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-5.42%
This Month
+1.63%
Year To Date
+69.11%
2 Years
+79.6%
5 Years
+101.15%
10 Years
+12.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology43.93%
- 🧩 Miscellaneous19.36%
- 🚗 Consumer Durables13.54%
- 🛍️ Retail Trade12.84%
- 🪙 Cryptocurrencies10.27%
- 📊 ETFs0.05%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.18%
- 🇺🇸 NYSE36.54%
- 🌍 Digital Currency10.27%
- 🇭🇰 Hong Kong Exchanges0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.82%
- 🇹🇼 Taiwan23.65%
- 🇨🇳 China12.84%
Dividends
Dividend Yield
0.37%
5 out of 8 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $9988.HK (0.84%)
Performance Metrics
Score 4.7/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
-0.03
-0.03
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
-0.03
-0.03
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.92
High:
TSLA
382.29TSLALow:
BABA
19.65BABADetails
PEG Ratio
50.44
High:
TSM
67.48TSMLow:
NVDA
30.57NVDADetails
Price/Book
16.27
High:NVDA
27.09NVDALow:BABA
1.9BABADetails
Price/Sales
16.28
High:NVDA
21.04NVDALow:BABA
2.11BABADetails
Price/CF
33.83
High:TSLA
79.58TSLALow:TSM
22.1TSMDetails
Price/FCF
63.08
High:
9988.HK
2,771.019988.HKLow:NVDA
48.33NVDADetails
P/E Ratio
37.92
High:TSLA
382.29TSLALow:BABA
19.65BABADetails
PEG Ratio
50.44
High:TSM
67.48TSMLow:NVDA
30.57NVDADetails
Price/Book
16.27
High:NVDA
27.09NVDALow:BABA
1.9BABADetails
Price/Sales
16.28
High:NVDA
21.04NVDALow:BABA
2.11BABADetails
Price/CF
33.83
High:TSLA
79.58TSLALow:TSM
22.1TSMDetails
Price/FCF
63.08
High:9988.HK
2,771.019988.HKLow:NVDA
48.33NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.67% | Nov 2021 | Jul 2024 | 32 |
-14.32% | Nov 2025 | May 2026 | 6 |
-9.59% | Feb 2021 | Jun 2021 | 4 |
-8.49% | Feb 2025 | May 2025 | 3 |
-5.42% | Jun 2026 | - | 1 |
-4.18% | Aug 2024 | Sep 2024 | 1 |
-1.71% | Oct 2024 | Nov 2024 | 1 |
-0.51% | Jul 2021 | Aug 2021 | 1 |
-0.19% | Sep 2021 | Oct 2021 | 1 |