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-0.03%
This Month
-5.57%
Year To Date
+46.58%
2 Years
+55.59%
5 Years
+106.93%
10 Years
+14.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology32.36%
- 📊 ETFs17%
- 💇♀️ Consumer Services14.51%
- 🖥️ Technology Services9.92%
- 🚗 Consumer Durables7.13%
- 🛍️ Retail Trade6.43%
- 🚚 Transportation3.83%
- 🛠️ Producer Manufacturing3.24%
- 👥 Copy Trading1.95%
- 💰 Finance1.85%
- 🪙 Cryptocurrencies1.76%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq79.62%
- 🇺🇸 NYSE11.59%
- 🇭🇰 Hong Kong Exchanges5.52%
- 🌍 Digital Currency1.79%
- 🇺🇸 Chicago Board Options Exchange1.02%
- 🇬🇧 LSE0.33%
- 🇫🇷 Euronext Paris0.06%
- 🇩🇪 FRA0.05%
- 🇩🇰 Copenhagen Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.94%
- 🇨🇳 China7.5%
- 🇬🇧 United Kingdom0.32%
- 🇫🇷 France0.06%
- 🇩🇪 Germany0.05%
- 🇹🇼 Taiwan0.04%
- 🇮🇪 Ireland0.02%
- 🇩🇰 Denmark0.02%
- 🇰🇾 Cayman Islands0.01%
- 🇭🇰 Hong Kong0.01%
Dividends
Dividend Yield
0.3%
15 out of 32 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MCD (2.19%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BKNG | 0.1% | 0.95% | $17.5 |
 01211.HK | 0.04% | 1.52% | $3.41 |
 JPM | 0.03% | 1.92% | $4.4 |
 MCD | 0.02% | 2.19% | $6.53 |
 DIS | 0.02% | 1.43% | $0.75 |
 BABA | 0.01% | 0.7% | $0.98 |
 thomaspj | 0.01% | 1.07% | - |
 GOOG | 0.01% | 0.27% | $0.2 |
 0700.HK | 0.01% | 0.88% | $3.4 |
 AAPL | 0.01% | 0.38% | $0.97 |
 META | 0.01% | 0.32% | $1 |
 9988.HK | 0.01% | 0.72% | $0.98 |
 CAT | 0% | 0.78% | $5.31 |
 NVDA | 0% | 0.02% | $0.02 |
 CPHequities | 0% | 0.63% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4/10
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
-3.99
-3.99
-4
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
-3.99
-3.99
-4
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
42.77
High:
TSLA
387.92TSLALow:
NIO
-3.57NIODetails
PEG Ratio
169.61
High:
ADSK
1,684.03ADSKLow:NIO
-141.6NIODetails
Price/Book
17.82
High:AAPL
45.72AAPLLow:MCD
-132.2MCDDetails
Price/Sales
12.72
High:
PLTR
77.16PLTRLow:01211.HK
0.9901211.HKDetails
Price/CF
38.61
High:PLTR
214.31PLTRLow:01211.HK
7.8601211.HKDetails
Price/FCF
58.97
High:9988.HK
2,771.019988.HKLow:JPM
10.48JPMDetails
P/E Ratio
42.77
High:TSLA
387.92TSLALow:NIO
-3.57NIODetails
PEG Ratio
169.61
High:ADSK
1,684.03ADSKLow:NIO
-141.6NIODetails
Price/Book
17.82
High:AAPL
45.72AAPLLow:MCD
-132.2MCDDetails
Price/Sales
12.72
High:PLTR
77.16PLTRLow:01211.HK
0.9901211.HKDetails
Price/CF
38.61
High:PLTR
214.31PLTRLow:01211.HK
7.8601211.HKDetails
Price/FCF
58.97
High:9988.HK
2,771.019988.HKLow:JPM
10.48JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.21% | Jul 2021 | May 2024 | 34 |
-10.59% | Dec 2024 | May 2025 | 5 |
-9.74% | Nov 2025 | - | 5 |
-5.97% | Feb 2021 | Jun 2021 | 4 |
-3.03% | Jul 2020 | Aug 2020 | 1 |
-2.69% | Jul 2024 | Sep 2024 | 2 |
-1.6% | Sep 2020 | Nov 2020 | 2 |