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-0.95%
This Month
-3.81%
Year To Date
+69.12%
2 Years
+82.37%
5 Years
+151.11%
10 Years
+18.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology60.56%
- 👥 Copy Trading30.91%
- 🖥️ Technology Services7.15%
- 💵 Cash1.5%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq86.85%
- 🇺🇸 NYSE4.79%
- 🇭🇰 Hong Kong Exchanges2.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.96%
- 🇨🇦 Canada5.04%
- 🇨🇳 China4.42%
Dividends
Dividend Yield
0.39%
3 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: SparkLiang (0.44%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.24% | 0.39% | $0.97 |
 SparkLiang | 0.14% | 0.44% | - |
 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
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
5.96
5.96
-2
0
2
6
6
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
5.96
5.96
-2
0
2
6
6
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.76
High:AAPL
33.39AAPLLow:GOOG
28.02GOOGDetails
PEG Ratio
125.39
High:AAPL
130.52AAPLLow:GOOG
81.95GOOGDetails
Price/Book
31.41
High:AAPL
43.99AAPLLow:GOOG
8.81GOOGDetails
Price/Sales
8.99
High:GOOG
9.19GOOGLow:AAPL
8.97AAPLDetails
Price/CF
29.06
High:AAPL
29.89AAPLLow:GOOG
23.3GOOGDetails
Price/FCF
39.04
High:GOOG
60.7GOOGLow:AAPL
37.55AAPLDetails
P/E Ratio
32.76
High:AAPL
33.39AAPLLow:GOOG
28.02GOOGDetails
PEG Ratio
125.39
High:AAPL
130.52AAPLLow:GOOG
81.95GOOGDetails
Price/Book
31.41
High:AAPL
43.99AAPLLow:GOOG
8.81GOOGDetails
Price/Sales
8.99
High:GOOG
9.19GOOGLow:AAPL
8.97AAPLDetails
Price/CF
29.06
High:AAPL
29.89AAPLLow:GOOG
23.3GOOGDetails
Price/FCF
39.04
High:GOOG
60.7GOOGLow:AAPL
37.55AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.09% | Jul 2021 | Jun 2024 | 35 |
-5.11% | Dec 2025 | - | 3 |
-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 |