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+1.1%
This Month
+26.88%
Year To Date
+61.95%
2 Years
+34.43%
5 Years
+212.43%
10 Years
+17.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash33.12%
- 💻 Electronic Technology22.62%
- 🪙 Cryptocurrencies10.52%
- 🖥️ Technology Services7.44%
- 💰 Finance6.47%
- 🛍️ Retail Trade5.31%
- 🚗 Consumer Durables3.46%
- 🏥 Health Services1.67%
- 📊 ETFs0.84%
- 💇♀️ Consumer Services0.35%
Exchanges Breakdown
- Exchange
- Total
- 🇭🇰 Hong Kong Exchanges22.04%
- 🇺🇸 Nasdaq19.7%
- 🌍 Digital Currency10.52%
- 🇺🇸 NYSE5.59%
- 🇺🇸 Chicago Board Options Exchange0.84%
Countries Breakdown
- Country
- Total
- 🇨🇳 China21.69%
- 🇺🇸 United States13.71%
- 🇭🇰 Hong Kong7.24%
- 🇳🇱 Netherlands3.89%
- 🇮🇪 Ireland0.79%
Dividends
Dividend Yield
0.42%
11 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JD.US (3.33%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
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
1.16
1.16
0
1
2
3
3
Jensen's Alpha
4.47
4.47
-2
0
2
5
5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
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
1.16
1.16
0
1
2
3
3
Jensen's Alpha
4.47
4.47
-2
0
2
5
5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
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
35.48
High:
INTC
3,566.98INTCLow:
03690.HK
-270.903690.HKDetails
PEG Ratio
172.2
High:INTC
3,553.58INTCLow:
NIO
-136.88NIODetails
Price/Book
8.42
High:
NVDA
35.78NVDALow:
STX.US
-974.92STX.USDetails
Price/Sales
5.49
High:NVDA
22.9NVDALow:
JD.US
0.24JD.USDetails
Price/CF
37.69
High:03690.HK
64.3903690.HKLow:
00175.HK
3.1600175.HKDetails
Price/FCF
52.27
High:03690.HK
387.8103690.HKLow:00175.HK
4.4400175.HKDetails
P/E Ratio
35.48
High:INTC
3,566.98INTCLow:03690.HK
-270.903690.HKDetails
PEG Ratio
172.2
High:INTC
3,553.58INTCLow:NIO
-136.88NIODetails
Price/Book
8.42
High:NVDA
35.78NVDALow:STX.US
-974.92STX.USDetails
Price/Sales
5.49
High:NVDA
22.9NVDALow:JD.US
0.24JD.USDetails
Price/CF
37.69
High:03690.HK
64.3903690.HKLow:00175.HK
3.1600175.HKDetails
Price/FCF
52.27
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 |
-4.92% | Oct 2025 | - | 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 |