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+0.05%
This Month
+4.33%
Year To Date
+68.97%
2 Years
+2.39%
5 Years
-24.01%
10 Years
-3.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology84.82%
- 🖥️ Technology Services10.59%
- 💵 Cash7.68%
- 🪙 Cryptocurrencies1.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE95.41%
- 🌍 Digital Currency1.42%
Countries Breakdown
- Country
- Total
- 🇹🇼 Taiwan84.82%
- 🇺🇸 United States10.59%
Dividends
Dividend Yield
0.67%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TSM (0.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.67% | 0.79% | $1.74 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5/10
Beta
1.81
1.81
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
6.97
6.97
-2
0
2
7
7
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
1.81
1.81
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
6.97
6.97
-2
0
2
7
7
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.09
High:TSM
35.09TSMLow:
PATH
33.28PATHDetails
PEG Ratio
56.52
High:TSM
62.44TSMLow:PATH
9.1PATHDetails
Price/Book
10.82
High:TSM
10.83TSMLow:PATH
3.92PATHDetails
Price/Sales
14.47
High:TSM
14.49TSMLow:PATH
4.9PATHDetails
Price/CF
20.71
High:PATH
25.52PATHLow:TSM
20.71TSMDetails
Price/FCF
78.78
High:TSM
78.86TSMLow:PATH
27.44PATHDetails
P/E Ratio
35.09
High:TSM
35.09TSMLow:PATH
33.28PATHDetails
PEG Ratio
56.52
High:TSM
62.44TSMLow:PATH
9.1PATHDetails
Price/Book
10.82
High:TSM
10.83TSMLow:PATH
3.92PATHDetails
Price/Sales
14.47
High:TSM
14.49TSMLow:PATH
4.9PATHDetails
Price/CF
20.71
High:PATH
25.52PATHLow:TSM
20.71TSMDetails
Price/FCF
78.78
High:TSM
78.86TSMLow:PATH
27.44PATHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-94.44% | Jan 2018 | - | 98 |
-5.13% | Sep 2017 | Nov 2017 | 2 |
-1% | Jul 2017 | Aug 2017 | 1 |