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+0.92%
This Month
+0.92%
Year To Date
+51.77%
2 Years
+55.65%
5 Years
+55.65%
10 Years
+22.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services52.38%
- 🛍️ Retail Trade18.34%
- 💻 Electronic Technology11.83%
- 🪙 Cryptocurrencies10.03%
- 🍞 Consumer Non Durables7.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.97%
- 🇺🇸 NYSE23.22%
- 🇭🇰 Hong Kong Exchanges21.77%
- 🌍 Digital Currency10.03%
Countries Breakdown
- Country
- Total
- 🇨🇳 China33.17%
- 🇺🇸 United States30.61%
- 🇹🇼 Taiwan11.83%
- 🇨🇦 Canada7.42%
- 🇮🇪 Ireland6.95%
Dividends
Dividend Yield
0.43%
5 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $1698.HK (1.1%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.6/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
1.19
1.19
0
0.5
1
2
2
Sortino Ratio
2.19
2.19
0
1
2
3
3
Jensen's Alpha
1.34
1.34
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
1.96
1.96
0
0.3
0.6
2
2
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
1.19
1.19
0
0.5
1
2
2
Sortino Ratio
2.19
2.19
0
1
2
3
3
Jensen's Alpha
1.34
1.34
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
1.96
1.96
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
30.43
High:
TSM
33.53TSMLow:
PDD
10.92PDDDetails
PEG Ratio
98
High:
LULU
386.35LULULow:
1698.HK
20.771698.HKDetails
Price/Book
8.46
High:TSM
10.35TSMLow:1698.HK
1.981698.HKDetails
Price/Sales
9.35
High:TSM
13.84TSMLow:LULU
2.02LULUDetails
Price/CF
19.73
High:1698.HK
25.841698.HKLow:LULU
10.86LULUDetails
Price/FCF
45.66
High:TSM
78.86TSMLow:LULU
17.92LULUDetails
P/E Ratio
30.43
High:TSM
33.53TSMLow:PDD
10.92PDDDetails
PEG Ratio
98
High:LULU
386.35LULULow:1698.HK
20.771698.HKDetails
Price/Book
8.46
High:TSM
10.35TSMLow:1698.HK
1.981698.HKDetails
Price/Sales
9.35
High:TSM
13.84TSMLow:LULU
2.02LULUDetails
Price/CF
19.73
High:1698.HK
25.841698.HKLow:LULU
10.86LULUDetails
Price/FCF
45.66
High:TSM
78.86TSMLow:LULU
17.92LULUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.78% | Feb 2025 | Jul 2025 | 5 |
-5.44% | Dec 2024 | Jan 2025 | 1 |
-4.93% | Jul 2024 | Nov 2024 | 4 |
-1.26% | Dec 2025 | - | 2 |