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-2.23%
This Month
+7.91%
Year To Date
+27.43%
2 Years
+91.94%
5 Years
+61.63%
10 Years
+5.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology32.3%
- 💇♀️ Consumer Services15.43%
- 🛠️ Producer Manufacturing13.42%
- 🛍️ Retail Trade12.51%
- 🧬 Health Technology11.68%
- 🪙 Cryptocurrencies9.27%
- 💵 Cash5.47%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.49%
- 🇺🇸 NYSE30.44%
- 🇭🇰 Hong Kong Exchanges13.42%
- 🌍 Digital Currency9.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.43%
- 🇨🇳 China16.79%
- 🇬🇧 United Kingdom15.43%
- 🇳🇱 Netherlands11.03%
- 🇹🇼 Taiwan3.66%
Dividends
Dividend Yield
0.55%
5 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ABBV (2.88%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.4/10
Beta
0.39
0.39
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
0.03
0.03
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
0.39
0.39
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
0.03
0.03
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.08
High:
AXON
373.62AXONLow:
MANU
-254.36MANUDetails
PEG Ratio
27.16
High:
01211.HK
199.5601211.HKLow:MANU
-273.11MANUDetails
Price/Book
7.1
High:
ASML
23.42ASMLLow:
ABBV
-127.69ABBVDetails
Price/Sales
4.23
High:AXON
16.98AXONLow:
IRON
-IRONDetails
Price/CF
19.78
High:AXON
222.56AXONLow:01211.HK
7.8601211.HKDetails
Price/FCF
104.99
High:
BABA
1,196.17BABALow:MANU
33.7MANUDetails
P/E Ratio
35.08
High:AXON
373.62AXONLow:MANU
-254.36MANUDetails
PEG Ratio
27.16
High:01211.HK
199.5601211.HKLow:MANU
-273.11MANUDetails
Price/Book
7.1
High:ASML
23.42ASMLLow:ABBV
-127.69ABBVDetails
Price/Sales
4.23
High:AXON
16.98AXONLow:IRON
-IRONDetails
Price/CF
19.78
High:AXON
222.56AXONLow:01211.HK
7.8601211.HKDetails
Price/FCF
104.99
High:BABA
1,196.17BABALow:MANU
33.7MANUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.25% | Jun 2016 | Jun 2023 | 84 |
-9.66% | Oct 2025 | - | 6 |
-7.84% | Aug 2023 | Nov 2023 | 3 |
-4.29% | Jan 2024 | Apr 2024 | 3 |
-3.23% | Mar 2025 | May 2025 | 2 |
-2.68% | Dec 2024 | Feb 2025 | 2 |
-1.53% | Jun 2024 | Jul 2024 | 1 |
-1.29% | Aug 2024 | Sep 2024 | 1 |