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-3.75%
This Month
+4.48%
Year To Date
+39.57%
2 Years
+17.9%
5 Years
+21.96%
10 Years
+3.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade48.12%
- 💵 Cash37.13%
- 📊 ETFs8.07%
- ⛏️ Energy Minerals6.97%
- 💰 Finance3.96%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE59.34%
- 🇭🇰 Hong Kong Exchanges3.96%
- 🇺🇸 Nasdaq3.82%
Countries Breakdown
- Country
- Total
- 🇨🇳 China48.12%
- 🇺🇸 United States6.97%
- 🇭🇰 Hong Kong3.96%
Dividends
Dividend Yield
0.56%
3 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $00388.HK (2.67%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4/10
Beta
0.29
0.29
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-0.87
-0.87
-2
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
0.29
0.29
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-0.87
-0.87
-2
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21.04
High:
OXY
34.29OXYLow:
BABA
20.77BABADetails
PEG Ratio
46.36
High:
00388.HK
112.5500388.HKLow:BABA
40.92BABADetails
Price/Book
2.42
High:00388.HK
9.5500388.HKLow:OXY
1.66OXYDetails
Price/Sales
2.67
High:00388.HK
18.3300388.HKLow:OXY
1.76OXYDetails
Price/CF
21.74
High:BABA
23.87BABALow:OXY
3.86OXYDetails
Price/FCF
503.59
High:BABA
1,196.17BABALow:OXY
16.18OXYDetails
P/E Ratio
21.04
High:OXY
34.29OXYLow:BABA
20.77BABADetails
PEG Ratio
46.36
High:00388.HK
112.5500388.HKLow:BABA
40.92BABADetails
Price/Book
2.42
High:00388.HK
9.5500388.HKLow:OXY
1.66OXYDetails
Price/Sales
2.67
High:00388.HK
18.3300388.HKLow:OXY
1.76OXYDetails
Price/CF
21.74
High:BABA
23.87BABALow:OXY
3.86OXYDetails
Price/FCF
503.59
High:BABA
1,196.17BABALow:OXY
16.18OXYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.13% | Feb 2022 | Feb 2025 | 36 |
-9.96% | Oct 2025 | - | 5 |
-7.21% | Aug 2020 | Nov 2020 | 3 |
-6.89% | Apr 2025 | Aug 2025 | 4 |
-3.39% | Jan 2021 | Feb 2021 | 1 |
-1.22% | Apr 2021 | Nov 2021 | 7 |