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-2.05%
This Month
-19.18%
Year To Date
+79.06%
2 Years
+40.29%
5 Years
+40.29%
10 Years
+7.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services41.69%
- 💻 Electronic Technology34.25%
- 🚗 Consumer Durables24.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.69%
- 🇭🇰 Hong Kong Exchanges34.25%
- 🇺🇸 Nasdaq24.06%
Countries Breakdown
- Country
- Total
- 🇱🇺 Luxembourg41.69%
- 🇨🇳 China34.25%
- 🇺🇸 United States24.06%
Dividends
Dividend Yield
0%
0 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
1.87
1.87
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
1.87
1.87
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
96.53
High:
TSLA
322.17TSLALow:
1810.HK
17.571810.HKDetails
PEG Ratio
31.8
High:
SPOT
37.63SPOTLow:1810.HK
24.711810.HKDetails
Price/Book
10.67
High:TSLA
15.83TSLALow:1810.HK
2.771810.HKDetails
Price/Sales
7.41
High:TSLA
12.94TSLALow:1810.HK
1.711810.HKDetails
Price/CF
68.36
High:TSLA
107.92TSLALow:1810.HK
21.541810.HKDetails
Price/FCF
149.69
High:TSLA
255.88TSLALow:SPOT
36.22SPOTDetails
P/E Ratio
96.53
High:TSLA
322.17TSLALow:1810.HK
17.571810.HKDetails
PEG Ratio
31.8
High:SPOT
37.63SPOTLow:1810.HK
24.711810.HKDetails
Price/Book
10.67
High:TSLA
15.83TSLALow:1810.HK
2.771810.HKDetails
Price/Sales
7.41
High:TSLA
12.94TSLALow:1810.HK
1.711810.HKDetails
Price/CF
68.36
High:TSLA
107.92TSLALow:1810.HK
21.541810.HKDetails
Price/FCF
149.69
High:TSLA
255.88TSLALow:SPOT
36.22SPOTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.17% | Nov 2021 | Sep 2024 | 34 |
-34.61% | Jul 2025 | - | 10 |
-7.74% | Mar 2025 | May 2025 | 2 |