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-14.33%
This Month
-3.48%
Year To Date
+79.35%
2 Years
+119.81%
5 Years
+166.58%
10 Years
+14.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade76.17%
- 💰 Finance22.73%
- 🪙 Cryptocurrencies1.01%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE76.17%
- 🇺🇸 Nasdaq22.73%
- 🌍 Digital Currency1.01%
Countries Breakdown
- Country
- Total
- 🇨🇳 China76.17%
- 🇺🇸 United States22.73%
Dividends
Dividend Yield
0.51%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BABA (0.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BABA | 0.51% | 0.67% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.4/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
7.33
7.33
-2
0
2
8
8
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.8
1.8
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
7.33
7.33
-2
0
2
8
8
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.8
1.8
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.77
High:
TREE
38.99TREELow:BABA
20.77BABADetails
PEG Ratio
37.99
High:BABA
40.92BABALow:TREE
28.15TREEDetails
Price/Book
2.41
High:TREE
4.05TREELow:BABA
2.41BABADetails
Price/Sales
2.65
High:BABA
2.66BABALow:TREE
0.52TREEDetails
Price/CF
23.86
High:BABA
23.87BABALow:TREE
12.46TREEDetails
Price/FCF
1,154.52
High:BABA
1,196.17BABALow:TREE
14.99TREEDetails
P/E Ratio
20.77
High:TREE
38.99TREELow:BABA
20.77BABADetails
PEG Ratio
37.99
High:BABA
40.92BABALow:TREE
28.15TREEDetails
Price/Book
2.41
High:TREE
4.05TREELow:BABA
2.41BABADetails
Price/Sales
2.65
High:BABA
2.66BABALow:TREE
0.52TREEDetails
Price/CF
23.86
High:BABA
23.87BABALow:TREE
12.46TREEDetails
Price/FCF
1,154.52
High:BABA
1,196.17BABALow:TREE
14.99TREEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.91% | Nov 2021 | Nov 2024 | 36 |
-19.48% | Oct 2025 | - | 5 |
-15.86% | Jul 2018 | Nov 2020 | 28 |
-6.24% | Dec 2024 | Jan 2025 | 1 |
-5.31% | Mar 2025 | May 2025 | 2 |
-5.16% | Sep 2021 | Oct 2021 | 1 |
-2.35% | Jul 2021 | Aug 2021 | 1 |