Loading...
-6.2%
This Month
-6.2%
Year To Date
+141.2%
2 Years
+45.08%
5 Years
+206.78%
10 Years
+23.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🏥 Health Services49.52%
- 🪙 Cryptocurrencies15.94%
- 🖥️ Technology Services13.98%
- 🛍️ Retail Trade8.2%
- 🧬 Health Technology6.42%
- 💰 Finance3.64%
- 💼 Commercial Services2.18%
- 💵 Cash0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE69.14%
- 🌍 Digital Currency15.94%
- 🇺🇸 Nasdaq14.8%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.56%
- 🇨🇳 China7.97%
- 🇩🇰 Denmark6.42%
Dividends
Dividend Yield
0.99%
4 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JD.US (3.35%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.6/10
Beta
1.74
1.74
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.14
1.14
0
1
2
3
3
Jensen's Alpha
-1.67
-1.67
-2
0
2
4.5
4.5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.74
1.74
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.14
1.14
0
1
2
3
3
Jensen's Alpha
-1.67
-1.67
-2
0
2
4.5
4.5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.81
High:
UPST
189.49UPSTLow:
ZETA
-174.94ZETADetails
PEG Ratio
39.99
High:
HIMS
188.27HIMSLow:ZETA
-205.33ZETADetails
Price/Book
3.08
High:HIMS
11.23HIMSLow:
JD.US
1.35JD.USDetails
Price/Sales
0.67
High:
NVO
5.75NVOLow:JD.US
0.24JD.USDetails
Price/CF
14.62
High:
BBBY
52.46BBBYLow:
OSCR
6.38OSCRDetails
Price/FCF
33.48
High:BBBY
147.79BBBYLow:OSCR
6.67OSCRDetails
P/E Ratio
20.81
High:UPST
189.49UPSTLow:ZETA
-174.94ZETADetails
PEG Ratio
39.99
High:HIMS
188.27HIMSLow:ZETA
-205.33ZETADetails
Price/Book
3.08
High:HIMS
11.23HIMSLow:JD.US
1.35JD.USDetails
Price/Sales
0.67
High:NVO
5.75NVOLow:JD.US
0.24JD.USDetails
Price/CF
14.62
High:BBBY
52.46BBBYLow:OSCR
6.38OSCRDetails
Price/FCF
33.48
High:BBBY
147.79BBBYLow:OSCR
6.67OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.48% | Jul 2021 | Nov 2024 | 40 |
-20.95% | Oct 2025 | - | 4 |
-16.97% | Feb 2025 | May 2025 | 3 |
-9.85% | Dec 2024 | Jan 2025 | 1 |
-8.52% | Jul 2025 | Aug 2025 | 1 |
-6.48% | Feb 2021 | Jun 2021 | 4 |
-3.08% | Sep 2020 | Oct 2020 | 1 |