Loading...
0%
This Month
-4.78%
Year To Date
+59.88%
2 Years
+85.02%
5 Years
+85.02%
10 Years
+25.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade25.03%
- 🖥️ Technology Services24.87%
- 🪙 Cryptocurrencies10.73%
- 💻 Electronic Technology8.14%
- 🧪 Process Industries7.55%
- 💼 Commercial Services6.51%
- 🛠️ Producer Manufacturing5.69%
- 🏥 Health Services5.5%
- 🚗 Consumer Durables4.37%
- 💰 Finance1.6%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.48%
- 🇺🇸 NYSE32.22%
- 🇭🇰 Hong Kong Exchanges12.57%
- 🌍 Digital Currency10.73%
Countries Breakdown
- Country
- Total
- 🇨🇳 China54.25%
- 🇺🇸 United States14.88%
- 🇰🇾 Cayman Islands12.59%
- 🇨🇦 Canada7.55%
Dividends
Dividend Yield
0.61%
5 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JD.US (3.12%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.1/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
14.77
14.77
-2
0
2
15
15
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
2.89
2.89
0
0.75
1.25
3
3
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
14.77
14.77
-2
0
2
15
15
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
2.89
2.89
0
0.75
1.25
3
3
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.27
High:
BIDU
83.8BIDULow:
XPEV
-109.83XPEVDetails
PEG Ratio
-16.36
High:
PYPL
26.56PYPLLow:XPEV
-136.21XPEVDetails
Price/Book
2.08
High:
RGTI
12.02RGTILow:
TLRY
0.53TLRYDetails
Price/Sales
0.71
High:RGTI
923.43RGTILow:
BLSH
0.03BLSHDetails
Price/CF
19.66
High:TLRY
53.55TLRYLow:
00285.HK
4.1300285.HKDetails
Price/FCF
35.86
High:
BABA
1,196.17BABALow:
TDOC
4.42TDOCDetails
P/E Ratio
25.27
High:BIDU
83.8BIDULow:XPEV
-109.83XPEVDetails
PEG Ratio
-16.36
High:PYPL
26.56PYPLLow:XPEV
-136.21XPEVDetails
Price/Book
2.08
High:RGTI
12.02RGTILow:TLRY
0.53TLRYDetails
Price/Sales
0.71
High:RGTI
923.43RGTILow:BLSH
0.03BLSHDetails
Price/CF
19.66
High:TLRY
53.55TLRYLow:00285.HK
4.1300285.HKDetails
Price/FCF
35.86
High:BABA
1,196.17BABALow:TDOC
4.42TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.28% | Oct 2025 | - | 7 |
-6.4% | Jun 2024 | Jul 2024 | 1 |
-5.87% | Jan 2024 | Feb 2024 | 1 |
-5.08% | Oct 2024 | Nov 2024 | 1 |
-3.7% | Mar 2025 | May 2025 | 2 |
-3.5% | Oct 2023 | Nov 2023 | 1 |
-0.67% | Aug 2024 | Sep 2024 | 1 |