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+3.9%
This Month
-6.57%
Year To Date
+109.73%
2 Years
+70.49%
5 Years
+271.59%
10 Years
+22.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables46.66%
- 🖥️ Technology Services17.68%
- 💵 Cash16.92%
- 💻 Electronic Technology15.82%
- 💇♀️ Consumer Services4.35%
- 🛍️ Retail Trade3.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq68.23%
- 🇭🇰 Hong Kong Exchanges15.35%
- 🇺🇸 NYSE4.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.58%
- 🇨🇳 China12.7%
- 🇭🇰 Hong Kong2.66%
Dividends
Dividend Yield
0.26%
6 out of 9 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $9618.HK (3.38%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MCD | Ex-Dividend | Jun 2, 2026 | $1.86 |
 NVDA | Ex-Dividend | Jun 4, 2026 | $0.25 |
 9988.HK | Ex-Dividend | Jun 10, 2026 | $0.13 |
 00285.HK | Ex-Dividend | Jun 11, 2026 | $0.02 |
 00175.HK | Ex-Dividend | Jun 12, 2026 | $0.06 |
MCD | Pay Day | Jun 16, 2026 | $1.86 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
9988.HK | Pay Day | Jul 6, 2026 | $0.13 |
00175.HK | Pay Day | Jul 30, 2026 | $0.06 |
00285.HK | Pay Day | Jul 31, 2026 | $0.02 |
Performance Metrics
Score 6.6/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
12.28
12.28
-2
0
2
13
13
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.66
1.66
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
12.28
12.28
-2
0
2
13
13
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.66
1.66
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
73.07
High:
TSLA
396.12TSLALow:00175.HK
11.9500175.HKDetails
PEG Ratio
80.96
High:MCD
330.85MCDLow:
1810.HK
23.711810.HKDetails
Price/Book
18.39
High:NVDA
26.62NVDALow:MCD
-154.27MCDDetails
Price/Sales
13.82
High:NVDA
20.67NVDALow:
9618.HK
0.239618.HKDetails
Price/CF
55.39
High:TSLA
79.58TSLALow:00175.HK
3.1600175.HKDetails
Price/FCF
87.55
High:9988.HK
2,771.019988.HKLow:00285.HK
4.3100285.HKDetails
P/E Ratio
73.07
High:TSLA
396.12TSLALow:00175.HK
11.9500175.HKDetails
PEG Ratio
80.96
High:MCD
330.85MCDLow:1810.HK
23.711810.HKDetails
Price/Book
18.39
High:NVDA
26.62NVDALow:MCD
-154.27MCDDetails
Price/Sales
13.82
High:NVDA
20.67NVDALow:9618.HK
0.239618.HKDetails
Price/CF
55.39
High:TSLA
79.58TSLALow:00175.HK
3.1600175.HKDetails
Price/FCF
87.55
High:9988.HK
2,771.019988.HKLow:00285.HK
4.3100285.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.3% | Dec 2021 | Nov 2024 | 35 |
-19.35% | Jan 2020 | Apr 2020 | 3 |
-12.59% | Feb 2021 | Oct 2021 | 8 |
-11.79% | Nov 2025 | - | 7 |
-5.68% | Feb 2025 | May 2025 | 3 |
-3.33% | Sep 2020 | Nov 2020 | 2 |
-1.34% | Jun 2025 | Aug 2025 | 2 |