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0%
Today
0%
This Month
+3.06%
Year To Date
-37.92%
2 Years
-36.62%
5 Years
-18.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash17.36%
- 💻 Electronic Technology11.89%
- 💹 Forex10.82%
- 🖥️ Technology Services10.62%
- 🪨 Non Energy Minerals8.9%
- 📊 ETFs7.9%
- 📈 Indexes7.68%
- 🛍️ Retail Trade7.66%
- 💰 Finance5.59%
- 🚗 Consumer Durables5.03%
- 🧪 Process Industries2.19%
- ⚡ Utilities1.75%
- 📦 Distribution Services1.69%
- 🧩 Miscellaneous1.36%
- 🚚 Transportation0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE29.86%
- 🇭🇰 Hong Kong Exchanges19.58%
- 🌍 FX10.82%
- 🇺🇸 Nasdaq9.76%
- 🌍 CFD7.68%
- 🇬🇧 LSE5.38%
- 🇩🇰 Copenhagen Stock Exchange0.11%
Countries Breakdown
- Country
- Total
- 🇨🇳 China26.89%
- 🇺🇸 United States8.49%
- 🇭🇰 Hong Kong6.74%
- 🇨🇭 Switzerland4.02%
- 🇨🇦 Canada3.62%
- 🇳🇱 Netherlands2.92%
- 🇬🇧 United Kingdom1.36%
- 🇵🇪 Peru1.33%
- 🇸🇬 Singapore1.31%
- 🇩🇰 Denmark0.11%
Dividends
Dividend Yield
0.93%
16 out of 29 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $0968.HK (7.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 0968.HK | 0.24% | 7.89% | $0.23 |
 00388.HK | 0.15% | 2.74% | $8.41 |
 BG | 0.08% | 3.57% | $2.7 |
 1816.HK | 0.07% | 4.12% | $0.1 |
 BABA | 0.06% | 0.99% | $0.98 |
 TME | 0.06% | 1.11% | $0.12 |
 0489.HK | 0.05% | 1.78% | $0.33 |
 GLEN.L | 0.05% | 2.9% | $0.1 |
 FXI | 0.04% | 2.83% | - |
 VOF.L | 0.03% | 2.19% | $0.1 |
 FCX | 0.03% | 1.67% | $0.6 |
 00285.HK | 0.02% | 1.4% | $0.59 |
 00175.HK | 0.02% | 1.54% | $0.22 |
 CCJ | 0.01% | 0.24% | $0.09 |
 CQQQ | 0.01% | 0.27% | - |
 BVN | 0.01% | 0.55% | $0.07 |
Performance Metrics
Score 2.1/10
Beta
0.51
0.51
0
0.8
1.2
0
2
Sharpe Ratio
-0.82
-0.82
-1
0.5
1
1.5
1.5
Sortino Ratio
-1.11
-1.11
-2
1
2
3
3
Jensen's Alpha
-27.98
-27.98
-28
0
2
4.5
4.5
Omega Ratio
0.35
0.35
0
1
1.5
2.5
2.5
Treynor Ratio
-3.73
-3.73
-4
0.75
1.25
2
2
Information Ratio
-1.49
-1.49
-2
0.3
0.6
1
1
Calmar Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Beta
0.51
0.51
0
0.8
1.2
0
2
Sharpe Ratio
-0.82
-0.82
-1
0.5
1
1.5
1.5
Sortino Ratio
-1.11
-1.11
-2
1
2
3
3
Jensen's Alpha
-27.98
-27.98
-28
0
2
4.5
4.5
Omega Ratio
0.35
0.35
0
1
1.5
2.5
2.5
Treynor Ratio
-3.73
-3.73
-4
0.75
1.25
2
2
Information Ratio
-1.49
-1.49
-2
0.3
0.6
1
1
Calmar Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.21% | Mar 2023 | - | 23 |