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+0.48%
This Month
+31.63%
Year To Date
+107.96%
2 Years
+41.1%
5 Years
+79.16%
10 Years
+12.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.16%
- 📊 ETFs21.23%
- 🛍️ Retail Trade18.41%
- 💰 Finance11.49%
- 🪙 Cryptocurrencies7.77%
- 💻 Electronic Technology7.64%
- 🚚 Transportation3.31%
- 💼 Commercial Services1.56%
- 🧩 Miscellaneous1.47%
- 🧪 Process Industries0.36%
- 🛠️ Producer Manufacturing0.31%
- 🧬 Health Technology0.3%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.56%
- 🇺🇸 Nasdaq24.34%
- 🇭🇰 Hong Kong Exchanges23.6%
- 🌍 Digital Currency7.77%
- 🇺🇸 Chicago Board Options Exchange3.73%
Countries Breakdown
- Country
- Total
- 🇨🇳 China35.48%
- 🇺🇸 United States25.98%
- 🇸🇬 Singapore6.98%
- 🇰🇾 Cayman Islands1.15%
- 🇭🇰 Hong Kong1.13%
- 🇮🇱 Israel0.28%
Dividends
Dividend Yield
0.97%
23 out of 56 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $SPXU (8.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BIL | 0.43% | 4.58% | - |
 QFIN | 0.13% | 4.98% | $1.06 |
 0700.HK | 0.07% | 0.74% | $3.4 |
 BABA | 0.07% | 0.77% | $0.98 |
 YINN | 0.06% | 1.73% | - |
 GOOG | 0.03% | 0.35% | $0.2 |
 9988.HK | 0.03% | 0.78% | $0.98 |
 1299.HK | 0.03% | 2.52% | $1.61 |
 2318.HK | 0.03% | 5.04% | $2.63 |
 GS | 0.02% | 1.75% | $11 |
 SPXU | 0.02% | 8.23% | - |
 IWN | 0.01% | 1.84% | - |
 AGG | 0.01% | 3.79% | - |
 BND | 0.01% | 3.73% | - |
 MSFT | 0.01% | 0.65% | $3 |
 TAN | 0% | 0.48% | - |
 MOO | 0% | 2.99% | - |
 CQQQ | 0% | 0.25% | - |
 CTVA | 0% | 0.95% | $0.64 |
 LIT | 0% | 0.69% | - |
 INDA | 0% | 0.72% | - |
 IBB | 0% | 0.3% | - |
 XBI | 0% | 0.04% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
QFIN | Ex-Dividend | Sep 8, 2025 | $0.76 |
2318.HK | Ex-Dividend | Sep 10, 2025 | $0.13 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
CTVA | Pay Day | Sep 15, 2025 | $0.18 |
1299.HK | Pay Day | Sep 23, 2025 | $0.06 |
QFIN | Pay Day | Sep 25, 2025 | $0.76 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
2318.HK | Pay Day | Oct 24, 2025 | $0.13 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
MOO | Pay Day | Dec 24, 2025 | $0.00 |
CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 4.6/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
0.02
0.02
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
0.02
0.02
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
24.25
High:
TWLO
870.53TWLOLow:
ZS
-1,000.19ZSDetails
PEG Ratio
9.84
High:TWLO
836.27TWLOLow:ZS
-3,222.65ZSDetails
Price/Book
5.57
High:
RBLX
254.7RBLXLow:
BIDU
0.88BIDUDetails
Price/Sales
5.99
High:
RGTI
569.03RGTILow:
06060.HK
0.7506060.HKDetails
Price/CF
15.65
High:RBLX
67.01RBLXLow:
2318.HK
12318.HKDetails
Price/FCF
31.51
High:
FORM
744.76FORMLow:2318.HK
1.132318.HKDetails
P/E Ratio
24.25
High:TWLO
870.53TWLOLow:ZS
-1,000.19ZSDetails
PEG Ratio
9.84
High:TWLO
836.27TWLOLow:ZS
-3,222.65ZSDetails
Price/Book
5.57
High:RBLX
254.7RBLXLow:BIDU
0.88BIDUDetails
Price/Sales
5.99
High:RGTI
569.03RGTILow:06060.HK
0.7506060.HKDetails
Price/CF
15.65
High:RBLX
67.01RBLXLow:2318.HK
12318.HKDetails
Price/FCF
31.51
High:FORM
744.76FORMLow:2318.HK
1.132318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.41% | Jul 2021 | Aug 2025 | 49 |
-8.99% | Sep 2020 | Nov 2020 | 2 |
-8.41% | Feb 2021 | Jun 2021 | 4 |
-3.99% | Dec 2020 | Jan 2021 | 1 |