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+1.54%
This Month
+34.59%
Year To Date
+63.62%
2 Years
+123.86%
5 Years
+144.66%
10 Years
+11.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs85.94%
- 💵 Cash18.61%
- 💰 Finance1.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE85.94%
- 🇭🇰 Hong Kong Exchanges1.03%
Countries Breakdown
- Country
- Total
- 🇨🇳 China1.03%
Dividends
Dividend Yield
0%
0 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
3.59
3.59
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
3.59
3.59
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-0.03
High:
03333.HK
-0.0303333.HKLow:03333.HK
-0.0303333.HKDetails
PEG Ratio
-0.03
High:03333.HK
-0.0303333.HKLow:03333.HK
-0.0303333.HKDetails
Price/Book
-0
High:03333.HK
-003333.HKLow:03333.HK
-003333.HKDetails
Price/Sales
0.01
High:03333.HK
0.0103333.HKLow:03333.HK
0.0103333.HKDetails
Price/CF
1.74
High:03333.HK
1.7403333.HKLow:03333.HK
1.7403333.HKDetails
Price/FCF
20.6
High:03333.HK
20.603333.HKLow:03333.HK
20.603333.HKDetails
P/E Ratio
-0.03
High:03333.HK
-0.0303333.HKLow:03333.HK
-0.0303333.HKDetails
PEG Ratio
-0.03
High:03333.HK
-0.0303333.HKLow:03333.HK
-0.0303333.HKDetails
Price/Book
-0
High:03333.HK
-003333.HKLow:03333.HK
-003333.HKDetails
Price/Sales
0.01
High:03333.HK
0.0103333.HKLow:03333.HK
0.0103333.HKDetails
Price/CF
1.74
High:03333.HK
1.7403333.HKLow:03333.HK
1.7403333.HKDetails
Price/FCF
20.6
High:03333.HK
20.603333.HKLow:03333.HK
20.603333.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.79% | Mar 2018 | Nov 2020 | 32 |
-23.28% | Nov 2021 | May 2024 | 30 |
-8.16% | Jul 2021 | Oct 2021 | 3 |
-4.63% | Jan 2018 | Feb 2018 | 1 |
-2.84% | Jun 2024 | Jul 2024 | 1 |
-0.79% | Jul 2025 | Aug 2025 | 1 |
-0.67% | Sep 2024 | Oct 2024 | 1 |
-0.37% | Feb 2021 | Mar 2021 | 1 |
-0.2% | May 2025 | Jun 2025 | 1 |