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-0.06%
Today
-0.06%
This Month
+6.42%
Year To Date
+74.5%
2 Years
+44.85%
5 Years
+8.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services29.1%
- 📊 ETFs18.82%
- 🛍️ Retail Trade17.94%
- 💰 Finance12.3%
- 💻 Electronic Technology7.21%
- 🪙 Cryptocurrencies6.12%
- 🚚 Transportation3.61%
- 🧩 Miscellaneous1.68%
- 💼 Commercial Services1.62%
- 🛠️ Producer Manufacturing0.74%
- 🧬 Health Technology0.45%
- 🧪 Process Industries0.4%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.9%
- 🇺🇸 Nasdaq29.14%
- 🇭🇰 Hong Kong Exchanges21.6%
- 🌍 Digital Currency6.12%
- 🇺🇸 Chicago Board Options Exchange4.24%
Countries Breakdown
- Country
- Total
- 🇨🇳 China35.22%
- 🇺🇸 United States29.42%
- 🇸🇬 Singapore8.08%
- 🇰🇾 Cayman Islands1.27%
- 🇭🇰 Hong Kong0.61%
- 🇮🇱 Israel0.46%
Dividends
Dividend Yield
0.64%
27 out of 59 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $3988.HK (6.47%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QFIN | 0.13% | 2.91% | $1.06 |
 BIL | 0.09% | 1.42% | - |
 BABA | 0.08% | 0.99% | $0.98 |
 0700.HK | 0.08% | 0.85% | $3.4 |
 9988.HK | 0.04% | 1.11% | $0.98 |
 2318.HK | 0.03% | 6.11% | $2.63 |
 GOOG | 0.03% | 0.29% | $0.2 |
 GS | 0.03% | 1.83% | $11 |
 3988.HK | 0.03% | 6.47% | $0.26 |
 1398.HK | 0.02% | 6.12% | $0.33 |
 1299.HK | 0.02% | 3.01% | $1.61 |
 IWN | 0.01% | 2.05% | - |
 YINN | 0.01% | 0.36% | - |
 AVGO | 0.01% | 0.98% | $19.7 |
 MOO | 0.01% | 3.18% | - |
 TAN | 0% | 0.49% | - |
 01211.HK | 0% | 1.25% | $3.41 |
 XBI | 0% | 1.41% | - |
 CTVA | 0% | 1.03% | $0.64 |
 META | 0% | 0.29% | $1 |
 CQQQ | 0% | 0.27% | - |
 AGG | 0% | 1.32% | - |
 BND | 0% | 1.3% | - |
 MSFT | 0% | 0.76% | $3 |
 INDA | 0% | 0.78% | - |
 IBB | 0% | 0.09% | - |
 LIT | 0% | 0.05% | - |
Performance Metrics
Score 3.6/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-2.98
-2.98
-3
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-2.98
-2.98
-3
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.41% | Jul 2021 | - | 43 |
-8.99% | Sep 2020 | Nov 2020 | 2 |
-8.41% | Feb 2021 | Jun 2021 | 4 |
-3.99% | Dec 2020 | Jan 2021 | 1 |