Loading...
0%
Today
0%
This Month
+8.02%
Year To Date
+66.5%
2 Years
+66.39%
5 Years
+16.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade40.96%
- 🖥️ Technology Services35.46%
- 📊 ETFs15.15%
- 💰 Finance4.8%
- 💻 Electronic Technology3.56%
- 💵 Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.36%
- 🇺🇸 NYSE19.7%
- 🇭🇰 Hong Kong Exchanges11.43%
- 🇺🇸 Chicago Board Options Exchange2.45%
Countries Breakdown
- Country
- Total
- 🇮🇪 Ireland34.44%
- 🇺🇸 United States29.15%
- 🇨🇳 China19.13%
- 🇹🇼 Taiwan2.06%
Dividends
Dividend Yield
0.48%
15 out of 20 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IJR (3.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 0700.HK | 0.08% | 0.85% | $3.4 |
 MSFT | 0.06% | 0.76% | $3 |
 QFIN | 0.05% | 2.91% | $1.06 |
 VOO | 0.05% | 1.26% | - |
 JD.US | 0.05% | 1.82% | $0.74 |
 IJR | 0.03% | 3.84% | - |
 GOOG | 0.03% | 0.29% | $0.2 |
 META | 0.02% | 0.29% | $1 |
 9988.HK | 0.02% | 1.11% | $0.98 |
 BABA | 0.02% | 0.99% | $0.98 |
 TSM | 0.02% | 0.93% | $1.74 |
 INDA | 0.02% | 0.78% | - |
 IWS | 0.02% | 1.74% | - |
 AAPL | 0.01% | 0.53% | $0.97 |
 9618.HK | 0% | 1.9% | $2.97 |
Performance Metrics
Score 6.3/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
8.1
8.1
-2
0
2
9
9
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
8.1
8.1
-2
0
2
9
9
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.67% | Sep 2021 | Jun 2023 | 21 |
-10.62% | Oct 2024 | - | 5 |
-5.57% | Aug 2023 | Nov 2023 | 3 |
-2.83% | Aug 2024 | Sep 2024 | 1 |
-1.06% | Jan 2024 | Feb 2024 | 1 |