LW | Pay Day | Aug 29, 2025 | $0.37 |
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
ALB | Ex-Dividend | Sep 12, 2025 | $0.40 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
ALB | Pay Day | Oct 1, 2025 | $0.40 |
0968.HK | Pay Day | Oct 10, 2025 | $0.00 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 2.5/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.15
0.15
0
1
2
3
3
Jensen's Alpha
-11.44
-11.44
-12
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.17
0.17
0
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.15
0.15
0
1
2
3
3
Jensen's Alpha
-11.44
-11.44
-12
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.17
0.17
0
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
70.07
High:
PLTR
621.34PLTRLow:
CRWD
-607.54CRWDDetails
PEG Ratio
452.77
High:
ADSK
5,049.86ADSKLow:
NIO
-75.85NIODetails
Price/Book
13.67
High:PLTR
74.79PLTRLow:
9866.HK
-199.059866.HKDetails
Price/Sales
9.63
High:PLTR
139.27PLTRLow:
COCP
-COCPDetails
Price/CF
40.6
High:PLTR
202PLTRLow:
CSIQ
4.9CSIQDetails
Price/FCF
85.11
High:
LW
307.28LWLow:
NU
5.19NUDetails
P/E Ratio
70.07
High:PLTR
621.34PLTRLow:CRWD
-607.54CRWDDetails
PEG Ratio
452.77
High:ADSK
5,049.86ADSKLow:NIO
-75.85NIODetails
Price/Book
13.67
High:PLTR
74.79PLTRLow:9866.HK
-199.059866.HKDetails
Price/Sales
9.63
High:PLTR
139.27PLTRLow:COCP
-COCPDetails
Price/CF
40.6
High:PLTR
202PLTRLow:CSIQ
4.9CSIQDetails
Price/FCF
85.11
High:LW
307.28LWLow:NU
5.19NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.3% | Jul 2021 | Jul 2025 | 48 |
-5.05% | Apr 2021 | Jun 2021 | 2 |