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+12.19%
This Month
+5.67%
Year To Date
+87.11%
2 Years
+26.67%
5 Years
+25.45%
10 Years
+4.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services29.88%
- 📊 ETFs27.1%
- 💻 Electronic Technology11.18%
- 🚗 Consumer Durables7.89%
- 🛠️ Producer Manufacturing6.21%
- 🧩 Miscellaneous4.41%
- 🧪 Process Industries2.86%
- 🪙 Cryptocurrencies2.58%
- 💰 Finance2.28%
- 🛍️ Retail Trade1.46%
- 💼 Commercial Services1.36%
- 💇♀️ Consumer Services1.36%
- 🧬 Health Technology0.85%
- 🍞 Consumer Non Durables0.59%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq68.12%
- 🇺🇸 NYSE16.63%
- 🇭🇰 Hong Kong Exchanges12.67%
- 🌍 Digital Currency2.58%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.64%
- 🇨🇳 China15.8%
- 🇨🇦 Canada3.51%
- 🇭🇰 Hong Kong1.97%
- 🇧🇷 Brazil0.92%
- 🇩🇰 Denmark0.73%
- 🇮🇱 Israel0.34%
Dividends
Dividend Yield
0.29%
14 out of 50 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $1585.HK (4.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 1585.HK | 0.09% | 4.6% | $0.48 |
 0992.HK | 0.04% | 2.22% | $0.38 |
 ALB | 0.03% | 0.93% | $1.6 |
 LW | 0.02% | 3.56% | $1.28 |
 NVO | 0.02% | 2.78% | $0.98 |
 QQQ | 0.02% | 0.38% | - |
 DIS | 0.01% | 1.47% | $0.75 |
 01211.HK | 0.01% | 0.46% | $3.41 |
 0968.HK | 0.01% | 1.87% | $0.23 |
 ORCL | 0.01% | 1.04% | $1.6 |
 PYPL | 0.01% | 0.95% | - |
 BABA | 0.01% | 0.81% | $0.98 |
 GOOG | 0% | 0.22% | $0.2 |
 00285.HK | 0% | 0.62% | $0.59 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PYPL | Ex-Dividend | Jun 4, 2026 | $0.14 |
LW | Pay Day | Jun 5, 2026 | $0.38 |
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
00285.HK | Ex-Dividend | Jun 11, 2026 | $0.02 |
01211.HK | Ex-Dividend | Jun 11, 2026 | $0.05 |
ALB | Ex-Dividend | Jun 12, 2026 | $0.41 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
ALB | Pay Day | Jul 1, 2026 | $0.41 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
00285.HK | Pay Day | Jul 31, 2026 | $0.02 |
01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
0992.HK | Ex-Dividend | Aug 5, 2026 | $0.04 |
0992.HK | Pay Day | Aug 19, 2026 | $0.04 |
Performance Metrics
Score 2.6/10
Beta
1.45
1.45
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
-8.39
-8.39
-9
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.16
0.16
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
1.45
1.45
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
-8.39
-8.39
-9
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.16
0.16
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
42.78
High:
TSLA
396.12TSLALow:
CRWD
-907.75CRWDDetails
PEG Ratio
78.12
High:
ADSK
2,179.05ADSKLow:ALB
-73.69ALBDetails
Price/Book
10.31
High:
PLTR
38.75PLTRLow:
BYND
-16.88BYNDDetails
Price/Sales
7.97
High:
SPCE
212.96SPCELow:
CSIQ
0.23CSIQDetails
Price/CF
27.37
High:PLTR
138.09PLTRLow:00285.HK
3.2300285.HKDetails
Price/FCF
79.61
High:BABA
1,196.17BABALow:00285.HK
4.3100285.HKDetails
P/E Ratio
42.78
High:TSLA
396.12TSLALow:CRWD
-907.75CRWDDetails
PEG Ratio
78.12
High:ADSK
2,179.05ADSKLow:ALB
-73.69ALBDetails
Price/Book
10.31
High:PLTR
38.75PLTRLow:BYND
-16.88BYNDDetails
Price/Sales
7.97
High:SPCE
212.96SPCELow:CSIQ
0.23CSIQDetails
Price/CF
27.37
High:PLTR
138.09PLTRLow:00285.HK
3.2300285.HKDetails
Price/FCF
79.61
High:BABA
1,196.17BABALow:00285.HK
4.3100285.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.3% | Jul 2021 | Jul 2025 | 48 |
-21.97% | Nov 2025 | - | 7 |
-5.05% | Apr 2021 | Jun 2021 | 2 |