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+4.12%
This Month
-1.08%
Year To Date
+63.16%
2 Years
+225.51%
5 Years
+764.27%
10 Years
+32.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology45.21%
- 🛠️ Producer Manufacturing17.39%
- 📊 ETFs14.47%
- 💇♀️ Consumer Services9.21%
- 🪙 Cryptocurrencies4.67%
- 💵 Cash4.59%
- 🛍️ Retail Trade3.99%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE68.9%
- 🇭🇰 Hong Kong Exchanges17.39%
- 🌍 Digital Currency4.67%
- 🇺🇸 Nasdaq3.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.42%
- 🇨🇳 China17.39%
Dividends
Dividend Yield
0.06%
1 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $01211.HK (0.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 01211.HK | 0.06% | 0.33% | $3.41 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.9/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
2.13
2.13
0
1
2
3
3
Jensen's Alpha
24.76
24.76
-2
0
2
25
25
Omega Ratio
1.86
1.86
0
1
1.5
2.5
2.5
Treynor Ratio
2.81
2.81
0
0.75
1.25
3
3
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
2.13
2.13
0
1
2
3
3
Jensen's Alpha
24.76
24.76
-2
0
2
25
25
Omega Ratio
1.86
1.86
0
1
1.5
2.5
2.5
Treynor Ratio
2.81
2.81
0
0.75
1.25
3
3
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
39.01
High:
AMZN
34.62AMZNLow:
IONQ
-19.32IONQDetails
PEG Ratio
950.68
High:
CMG
1,310.69CMGLow:AMZN
119.5AMZNDetails
Price/Book
5.85
High:CMG
16.51CMGLow:01211.HK
3.9601211.HKDetails
Price/Sales
2.88
High:IONQ
130.8IONQLow:01211.HK
1.1501211.HKDetails
Price/CF
17.1
High:CMG
23.1CMGLow:01211.HK
13.3201211.HKDetails
Price/FCF
186.94
High:AMZN
325.85AMZNLow:CMG
33.74CMGDetails
P/E Ratio
39.01
High:AMZN
34.62AMZNLow:IONQ
-19.32IONQDetails
PEG Ratio
950.68
High:CMG
1,310.69CMGLow:AMZN
119.5AMZNDetails
Price/Book
5.85
High:CMG
16.51CMGLow:01211.HK
3.9601211.HKDetails
Price/Sales
2.88
High:IONQ
130.8IONQLow:01211.HK
1.1501211.HKDetails
Price/CF
17.1
High:CMG
23.1CMGLow:01211.HK
13.3201211.HKDetails
Price/FCF
186.94
High:AMZN
325.85AMZNLow:CMG
33.74CMGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.15% | Oct 2018 | Dec 2019 | 14 |
-16.31% | Jan 2020 | Nov 2020 | 10 |
-13.24% | Mar 2025 | May 2025 | 2 |
-9.72% | Nov 2025 | - | 6 |
-8.05% | Dec 2020 | Jan 2021 | 1 |
-8% | Sep 2023 | Nov 2023 | 2 |
-6.97% | Aug 2022 | Oct 2022 | 2 |
-6.43% | Feb 2024 | May 2024 | 3 |
-5.49% | Feb 2021 | Apr 2021 | 2 |
-5.13% | Nov 2021 | Mar 2022 | 4 |
-3.64% | Jun 2022 | Jul 2022 | 1 |
-3.16% | Jul 2024 | Oct 2024 | 3 |
-2.86% | Dec 2022 | Apr 2023 | 4 |
-1.98% | Apr 2022 | May 2022 | 1 |
-1.83% | May 2021 | Jun 2021 | 1 |
-1.81% | Jul 2021 | Oct 2021 | 3 |
-1.52% | Dec 2024 | Jan 2025 | 1 |
-1.3% | Aug 2025 | Sep 2025 | 1 |