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-6.88%
This Month
-10.53%
Year To Date
+22.14%
2 Years
+81.24%
5 Years
+81.24%
10 Years
+18.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading60.67%
- 🛍️ Retail Trade33.22%
- 💻 Electronic Technology4.8%
- 🚗 Consumer Durables1.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.38%
- 🇭🇰 Hong Kong Exchanges33.4%
- 🇺🇸 NYSE21.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.79%
- 🇨🇳 China42.68%
- 🇨🇦 Canada5.85%
- 🇳🇱 Netherlands1.83%
- 🇹🇼 Taiwan1.81%
- 🇭🇰 Hong Kong1.07%
- 🇸🇬 Singapore0.94%
- 🇮🇪 Ireland0.49%
Dividends
Dividend Yield
0.56%
3 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: ChinaTech (1.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 9988.HK | 0.2% | 0.81% | $0.98 |
 ChinaTech | 0.19% | 1.07% | - |
 AI-Revolution | 0.17% | 0.39% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.9/10
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
5.96
5.96
-2
0
2
6
6
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
5.96
5.96
-2
0
2
6
6
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.83
High:
CSIQ
71.27CSIQLow:
BBBY
-3.49BBBYDetails
PEG Ratio
22.36
High:9988.HK
35.229988.HKLow:BBBY
-4.74BBBYDetails
Price/Book
2.06
High:9988.HK
2.079988.HKLow:
LEVGQ
0LEVGQDetails
Price/Sales
2.25
High:9988.HK
2.289988.HKLow:LEVGQ
0LEVGQDetails
Price/CF
24.62
High:BBBY
52.46BBBYLow:CSIQ
8.72CSIQDetails
Price/FCF
2,751.18
High:9988.HK
2,771.019988.HKLow:BBBY
147.79BBBYDetails
P/E Ratio
17.83
High:CSIQ
71.27CSIQLow:BBBY
-3.49BBBYDetails
PEG Ratio
22.36
High:9988.HK
35.229988.HKLow:BBBY
-4.74BBBYDetails
Price/Book
2.06
High:9988.HK
2.079988.HKLow:LEVGQ
0LEVGQDetails
Price/Sales
2.25
High:9988.HK
2.289988.HKLow:LEVGQ
0LEVGQDetails
Price/CF
24.62
High:BBBY
52.46BBBYLow:CSIQ
8.72CSIQDetails
Price/FCF
2,751.18
High:9988.HK
2,771.019988.HKLow:BBBY
147.79BBBYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.63% | Aug 2023 | Jul 2025 | 23 |
-26.19% | Nov 2025 | - | 5 |
-14.83% | Feb 2023 | Jun 2023 | 4 |
-12.87% | Aug 2022 | Nov 2022 | 3 |
-2.07% | Jun 2022 | Jul 2022 | 1 |
-1.07% | Aug 2025 | Sep 2025 | 1 |
-0.78% | Dec 2022 | Jan 2023 | 1 |