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+1.86%
This Month
+17.23%
Year To Date
+428.92%
2 Years
+264.55%
5 Years
+319.71%
10 Years
+29.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs37.16%
- 💻 Electronic Technology26.03%
- 🧩 Miscellaneous18.42%
- 💵 Cash13.16%
- 💰 Finance3.03%
- 🧬 Health Technology2.3%
- 🌾 Commodities2.13%
- 🏭 Industrial Services0.22%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs37.16%
- 🇺🇸 Nasdaq21.28%
- 🇬🇧 LSE18.42%
- 🇺🇸 NYSE8.12%
- 🇭🇰 Hong Kong Exchanges2.19%
- 🌍 Commodity2.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.36%
- 🇨🇳 China5.22%
Dividends
Dividend Yield
0.35%
3 out of 15 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $QFIN (11.05%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 QFIN | Pay Day | May 14, 2026 | $0.78 |
Performance Metrics
Score 6.8/10
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
19.53
19.53
-2
0
2
20
20
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
1.93
1.93
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
19.53
19.53
-2
0
2
20
20
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
1.93
1.93
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-192.9
High:
00981.HK
109.1300981.HKLow:
RKLB
-225.25RKLBDetails
PEG Ratio
-7,711.37
High:00981.HK
258.1500981.HKLow:RKLB
-11,511.73RKLBDetails
Price/Book
8.14
High:RKLB
26.72RKLBLow:
1186.HK
0.231186.HKDetails
Price/Sales
12.9
High:RKLB
80.53RKLBLow:1186.HK
0.061186.HKDetails
Price/CF
19.03
High:
RDW.US
82.75RDW.USLow:QFIN
1.63QFINDetails
Price/FCF
49.58
High:00981.HK
71.0100981.HKLow:1186.HK
2.691186.HKDetails
P/E Ratio
-192.9
High:00981.HK
109.1300981.HKLow:RKLB
-225.25RKLBDetails
PEG Ratio
-7,711.37
High:00981.HK
258.1500981.HKLow:RKLB
-11,511.73RKLBDetails
Price/Book
8.14
High:RKLB
26.72RKLBLow:1186.HK
0.231186.HKDetails
Price/Sales
12.9
High:RKLB
80.53RKLBLow:1186.HK
0.061186.HKDetails
Price/CF
19.03
High:RDW.US
82.75RDW.USLow:QFIN
1.63QFINDetails
Price/FCF
49.58
High:00981.HK
71.0100981.HKLow:1186.HK
2.691186.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.81% | Nov 2021 | Oct 2024 | 35 |
-42.95% | Feb 2025 | Jun 2025 | 4 |
-31.81% | Nov 2025 | Dec 2025 | 1 |
-7.01% | Feb 2026 | Apr 2026 | 2 |
-5.49% | Dec 2024 | Jan 2025 | 1 |
-5.38% | May 2021 | Aug 2021 | 3 |
-4.65% | Feb 2021 | Apr 2021 | 2 |
-1.81% | Sep 2021 | Oct 2021 | 1 |