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-1.34%
This Month
-1.34%
Year To Date
+43.99%
2 Years
-19.97%
5 Years
+32.99%
10 Years
+4.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services20.46%
- 🚗 Consumer Durables16.32%
- 🍞 Consumer Non Durables12.94%
- 🛠️ Producer Manufacturing10.27%
- 📊 ETFs9.06%
- 💵 Cash8.15%
- 🛍️ Retail Trade4.23%
- 💼 Commercial Services4.2%
- 🚚 Transportation3.75%
- ⚡ Utilities3.06%
- 🧪 Process Industries2.96%
- 💻 Electronic Technology1.98%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.82%
- 🇺🇸 NYSE18.47%
- 🇫🇷 Euronext Paris5.79%
- 🇩🇪 FRA5.44%
- 🇮🇹 Borsa Italiana3.06%
- 🇬🇧 LSE1.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.32%
- 🇮🇱 Israel7.36%
- 🇫🇷 France5.79%
- 🇩🇪 Germany5.44%
- 🇺🇾 Uruguay4.23%
- 🇮🇹 Italy3.06%
- 🇬🇧 United Kingdom1.66%
- 🇨🇦 Canada1.32%
Dividends
Dividend Yield
0.7%
6 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ENEL.MI (5.49%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-7.46
-7.46
-8
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-7.46
-7.46
-8
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
41.51
High:
TSLA
280.13TSLALow:
PUM.DE
-11.17PUM.DEDetails
PEG Ratio
95.56
High:
MSFT
203.51MSFTLow:
GEVO
-24.14GEVODetails
Price/Book
10.51
High:TSLA
17.43TSLALow:
WOLF
-2.97WOLFDetails
Price/Sales
11.13
High:TSLA
15.46TSLALow:
SUNWQ
-SUNWQDetails
Price/CF
32.06
High:TSLA
99.57TSLALow:
AF.PA
0.76AF.PADetails
Price/FCF
88.8
High:
ENEL.MI
502.5ENEL.MILow:
WLN.PA
3.3WLN.PADetails
P/E Ratio
41.51
High:TSLA
280.13TSLALow:PUM.DE
-11.17PUM.DEDetails
PEG Ratio
95.56
High:MSFT
203.51MSFTLow:GEVO
-24.14GEVODetails
Price/Book
10.51
High:TSLA
17.43TSLALow:WOLF
-2.97WOLFDetails
Price/Sales
11.13
High:TSLA
15.46TSLALow:SUNWQ
-SUNWQDetails
Price/CF
32.06
High:TSLA
99.57TSLALow:AF.PA
0.76AF.PADetails
Price/FCF
88.8
High:ENEL.MI
502.5ENEL.MILow:WLN.PA
3.3WLN.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.52% | Feb 2021 | - | 60 |
-17.22% | Feb 2020 | May 2020 | 3 |
-7.9% | Aug 2019 | Nov 2019 | 3 |
-4.85% | Sep 2020 | Nov 2020 | 2 |