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-6.55%
This Month
+6.03%
Year To Date
+134.68%
2 Years
+233.45%
5 Years
+702.9%
10 Years
+46.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade27.36%
- 💇♀️ Consumer Services27.33%
- 🖥️ Technology Services14.35%
- 💰 Finance12.13%
- 🚗 Consumer Durables10.5%
- 💻 Electronic Technology4.83%
- 💼 Commercial Services2.2%
- 🪙 Cryptocurrencies0.74%
- 🏥 Health Services0.55%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq89.32%
- 🇬🇧 LSE3.53%
- 🇺🇸 NYSE3.4%
- 🇭🇰 Hong Kong Exchanges3%
- 🌍 Digital Currency0.74%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.07%
- 🇨🇳 China39.48%
- 🇸🇬 Singapore7.71%
Dividends
Dividend Yield
0.71%
3 out of 17 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $QFIN (9.94%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 06862.HK | Pay Day | Jun 18, 2026 | $0.05 |
Performance Metrics
Score 7.5/10
Beta
-0.1
-0.1
-1
0.8
1.2
-1
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
2.12
2.12
0
1
2
3
3
Jensen's Alpha
115.83
115.83
-2
0
2
116
116
Omega Ratio
2.03
2.03
0
1
1.5
3
3
Treynor Ratio
-68.4
-68.4
-69
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Beta
-0.1
-0.1
-1
0.8
1.2
-1
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
2.12
2.12
0
1
2
3
3
Jensen's Alpha
115.83
115.83
-2
0
2
116
116
Omega Ratio
2.03
2.03
0
1
1.5
3
3
Treynor Ratio
-68.4
-68.4
-69
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-9.08
High:
DKNG
421.43DKNGLow:
FLTR.L
-48.37FLTR.LDetails
PEG Ratio
169.66
High:DKNG
367.7DKNGLow:
AMBR
-33.36AMBRDetails
Price/Book
3.47
High:DKNG
20.79DKNGLow:
CDLX
-8.39CDLXDetails
Price/Sales
1.46
High:
MARA
6.08MARALow:
BOXL
0.02BOXLDetails
Price/CF
12.83
High:
WGS
113.51WGSLow:
QFIN
1.09QFINDetails
Price/FCF
19.61
High:
03690.HK
387.8103690.HKLow:BOXL
2.26BOXLDetails
P/E Ratio
-9.08
High:DKNG
421.43DKNGLow:FLTR.L
-48.37FLTR.LDetails
PEG Ratio
169.66
High:DKNG
367.7DKNGLow:AMBR
-33.36AMBRDetails
Price/Book
3.47
High:DKNG
20.79DKNGLow:CDLX
-8.39CDLXDetails
Price/Sales
1.46
High:MARA
6.08MARALow:BOXL
0.02BOXLDetails
Price/CF
12.83
High:WGS
113.51WGSLow:QFIN
1.09QFINDetails
Price/FCF
19.61
High:03690.HK
387.8103690.HKLow:BOXL
2.26BOXLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.26% | Feb 2021 | Mar 2023 | 25 |
-32.97% | Aug 2023 | May 2024 | 9 |
-31.48% | Apr 2023 | Jul 2023 | 3 |
-19.69% | Nov 2024 | Apr 2025 | 5 |
-11.73% | May 2026 | - | 2 |
-8.31% | Dec 2025 | Mar 2026 | 3 |
-7.1% | Jul 2025 | Aug 2025 | 1 |
-5.46% | Jun 2024 | Jul 2024 | 1 |
-2.79% | Aug 2024 | Sep 2024 | 1 |