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+4.04%
This Month
+4.04%
Year To Date
+102.26%
2 Years
+15.02%
5 Years
+15.47%
10 Years
+1.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services24.84%
- 📊 ETFs17.22%
- 💻 Electronic Technology14.66%
- 💰 Finance10.29%
- 🛠️ Producer Manufacturing7.76%
- 🪙 Cryptocurrencies3.77%
- 🪨 Non Energy Minerals3.51%
- 💇♀️ Consumer Services2.62%
- 🏭 Industrial Services2.52%
- 🍞 Consumer Non Durables2.52%
- 🛍️ Retail Trade2.48%
- 💼 Commercial Services2.17%
- 🧬 Health Technology2%
- 📦 Distribution Services1.97%
- 🚚 Transportation1.66%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.11%
- 🇺🇸 NYSE39.12%
- 🌍 Digital Currency3.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.93%
- 🇨🇦 Canada5.65%
- 🇰🇾 Cayman Islands3.43%
Dividends
Dividend Yield
0.34%
14 out of 41 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.64%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.6/10
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-11.39
-11.39
-12
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-11.39
-11.39
-12
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.22
High:
CELH
593.07CELHLow:
CRWD
-371.37CRWDDetails
PEG Ratio
140.52
High:
JPM
1,123.65JPMLow:
COMM
-151.07COMMDetails
Price/Book
11.4
High:
APP
124.57APPLow:COMM
-1.78COMMDetails
Price/Sales
11.42
High:
MSTR
105.22MSTRLow:
GLXY
0.14GLXYDetails
Price/CF
29.19
High:MSTR
7,511.07MSTRLow:
GCT
5.46GCTDetails
Price/FCF
59.62
High:MSTR
1,187.5MSTRLow:GCT
5.65GCTDetails
P/E Ratio
38.22
High:CELH
593.07CELHLow:CRWD
-371.37CRWDDetails
PEG Ratio
140.52
High:JPM
1,123.65JPMLow:COMM
-151.07COMMDetails
Price/Book
11.4
High:APP
124.57APPLow:COMM
-1.78COMMDetails
Price/Sales
11.42
High:MSTR
105.22MSTRLow:GLXY
0.14GLXYDetails
Price/CF
29.19
High:MSTR
7,511.07MSTRLow:GCT
5.46GCTDetails
Price/FCF
59.62
High:MSTR
1,187.5MSTRLow:GCT
5.65GCTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.38% | Sep 2021 | - | 53 |
-35.97% | Sep 2018 | Jan 2021 | 28 |
-7.34% | Feb 2021 | May 2021 | 3 |