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-12.22%
This Month
-13.88%
Year To Date
+11.45%
2 Years
+74.45%
5 Years
+74.45%
10 Years
+14.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading77.79%
- 🛍️ Retail Trade9.84%
- 💵 Cash4.96%
- 💻 Electronic Technology2.87%
- 🚗 Consumer Durables1.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.92%
- 🇭🇰 Hong Kong Exchanges17.88%
- 🇺🇸 NYSE14.1%
- 🇺🇸 OTC Markets Stock Exchange1.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.65%
- 🇨🇳 China23.52%
- 🇨🇦 Canada3.96%
- 🇹🇼 Taiwan2.32%
- 🇳🇱 Netherlands2.22%
- 🇭🇰 Hong Kong1.88%
- 🇸🇬 Singapore1.04%
- 🇮🇪 Ireland0.4%
Dividends
Dividend Yield
0.52%
3 out of 5 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: ChinaTech (1.49%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ChinaTech | 0.23% | 1.49% | - |
 AI-Revolution | 0.19% | 0.31% | - |
 9988.HK | 0.1% | 1.05% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ASML (AI-Revolution) | Ex-Dividend | Oct 28, 2026 | $3.17 |
 YMM (ChinaTech) | Pay Day | Oct 28, 2026 | $0.08 |
 MU (AI-Revolution) | Pay Day | Oct 29, 2026 | $0.15 |
 MRVL (AI-Revolution) | Pay Day | Oct 29, 2026 | $0.06 |
 TXN (AI-Revolution) | Ex-Dividend | Oct 31, 2026 | $1.42 |
 INTC (AI-Revolution) | Ex-Dividend | Nov 7, 2026 | $0.12 |
 MSFT (AI-Revolution) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 AMAT (AI-Revolution) | Ex-Dividend | Nov 20, 2026 | $0.53 |
 02018.HK (ChinaTech) | Ex-Dividend | Nov 26, 2026 | $0.04 |
 NTES (ChinaTech) | Ex-Dividend | Dec 3, 2026 | $0.72 |
 GOOGL (AI-Revolution) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 NVDA (AI-Revolution) | Ex-Dividend | Dec 10, 2026 | $0.25 |
 VRT (AI-Revolution) | Ex-Dividend | Dec 14, 2026 | $0.06 |
 TSM (AI-Revolution) | Ex-Dividend | Dec 16, 2026 | $0.95 |
 CRM (AI-Revolution) | Ex-Dividend | Dec 17, 2026 | $0.44 |
 META (AI-Revolution) | Ex-Dividend | Dec 21, 2026 | $0.53 |
 AVGO (AI-Revolution) | Ex-Dividend | Dec 21, 2026 | $0.65 |
 LRCX (AI-Revolution) | Ex-Dividend | Dec 23, 2026 | $0.26 |
 1024.HK (ChinaTech) | Ex-Dividend | Dec 29, 2026 | $0.09 |
 JOYY (ChinaTech) | Ex-Dividend | Dec 30, 2026 | $1.50 |
 ORCL (AI-Revolution) | Ex-Dividend | Jan 9, 2027 | $0.50 |
MRVL (AI-Revolution) | Ex-Dividend | Jan 9, 2027 | $0.06 |
MU (AI-Revolution) | Ex-Dividend | Jan 14, 2027 | $0.15 |
YMM (ChinaTech) | Ex-Dividend | Jan 14, 2027 | $0.08 |
 0992.HK (ChinaTech) | Ex-Dividend | Feb 5, 2027 | $0.04 |
 669.HK (ChinaTech) | Ex-Dividend | Mar 1, 2027 | $0.17 |
 QFIN (ChinaTech) | Ex-Dividend | Mar 9, 2027 | $0.78 |
 JD.US (ChinaTech) | Ex-Dividend | Apr 9, 2027 | $1.00 |
 0700.HK (ChinaTech) | Ex-Dividend | May 15, 2027 | $0.68 |
 3888.HK (ChinaTech) | Ex-Dividend | Jun 1, 2027 | $0.00 |
 1347.HK (ChinaTech) | Ex-Dividend | Jun 3, 2027 | $0.02 |
 02382.HK (ChinaTech) | Ex-Dividend | Jun 5, 2027 | $0.17 |
9988.HK | Ex-Dividend | Jun 10, 2027 | $0.13 |
 BABA (AI-Revolution) | Ex-Dividend | Jun 11, 2027 | $1.05 |
BABA (ChinaTech) | Ex-Dividend | Jun 11, 2027 | $1.05 |
 00285.HK (ChinaTech) | Ex-Dividend | Jun 11, 2027 | $0.02 |
 00763.HK (ChinaTech) | Ex-Dividend | Jun 22, 2027 | $0.01 |
 BZ (ChinaTech) | Ex-Dividend | Sep 28, 2027 | $0.17 |
Performance Metrics
Score 5.6/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
2.06
2.06
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
2.06
2.06
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.37
High:9988.HK
22.249988.HKLow:
CSIQ
-4.07CSIQDetails
PEG Ratio
N/A
Details
Price/Book
1.54
High:9988.HK
1.559988.HKLow:
LEVGQ
0LEVGQDetails
Price/Sales
1.6
High:9988.HK
1.629988.HKLow:LEVGQ
0LEVGQDetails
Price/CF
19.89
High:9988.HK
19.919988.HKLow:CSIQ
8.72CSIQDetails
Price/FCF
2,771.01
High:9988.HK
2,771.019988.HKLow:9988.HK
2,771.019988.HKDetails
P/E Ratio
22.37
High:9988.HK
22.249988.HKLow:CSIQ
-4.07CSIQDetails
PEG Ratio
N/A
Details
Price/Book
1.54
High:9988.HK
1.559988.HKLow:LEVGQ
0LEVGQDetails
Price/Sales
1.6
High:9988.HK
1.629988.HKLow:LEVGQ
0LEVGQDetails
Price/CF
19.89
High:9988.HK
19.919988.HKLow:CSIQ
8.72CSIQDetails
Price/FCF
2,771.01
High:9988.HK
2,771.019988.HKLow:9988.HK
2,771.019988.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.71% | Nov 2025 | - | 12 |
-29.63% | Aug 2023 | Jul 2025 | 23 |
-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 |