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+6.8%
This Month
+6.8%
Year To Date
+87.29%
2 Years
+42.42%
5 Years
+228.33%
10 Years
+17.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology42.47%
- 💵 Cash18.99%
- 🪙 Cryptocurrencies8.03%
- 🖥️ Technology Services7.48%
- 💰 Finance7.04%
- 🛍️ Retail Trade5.43%
- 🚗 Consumer Durables3.01%
- 🛠️ Producer Manufacturing1.53%
- 🏥 Health Services1.36%
- 📊 ETFs0.78%
- 💇♀️ Consumer Services0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.23%
- 🇭🇰 Hong Kong Exchanges21.12%
- 🇺🇸 NYSE13.3%
- 🌍 Digital Currency8.03%
- 🇺🇸 Chicago Board Options Exchange0.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.72%
- 🇨🇳 China20.34%
- 🇹🇼 Taiwan8.34%
- 🇭🇰 Hong Kong7.74%
- 🇳🇱 Netherlands3.82%
- 🇮🇪 Ireland0.7%
Dividends
Dividend Yield
0.72%
13 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JD.US (3.35%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MCHP | 0.25% | 2.28% | $1.75 |
 1299.HK | 0.14% | 1.98% | $1.61 |
 TSM | 0.07% | 0.79% | $1.74 |
 NXPI | 0.06% | 1.69% | $4.06 |
 STX.US | 0.06% | 0.65% | $2.8 |
 UNH | 0.04% | 2.98% | $7.74 |
 JD.US | 0.04% | 3.35% | $0.74 |
 0968.HK | 0.02% | 1.21% | $0.23 |
 9988.HK | 0.02% | 0.59% | $0.98 |
 00175.HK | 0.01% | 1.97% | $0.22 |
 BABA | 0.01% | 0.58% | $0.98 |
 DIS | 0% | 1.39% | $0.75 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.1/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.14
1.14
0
1
2
3
3
Jensen's Alpha
4.26
4.26
-2
0
2
5
5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.14
1.14
0
1
2
3
3
Jensen's Alpha
4.26
4.26
-2
0
2
5
5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.18
High:
BIDU
50.36BIDULow:
INTC
-595.6INTCDetails
PEG Ratio
25.58
High:UNH
91.88UNHLow:INTC
-606.5INTCDetails
Price/Book
9.83
High:STX.US
210.37STX.USLow:0968.HK
0.950968.HKDetails
Price/Sales
8.53
High:NVDA
25.06NVDALow:JD.US
0.24JD.USDetails
Price/CF
28
High:
03690.HK
64.3903690.HKLow:00175.HK
3.1600175.HKDetails
Price/FCF
67.97
High:9988.HK
2,771.019988.HKLow:00175.HK
4.4400175.HKDetails
P/E Ratio
38.18
High:BIDU
50.36BIDULow:INTC
-595.6INTCDetails
PEG Ratio
25.58
High:UNH
91.88UNHLow:INTC
-606.5INTCDetails
Price/Book
9.83
High:STX.US
210.37STX.USLow:0968.HK
0.950968.HKDetails
Price/Sales
8.53
High:NVDA
25.06NVDALow:JD.US
0.24JD.USDetails
Price/CF
28
High:03690.HK
64.3903690.HKLow:00175.HK
3.1600175.HKDetails
Price/FCF
67.97
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 |
-7.88% | Jun 2020 | Aug 2020 | 2 |
-7.19% | Jun 2018 | Aug 2018 | 2 |
-5.41% | Oct 2025 | Jan 2026 | 3 |
-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 |