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+0.88%
This Month
+19.44%
Year To Date
+68.26%
2 Years
+55.31%
5 Years
-92.91%
10 Years
-30.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology22.11%
- 📊 ETFs16.33%
- 🖥️ Technology Services14.97%
- 🪙 Cryptocurrencies13.16%
- 💵 Cash12.81%
- 🛍️ Retail Trade7.91%
- 💰 Finance4.88%
- 🪨 Non Energy Minerals2.4%
- 🚗 Consumer Durables1.52%
- 🧩 Miscellaneous1.02%
- 💼 Commercial Services0.94%
- 🛠️ Producer Manufacturing0.9%
- 🧬 Health Technology0.75%
- 🏥 Health Services0.71%
- 🚚 Transportation0.64%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.52%
- 🌍 Digital Currency13.16%
- 🇺🇸 NYSE13.16%
- 🇩🇪 Xetra ETFs11.49%
- 🇬🇧 LSE6.77%
- 🇭🇰 Hong Kong Exchanges6.4%
- 🇩🇰 Copenhagen Stock Exchange0.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.7%
- 🇨🇳 China7.48%
- 🇹🇼 Taiwan1.52%
- 🇬🇧 United Kingdom0.91%
- 🇩🇰 Denmark0.75%
- 🇭🇰 Hong Kong0.73%
- 🇺🇾 Uruguay0.45%
- 🇯🇵 Japan0.19%
Dividends
Dividend Yield
0.32%
22 out of 54 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $0992.HK (3.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BLK | 0.04% | 1.94% | $20.2 |
 3323.HK | 0.03% | 3.23% | $0.25 |
 0992.HK | 0.03% | 3.94% | $0.38 |
 NOVO-B.CO | 0.03% | 3.81% | $9.4 |
 AVGO | 0.02% | 0.62% | $19.7 |
 MSFT | 0.02% | 0.73% | $3 |
 UNH | 0.02% | 2.65% | $7.74 |
 IAG.L | 0.01% | 2.21% | - |
 TSM | 0.01% | 0.92% | $1.74 |
 01211.HK | 0.01% | 1.47% | $3.41 |
 9988.HK | 0.01% | 0.67% | $0.98 |
 BABA | 0.01% | 0.66% | $0.98 |
 META | 0.01% | 0.31% | $1 |
 ORCL | 0.01% | 0.89% | $1.6 |
 GOOG | 0.01% | 0.26% | $0.2 |
 AAPL | 0.01% | 0.37% | $0.97 |
 SCHW | 0.01% | 1.14% | $1 |
 V | 0.01% | 0.75% | $2.01 |
 MUFG | 0.01% | 2.66% | $0.23 |
 RR.L | 0% | 0.96% | - |
 PYPL | 0% | 0.23% | - |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 2.3/10
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
-0.44
-0.44
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.54
-0.54
-1
1
2
3
3
Jensen's Alpha
-28.93
-28.93
-29
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-1.42
-1.42
-2
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
-0.44
-0.44
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.54
-0.54
-1
1
2
3
3
Jensen's Alpha
-28.93
-28.93
-29
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-1.42
-1.42
-2
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.04
High:
INTC
4,128.3INTCLow:
CRWD
-414.89CRWDDetails
PEG Ratio
251.16
High:INTC
4,112.79INTCLow:
3323.HK
0.563323.HKDetails
Price/Book
11.67
High:
PLTR
63.68PLTRLow:3323.HK
0.363323.HKDetails
Price/Sales
9.13
High:
RGTI
1,129.39RGTILow:3323.HK
0.213323.HKDetails
Price/CF
27.61
High:PLTR
258.05PLTRLow:3323.HK
1.563323.HKDetails
Price/FCF
62.74
High:
ORCL
348.36ORCLLow:3323.HK
8.213323.HKDetails
P/E Ratio
38.04
High:INTC
4,128.3INTCLow:CRWD
-414.89CRWDDetails
PEG Ratio
251.16
High:INTC
4,112.79INTCLow:3323.HK
0.563323.HKDetails
Price/Book
11.67
High:PLTR
63.68PLTRLow:3323.HK
0.363323.HKDetails
Price/Sales
9.13
High:RGTI
1,129.39RGTILow:3323.HK
0.213323.HKDetails
Price/CF
27.61
High:PLTR
258.05PLTRLow:3323.HK
1.563323.HKDetails
Price/FCF
62.74
High:ORCL
348.36ORCLLow:3323.HK
8.213323.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.97% | Mar 2018 | - | 94 |