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+0%
Today
+3.55%
This Month
+7.03%
Year To Date
+50.43%
2 Years
+107.18%
5 Years
+20.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash35.48%
- 💻 Electronic Technology23.26%
- 🚗 Consumer Durables20.86%
- 🖥️ Technology Services20.61%
- 🛍️ Retail Trade3.32%
- 🛠️ Producer Manufacturing2.39%
- 💇♀️ Consumer Services2.28%
- 💼 Commercial Services1.09%
- 👥 Copy Trading1.04%
- 📊 ETFs0.76%
- 🌾 Commodities0.61%
- 📈 Indexes0.58%
- 🪙 Cryptocurrencies0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.99%
- 🇺🇸 NYSE13.53%
- 🇭🇰 Hong Kong Exchanges7.08%
- 🌍 Commodity0.61%
- 🌍 CFD0.58%
- 🌍 Digital Currency0.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.79%
- 🇨🇳 China9.14%
- 🇨🇦 Canada1.09%
- 🇹🇼 Taiwan1.07%
- 🇸🇬 Singapore0.67%
- 🇭🇰 Hong Kong0.04%
- 🇮🇪 Ireland0.04%
Dividends
Dividend Yield
0.27%
15 out of 32 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $EEM (2.45%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INTC | 0.09% | 2.45% | $0.5 |
 QCOM | 0.03% | 2.14% | $3.25 |
 01211.HK | 0.03% | 1.18% | $3.41 |
 META | 0.02% | 0.29% | $1 |
 AAPL | 0.02% | 0.48% | $0.97 |
 BABA | 0.01% | 0.85% | $0.98 |
 ChinaTech | 0.01% | 1.1% | - |
 TSM | 0.01% | 0.94% | $1.74 |
 EEM | 0.01% | 2.45% | - |
 0700.HK | 0.01% | 0.82% | $3.4 |
 BKNG | 0.01% | 0.66% | $17.5 |
 DIS | 0.01% | 0.83% | $0.75 |
 VOOG | 0% | 0.53% | - |
 GOOG | 0% | 0.42% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 5.6/10
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
7.03
7.03
-2
0
2
8
8
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
7.03
7.03
-2
0
2
8
8
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
49.66
High:
TSLA
186.01TSLALow:
NET
-839.35NETDetails
PEG Ratio
-188.52
High:
ADSK
5,326.31ADSKLow:NET
-1,493.65NETDetails
Price/Book
14.27
High:
NVDA
51.05NVDALow:
BKNG
-29.91BKNGDetails
Price/Sales
10.6
High:NET
38.95NETLow:
01211.HK
1.301211.HKDetails
Price/CF
28.7
High:NET
86.48NETLow:01211.HK
8.0601211.HKDetails
Price/FCF
48.31
High:NET
214.03NETLow:
ENPH
14.37ENPHDetails
P/E Ratio
49.66
High:TSLA
186.01TSLALow:NET
-839.35NETDetails
PEG Ratio
-188.52
High:ADSK
5,326.31ADSKLow:NET
-1,493.65NETDetails
Price/Book
14.27
High:NVDA
51.05NVDALow:BKNG
-29.91BKNGDetails
Price/Sales
10.6
High:NET
38.95NETLow:01211.HK
1.301211.HKDetails
Price/CF
28.7
High:NET
86.48NETLow:01211.HK
8.0601211.HKDetails
Price/FCF
48.31
High:NET
214.03NETLow:ENPH
14.37ENPHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.78% | Dec 2021 | Sep 2024 | 33 |
-22.01% | May 2021 | Oct 2021 | 5 |
-20.51% | Feb 2025 | Jul 2025 | 5 |
-1.35% | Oct 2024 | Nov 2024 | 1 |