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+0.15%
This Month
-0.09%
Year To Date
+22.14%
2 Years
+32.52%
5 Years
+207.14%
10 Years
+14.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology40.47%
- 💵 Cash18.15%
- 🚗 Consumer Durables11.36%
- 🪙 Cryptocurrencies10.66%
- 🖥️ Technology Services4.01%
- 🛍️ Retail Trade3.76%
- 🏥 Health Services1.93%
- 🛠️ Producer Manufacturing0.87%
- 📊 ETFs0.82%
- 💇♀️ Consumer Services0.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.2%
- 🇺🇸 NYSE11.25%
- 🌍 Digital Currency10.66%
- 🇭🇰 Hong Kong Exchanges10.3%
- 🇺🇸 Chicago Board Options Exchange0.82%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.53%
- 🇨🇳 China12.94%
- 🇳🇱 Netherlands3.13%
- 🇭🇰 Hong Kong0.6%
- 🇮🇪 Ireland0.56%
Dividends
Dividend Yield
0.35%
11 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $00175.HK (3.73%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LHX | Ex-Dividend | Dec 4, 2026 | $1.25 |
 WDC | Ex-Dividend | Dec 8, 2026 | $0.15 |
 UNH | Ex-Dividend | Dec 14, 2026 | $2.21 |
 NXPI | Ex-Dividend | Dec 16, 2026 | $1.01 |
 STX.US | Ex-Dividend | Dec 24, 2026 | $0.74 |
 DIS | Ex-Dividend | Dec 30, 2026 | $0.75 |
 0968.HK | Ex-Dividend | Feb 13, 2027 | $0.00 |
 JD.US | Ex-Dividend | Apr 9, 2027 | $1.00 |
 9988.HK | Ex-Dividend | Jun 10, 2027 | $0.13 |
 BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
 00175.HK | Ex-Dividend | Jun 12, 2027 | $0.06 |
Performance Metrics
Score 6/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
3.8
3.8
-2
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
3.8
3.8
-2
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
77.14
High:
TSLA
438.35TSLALow:
NIO
-11.6NIODetails
PEG Ratio
0.55
High:00175.HK
2.0900175.HKLow:
SNDK
0.01SNDKDetails
Price/Book
8.76
High:STX.US
40.34STX.USLow:0968.HK
0.50968.HKDetails
Price/Sales
5.49
High:TSLA
13.62TSLALow:JD.US
0.2JD.USDetails
Price/CF
41.8
High:TSLA
67.15TSLALow:0968.HK
3.160968.HKDetails
Price/FCF
114.79
High:9988.HK
2,771.019988.HKLow:00175.HK
4.4400175.HKDetails
P/E Ratio
77.14
High:TSLA
438.35TSLALow:NIO
-11.6NIODetails
PEG Ratio
0.55
High:00175.HK
2.0900175.HKLow:SNDK
0.01SNDKDetails
Price/Book
8.76
High:STX.US
40.34STX.USLow:0968.HK
0.50968.HKDetails
Price/Sales
5.49
High:TSLA
13.62TSLALow:JD.US
0.2JD.USDetails
Price/CF
41.8
High:TSLA
67.15TSLALow:0968.HK
3.160968.HKDetails
Price/FCF
114.79
High:9988.HK
2,771.019988.HKLow:00175.HK
4.4400175.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.47% | Jul 2021 | Sep 2024 | 38 |
-12.3% | Feb 2020 | May 2020 | 3 |
-10.13% | Mar 2025 | Jun 2025 | 3 |
-9.43% | May 2019 | Jun 2019 | 1 |
-9.11% | Oct 2025 | May 2026 | 7 |
-8.08% | Jul 2026 | - | 5 |
-7.88% | Jun 2020 | Aug 2020 | 2 |
-7.19% | Jun 2018 | Aug 2018 | 2 |
-4.57% | Jan 2021 | Jun 2021 | 5 |
-4.22% | Sep 2019 | Oct 2019 | 1 |
-3.93% | Dec 2018 | Jan 2019 | 1 |
-2.08% | Dec 2024 | Jan 2025 | 1 |
-1.61% | Sep 2020 | Nov 2020 | 2 |
-1.38% | Oct 2024 | Nov 2024 | 1 |