Loading...
+6.77%
This Month
+6.77%
Year To Date
+70.73%
2 Years
+71.4%
5 Years
+71.4%
10 Years
+17.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services35.68%
- 💻 Electronic Technology25.31%
- 🛠️ Producer Manufacturing8.63%
- 📊 ETFs7.51%
- 🪨 Non Energy Minerals6.28%
- 🚗 Consumer Durables4.46%
- 🛍️ Retail Trade4.31%
- 🧬 Health Technology3.45%
- 🚚 Transportation2.97%
- 💰 Finance1.4%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.67%
- 🇺🇸 NYSE26.15%
- 🇭🇰 Hong Kong Exchanges8.35%
- 🇩🇪 Xetra ETFs7.51%
- 🇦🇺 Sydney6.28%
- 🇬🇧 LSE2.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50%
- 🇨🇳 China24.55%
- 🇦🇺 Australia6.28%
- 🇮🇳 India3.06%
- 🇨🇭 Switzerland2.32%
- 🇰🇷 South Korea2.05%
- 🇮🇱 Israel1.82%
- 🇨🇦 Canada1.24%
- 🇸🇬 Singapore1.12%
- 🇹🇼 Taiwan0.06%
Dividends
Dividend Yield
0.15%
8 out of 43 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $INFY (2.41%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.5/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
4.15
4.15
-2
0
2
5
5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
4.15
4.15
-2
0
2
5
5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
57.03
High:
1347.HK
3,353.331347.HKLow:
BE
-5,214.78BEDetails
PEG Ratio
-211.78
High:
PLTR
338.8PLTRLow:BE
-4,622.6BEDetails
Price/Book
5.75
High:PLTR
60.95PLTRLow:
BMBL
0.59BMBLDetails
Price/Sales
6.82
High:
RGTI
1,083.85RGTILow:BMBL
0.55BMBLDetails
Price/CF
30.62
High:
MSTR
7,511.07MSTRLow:BMBL
5.09BMBLDetails
Price/FCF
63.8
High:MSTR
1,187.5MSTRLow:BMBL
5.45BMBLDetails
P/E Ratio
57.03
High:1347.HK
3,353.331347.HKLow:BE
-5,214.78BEDetails
PEG Ratio
-211.78
High:PLTR
338.8PLTRLow:BE
-4,622.6BEDetails
Price/Book
5.75
High:PLTR
60.95PLTRLow:BMBL
0.59BMBLDetails
Price/Sales
6.82
High:RGTI
1,083.85RGTILow:BMBL
0.55BMBLDetails
Price/CF
30.62
High:MSTR
7,511.07MSTRLow:BMBL
5.09BMBLDetails
Price/FCF
63.8
High:MSTR
1,187.5MSTRLow:BMBL
5.45BMBLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.94% | Dec 2022 | Sep 2024 | 21 |
-14.58% | Dec 2024 | Jun 2025 | 6 |
-9.62% | Nov 2025 | - | 3 |
-1.6% | Oct 2024 | Nov 2024 | 1 |