Loading...
+2.8%
This Month
+2.8%
Year To Date
+76.68%
2 Years
-83.86%
5 Years
-83.86%
10 Years
-34.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance25.89%
- 🏥 Health Services14.76%
- 🛍️ Retail Trade13.61%
- 📊 ETFs13.16%
- 🍞 Consumer Non Durables12.28%
- 🪙 Cryptocurrencies5.84%
- 💵 Cash5.46%
- 📡 Communications5.03%
- 🏭 Industrial Services4.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.19%
- 🇺🇸 Nasdaq26.95%
- 🌍 Digital Currency5.84%
- Regular Trading Hours - RTH1.87%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States75.85%
Dividends
Dividend Yield
4.05%
9 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AGNC (11.98%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
-0.43
-0.43
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.34
-0.34
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.42
-0.42
-1
1
2
3
3
Jensen's Alpha
-14.76
-14.76
-15
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
3.84
3.84
0
0.75
1.25
4
4
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Beta
-0.43
-0.43
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.34
-0.34
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.42
-0.42
-1
1
2
3
3
Jensen's Alpha
-14.76
-14.76
-15
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
3.84
3.84
0
0.75
1.25
4
4
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
19.58
High:
O
56.15OLow:
VZ
8.4VZDetails
PEG Ratio
1,089.53
High:O
3,078.06OLow:VZ
8.22VZDetails
Price/Book
3.02
High:
PEP
10.49PEPLow:
AGNC
1.28AGNCDetails
Price/Sales
1.05
High:O
9.79OLow:
TGT
0.44TGTDetails
Price/CF
11.84
High:
PG
18.22PGLow:VZ
4.84VZDetails
Price/FCF
40.28
High:PEP
5,253.35PEPLow:
UNH.RTH
14.19UNH.RTHDetails
P/E Ratio
19.58
High:O
56.15OLow:VZ
8.4VZDetails
PEG Ratio
1,089.53
High:O
3,078.06OLow:VZ
8.22VZDetails
Price/Book
3.02
High:PEP
10.49PEPLow:AGNC
1.28AGNCDetails
Price/Sales
1.05
High:O
9.79OLow:TGT
0.44TGTDetails
Price/CF
11.84
High:PG
18.22PGLow:VZ
4.84VZDetails
Price/FCF
40.28
High:PEP
5,253.35PEPLow:UNH.RTH
14.19UNH.RTHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-90.83% | Sep 2021 | - | 53 |