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-2.26%
This Month
+25.89%
Year To Date
+74.67%
2 Years
+49.58%
5 Years
+65.33%
10 Years
+10.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology47.58%
- 🖥️ Technology Services14.52%
- 🪙 Cryptocurrencies9.12%
- 💰 Finance8.13%
- 🛍️ Retail Trade5.47%
- 💵 Cash5.44%
- 👥 Copy Trading2.73%
- 🚗 Consumer Durables2.69%
- 🧬 Health Technology1.51%
- 🪨 Non Energy Minerals1.47%
- 💇♀️ Consumer Services0.93%
- 🚚 Transportation0.78%
- 🍞 Consumer Non Durables0.5%
- 🧪 Process Industries0%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.39%
- 🇺🇸 NYSE22.63%
- 🌍 Digital Currency9.14%
- 🇭🇰 Hong Kong Exchanges6.84%
- 🇸🇪 Stockholm Stock Exchange0.04%
- 🇬🇧 LSE0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.96%
- 🇨🇳 China13.5%
- 🇳🇱 Netherlands8.37%
- 🇹🇼 Taiwan4.17%
- 🇯🇵 Japan2.24%
- 🇨🇦 Canada1.52%
- 🇭🇰 Hong Kong0.88%
- 🇮🇱 Israel0.08%
- 🇸🇪 Sweden0.04%
- 🇩🇰 Denmark0.03%
- 🇺🇾 Uruguay0.03%
- 🇬🇧 United Kingdom0.01%
Dividends
Dividend Yield
0.56%
21 out of 35 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $HASI (5.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.12% | 0.38% | $0.97 |
 HASI | 0.06% | 5.13% | $1.62 |
 BAC | 0.04% | 1.96% | $0.96 |
 0700.HK | 0.04% | 0.76% | $3.4 |
 TSM | 0.04% | 0.93% | $1.74 |
 JNJ | 0.04% | 2.4% | $4.81 |
 BABA | 0.03% | 0.7% | $0.98 |
 ASML | 0.02% | 0.58% | $5.57 |
 2318.HK | 0.02% | 4.39% | $2.63 |
 1299.HK | 0.02% | 2.26% | $1.61 |
 NTDOY | 0.02% | 0.76% | $0.24 |
 C | 0.02% | 2.06% | $2.12 |
 MSFT | 0.02% | 0.74% | $3 |
 JD.US | 0.01% | 3.45% | $0.74 |
 LUV | 0.01% | 1.74% | $0.72 |
 TECK | 0.01% | 0.83% | $0.37 |
 AVGO | 0.01% | 0.72% | $19.7 |
 DIS | 0.01% | 0.91% | $0.75 |
 dangohwf | 0.01% | 0.26% | - |
 CRM | 0% | 0.66% | $0.4 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 3.8/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
-2.8
-2.8
-3
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
-2.8
-2.8
-3
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.54
High:
BILI
95.59BILILow:
WOOF
-287.04WOOFDetails
PEG Ratio
105.26
High:
NTDOY
256.86NTDOYLow:WOOF
-293.29WOOFDetails
Price/Book
19.49
High:
AAPL
54.92AAPLLow:
WOLF
-2.57WOLFDetails
Price/Sales
9.83
High:
NBIS
51.4NBISLow:WOOF
0.15WOOFDetails
Price/CF
33.06
High:NBIS
172.05NBISLow:
2318.HK
1.242318.HKDetails
Price/FCF
46.76
High:NBIS
242.15NBISLow:2318.HK
1.382318.HKDetails
P/E Ratio
35.54
High:BILI
95.59BILILow:WOOF
-287.04WOOFDetails
PEG Ratio
105.26
High:NTDOY
256.86NTDOYLow:WOOF
-293.29WOOFDetails
Price/Book
19.49
High:AAPL
54.92AAPLLow:WOLF
-2.57WOLFDetails
Price/Sales
9.83
High:NBIS
51.4NBISLow:WOOF
0.15WOOFDetails
Price/CF
33.06
High:NBIS
172.05NBISLow:2318.HK
1.242318.HKDetails
Price/FCF
46.76
High:NBIS
242.15NBISLow:2318.HK
1.382318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.98% | Jul 2021 | Nov 2024 | 40 |
-6.66% | Sep 2020 | Nov 2020 | 2 |
-6.33% | Nov 2025 | - | 2 |
-5.06% | Mar 2025 | Jun 2025 | 3 |
-2.88% | May 2021 | Jun 2021 | 1 |
-2.25% | Feb 2021 | Apr 2021 | 2 |
-2.24% | Dec 2020 | Jan 2021 | 1 |