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+5.6%
This Month
-28.33%
Year To Date
-6.59%
2 Years
+21.64%
5 Years
+51.96%
10 Years
+7.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology98.16%
- 🪙 Cryptocurrencies1.42%
- 🚗 Consumer Durables0.43%
Exchanges Breakdown
- Exchange
- Total
- 🇭🇰 Hong Kong Exchanges98.16%
- 🌍 Digital Currency1.42%
- 🇺🇸 NYSE0.43%
Countries Breakdown
- Country
- Total
- 🇨🇳 China98.58%
Dividends
Dividend Yield
0%
0 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.5/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
0.36
0.36
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
0.36
0.36
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.21
High:
1810.HK
20.191810.HKLow:
NIO
-12NIODetails
PEG Ratio
N/A
Details
Price/Book
2.37
High:NIO
13.83NIOLow:1810.HK
2.371810.HKDetails
Price/Sales
1.56
High:1810.HK
1.561810.HKLow:NIO
0.5NIODetails
Price/CF
45.16
High:1810.HK
45.161810.HKLow:1810.HK
45.161810.HKDetails
Price/FCF
N/A
Details
P/E Ratio
20.21
High:1810.HK
20.191810.HKLow:NIO
-12NIODetails
PEG Ratio
N/A
Details
Price/Book
2.37
High:NIO
13.83NIOLow:1810.HK
2.371810.HKDetails
Price/Sales
1.56
High:1810.HK
1.561810.HKLow:NIO
0.5NIODetails
Price/CF
45.16
High:1810.HK
45.161810.HKLow:1810.HK
45.161810.HKDetails
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.02% | Jun 2021 | Dec 2024 | 42 |
-63.02% | Jul 2025 | - | 17 |
-10.6% | Sep 2020 | Nov 2020 | 2 |
-4.96% | Mar 2025 | Jun 2025 | 3 |
-4.85% | Jan 2021 | May 2021 | 4 |