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-2.22%
This Month
-46.42%
Year To Date
-42.88%
2 Years
-76.33%
5 Years
-50.3%
10 Years
-10.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies17.39%
- 💰 Finance12.12%
- 🖥️ Technology Services7.08%
- 🛍️ Retail Trade5.98%
- 🚚 Transportation3.2%
- 💵 Cash2.13%
- 🚗 Consumer Durables1.13%
- 📊 ETFs1.02%
- 💻 Electronic Technology0.75%
- 💇♀️ Consumer Services0.69%
- ⛏️ Energy Minerals0.64%
- 💼 Commercial Services0.34%
- 🛠️ Producer Manufacturing0.21%
- 🪨 Non Energy Minerals0.09%
- 🧪 Process Industries0.08%
- ❓ Other0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq26.54%
- 🌍 Digital Currency17.39%
- 🇺🇸 NYSE6.77%
- 🇺🇸 Chicago Board Options Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.12%
- 🇨🇳 China7.95%
- 🇬🇷 Greece2.07%
- 🇧🇷 Brazil0.09%
- 🇦🇷 Argentina0.08%
- 🇮🇪 Ireland0%
- 🇩🇪 Germany0%
Dividends
Dividend Yield
0.31%
9 out of 70 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JD.US (3.93%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
2.65
2.65
0
0.8
1.2
0
3
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-22.87
-22.87
-23
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Beta
2.65
2.65
0
0.8
1.2
0
3
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-22.87
-22.87
-23
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.95
High:
AAL
75.02AALLow:
OKLO
-126.35OKLODetails
PEG Ratio
48.05
High:
AXP
206.26AXPLow:OKLO
-140.49OKLODetails
Price/Book
6.74
High:
RBLX
121.03RBLXLow:AAL
-2.21AALDetails
Price/Sales
4.96
High:
SPCE
93.11SPCELow:OKLO
-OKLODetails
Price/CF
23.62
High:
METC
604.89METCLow:
TOPS
0.82TOPSDetails
Price/FCF
58.05
High:
BABA
1,196.17BABALow:TOPS
0.92TOPSDetails
P/E Ratio
27.95
High:AAL
75.02AALLow:OKLO
-126.35OKLODetails
PEG Ratio
48.05
High:AXP
206.26AXPLow:OKLO
-140.49OKLODetails
Price/Book
6.74
High:RBLX
121.03RBLXLow:AAL
-2.21AALDetails
Price/Sales
4.96
High:SPCE
93.11SPCELow:OKLO
-OKLODetails
Price/CF
23.62
High:METC
604.89METCLow:TOPS
0.82TOPSDetails
Price/FCF
58.05
High:BABA
1,196.17BABALow:TOPS
0.92TOPSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-82.43% | Jul 2021 | - | 57 |
-48.4% | Aug 2019 | Jul 2020 | 11 |
-18.09% | Sep 2020 | Nov 2020 | 2 |
-4.66% | Feb 2021 | Mar 2021 | 1 |
-4.37% | May 2021 | Jun 2021 | 1 |