Loading...
+0.55%
This Month
+20.05%
Year To Date
+63.14%
2 Years
+54.04%
5 Years
+212.21%
10 Years
+20.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.09%
- 🛍️ Retail Trade22.17%
- 🪙 Cryptocurrencies14.91%
- 💰 Finance13.05%
- 💻 Electronic Technology10.48%
- 🧬 Health Technology3.28%
- 💵 Cash1.71%
- 💼 Commercial Services1.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.14%
- 🇭🇰 Hong Kong Exchanges20.59%
- 🌍 Digital Currency14.91%
- 🇺🇸 NYSE12.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.45%
- 🇨🇳 China34.66%
Dividends
Dividend Yield
0.97%
9 out of 20 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $1398.HK (5.31%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 6.7/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
6.81
6.81
-2
0
2
7
7
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
6.81
6.81
-2
0
2
7
7
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.23
High:
AAPL
37.37AAPLLow:
03690.HK
-262.0403690.HKDetails
PEG Ratio
199.5
High:
1398.HK
1,501.721398.HKLow:
GRAL
-10.49GRALDetails
Price/Book
7.97
High:AAPL
55.86AAPLLow:1398.HK
0.541398.HKDetails
Price/Sales
6.76
High:GRAL
25.72GRALLow:
JD.US
0.25JD.USDetails
Price/CF
18.98
High:03690.HK
64.3903690.HKLow:
2318.HK
1.242318.HKDetails
Price/FCF
39.63
High:03690.HK
387.8103690.HKLow:2318.HK
1.382318.HKDetails
P/E Ratio
30.23
High:AAPL
37.37AAPLLow:03690.HK
-262.0403690.HKDetails
PEG Ratio
199.5
High:1398.HK
1,501.721398.HKLow:GRAL
-10.49GRALDetails
Price/Book
7.97
High:AAPL
55.86AAPLLow:1398.HK
0.541398.HKDetails
Price/Sales
6.76
High:GRAL
25.72GRALLow:JD.US
0.25JD.USDetails
Price/CF
18.98
High:03690.HK
64.3903690.HKLow:2318.HK
1.242318.HKDetails
Price/FCF
39.63
High:03690.HK
387.8103690.HKLow:2318.HK
1.382318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.93% | Nov 2021 | Nov 2024 | 36 |
-8.19% | Feb 2025 | Jun 2025 | 4 |
-6.17% | Sep 2020 | Nov 2020 | 2 |
-5.77% | Sep 2021 | Oct 2021 | 1 |
-5.74% | May 2021 | Jun 2021 | 1 |
-3.51% | Nov 2025 | - | 2 |
-2.26% | Feb 2021 | Apr 2021 | 2 |
-1.5% | Jul 2021 | Aug 2021 | 1 |
-1.02% | Dec 2019 | Feb 2020 | 2 |