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+10.82%
This Month
+10.82%
Year To Date
+142.96%
2 Years
+153.44%
5 Years
+153.44%
10 Years
+32.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.44%
- 💰 Finance22.42%
- 💼 Commercial Services17.34%
- 💻 Electronic Technology15.16%
- 🚗 Consumer Durables8.4%
- 🧬 Health Technology6.14%
- 🧪 Process Industries5.1%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.83%
- 🇺🇸 NYSE42.77%
- 🇭🇰 Hong Kong Exchanges8.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.16%
- 🇨🇳 China30.17%
- 🇭🇰 Hong Kong3.67%
Dividends
Dividend Yield
0.55%
5 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ADT (2.77%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
11.81
11.81
-2
0
2
12
12
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
11.81
11.81
-2
0
2
12
12
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
186.71
High:
BIDU
50.36BIDULow:
2238.HK
-10.952238.HKDetails
PEG Ratio
84.27
High:
669.HK
149.68669.HKLow:
AHCO
13.2AHCODetails
Price/Book
1.48
High:
EVEX
7.74EVEXLow:2238.HK
0.312238.HKDetails
Price/Sales
2.14
High:
PLUG
4.2PLUGLow:EVEX
-EVEXDetails
Price/CF
16.41
High:
CHRS
186.99CHRSLow:AHCO
2.16AHCODetails
Price/FCF
13.19
High:
ASPN
213.59ASPNLow:2238.HK
3.382238.HKDetails
P/E Ratio
186.71
High:BIDU
50.36BIDULow:2238.HK
-10.952238.HKDetails
PEG Ratio
84.27
High:669.HK
149.68669.HKLow:AHCO
13.2AHCODetails
Price/Book
1.48
High:EVEX
7.74EVEXLow:2238.HK
0.312238.HKDetails
Price/Sales
2.14
High:PLUG
4.2PLUGLow:EVEX
-EVEXDetails
Price/CF
16.41
High:CHRS
186.99CHRSLow:AHCO
2.16AHCODetails
Price/FCF
13.19
High:ASPN
213.59ASPNLow:2238.HK
3.382238.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.07% | Aug 2023 | Nov 2024 | 15 |
-15.96% | Jun 2022 | Jan 2023 | 7 |
-12.37% | Feb 2023 | Jun 2023 | 4 |
-9.82% | Mar 2025 | Jun 2025 | 3 |
-8.02% | Oct 2025 | Jan 2026 | 3 |
-5.15% | Apr 2022 | May 2022 | 1 |
-0.56% | Jul 2025 | Aug 2025 | 1 |