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+7.93%
This Month
-9.34%
Year To Date
+72.97%
2 Years
+65.11%
5 Years
+150.41%
10 Years
+12.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade69.65%
- 💰 Finance29.38%
- 🪙 Cryptocurrencies0.89%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE69.65%
- 🇺🇸 Nasdaq29.38%
- 🌍 Digital Currency0.89%
Countries Breakdown
- Country
- Total
- 🇨🇳 China69.65%
- 🇺🇸 United States29.38%
Dividends
Dividend Yield
0.51%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BABA (0.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BABA | 0.51% | 0.73% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.6/10
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
3.8
3.8
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
3.8
3.8
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.26
High:BABA
25.36BABALow:
TREE
4.59TREEDetails
PEG Ratio
1.01
High:TREE
1.01TREELow:TREE
1.01TREEDetails
Price/Book
2.13
High:TREE
2.36TREELow:BABA
2.13BABADetails
Price/Sales
2.4
High:BABA
2.41BABALow:TREE
0.62TREEDetails
Price/CF
27.21
High:BABA
27.25BABALow:TREE
10.23TREEDetails
Price/FCF
1,100.37
High:BABA
1,196.17BABALow:TREE
12.32TREEDetails
P/E Ratio
25.26
High:BABA
25.36BABALow:TREE
4.59TREEDetails
PEG Ratio
1.01
High:TREE
1.01TREELow:TREE
1.01TREEDetails
Price/Book
2.13
High:TREE
2.36TREELow:BABA
2.13BABADetails
Price/Sales
2.4
High:BABA
2.41BABALow:TREE
0.62TREEDetails
Price/CF
27.21
High:BABA
27.25BABALow:TREE
10.23TREEDetails
Price/FCF
1,100.37
High:BABA
1,196.17BABALow:TREE
12.32TREEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.91% | Nov 2021 | Nov 2024 | 36 |
-29.92% | Oct 2025 | - | 7 |
-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 |