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-1.22%
This Month
-1.22%
Year To Date
+5.16%
2 Years
+60.41%
5 Years
+60.41%
10 Years
+15.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services41.94%
- 🏥 Health Services16.41%
- 💵 Cash11.68%
- 🧬 Health Technology8.09%
- 🪙 Cryptocurrencies7.41%
- 🛍️ Retail Trade6.7%
- 🧪 Process Industries5.57%
- 📊 ETFs2.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.56%
- 🇺🇸 NYSE35.15%
- 🌍 Digital Currency7.41%
- 🇬🇧 LSE2.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.62%
- 🇩🇰 Denmark8.09%
Dividends
Dividend Yield
0.72%
8 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.6%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
-9.96
-9.96
-10
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
-9.96
-9.96
-10
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.34
High:
SNPS
63.68SNPSLow:
ALB
-108.05ALBDetails
PEG Ratio
123.59
High:
META
433.38METALow:ALB
-119.44ALBDetails
Price/Book
7.68
High:
ADBE
10.32ADBELow:
ELV
1.85ELVDetails
Price/Sales
4.89
High:SNPS
13.59SNPSLow:ELV
0.42ELVDetails
Price/CF
19.11
High:SNPS
56.03SNPSLow:ALB
10.67ALBDetails
Price/FCF
56.28
High:
AMZN
225.5AMZNLow:ADBE
13.55ADBEDetails
P/E Ratio
29.34
High:SNPS
63.68SNPSLow:ALB
-108.05ALBDetails
PEG Ratio
123.59
High:META
433.38METALow:ALB
-119.44ALBDetails
Price/Book
7.68
High:ADBE
10.32ADBELow:ELV
1.85ELVDetails
Price/Sales
4.89
High:SNPS
13.59SNPSLow:ELV
0.42ELVDetails
Price/CF
19.11
High:SNPS
56.03SNPSLow:ALB
10.67ALBDetails
Price/FCF
56.28
High:AMZN
225.5AMZNLow:ADBE
13.55ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.72% | Aug 2023 | - | 30 |
-12% | Nov 2022 | Jan 2023 | 2 |
-4.45% | Apr 2023 | May 2023 | 1 |