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-3.5%
This Month
+18.57%
Year To Date
+110.58%
2 Years
+60.28%
5 Years
+90.35%
10 Years
+11.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology30.19%
- 💰 Finance23.02%
- 🖥️ Technology Services10.68%
- 🛍️ Retail Trade10.03%
- 🚗 Consumer Durables8.44%
- 🪙 Cryptocurrencies7.87%
- 🏭 Industrial Services4.47%
- 🛠️ Producer Manufacturing3.74%
- 💵 Cash1.24%
- 📊 ETFs0.32%
- 🚚 Transportation0.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.05%
- 🇭🇰 Hong Kong Exchanges29.99%
- 🇺🇸 NYSE14.11%
- 🌍 Digital Currency7.87%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.59%
- 🇨🇳 China29.99%
- 🇸🇬 Singapore0.25%
Dividends
Dividend Yield
1.83%
11 out of 22 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $WES (9.1%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 5.1/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
1.4
1.4
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
1.4
1.4
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.2
High:
INTC
3,566.98INTCLow:
3988.HK
53988.HKDetails
PEG Ratio
538.51
High:INTC
3,553.58INTCLow:
1810.HK
18.31810.HKDetails
Price/Book
6.97
High:
AAPL
55.76AAPLLow:3988.HK
0.443988.HKDetails
Price/Sales
6.13
High:
AVGO
27.54AVGOLow:
2318.HK
0.922318.HKDetails
Price/CF
22.67
High:
TSLA
99.57TSLALow:2318.HK
1.242318.HKDetails
Price/FCF
41.6
High:TSLA
229.45TSLALow:2318.HK
1.382318.HKDetails
P/E Ratio
35.2
High:INTC
3,566.98INTCLow:3988.HK
53988.HKDetails
PEG Ratio
538.51
High:INTC
3,553.58INTCLow:1810.HK
18.31810.HKDetails
Price/Book
6.97
High:AAPL
55.76AAPLLow:3988.HK
0.443988.HKDetails
Price/Sales
6.13
High:AVGO
27.54AVGOLow:2318.HK
0.922318.HKDetails
Price/CF
22.67
High:TSLA
99.57TSLALow:2318.HK
1.242318.HKDetails
Price/FCF
41.6
High:TSLA
229.45TSLALow:2318.HK
1.382318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.99% | Nov 2021 | Nov 2024 | 36 |
-26.19% | Jan 2025 | Aug 2025 | 7 |
-23.66% | Feb 2020 | Aug 2020 | 6 |
-11.53% | Jul 2021 | Oct 2021 | 3 |
-6.78% | Sep 2020 | Nov 2020 | 2 |
-5.09% | May 2021 | Jun 2021 | 1 |
-4.65% | Feb 2021 | Apr 2021 | 2 |
-3.5% | Dec 2025 | - | 1 |