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-1.75%
This Month
-5.88%
Year To Date
+30.5%
2 Years
+49.6%
5 Years
+37.89%
10 Years
+7.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables24.47%
- 💼 Commercial Services20.92%
- 🖥️ Technology Services14.08%
- 📊 ETFs12.3%
- 🛍️ Retail Trade7.54%
- 💻 Electronic Technology6.84%
- 🪙 Cryptocurrencies5.73%
- 🛠️ Producer Manufacturing5.38%
- 🧬 Health Technology1.5%
- 💵 Cash0.69%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.22%
- 🇺🇸 NYSE30.13%
- 🇺🇸 Chicago Board Options Exchange12.3%
- 🌍 Digital Currency5.73%
- 🇭🇰 Hong Kong Exchanges5.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.92%
- 🇨🇳 China11.81%
Dividends
Dividend Yield
0.13%
4 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $0968.HK (1.85%)
Performance Metrics
Score 3.2/10
Beta
1.7
1.7
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-3.34
-3.34
-4
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
1.7
1.7
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-3.34
-3.34
-4
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
52.49
High:
TSLA
389.19TSLALow:
NIO
-9.47NIODetails
PEG Ratio
35.49
High:
PLTR
54.33PLTRLow:NIO
-14.32NIODetails
Price/Book
18.17
High:PLTR
38.83PLTRLow:
LCID
-5.49LCIDDetails
Price/Sales
15.13
High:PLTR
67.36PLTRLow:
BNGO
0.47BNGODetails
Price/CF
48.11
High:PLTR
138.09PLTRLow:
0968.HK
4.370968.HKDetails
Price/FCF
64.46
High:
BABA
1,196.17BABALow:
PYPL
7.94PYPLDetails
P/E Ratio
52.49
High:TSLA
389.19TSLALow:NIO
-9.47NIODetails
PEG Ratio
35.49
High:PLTR
54.33PLTRLow:NIO
-14.32NIODetails
Price/Book
18.17
High:PLTR
38.83PLTRLow:LCID
-5.49LCIDDetails
Price/Sales
15.13
High:PLTR
67.36PLTRLow:BNGO
0.47BNGODetails
Price/CF
48.11
High:PLTR
138.09PLTRLow:0968.HK
4.370968.HKDetails
Price/FCF
64.46
High:BABA
1,196.17BABALow:PYPL
7.94PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.11% | Nov 2021 | Aug 2024 | 33 |
-20.58% | Jan 2025 | Sep 2025 | 8 |
-19.63% | Oct 2025 | - | 8 |
-6.03% | Oct 2024 | Nov 2024 | 1 |
-4.97% | Sep 2021 | Oct 2021 | 1 |
-4.58% | Jul 2021 | Aug 2021 | 1 |
-4.3% | Mar 2021 | Jun 2021 | 3 |