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-8.11%
This Month
+5.73%
Year To Date
+109.73%
2 Years
-31.64%
5 Years
+1.4%
10 Years
+0.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade98.25%
- 🪙 Cryptocurrencies1.75%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE98.25%
- 🌍 Digital Currency1.75%
Countries Breakdown
- Country
- Total
- 🇨🇳 China98.25%
Dividends
Dividend Yield
0.66%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BABA (0.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BABA | 0.66% | 0.67% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.6/10
Beta
0
0
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
7.28
7.28
-2
0
2
8
8
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
700.96
700.96
0
0.75
1.25
701
701
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
0
0
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
7.28
7.28
-2
0
2
8
8
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
700.96
700.96
0
0.75
1.25
701
701
Information Ratio
-0.09
-0.09
-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
20.77
High:BABA
20.77BABALow:BABA
20.77BABADetails
PEG Ratio
40.92
High:BABA
40.92BABALow:BABA
40.92BABADetails
Price/Book
2.41
High:BABA
2.41BABALow:BABA
2.41BABADetails
Price/Sales
2.66
High:BABA
2.66BABALow:BABA
2.66BABADetails
Price/CF
23.87
High:BABA
23.87BABALow:BABA
23.87BABADetails
Price/FCF
1,196.17
High:BABA
1,196.17BABALow:BABA
1,196.17BABADetails
P/E Ratio
20.77
High:BABA
20.77BABALow:BABA
20.77BABADetails
PEG Ratio
40.92
High:BABA
40.92BABALow:BABA
40.92BABADetails
Price/Book
2.41
High:BABA
2.41BABALow:BABA
2.41BABADetails
Price/Sales
2.66
High:BABA
2.66BABALow:BABA
2.66BABADetails
Price/CF
23.87
High:BABA
23.87BABALow:BABA
23.87BABADetails
Price/FCF
1,196.17
High:BABA
1,196.17BABALow:BABA
1,196.17BABADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.59% | Oct 2020 | - | 65 |
-9.9% | Oct 2018 | Jan 2020 | 15 |
-3.88% | May 2020 | Aug 2020 | 3 |