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-5.83%
This Month
+18.33%
Year To Date
+39.06%
2 Years
+44.45%
5 Years
+61.16%
10 Years
+8.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs65.35%
- 💵 Cash28.2%
- 📈 Indexes7.35%
- 🧩 Miscellaneous4.6%
- 🛍️ Retail Trade1.76%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.27%
- 🇩🇪 Xetra ETFs23.27%
- 🇺🇸 Nasdaq9.81%
- 🌍 CFD7.35%
- 🇬🇧 LSE4.6%
- 🇭🇰 Hong Kong Exchanges1.76%
Countries Breakdown
- Country
- Total
- 🇨🇳 China1.76%
Dividends
Dividend Yield
0.01%
1 out of 12 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $9988.HK (0.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 9988.HK | 0.01% | 0.84% | $0.98 |
Performance Metrics
Score 3.6/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-3.33
-3.33
-4
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-3.33
-3.33
-4
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
19.75
High:9988.HK
19.759988.HKLow:9988.HK
19.759988.HKDetails
PEG Ratio
N/A
Details
Price/Book
1.91
High:9988.HK
1.919988.HKLow:9988.HK
1.919988.HKDetails
Price/Sales
2.12
High:9988.HK
2.129988.HKLow:9988.HK
2.129988.HKDetails
Price/CF
26.73
High:9988.HK
26.739988.HKLow:9988.HK
26.739988.HKDetails
Price/FCF
2,771.01
High:9988.HK
2,771.019988.HKLow:9988.HK
2,771.019988.HKDetails
P/E Ratio
19.75
High:9988.HK
19.759988.HKLow:9988.HK
19.759988.HKDetails
PEG Ratio
N/A
Details
Price/Book
1.91
High:9988.HK
1.919988.HKLow:9988.HK
1.919988.HKDetails
Price/Sales
2.12
High:9988.HK
2.129988.HKLow:9988.HK
2.129988.HKDetails
Price/CF
26.73
High:9988.HK
26.739988.HKLow:9988.HK
26.739988.HKDetails
Price/FCF
2,771.01
High:9988.HK
2,771.019988.HKLow:9988.HK
2,771.019988.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.9% | Jan 2022 | Jun 2024 | 29 |
-10.57% | Feb 2026 | Apr 2026 | 2 |
-5.83% | Jun 2026 | - | 1 |
-4.62% | Dec 2024 | Jun 2025 | 6 |
-2.69% | Mar 2021 | Apr 2021 | 1 |
-2.48% | Sep 2021 | Oct 2021 | 1 |
-1.87% | Oct 2024 | Nov 2024 | 1 |
-1.58% | Nov 2021 | Dec 2021 | 1 |
-1.51% | Oct 2020 | Nov 2020 | 1 |
-0.47% | Nov 2025 | Jan 2026 | 2 |