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+0.24%
This Month
-26.43%
Year To Date
-14.91%
2 Years
-23%
5 Years
+250.17%
10 Years
+21.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies31.28%
- 🖥️ Technology Services30.11%
- 🛍️ Retail Trade24.43%
- 💵 Cash6.41%
- 🚗 Consumer Durables3.84%
- 🍞 Consumer Non Durables1.16%
- 🧬 Health Technology0.76%
- 💇♀️ Consumer Services0.7%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.84%
- 🌍 Digital Currency31.28%
- 🇭🇰 Hong Kong Exchanges12.63%
- 🇺🇸 Nasdaq8.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.49%
- 🇨🇳 China15.98%
- 🇸🇬 Singapore8.7%
- 🇨🇦 Canada0.84%
Dividends
Dividend Yield
0.19%
7 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KMB (4.85%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.1/10
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
6.56
6.56
-2
0
2
7
7
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
6.56
6.56
-2
0
2
7
7
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.61
High:
TSLA
377.27TSLALow:
03690.HK
-199.4203690.HKDetails
PEG Ratio
54.98
High:
MCD
571.79MCDLow:
SE
2.82SEDetails
Price/Book
4.89
High:
KMB
23.14KMBLow:MCD
-131.7MCDDetails
Price/Sales
5.06
High:TSLA
15.15TSLALow:03690.HK
1.1803690.HKDetails
Price/CF
31.75
High:TSLA
107.92TSLALow:
LULU
10.86LULUDetails
Price/FCF
121.37
High:
9988.HK
2,771.019988.HKLow:
ADBE
13.55ADBEDetails
P/E Ratio
32.61
High:TSLA
377.27TSLALow:03690.HK
-199.4203690.HKDetails
PEG Ratio
54.98
High:MCD
571.79MCDLow:SE
2.82SEDetails
Price/Book
4.89
High:KMB
23.14KMBLow:MCD
-131.7MCDDetails
Price/Sales
5.06
High:TSLA
15.15TSLALow:03690.HK
1.1803690.HKDetails
Price/CF
31.75
High:TSLA
107.92TSLALow:LULU
10.86LULUDetails
Price/FCF
121.37
High:9988.HK
2,771.019988.HKLow:ADBE
13.55ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.42% | Nov 2021 | Sep 2025 | 46 |
-38.4% | Nov 2025 | - | 5 |
-11.85% | May 2021 | Oct 2021 | 5 |
-6.06% | Aug 2020 | Oct 2020 | 2 |
-4.75% | Mar 2020 | Apr 2020 | 1 |
-0.71% | Jun 2020 | Jul 2020 | 1 |