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-0.33%
This Month
-0.33%
Year To Date
+56.46%
2 Years
+96.81%
5 Years
+177.23%
10 Years
+18.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs37.87%
- 🖥️ Technology Services16.69%
- ⚡ Utilities13.2%
- 💻 Electronic Technology10.36%
- 💰 Finance9.91%
- 🏥 Health Services7.89%
- 🪙 Cryptocurrencies1.94%
- 💵 Cash1.05%
- 🚗 Consumer Durables0.89%
- ⛏️ Energy Minerals0.46%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.23%
- 🇺🇸 Nasdaq30.08%
- 🇭🇰 Hong Kong Exchanges6.96%
- 🌍 Digital Currency1.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.27%
- 🇨🇳 China6.96%
- 🇹🇼 Taiwan4.17%
Dividends
Dividend Yield
1.09%
13 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $1398.HK (5.41%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.1/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
6.51
6.51
-2
0
2
7
7
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
6.51
6.51
-2
0
2
7
7
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.6
High:
NVDA
44.11NVDALow:
1398.HK
5.671398.HKDetails
PEG Ratio
328.89
High:1398.HK
1,496.441398.HKLow:
AEP
46.6AEPDetails
Price/Book
6.79
High:
AAPL
49.43AAPLLow:1398.HK
0.541398.HKDetails
Price/Sales
6.89
High:NVDA
23.3NVDALow:
UNH
0.71UNHDetails
Price/CF
22.88
High:NVDA
54.84NVDALow:
OXY
4.21OXYDetails
Price/FCF
52.24
High:
NEE
2,356.18NEELow:1398.HK
18.481398.HKDetails
P/E Ratio
28.6
High:NVDA
44.11NVDALow:1398.HK
5.671398.HKDetails
PEG Ratio
328.89
High:1398.HK
1,496.441398.HKLow:AEP
46.6AEPDetails
Price/Book
6.79
High:AAPL
49.43AAPLLow:1398.HK
0.541398.HKDetails
Price/Sales
6.89
High:NVDA
23.3NVDALow:UNH
0.71UNHDetails
Price/CF
22.88
High:NVDA
54.84NVDALow:OXY
4.21OXYDetails
Price/FCF
52.24
High:NEE
2,356.18NEELow:1398.HK
18.481398.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.28% | Feb 2022 | Jun 2023 | 16 |
-16.9% | Feb 2020 | May 2020 | 3 |
-12.41% | Aug 2023 | Mar 2024 | 7 |
-11.8% | Sep 2020 | Nov 2020 | 2 |
-6.08% | Jul 2021 | Jan 2022 | 6 |
-3.56% | Feb 2025 | May 2025 | 3 |
-1.54% | May 2021 | Jun 2021 | 1 |
-1.35% | Dec 2025 | - | 2 |
-1.29% | Oct 2024 | Nov 2024 | 1 |
-1.26% | Dec 2024 | Jan 2025 | 1 |
-0.3% | Apr 2024 | May 2024 | 1 |