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+3.86%
This Month
+3.95%
Year To Date
+46.91%
2 Years
-18.75%
5 Years
-17.84%
10 Years
-3.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services42.61%
- 📊 ETFs30.35%
- 💰 Finance14.46%
- 💵 Cash3.45%
- 🚚 Transportation2.62%
- 💇♀️ Consumer Services0.48%
- 🧬 Health Technology0.36%
- 💻 Electronic Technology0.26%
- 🍞 Consumer Non Durables0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.43%
- 🇺🇸 NYSE30.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.83%
Dividends
Dividend Yield
0%
0 out of 17 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 2.5/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.03
-0.03
-1
1
2
3
3
Jensen's Alpha
-12.32
-12.32
-13
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
-0.04
-0.04
-1
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.03
-0.03
-1
1
2
3
3
Jensen's Alpha
-12.32
-12.32
-13
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
-0.04
-0.04
-1
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.97
High:
ROKU
169.93ROKULow:
FSLY
-40.22FSLYDetails
PEG Ratio
39.17
High:
NFLX
142.32NFLXLow:FSLY
-146.87FSLYDetails
Price/Book
11.08
High:NFLX
15.65NFLXLow:
BYND
-2,476.67BYNDDetails
Price/Sales
8.69
High:
SPCE
102.34SPCELow:
BOXL
0.01BOXLDetails
Price/CF
36.92
High:ROKU
51.81ROKULow:
IDEXQ
0.73IDEXQDetails
Price/FCF
39.5
High:
CLSK
59.99CLSKLow:IDEXQ
0.76IDEXQDetails
P/E Ratio
37.97
High:ROKU
169.93ROKULow:FSLY
-40.22FSLYDetails
PEG Ratio
39.17
High:NFLX
142.32NFLXLow:FSLY
-146.87FSLYDetails
Price/Book
11.08
High:NFLX
15.65NFLXLow:BYND
-2,476.67BYNDDetails
Price/Sales
8.69
High:SPCE
102.34SPCELow:BOXL
0.01BOXLDetails
Price/CF
36.92
High:ROKU
51.81ROKULow:IDEXQ
0.73IDEXQDetails
Price/FCF
39.5
High:CLSK
59.99CLSKLow:IDEXQ
0.76IDEXQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.14% | Feb 2021 | - | 63 |