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-2.27%
Today
-2.27%
This Month
-0.88%
Year To Date
+41.82%
2 Years
-5.25%
5 Years
-1.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies66.14%
- 🛍️ Retail Trade9.66%
- 🚗 Consumer Durables8.82%
- 🖥️ Technology Services5.7%
- 🛠️ Producer Manufacturing2.74%
- 💇♀️ Consumer Services2.09%
- 🍞 Consumer Non Durables1.51%
- ⚡ Utilities1.06%
- 💻 Electronic Technology0.94%
- 💰 Finance0.48%
- 🚚 Transportation0.38%
- 💵 Cash0.28%
- 🧬 Health Technology0.18%
- 📊 ETFs0.05%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency66.14%
- 🇭🇰 Hong Kong Exchanges19.37%
- 🇺🇸 Nasdaq9.95%
- 🇺🇸 NYSE4.28%
Countries Breakdown
- Country
- Total
- 🇨🇳 China26.32%
- 🇭🇰 Hong Kong3.06%
- 🇮🇪 Ireland2.82%
- 🇺🇸 United States1.21%
- 🇻🇳 Vietnam0.14%
Dividends
Dividend Yield
0.59%
15 out of 71 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SQQQ (11.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 06862.HK | 0.16% | 8.42% | $0.82 |
 0968.HK | 0.07% | 7.89% | $0.23 |
 9618.HK | 0.06% | 1.9% | $2.97 |
 0916.HK | 0.05% | 4.28% | $0.24 |
 VIPS | 0.04% | 2.85% | $0.41 |
 00175.HK | 0.04% | 1.54% | $0.22 |
 01211.HK | 0.03% | 1.25% | $3.41 |
 2331.HK | 0.03% | 3.86% | $0.6 |
 9988.HK | 0.03% | 1.11% | $0.98 |
 1585.HK | 0.03% | 3.76% | $0.48 |
 02319.HK | 0.03% | 3.47% | $0.54 |
 0700.HK | 0.02% | 0.85% | $3.4 |
 PFE | 0.01% | 6.37% | $1.66 |
 2333.HK | 0.01% | 2.63% | $0.33 |
 SQQQ | 0.01% | 11.25% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
PFE | Pay Day | Mar 7 | $0.43 |
Performance Metrics
Score 2.9/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-5.09
-5.09
-6
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-5.09
-5.09
-6
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.96% | Feb 2021 | Mar 2024 | 37 |
-41.34% | Apr 2024 | - | 10 |