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+1.07%
Today
+4.66%
This Month
+8.17%
Year To Date
+52.04%
2 Years
+109.39%
5 Years
+21.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash35.48%
- 💻 Electronic Technology23.53%
- 🖥️ Technology Services21.28%
- 🚗 Consumer Durables20.76%
- 🛍️ Retail Trade3.44%
- 💇♀️ Consumer Services2.34%
- 🛠️ Producer Manufacturing2.25%
- 💼 Commercial Services1.09%
- 📊 ETFs0.76%
- 🌾 Commodities0.6%
- 📈 Indexes0.58%
- 🪙 Cryptocurrencies0.31%
- 🧬 Health Technology0.05%
- 🚚 Transportation0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.97%
- 🇺🇸 NYSE13.69%
- 🇭🇰 Hong Kong Exchanges6.89%
- 🌍 Commodity0.6%
- 🌍 CFD0.58%
- 🌍 Digital Currency0.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.94%
- 🇨🇳 China8.94%
- 🇨🇦 Canada1.09%
- 🇹🇼 Taiwan1.08%
- 🇸🇬 Singapore0.67%
- 🇭🇰 Hong Kong0.04%
- 🇮🇪 Ireland0.03%
Dividends
Dividend Yield
0.27%
30 out of 58 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $WB (8.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INTC | 0.09% | 2.47% | $0.5 |
 QCOM | 0.03% | 2.16% | $3.25 |
 01211.HK | 0.03% | 1.2% | $3.41 |
 META | 0.02% | 0.29% | $1 |
 AAPL | 0.02% | 0.48% | $0.97 |
 BABA | 0.01% | 0.87% | $0.98 |
 TSM | 0.01% | 0.94% | $1.74 |
 EEM | 0.01% | 2.45% | - |
 0700.HK | 0.01% | 0.82% | $3.4 |
 BKNG | 0.01% | 0.65% | $17.5 |
 DIS | 0.01% | 0.83% | $0.75 |
 VOOG | 0% | 0.53% | - |
 WB | 0% | 8.07% | - |
 0968.HK | 0% | 7.81% | $0.23 |
 GOOG | 0% | 0.42% | $0.2 |
 ATHM.CH | 0% | 6.17% | $1.68 |
 NVDA | 0% | 0.02% | $0.02 |
 JD.US | 0% | 3.08% | $0.74 |
 0992.HK | 0% | 3.85% | $0.38 |
 NTES | 0% | 2.11% | $2.58 |
 00763.HK | 0% | 2.64% | $0.74 |
 VIPS | 0% | 3.02% | $0.41 |
 669.HK | 0% | 2.38% | $1.93 |
 00285.HK | 0% | 1.86% | $0.59 |
 TME | 0% | 0.82% | $0.12 |
 02382.HK | 0% | 0.72% | $0.22 |
 YMM | 0% | 0.71% | $0.13 |
 TCOM.CH | 0% | 0.45% | - |
 3888.HK | 0% | 0.43% | $0.14 |
 02018.HK | 0% | 0.59% | $0.1 |
Next Dividends
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
49.61
High:
TSLA
186.01TSLALow:
NET
-839.35NETDetails
PEG Ratio
-189.48
High:
ADSK
5,326.31ADSKLow:NET
-1,493.65NETDetails
Price/Book
14.28
High:
NVDA
51.05NVDALow:
BKNG
-29.91BKNGDetails
Price/Sales
10.63
High:NET
38.95NETLow:
JD.US
0.29JD.USDetails
Price/CF
28.72
High:NET
86.48NETLow:
01211.HK
8.0601211.HKDetails
Price/FCF
48.18
High:
03690.HK
387.8103690.HKLow:JD.US
9.2JD.USDetails
P/E Ratio
49.61
High:TSLA
186.01TSLALow:NET
-839.35NETDetails
PEG Ratio
-189.48
High:ADSK
5,326.31ADSKLow:NET
-1,493.65NETDetails
Price/Book
14.28
High:NVDA
51.05NVDALow:BKNG
-29.91BKNGDetails
Price/Sales
10.63
High:NET
38.95NETLow:JD.US
0.29JD.USDetails
Price/CF
28.72
High:NET
86.48NETLow:01211.HK
8.0601211.HKDetails
Price/FCF
48.18
High:03690.HK
387.8103690.HKLow:JD.US
9.2JD.USDetails
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 |