section
Dashboard ▾
Portfolio
snapshot — daily, ytd, holdings, activity
as of 3 Nov 2026
ytd return · as of 2 Nov
+61.61%
vs SMH +41.15% · SOXX +50.9%
margin / equity
0%
gross 0.98x NLV
sharpe ratio
1.06
annualized · YTD window
good 1–2 · >3 excellent
Earnings
Earnings · 24 prints
latest print per holding · times in Bangkok · red = within 7 days
⌕
recent:
Calendar
Calendar · 14 upcoming
upcoming prints · times in Bangkok · red = within 7 days
NOVEMBER
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DECEMBER
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News
external coverage of your holdings, last 7 days — your own research lives on the Desk
No coverage of your holdings in the last 7 days.