Loading...
-1.99%
This Month
-5.52%
Year To Date
+61.03%
2 Years
+83.52%
5 Years
+146.66%
10 Years
+17.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology60.21%
- 👥 Copy Trading31.19%
- 🖥️ Technology Services7.18%
- 💵 Cash1.5%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq87.46%
- 🇺🇸 NYSE4.62%
- 🇭🇰 Hong Kong Exchanges2.53%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.79%
- 🇨🇦 Canada5.8%
- 🇨🇳 China3.82%
Dividends
Dividend Yield
0.4%
3 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: SparkLiang (0.45%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.24% | 0.4% | $0.97 |
 SparkLiang | 0.14% | 0.45% | - |
 GOOG | 0.02% | 0.28% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.4/10
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
5.86
5.86
-2
0
2
6
6
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
5.86
5.86
-2
0
2
6
6
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.6
High:AAPL
33.21AAPLLow:GOOG
28.08GOOGDetails
PEG Ratio
124.74
High:AAPL
129.82AAPLLow:GOOG
82.13GOOGDetails
Price/Book
31.19
High:AAPL
43.77AAPLLow:GOOG
8.83GOOGDetails
Price/Sales
8.95
High:GOOG
9.21GOOGLow:AAPL
8.93AAPLDetails
Price/CF
29.05
High:AAPL
29.89AAPLLow:GOOG
23.3GOOGDetails
Price/FCF
39.07
High:GOOG
60.7GOOGLow:AAPL
37.55AAPLDetails
P/E Ratio
32.6
High:AAPL
33.21AAPLLow:GOOG
28.08GOOGDetails
PEG Ratio
124.74
High:AAPL
129.82AAPLLow:GOOG
82.13GOOGDetails
Price/Book
31.19
High:AAPL
43.77AAPLLow:GOOG
8.83GOOGDetails
Price/Sales
8.95
High:GOOG
9.21GOOGLow:AAPL
8.93AAPLDetails
Price/CF
29.05
High:AAPL
29.89AAPLLow:GOOG
23.3GOOGDetails
Price/FCF
39.07
High:GOOG
60.7GOOGLow:AAPL
37.55AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.09% | Jul 2021 | Jun 2024 | 35 |
-6.79% | Dec 2025 | - | 4 |
-4.33% | Feb 2021 | Apr 2021 | 2 |
-3.71% | Mar 2025 | May 2025 | 2 |
-2.3% | Jul 2024 | Aug 2024 | 1 |
-0.58% | May 2021 | Jun 2021 | 1 |
-0.34% | Sep 2020 | Oct 2020 | 1 |