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+4.34%
This Month
+26.17%
Year To Date
+76.03%
2 Years
+60.72%
5 Years
+210.67%
10 Years
+17.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash28.74%
- 🖥️ Technology Services19.96%
- 🛍️ Retail Trade11.03%
- 💻 Electronic Technology10.59%
- 🪙 Cryptocurrencies6.88%
- 💰 Finance6.3%
- 🚚 Transportation4%
- 🚗 Consumer Durables3.98%
- 🏥 Health Services1.79%
- 📊 ETFs0.83%
- 💇♀️ Consumer Services0.37%
Exchanges Breakdown
- Exchange
- Total
- 🇭🇰 Hong Kong Exchanges24.42%
- 🇺🇸 Nasdaq24.23%
- 🇺🇸 NYSE9.36%
- 🌍 Digital Currency6.88%
- 🇺🇸 Chicago Board Options Exchange0.83%
Countries Breakdown
- Country
- Total
- 🇨🇳 China34.81%
- 🇺🇸 United States11.41%
- 🇭🇰 Hong Kong7.11%
- 🇳🇱 Netherlands3.78%
- 🇮🇪 Ireland0.9%
Dividends
Dividend Yield
0.48%
13 out of 21 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $JD.US (2.91%)
Dividend Yield Breakdown
Performance Metrics
Score 6.2/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
4.88
4.88
-2
0
2
5
5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
4.88
4.88
-2
0
2
5
5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.46
High:
NVDA
50.61NVDALow:
0968.HK
-136.220968.HKDetails
PEG Ratio
56.98
High:
MSFT
241.09MSFTLow:
DIS
12.57DISDetails
Price/Book
7.35
High:NVDA
43.24NVDALow:
NIO
-82.98NIODetails
Price/Sales
7.25
High:NVDA
26.4NVDALow:
JD.US
0.29JD.USDetails
Price/CF
24.98
High:NVDA
55.25NVDALow:
00175.HK
3.1600175.HKDetails
Price/FCF
45.78
High:
03690.HK
387.8103690.HKLow:00175.HK
4.4400175.HKDetails
P/E Ratio
34.46
High:NVDA
50.61NVDALow:0968.HK
-136.220968.HKDetails
PEG Ratio
56.98
High:MSFT
241.09MSFTLow:DIS
12.57DISDetails
Price/Book
7.35
High:NVDA
43.24NVDALow:NIO
-82.98NIODetails
Price/Sales
7.25
High:NVDA
26.4NVDALow:JD.US
0.29JD.USDetails
Price/CF
24.98
High:NVDA
55.25NVDALow:00175.HK
3.1600175.HKDetails
Price/FCF
45.78
High:03690.HK
387.8103690.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 |
-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 |