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My IBKR
Verified by IBKR@ligang-yan · Inception April 20, 2026 · Synced Apr 21, 2026 20:45
CAGR
—
Sharpe
—
Volatility
—
Max Drawdown
—
Sortino
—
Calmar
—
Info Ratio
—
Beta
—
Alpha
—
Treynor
—
Some metrics (Sharpe, Sortino, Volatility, Beta, Alpha) need at least 63trading days before they become meaningful. They’ll fill in as history accumulates.
Portfolio vs S&P 500 (indexed to 100)
Current positioning
Snapshot: April 17, 2026 · T+1d disclosure lag · Fully public
Positions
23
Top-5 weight
58.1%
HHI
0.11
- Technology36.8%
- Consumer Cyclical18.3%
- Communication Services11.2%
- Energy5.1%
- Financial Services3.5%
- Utilities3.3%
- Healthcare0.5%
- Uncategorized-1.4%
| Ticker | Sector | Weight |
|---|---|---|
| MSFT· STK | Technology | 13.7% |
| NVDA· STK | Technology | 12.3% |
| META· STK | Communication Services | 11.2% |
| AMZN· STK | Consumer Cyclical | 10.6% |
| TSLA· STK | Consumer Cyclical | 10.4% |
| JD· OPT | Consumer Cyclical | 8.5% |
| KWEB· OPT | — | 7.3% |
| TSM· STK | Technology | 4.5% |
| CASH· CASH | Financial Services | 3.5% |
| GEV· STK | Utilities | 3.3% |
| SLB· STK | Energy | 3.0% |
| AVGO· STK | Technology | 2.6% |
| DPZ· STK | Consumer Cyclical | 2.1% |
| EOG· STK | Energy | 2.1% |
| MU· STK | Technology | 1.8% |
| ORCL· STK | Technology | 1.4% |
| TEM· STK | Healthcare | 0.5% |
| PLTR· STK | Technology | 0.2% |
| AAPL· STK | Technology | 0.2% |
| CROX· STK | Consumer Cyclical | 0.2% |
| PDD· STK | Consumer Cyclical | 0.1% |
| GOOG· STK | — | -8.7% |
| FLUT· STK | Consumer Cyclical | -13.5% |
Style & discipline
Auto-derived from positions, trades, and sector exposure. Not a label the investor chose.
ConcentratedLow turnoverUnderweight HealthcareOptions user
Recent trades
T+1d disclosure lag · last 2Investment memos
This investor hasn't published any memos yet. Memos explain the thesis behind each buy or sell.