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-3.9%
This Month
-8.51%
Year To Date
+42.3%
2 Years
-4.59%
5 Years
+79.07%
10 Years
+9.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance38.43%
- 🖥️ Technology Services25.31%
- 🛍️ Retail Trade20.71%
- 🪙 Cryptocurrencies5.47%
- 💇♀️ Consumer Services3.94%
- 💻 Electronic Technology3.36%
- 💵 Cash2.78%
Exchanges Breakdown
- Exchange
- Total
- 🇭🇰 Hong Kong Exchanges62.94%
- 🇺🇸 NYSE15.46%
- 🇺🇸 Nasdaq13.36%
- 🌍 Digital Currency5.47%
Countries Breakdown
- Country
- Total
- 🇨🇳 China61.24%
- 🇺🇸 United States28.82%
- 🇭🇰 Hong Kong1.7%
Dividends
Dividend Yield
1.61%
8 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $2318.HK (4.38%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.6/10
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
3.48
3.48
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
3.48
3.48
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
16.46
High:
CME
28.67CMELow:
03690.HK
-199.4203690.HKDetails
PEG Ratio
152.91
High:
JPM
1,118.42JPMLow:
1810.HK
13.991810.HKDetails
Price/Book
2.16
High:CME
4CMELow:
BKNG
-24.32BKNGDetails
Price/Sales
2.94
High:CME
17.68CMELow:
9618.HK
0.219618.HKDetails
Price/CF
10.48
High:03690.HK
64.3903690.HKLow:
2318.HK
1.242318.HKDetails
Price/FCF
13.79
High:
9988.HK
2,771.019988.HKLow:2318.HK
1.382318.HKDetails
P/E Ratio
16.46
High:CME
28.67CMELow:03690.HK
-199.4203690.HKDetails
PEG Ratio
152.91
High:JPM
1,118.42JPMLow:1810.HK
13.991810.HKDetails
Price/Book
2.16
High:CME
4CMELow:BKNG
-24.32BKNGDetails
Price/Sales
2.94
High:CME
17.68CMELow:9618.HK
0.219618.HKDetails
Price/CF
10.48
High:03690.HK
64.3903690.HKLow:2318.HK
1.242318.HKDetails
Price/FCF
13.79
High:9988.HK
2,771.019988.HKLow:2318.HK
1.382318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.89% | Mar 2021 | Aug 2025 | 53 |
-16.65% | Oct 2025 | - | 6 |
-8.82% | Jan 2020 | May 2020 | 4 |
-5.32% | Sep 2020 | Nov 2020 | 2 |