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-0.84%
This Month
-8.74%
Year To Date
-43.68%
2 Years
-61.6%
5 Years
-61.52%
10 Years
-10.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services22.42%
- 🪨 Non Energy Minerals15.24%
- 💻 Electronic Technology12.52%
- 💼 Commercial Services11%
- 🪙 Cryptocurrencies10.86%
- 🏥 Health Services7.25%
- 💰 Finance6.94%
- 💵 Cash4.86%
- 🚗 Consumer Durables4.07%
- 🍞 Consumer Non Durables0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.72%
- 🇺🇸 Nasdaq33.71%
- 🌍 Digital Currency10.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.75%
- 🇿🇦 South Africa15.24%
- 🇮🇱 Israel8.45%
Dividends
Dividend Yield
1.54%
5 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IIPR (14.23%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.5/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
13.49
13.49
-2
0
2
14
14
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
13.49
13.49
-2
0
2
14
14
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.1
High:
LOVE
57.98LOVELow:
SBSW
-42SBSWDetails
PEG Ratio
-1.46
High:
FVRR
125.33FVRRLow:SBSW
-150.76SBSWDetails
Price/Book
6.68
High:
MSFT
7.57MSFTLow:
TTCFQ
0TTCFQDetails
Price/Sales
4.94
High:MSFT
9.73MSFTLow:TTCFQ
-TTCFQDetails
Price/CF
20.01
High:
ENPH
30.74ENPHLow:
CNC
3.98CNCDetails
Price/FCF
51.16
High:SBSW
115.44SBSWLow:CNC
4.68CNCDetails
P/E Ratio
26.1
High:LOVE
57.98LOVELow:SBSW
-42SBSWDetails
PEG Ratio
-1.46
High:FVRR
125.33FVRRLow:SBSW
-150.76SBSWDetails
Price/Book
6.68
High:MSFT
7.57MSFTLow:TTCFQ
0TTCFQDetails
Price/Sales
4.94
High:MSFT
9.73MSFTLow:TTCFQ
-TTCFQDetails
Price/CF
20.01
High:ENPH
30.74ENPHLow:CNC
3.98CNCDetails
Price/FCF
51.16
High:SBSW
115.44SBSWLow:CNC
4.68CNCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-94.1% | Jan 2018 | - | 99 |