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-1.98%
This Month
-1.98%
Year To Date
+42.91%
2 Years
+52.75%
5 Years
+50.4%
10 Years
+8.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies32.1%
- 🏥 Health Services21.76%
- 💻 Electronic Technology13.89%
- 🧬 Health Technology10.49%
- 🖥️ Technology Services8.06%
- 💼 Commercial Services7.93%
- 💰 Finance5.66%
- 💵 Cash0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.75%
- 🌍 Digital Currency32.1%
- 🇺🇸 Nasdaq27.34%
- 🇭🇰 Hong Kong Exchanges3.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.94%
- 🇩🇰 Denmark10.49%
- 🇨🇳 China9.36%
Dividends
Dividend Yield
1.11%
6 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QFIN (8.96%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.2/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
1.95
1.95
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
1.95
1.95
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.4
High:
CRM
30.41CRMLow:
CNC
-3.87CNCDetails
PEG Ratio
98.56
High:
FSLR
159.92FSLRLow:
PINS
0.95PINSDetails
Price/Book
3.54
High:
ADBE
10.65ADBELow:
QFIN
0.61QFINDetails
Price/Sales
0.96
High:
NVO
5.75NVOLow:CNC
0.11CNCDetails
Price/CF
13.85
High:
1810.HK
21.541810.HKLow:QFIN
2.52QFINDetails
Price/FCF
30.73
High:NVO
113.51NVOLow:CNC
5.22CNCDetails
P/E Ratio
22.4
High:CRM
30.41CRMLow:CNC
-3.87CNCDetails
PEG Ratio
98.56
High:FSLR
159.92FSLRLow:PINS
0.95PINSDetails
Price/Book
3.54
High:ADBE
10.65ADBELow:QFIN
0.61QFINDetails
Price/Sales
0.96
High:NVO
5.75NVOLow:CNC
0.11CNCDetails
Price/CF
13.85
High:1810.HK
21.541810.HKLow:QFIN
2.52QFINDetails
Price/FCF
30.73
High:NVO
113.51NVOLow:CNC
5.22CNCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.81% | Aug 2023 | Sep 2024 | 13 |
-23.02% | Sep 2022 | Jan 2023 | 4 |
-20.91% | Apr 2023 | Jul 2023 | 3 |
-16.24% | Oct 2025 | - | 4 |
-13.36% | Mar 2021 | Aug 2022 | 17 |
-10.29% | Jul 2025 | Sep 2025 | 2 |
-9.43% | Nov 2024 | May 2025 | 6 |