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-2.23%
This Month
+13.29%
Year To Date
-59.06%
2 Years
-44.11%
5 Years
-44.11%
10 Years
-21.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📡 Communications33.46%
- 🧬 Health Technology17.94%
- 💰 Finance14.42%
- 💻 Electronic Technology13.96%
- 🍞 Consumer Non Durables11.11%
- ⛏️ Energy Minerals6.78%
- 💵 Cash2.75%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE83.71%
- 🇺🇸 Nasdaq13.96%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States97.67%
Dividends
Dividend Yield
3.13%
5 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VZ (5.49%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 1.6/10
Beta
1.98
1.98
0
0.8
1.2
0
2
Sharpe Ratio
-0.36
-0.36
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.42
-0.42
-1
1
2
3
3
Jensen's Alpha
-41.7
-41.7
-42
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
-0.67
-0.67
-1
0.75
1.25
2
2
Information Ratio
-0.87
-0.87
-1
0.3
0.6
1
1
Calmar Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Beta
1.98
1.98
0
0.8
1.2
0
2
Sharpe Ratio
-0.36
-0.36
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.42
-0.42
-1
1
2
3
3
Jensen's Alpha
-41.7
-41.7
-42
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
-0.67
-0.67
-1
0.75
1.25
2
2
Information Ratio
-0.87
-0.87
-1
0.3
0.6
1
1
Calmar Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.85
High:
KO
25.7KOLow:
INTC
-556.53INTCDetails
PEG Ratio
-34.2
High:
MRK
209.47MRKLow:INTC
-566.72INTCDetails
Price/Book
2.38
High:KO
10.44KOLow:
BAC
1.31BACDetails
Price/Sales
2.43
High:KO
6.96KOLow:
VZ
1.57VZDetails
Price/CF
9.23
High:KO
40.7KOLow:VZ
4.65VZDetails
Price/FCF
28.88
High:KO
272.99KOLow:BAC
12.26BACDetails
P/E Ratio
17.85
High:KO
25.7KOLow:INTC
-556.53INTCDetails
PEG Ratio
-34.2
High:MRK
209.47MRKLow:INTC
-566.72INTCDetails
Price/Book
2.38
High:KO
10.44KOLow:BAC
1.31BACDetails
Price/Sales
2.43
High:KO
6.96KOLow:VZ
1.57VZDetails
Price/CF
9.23
High:KO
40.7KOLow:VZ
4.65VZDetails
Price/FCF
28.88
High:KO
272.99KOLow:BAC
12.26BACDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-72.04% | Apr 2024 | - | 24 |
-1.82% | Dec 2023 | Feb 2024 | 2 |