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-1.4%
This Month
-1.4%
Year To Date
+47.78%
2 Years
+0.37%
5 Years
-100%
10 Years
-70.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash30.01%
- 🖥️ Technology Services23.09%
- 💰 Finance13.88%
- 💻 Electronic Technology11.13%
- 🛍️ Retail Trade10.29%
- 🛠️ Producer Manufacturing2.07%
- 🪙 Cryptocurrencies0.59%
- 💇♀️ Consumer Services0.51%
- 🚗 Consumer Durables0.3%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.08%
- 🇺🇸 NYSE23.2%
- 🌍 Digital Currency0.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.44%
- 🇩🇪 Germany1.29%
- 🇨🇳 China0.3%
- 🇮🇱 Israel0.24%
Dividends
Dividend Yield
0.2%
5 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.77%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.6/10
Beta
0.25
0.25
0
0.8
1.2
0
2
Sharpe Ratio
-0.71
-0.71
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.76
-0.76
-1
1
2
3
3
Jensen's Alpha
-37.75
-37.75
-38
0
2
4.5
4.5
Omega Ratio
0.29
0.29
0
1
1.5
2.5
2.5
Treynor Ratio
-14.51
-14.51
-15
0.75
1.25
2
2
Information Ratio
-0.88
-0.88
-1
0.3
0.6
1
1
Calmar Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Beta
0.25
0.25
0
0.8
1.2
0
2
Sharpe Ratio
-0.71
-0.71
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.76
-0.76
-1
1
2
3
3
Jensen's Alpha
-37.75
-37.75
-38
0
2
4.5
4.5
Omega Ratio
0.29
0.29
0
1
1.5
2.5
2.5
Treynor Ratio
-14.51
-14.51
-15
0.75
1.25
2
2
Information Ratio
-0.88
-0.88
-1
0.3
0.6
1
1
Calmar Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.84
High:
CHWY
68.08CHWYLow:
RBRK
-33.14RBRKDetails
PEG Ratio
315.28
High:
V
1,166.53VLow:
LMND
-150.92LMNDDetails
Price/Book
16.44
High:
FTNT
76.26FTNTLow:RBRK
-24.76RBRKDetails
Price/Sales
15.8
High:
SPCE
107.02SPCELow:
PENN
0.29PENNDetails
Price/CF
36.68
High:RBRK
54.99RBRKLow:PENN
5.49PENNDetails
Price/FCF
61.1
High:
BBBY
147.79BBBYLow:
FVRR
7.85FVRRDetails
P/E Ratio
37.84
High:CHWY
68.08CHWYLow:RBRK
-33.14RBRKDetails
PEG Ratio
315.28
High:V
1,166.53VLow:LMND
-150.92LMNDDetails
Price/Book
16.44
High:FTNT
76.26FTNTLow:RBRK
-24.76RBRKDetails
Price/Sales
15.8
High:SPCE
107.02SPCELow:PENN
0.29PENNDetails
Price/CF
36.68
High:RBRK
54.99RBRKLow:PENN
5.49PENNDetails
Price/FCF
61.1
High:BBBY
147.79BBBYLow:FVRR
7.85FVRRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100% | Jan 2017 | - | 109 |