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-0.14%
Today
-0.14%
This Month
+5.52%
Year To Date
+90.01%
2 Years
+140.78%
5 Years
+22.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services39.43%
- 📊 ETFs33.48%
- 💻 Electronic Technology7.06%
- 🛍️ Retail Trade7.02%
- 🪙 Cryptocurrencies6.08%
- 💼 Commercial Services3.94%
- 💰 Finance1.27%
- 💵 Cash1.01%
- 🍞 Consumer Non Durables0.83%
- 💇♀️ Consumer Services0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.39%
- 🇺🇸 NYSE37.83%
- 🌍 Digital Currency6.08%
- 🇭🇰 Hong Kong Exchanges4.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.23%
- 🇨🇳 China5.5%
- 🇹🇼 Taiwan4.99%
- 🇳🇱 Netherlands0.65%
- 🇨🇦 Canada0.39%
Dividends
Dividend Yield
0.4%
22 out of 39 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $ASHR (7.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 2318.HK | 0.08% | 6.11% | $2.63 |
 ASHR | 0.05% | 7.26% | - |
 TSM | 0.05% | 0.93% | $1.74 |
 MSFT | 0.04% | 0.76% | $3 |
 CRM | 0.03% | 0.47% | $0.4 |
 META | 0.02% | 0.29% | $1 |
 V | 0.02% | 0.65% | $2.01 |
 0700.HK | 0.02% | 0.85% | $3.4 |
 GOOG | 0.02% | 0.29% | $0.2 |
 EL | 0.01% | 2.79% | $2.64 |
 GOOGL | 0.01% | 0.29% | $0.2 |
 BABA | 0.01% | 0.99% | $0.98 |
 NKE | 0.01% | 1.96% | $1.45 |
 JD.US | 0.01% | 1.82% | $0.74 |
 9988.HK | 0.01% | 1.11% | $0.98 |
 AAPL | 0.01% | 0.53% | $0.97 |
 FXI | 0.01% | 2.83% | - |
 ASML | 0.01% | 0.77% | $5.57 |
 IHI | 0% | 0.67% | - |
 MA | 0% | 0.49% | $2.46 |
 YUMC | 0% | 1.38% | $0.58 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 6.4/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
3.17
3.17
-2
0
2
4.5
4.5
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
3.17
3.17
-2
0
2
4.5
4.5
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.27% | May 2021 | Feb 2024 | 33 |
-7.9% | Apr 2024 | Jun 2024 | 2 |
-6.74% | Sep 2020 | Nov 2020 | 2 |
-2.53% | Jul 2024 | Sep 2024 | 2 |
-1.51% | Oct 2024 | Nov 2024 | 1 |
-1.14% | Dec 2024 | Jan 2025 | 1 |