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+7.74%
This Month
+9.44%
Year To Date
-48.53%
2 Years
+52.17%
5 Years
+285.96%
10 Years
+18.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash77.11%
- 📈 Indexes16.48%
- 💼 Commercial Services4.19%
- 🛍️ Retail Trade2.12%
Exchanges Breakdown
- Exchange
- Total
- 🌍 CFD16.48%
- 🇺🇸 Nasdaq6.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.19%
- 🇮🇪 Ireland2.12%
Dividends
Dividend Yield
0%
0 out of 3 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 6.4/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
35.51
35.51
-2
0
2
36
36
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
4.09
4.09
0
0.75
1.25
5
5
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
35.51
35.51
-2
0
2
36
36
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
4.09
4.09
0
0.75
1.25
5
5
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
13.3
High:
PYPL
14.92PYPLLow:
PDD
12.16PDDDetails
PEG Ratio
90.12
High:PYPL
107.75PYPLLow:PDD
55.16PDDDetails
Price/Book
3.38
High:PDD
3.45PDDLow:PYPL
3.31PYPLDetails
Price/Sales
2.51
High:PDD
3PDDLow:PYPL
2.11PYPLDetails
Price/CF
11.35
High:PYPL
11.97PYPLLow:PDD
10.87PDDDetails
Price/FCF
13.72
High:PYPL
13.72PYPLLow:PYPL
13.72PYPLDetails
P/E Ratio
13.3
High:PYPL
14.92PYPLLow:PDD
12.16PDDDetails
PEG Ratio
90.12
High:PYPL
107.75PYPLLow:PDD
55.16PDDDetails
Price/Book
3.38
High:PDD
3.45PDDLow:PYPL
3.31PYPLDetails
Price/Sales
2.51
High:PDD
3PDDLow:PYPL
2.11PYPLDetails
Price/CF
11.35
High:PYPL
11.97PYPLLow:PDD
10.87PDDDetails
Price/FCF
13.72
High:PYPL
13.72PYPLLow:PYPL
13.72PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-88.91% | Feb 2018 | Jul 2021 | 41 |
-73.27% | Jan 2023 | - | 31 |
-28.04% | Sep 2017 | Nov 2017 | 2 |
-21.03% | Sep 2021 | Apr 2022 | 7 |
-11.97% | Jul 2022 | Sep 2022 | 2 |
-6.46% | Jul 2017 | Aug 2017 | 1 |
-5.01% | Nov 2022 | Dec 2022 | 1 |
-0.08% | May 2022 | Jun 2022 | 1 |