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-0.89%
This Month
-8.24%
Year To Date
-15.35%
2 Years
-16.55%
5 Years
-16.55%
10 Years
-7.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.82%
- 🧬 Health Technology14.58%
- 🏥 Health Services12.09%
- ❓ Other7.57%
- 💇♀️ Consumer Services6.26%
- 🪨 Non Energy Minerals6.18%
- 💻 Electronic Technology5.68%
- 🛍️ Retail Trade3.68%
- 🍞 Consumer Non Durables3.65%
- 🛠️ Producer Manufacturing3.61%
- 💰 Finance3.15%
- 📊 ETFs1.52%
- 💼 Commercial Services1.21%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.89%
- 🇺🇸 NYSE25.54%
- Regular Trading Hours - RTH7.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.83%
- 🇩🇰 Denmark4.25%
- 🇰🇾 Cayman Islands3.5%
- 🇸🇬 Singapore2.94%
- 🇭🇰 Hong Kong2.71%
- 🇨🇦 Canada2.68%
Dividends
Performance Metrics
Score 2/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
-0.45
-0.45
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.59
-0.59
-1
1
2
3
3
Jensen's Alpha
-20.74
-20.74
-21
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
-0.89
-0.89
-1
0.75
1.25
2
2
Information Ratio
-1.2
-1.2
-2
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
-0.45
-0.45
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.59
-0.59
-1
1
2
3
3
Jensen's Alpha
-20.74
-20.74
-21
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
-0.89
-0.89
-1
0.75
1.25
2
2
Information Ratio
-1.2
-1.2
-2
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
121.04
High:
HIMS
31.51HIMSLow:
SOUN
-29.29SOUNDetails
PEG Ratio
42.06
High:
PRGS
302.58PRGSLow:
U
-49.18UDetails
Price/Book
2.37
High:
WEN
11.59WENLow:
TMC
-60.99TMCDetails
Price/Sales
1.08
High:
BMNR
956.99BMNRLow:
NAMM
-NAMMDetails
Price/CF
17.5
High:
MSTR
7,511.07MSTRLow:
AGMH
1.5AGMHDetails
Price/FCF
90.37
High:
BULL
1,936.14BULLLow:AGMH
1.5AGMHDetails
P/E Ratio
121.04
High:HIMS
31.51HIMSLow:SOUN
-29.29SOUNDetails
PEG Ratio
42.06
High:PRGS
302.58PRGSLow:U
-49.18UDetails
Price/Book
2.37
High:WEN
11.59WENLow:TMC
-60.99TMCDetails
Price/Sales
1.08
High:BMNR
956.99BMNRLow:NAMM
-NAMMDetails
Price/CF
17.5
High:MSTR
7,511.07MSTRLow:AGMH
1.5AGMHDetails
Price/FCF
90.37
High:BULL
1,936.14BULLLow:AGMH
1.5AGMHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.12% | Jan 2025 | - | 15 |
-2.98% | Mar 2024 | May 2024 | 2 |
-1.54% | Jun 2024 | Aug 2024 | 2 |