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+0.26%
This Month
+53.06%
Year To Date
+90.36%
2 Years
+96.39%
5 Years
+165.33%
10 Years
+20.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology60.62%
- 👥 Copy Trading30.89%
- 🖥️ Technology Services7.21%
- 💵 Cash1.46%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq87.99%
- 🇺🇸 NYSE4.47%
- 🇭🇰 Hong Kong Exchanges2.68%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.41%
- 🇨🇦 Canada6.5%
- 🇨🇳 China4.04%
Dividends
Dividend Yield
0.36%
3 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: SparkLiang (0.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.22% | 0.37% | $0.97 |
 SparkLiang | 0.12% | 0.38% | - |
 GOOG | 0.02% | 0.26% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
7.21
7.21
-2
0
2
8
8
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
7.21
7.21
-2
0
2
8
8
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.72
High:
AAPL
37.37AAPLLow:
GOOG
31.77GOOGDetails
PEG Ratio
156.02
High:AAPL
163.55AAPLLow:GOOG
92.73GOOGDetails
Price/Book
38.27
High:AAPL
55.86AAPLLow:GOOG
10.05GOOGDetails
Price/Sales
9.98
High:GOOG
10.2GOOGLow:AAPL
9.96AAPLDetails
Price/CF
31.71
High:AAPL
34.06AAPLLow:GOOG
19.63GOOGDetails
Price/FCF
45.67
High:GOOG
46.73GOOGLow:AAPL
45.56AAPLDetails
P/E Ratio
36.72
High:AAPL
37.37AAPLLow:GOOG
31.77GOOGDetails
PEG Ratio
156.02
High:AAPL
163.55AAPLLow:GOOG
92.73GOOGDetails
Price/Book
38.27
High:AAPL
55.86AAPLLow:GOOG
10.05GOOGDetails
Price/Sales
9.98
High:GOOG
10.2GOOGLow:AAPL
9.96AAPLDetails
Price/CF
31.71
High:AAPL
34.06AAPLLow:GOOG
19.63GOOGDetails
Price/FCF
45.67
High:GOOG
46.73GOOGLow:AAPL
45.56AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.09% | Jul 2021 | Jun 2024 | 35 |
-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 |