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+0.15%
This Month
+0.15%
Year To Date
+61.4%
2 Years
+68.37%
5 Years
+68.37%
10 Years
+25.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash30.77%
- 💻 Electronic Technology11.21%
- 🧬 Health Technology10.38%
- 💰 Finance8.79%
- 🛠️ Producer Manufacturing7.96%
- 🖥️ Technology Services7.73%
- 🛍️ Retail Trade7.43%
- 📡 Communications5.65%
- 🚗 Consumer Durables4.07%
- 🪙 Cryptocurrencies3.18%
- 🚚 Transportation2.78%
- 📦 Distribution Services1.61%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.79%
- 🇭🇰 Hong Kong Exchanges17.95%
- 🇺🇸 NYSE14.87%
- 🌍 Digital Currency3.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.57%
- 🇨🇳 China21.87%
- 🇸🇬 Singapore7.98%
- 🇩🇪 Germany5.18%
Dividends
Dividend Yield
0.15%
8 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $6936.HK (2.07%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.1/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
1.88
1.88
0
1
2
3
3
Jensen's Alpha
2.51
2.51
-2
0
2
4.5
4.5
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
1.63
1.63
0
0.3
0.6
2
2
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
1.88
1.88
0
1
2
3
3
Jensen's Alpha
2.51
2.51
-2
0
2
4.5
4.5
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
1.63
1.63
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
51.89
High:
TSLA
288.29TSLALow:
BBIO
-18.51BBIODetails
PEG Ratio
42.13
High:
6936.HK
166.96936.HKLow:
JMIA
-33.82JMIADetails
Price/Book
14.92
High:
NVDA
39.15NVDALow:BBIO
-7.72BBIODetails
Price/Sales
12.42
High:BBIO
42.02BBIOLow:6936.HK
0.556936.HKDetails
Price/CF
34.86
High:TSLA
99.57TSLALow:
IBKR
1.13IBKRDetails
Price/FCF
55
High:
BABA
1,196.17BABALow:IBKR
1.13IBKRDetails
P/E Ratio
51.89
High:TSLA
288.29TSLALow:BBIO
-18.51BBIODetails
PEG Ratio
42.13
High:6936.HK
166.96936.HKLow:JMIA
-33.82JMIADetails
Price/Book
14.92
High:NVDA
39.15NVDALow:BBIO
-7.72BBIODetails
Price/Sales
12.42
High:BBIO
42.02BBIOLow:6936.HK
0.556936.HKDetails
Price/CF
34.86
High:TSLA
99.57TSLALow:IBKR
1.13IBKRDetails
Price/FCF
55
High:BABA
1,196.17BABALow:IBKR
1.13IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.74% | Feb 2025 | Jul 2025 | 5 |
-9.17% | Sep 2023 | Dec 2023 | 3 |
-4.03% | Aug 2024 | Sep 2024 | 1 |
-3.92% | Apr 2024 | May 2024 | 1 |
-2.74% | Dec 2024 | Jan 2025 | 1 |
-1.81% | Nov 2025 | Jan 2026 | 2 |