Loading...
-0.28%
This Month
-15.35%
Year To Date
+19.86%
2 Years
+57.36%
5 Years
+357.05%
10 Years
+26.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies43.39%
- 💻 Electronic Technology32.96%
- 🖥️ Technology Services17.5%
- 🧬 Health Technology3.43%
- 💵 Cash1.28%
- 🛍️ Retail Trade1.16%
- 💼 Commercial Services0.68%
- 🚗 Consumer Durables0.12%
- 💇♀️ Consumer Services0.1%
- 💰 Finance0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.06%
- 🌍 Digital Currency43.39%
- 🇺🇸 NYSE2.81%
- 🇭🇰 Hong Kong Exchanges1.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.66%
- 🇨🇳 China1.38%
Dividends
Dividend Yield
0.1%
6 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EDU (1.08%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.3/10
Beta
1.75
1.75
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
7.15
7.15
-2
0
2
8
8
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
1.75
1.75
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
7.15
7.15
-2
0
2
8
8
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.42
High:
ISRG
63.63ISRGLow:
NIO
-3.33NIODetails
PEG Ratio
103.38
High:
EDU
5,631.36EDULow:NIO
-132.09NIODetails
Price/Book
16.38
High:
AAPL
43.77AAPLLow:
06060.HK
0.8506060.HKDetails
Price/Sales
13.3
High:
NVDA
20.71NVDALow:06060.HK
0.5506060.HKDetails
Price/CF
33.32
High:ISRG
67.35ISRGLow:06060.HK
6.4106060.HKDetails
Price/FCF
55.71
High:
AMZN
325.85AMZNLow:06060.HK
8.9906060.HKDetails
P/E Ratio
33.42
High:ISRG
63.63ISRGLow:NIO
-3.33NIODetails
PEG Ratio
103.38
High:EDU
5,631.36EDULow:NIO
-132.09NIODetails
Price/Book
16.38
High:AAPL
43.77AAPLLow:06060.HK
0.8506060.HKDetails
Price/Sales
13.3
High:NVDA
20.71NVDALow:06060.HK
0.5506060.HKDetails
Price/CF
33.32
High:ISRG
67.35ISRGLow:06060.HK
6.4106060.HKDetails
Price/FCF
55.71
High:AMZN
325.85AMZNLow:06060.HK
8.9906060.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.26% | Nov 2021 | Feb 2024 | 27 |
-47.65% | Jul 2019 | Nov 2020 | 16 |
-26.13% | Nov 2025 | - | 5 |
-18.38% | Dec 2024 | Jun 2025 | 6 |
-11.57% | Apr 2024 | May 2024 | 1 |
-9.92% | Jun 2024 | Nov 2024 | 5 |
-6.56% | Sep 2021 | Oct 2021 | 1 |
-6.05% | May 2021 | Aug 2021 | 3 |