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+0.08%
Today
+32.72%
This Month
+44.62%
Year To Date
+74.64%
2 Years
+64.58%
5 Years
+12.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services64.18%
- 📊 ETFs27.66%
- 💻 Electronic Technology7.54%
- 💵 Cash0.56%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.5%
- 🇺🇸 NYSE26.77%
- 🇭🇰 Hong Kong Exchanges4.26%
- 🇺🇸 Chicago Board Options Exchange1.84%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.56%
- 🇭🇰 Hong Kong3.45%
- 🇨🇳 China0.81%
Dividends
Dividend Yield
0.51%
8 out of 16 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $0968.HK (7.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 0992.HK | 0.14% | 4.19% | $0.38 |
 IEMG | 0.09% | 1.91% | - |
 MCHP | 0.09% | 2.78% | $1.75 |
 VWO | 0.08% | 1.55% | - |
 CQQQ | 0.05% | 0.62% | - |
 0968.HK | 0.04% | 7.67% | $0.23 |
 MCHI | 0.01% | 0.92% | - |
 02382.HK | 0% | 0.39% | $0.22 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MCHP | Ex-Dividend | Nov 22 | $0.46 |
MCHP | Pay Day | Dec 6 | $0.46 |
Performance Metrics
Score 3/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-6.69
-6.69
-7
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.74
-0.74
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-6.69
-6.69
-7
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.74
-0.74
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.28% | Oct 2021 | Oct 2024 | 36 |
-5.5% | Aug 2021 | Sep 2021 | 1 |
-4.66% | Apr 2021 | Jul 2021 | 3 |
-4.31% | Aug 2020 | Oct 2020 | 2 |
-0.47% | Feb 2021 | Mar 2021 | 1 |