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+4.26%
This Month
+4.26%
Year To Date
+93.09%
2 Years
+106.11%
5 Years
+106.11%
10 Years
+36.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance28.55%
- 💻 Electronic Technology19.35%
- 🖥️ Technology Services18.91%
- 🛍️ Retail Trade9.94%
- 💵 Cash8.74%
- 🧬 Health Technology7.51%
- 💇♀️ Consumer Services4.29%
- 💼 Commercial Services3.37%
- 🚗 Consumer Durables3.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.93%
- 🇺🇸 NYSE38.98%
- 🇭🇰 Hong Kong Exchanges14.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.68%
- 🇨🇳 China14.36%
- 🇮🇱 Israel1.23%
Dividends
Dividend Yield
0.7%
9 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $2318.HK (3.82%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.9/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.66
1.66
0
1
2
3
3
Jensen's Alpha
-0.39
-0.39
-2
0
2
4.5
4.5
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
1
1
0
0.3
0.6
2
2
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.66
1.66
0
1
2
3
3
Jensen's Alpha
-0.39
-0.39
-2
0
2
4.5
4.5
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
1
1
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
36.76
High:
AVGO
70AVGOLow:
LMND
-38.75LMNDDetails
PEG Ratio
8.28
High:
CRM
132.68CRMLow:LMND
-177.6LMNDDetails
Price/Book
8.9
High:AVGO
19.43AVGOLow:
2318.HK
1.182318.HKDetails
Price/Sales
7.91
High:
BEAM
53.44BEAMLow:
GM
0.42GMDetails
Price/CF
18.94
High:BEAM
274.15BEAMLow:2318.HK
1.242318.HKDetails
Price/FCF
38.5
High:
9988.HK
2,771.019988.HKLow:2318.HK
1.382318.HKDetails
P/E Ratio
36.76
High:AVGO
70AVGOLow:LMND
-38.75LMNDDetails
PEG Ratio
8.28
High:CRM
132.68CRMLow:LMND
-177.6LMNDDetails
Price/Book
8.9
High:AVGO
19.43AVGOLow:2318.HK
1.182318.HKDetails
Price/Sales
7.91
High:BEAM
53.44BEAMLow:GM
0.42GMDetails
Price/CF
18.94
High:BEAM
274.15BEAMLow:2318.HK
1.242318.HKDetails
Price/FCF
38.5
High:9988.HK
2,771.019988.HKLow:2318.HK
1.382318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.99% | Aug 2023 | Oct 2024 | 14 |
-10.79% | Dec 2024 | May 2025 | 5 |
-3.11% | Dec 2025 | Jan 2026 | 1 |