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+7.03%
This Month
+21.65%
Year To Date
-43.71%
2 Years
+87.59%
5 Years
+316.25%
10 Years
+19.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash89.12%
- 🏭 Industrial Services4.15%
- 📈 Indexes2.12%
- 🛍️ Retail Trade2.1%
- 📊 ETFs1.87%
- 💻 Electronic Technology1.61%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq7.86%
- 🌍 CFD2.12%
- 🇺🇸 Chicago Board Options Exchange1.87%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States5.76%
- 🇮🇪 Ireland2.1%
Dividends
Dividend Yield
0.01%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AAPL (0.43%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.01% | 0.43% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
35.38
35.38
-2
0
2
36
36
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
4.1
4.1
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
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
35.38
35.38
-2
0
2
36
36
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
4.1
4.1
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
33.05
High:
AAPL
35.98AAPLLow:
PCT.US
-8.14PCT.USDetails
PEG Ratio
24,459.55
High:AAPL
24,459.55AAPLLow:AAPL
24,459.55AAPLDetails
Price/Book
28.43
High:AAPL
53.42AAPLLow:
PDD
3.5PDDDetails
Price/Sales
7.89
High:PCT.US
758.16PCT.USLow:PDD
3.33PDDDetails
Price/CF
25.57
High:AAPL
27.69AAPLLow:PDD
11.82PDDDetails
Price/FCF
37.19
High:AAPL
37.19AAPLLow:AAPL
37.19AAPLDetails
P/E Ratio
33.05
High:AAPL
35.98AAPLLow:PCT.US
-8.14PCT.USDetails
PEG Ratio
24,459.55
High:AAPL
24,459.55AAPLLow:AAPL
24,459.55AAPLDetails
Price/Book
28.43
High:AAPL
53.42AAPLLow:PDD
3.5PDDDetails
Price/Sales
7.89
High:PCT.US
758.16PCT.USLow:PDD
3.33PDDDetails
Price/CF
25.57
High:AAPL
27.69AAPLLow:PDD
11.82PDDDetails
Price/FCF
37.19
High:AAPL
37.19AAPLLow:AAPL
37.19AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-88.92% | Feb 2018 | Jul 2021 | 41 |
-74.07% | Jan 2023 | - | 33 |
-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 |