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-0.24%
Today
+2.38%
This Month
+15.98%
Year To Date
+77.7%
2 Years
+30.49%
5 Years
+10.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services23.93%
- 📊 ETFs20.58%
- 🛍️ Retail Trade18.46%
- 💰 Finance13.16%
- 💻 Electronic Technology7.99%
- 🪙 Cryptocurrencies5.82%
- 🚚 Transportation3.73%
- 💵 Cash2.35%
- 💼 Commercial Services1.74%
- 🧩 Miscellaneous1.56%
- 🧪 Process Industries0.4%
- 🛠️ Producer Manufacturing0.29%
- 🧬 Health Technology0.29%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.2%
- 🇭🇰 Hong Kong Exchanges25.09%
- 🇺🇸 Nasdaq23.95%
- 🌍 Digital Currency5.82%
- 🇺🇸 Chicago Board Options Exchange3.9%
Countries Breakdown
- Country
- Total
- 🇨🇳 China38.72%
- 🇺🇸 United States22.8%
- 🇸🇬 Singapore7.35%
- 🇭🇰 Hong Kong1.17%
- 🇰🇾 Cayman Islands1.05%
- 🇮🇱 Israel0.46%
Dividends
Dividend Yield
1.01%
23 out of 52 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $SPXU (7.57%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BIL | 0.41% | 4.76% | - |
 QFIN | 0.13% | 2.99% | $1.06 |
 0700.HK | 0.09% | 0.88% | $3.4 |
 BABA | 0.08% | 0.86% | $0.98 |
 YINN | 0.06% | 1.77% | - |
 9988.HK | 0.03% | 0.87% | $0.98 |
 GOOG | 0.03% | 0.47% | $0.2 |
 1299.HK | 0.03% | 2.63% | $1.61 |
 2318.HK | 0.03% | 6.08% | $2.63 |
 GS | 0.02% | 1.98% | $11 |
 SPXU | 0.02% | 7.57% | - |
 AGG | 0.01% | 3.75% | - |
 BND | 0.01% | 3.68% | - |
 IWN | 0.01% | 1.99% | - |
 MSFT | 0.01% | 0.69% | $3 |
 MOO | 0.01% | 3.19% | - |
 TAN | 0.01% | 0.58% | - |
 CTVA | 0% | 0.95% | $0.64 |
 CQQQ | 0% | 0.26% | - |
 LIT | 0% | 1.03% | - |
 INDA | 0% | 0.74% | - |
 IBB | 0% | 0.3% | - |
 XBI | 0% | 0.17% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
1299.HK | Pay Day | Jun 12, 2025 | $0.17 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
CTVA | Pay Day | Jun 16, 2025 | $0.17 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
2318.HK | Pay Day | Jun 30, 2025 | $0.22 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
MOO | Pay Day | Dec 24, 2025 | $0.00 |
CQQQ | Pay Day | Dec 27, 2025 | $0.11 |
TAN | Pay Day | Dec 27, 2025 | $0.17 |
Performance Metrics
Score 4/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-1.05
-1.05
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-1.05
-1.05
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.76
High:
GRAB
896.43GRABLow:
RBLX
-67.94RBLXDetails
PEG Ratio
90.96
High:
COIN
941.94COINLow:RBLX
-246.08RBLXDetails
Price/Book
4.54
High:RBLX
198.67RBLXLow:
BIDU
0.79BIDUDetails
Price/Sales
4.8
High:
RGTI
387.06RGTILow:
2318.HK
0.692318.HKDetails
Price/CF
14.76
High:
MRNA
62.64MRNALow:2318.HK
0.812318.HKDetails
Price/FCF
24.07
High:
03690.HK
387.8103690.HKLow:2318.HK
0.872318.HKDetails
P/E Ratio
20.76
High:GRAB
896.43GRABLow:RBLX
-67.94RBLXDetails
PEG Ratio
90.96
High:COIN
941.94COINLow:RBLX
-246.08RBLXDetails
Price/Book
4.54
High:RBLX
198.67RBLXLow:BIDU
0.79BIDUDetails
Price/Sales
4.8
High:RGTI
387.06RGTILow:2318.HK
0.692318.HKDetails
Price/CF
14.76
High:MRNA
62.64MRNALow:2318.HK
0.812318.HKDetails
Price/FCF
24.07
High:03690.HK
387.8103690.HKLow:2318.HK
0.872318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.41% | Jul 2021 | - | 48 |
-8.99% | Sep 2020 | Nov 2020 | 2 |
-8.41% | Feb 2021 | Jun 2021 | 4 |
-3.99% | Dec 2020 | Jan 2021 | 1 |