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+6.96%
This Month
-0.37%
Year To Date
+69.02%
2 Years
+82.63%
5 Years
+160.09%
10 Years
+18.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology62.56%
- 👥 Copy Trading18.54%
- 💇♀️ Consumer Services13.58%
- 🖥️ Technology Services4.77%
- 💵 Cash0.61%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq69.6%
- 🇺🇸 NYSE26%
- 🇭🇰 Hong Kong Exchanges1.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States81.6%
- 🇹🇼 Taiwan9.7%
- 🇨🇦 Canada3.34%
- 🇨🇳 China2.37%
Dividends
Dividend Yield
0.62%
6 out of 6 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MCD (2.36%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JD.US (SparkLiang) | Pay Day | Apr 29, 2026 | $1.00 |
 MA (SparkLiang) | Pay Day | May 8, 2026 | $0.87 |
 SBUX (SparkLiang) | Ex-Dividend | May 15, 2026 | $0.62 |
SBUX (SparkLiang) | Pay Day | May 29, 2026 | $0.62 |
 TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
 DIS (SparkLiang) | Ex-Dividend | Jun 30, 2026 | $0.75 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
DIS (SparkLiang) | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 6.3/10
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
5.85
5.85
-2
0
2
6
6
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
5.85
5.85
-2
0
2
6
6
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.59
High:
NVDA
41.15NVDALow:
MCD
26.05MCDDetails
PEG Ratio
177.22
High:MCD
536.76MCDLow:NVDA
62.24NVDADetails
Price/Book
28.36
High:
AAPL
45.05AAPLLow:MCD
-123.6MCDDetails
Price/Sales
11.58
High:NVDA
22.82NVDALow:MCD
8.27MCDDetails
Price/CF
31.26
High:NVDA
44.64NVDALow:MCD
20.69MCDDetails
Price/FCF
45.11
High:MCD
105.4MCDLow:AAPL
37.55AAPLDetails
P/E Ratio
35.59
High:NVDA
41.15NVDALow:MCD
26.05MCDDetails
PEG Ratio
177.22
High:MCD
536.76MCDLow:NVDA
62.24NVDADetails
Price/Book
28.36
High:AAPL
45.05AAPLLow:MCD
-123.6MCDDetails
Price/Sales
11.58
High:NVDA
22.82NVDALow:MCD
8.27MCDDetails
Price/CF
31.26
High:NVDA
44.64NVDALow:MCD
20.69MCDDetails
Price/FCF
45.11
High:MCD
105.4MCDLow:AAPL
37.55AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.09% | Jul 2021 | Jun 2024 | 35 |
-8.11% | Dec 2025 | - | 5 |
-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 |