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-1.63%
This Month
-1.63%
Year To Date
+89.2%
2 Years
+203.55%
5 Years
+203.55%
10 Years
+31.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology31.78%
- 🖥️ Technology Services17.08%
- 🚗 Consumer Durables16.69%
- 🪨 Non Energy Minerals10.04%
- 🛍️ Retail Trade9.56%
- 🛠️ Producer Manufacturing5.74%
- 🏥 Health Services4.6%
- 💵 Cash4.4%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.76%
- 🇭🇰 Hong Kong Exchanges26.08%
- 🇦🇺 Sydney14.64%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.76%
- 🇨🇳 China26.08%
- 🇦🇺 Australia14.64%
Dividends
Dividend Yield
0.24%
6 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $02382.HK (0.83%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
22.9
22.9
-2
0
2
23
23
Omega Ratio
1.8
1.8
0
1
1.5
2.5
2.5
Treynor Ratio
1.8
1.8
0
0.75
1.25
2
2
Information Ratio
0.82
0.82
0
0.3
0.6
1
1
Calmar Ratio
1.07
1.07
0
0.3
0.6
2
2
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
22.9
22.9
-2
0
2
23
23
Omega Ratio
1.8
1.8
0
1
1.5
2.5
2.5
Treynor Ratio
1.8
1.8
0
0.75
1.25
2
2
Information Ratio
0.82
0.82
0
0.3
0.6
1
1
Calmar Ratio
1.07
1.07
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
44.35
High:
TSLA
280.13TSLALow:
SYM
-405.13SYMDetails
PEG Ratio
105.68
High:
PME.ASX
413.64PME.ASXLow:
02382.HK
22.4302382.HKDetails
Price/Book
17.49
High:PME.ASX
72.51PME.ASXLow:02382.HK
2.4402382.HKDetails
Price/Sales
11.39
High:
RGTI
1,083.85RGTILow:02382.HK
1.6502382.HKDetails
Price/CF
43.86
High:PME.ASX
251PME.ASXLow:SYM
6.72SYMDetails
Price/FCF
60.29
High:
9988.HK
2,767.199988.HKLow:
PLS.ASX
5.47PLS.ASXDetails
P/E Ratio
44.35
High:TSLA
280.13TSLALow:SYM
-405.13SYMDetails
PEG Ratio
105.68
High:PME.ASX
413.64PME.ASXLow:02382.HK
22.4302382.HKDetails
Price/Book
17.49
High:PME.ASX
72.51PME.ASXLow:02382.HK
2.4402382.HKDetails
Price/Sales
11.39
High:RGTI
1,083.85RGTILow:02382.HK
1.6502382.HKDetails
Price/CF
43.86
High:PME.ASX
251PME.ASXLow:SYM
6.72SYMDetails
Price/FCF
60.29
High:9988.HK
2,767.199988.HKLow:PLS.ASX
5.47PLS.ASXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.35% | Apr 2022 | Nov 2022 | 7 |
-22.01% | Aug 2023 | Dec 2023 | 4 |
-18.2% | Dec 2022 | Jan 2023 | 1 |
-15.55% | Feb 2025 | Aug 2025 | 6 |
-10.09% | Jan 2024 | Jul 2024 | 6 |
-9.89% | Dec 2024 | Jan 2025 | 1 |
-8.89% | Apr 2023 | May 2023 | 1 |
-7.35% | Nov 2025 | - | 3 |
-0.88% | Feb 2022 | Mar 2022 | 1 |