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-0.18%
This Month
-1.18%
Year To Date
+10.52%
2 Years
+55.13%
5 Years
+49.72%
10 Years
+4.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash61.05%
- 📊 ETFs25.4%
- 🖥️ Technology Services6.33%
- 🪙 Cryptocurrencies2.42%
- 💻 Electronic Technology1.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.11%
- 🌍 Digital Currency2.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States7.72%
Dividends
Dividend Yield
0%
0 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.1/10
Beta
0.56
0.56
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
2.14
2.14
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
0.56
0.56
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
2.14
2.14
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-4.52
High:
SMCI
16.72SMCILow:
MARA
-2.03MARADetails
PEG Ratio
N/A
Details
Price/Book
1.2
High:SMCI
1.93SMCILow:MARA
0.88MARADetails
Price/Sales
0.97
High:MARA
3.36MARALow:SMCI
0.56SMCIDetails
Price/CF
36.43
High:SMCI
37SMCILow:MARA
35.89MARADetails
Price/FCF
44.81
High:SMCI
46.16SMCILow:MARA
43.59MARADetails
P/E Ratio
-4.52
High:SMCI
16.72SMCILow:MARA
-2.03MARADetails
PEG Ratio
N/A
Details
Price/Book
1.2
High:SMCI
1.93SMCILow:MARA
0.88MARADetails
Price/Sales
0.97
High:MARA
3.36MARALow:SMCI
0.56SMCIDetails
Price/CF
36.43
High:SMCI
37SMCILow:MARA
35.89MARADetails
Price/FCF
44.81
High:SMCI
46.16SMCILow:MARA
43.59MARADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.3% | Feb 2018 | - | 99 |