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+40.35%
This Month
+69.84%
Year To Date
+131.62%
2 Years
+57.24%
5 Years
+41.58%
10 Years
+8.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash28.84%
- 📈 Indexes19.95%
- 🌾 Commodities19.92%
- 🛍️ Retail Trade9.62%
- 🪙 Cryptocurrencies8.51%
- 🖥️ Technology Services7.25%
- 🚗 Consumer Durables1.63%
Exchanges Breakdown
- Exchange
- Total
- 🌍 CFD19.95%
- 🌍 Commodity19.92%
- 🇺🇸 NYSE11.25%
- 🌍 Digital Currency8.51%
- 🇺🇸 Nasdaq7.25%
Countries Breakdown
- Country
- Total
- 🇨🇳 China18.49%
Dividends
Dividend Yield
0.08%
1 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BABA (0.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BABA | 0.08% | 0.84% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.8/10
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-8.95
-8.95
-9
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0
0
0
0.3
0.6
1
1
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-8.95
-8.95
-9
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0
0
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.82
High:
BIDU
76.09BIDULow:
NIO
-5.98NIODetails
PEG Ratio
-16.48
High:NIO
-16.48NIOLow:NIO
-16.48NIODetails
Price/Book
1.79
High:NIO
25.34NIOLow:BIDU
1.02BIDUDetails
Price/Sales
2.14
High:BIDU
2.17BIDULow:NIO
1.2NIODetails
Price/CF
27.06
High:BABA
27.25BABALow:BIDU
25BIDUDetails
Price/FCF
167.98
High:BABA
1,196.17BABALow:BIDU
15.08BIDUDetails
P/E Ratio
24.82
High:BIDU
76.09BIDULow:NIO
-5.98NIODetails
PEG Ratio
-16.48
High:NIO
-16.48NIOLow:NIO
-16.48NIODetails
Price/Book
1.79
High:NIO
25.34NIOLow:BIDU
1.02BIDUDetails
Price/Sales
2.14
High:BIDU
2.17BIDULow:NIO
1.2NIODetails
Price/CF
27.06
High:BABA
27.25BABALow:BIDU
25BIDUDetails
Price/FCF
167.98
High:BABA
1,196.17BABALow:BIDU
15.08BIDUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.55% | Jun 2021 | Jun 2025 | 48 |
-16.65% | Nov 2025 | Feb 2026 | 3 |
-7.72% | Aug 2025 | Oct 2025 | 2 |