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+0.45%
This Month
+0.45%
Year To Date
+49.35%
2 Years
+7.6%
5 Years
+74.71%
10 Years
+11.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables23.67%
- 🖥️ Technology Services16.88%
- 🪙 Cryptocurrencies9.43%
- 💵 Cash6.74%
- 🛠️ Producer Manufacturing4.72%
- 📊 ETFs2.6%
- 💻 Electronic Technology2.32%
- 🧬 Health Technology1.76%
- 💼 Commercial Services1.57%
- 💰 Finance1.36%
- 🛍️ Retail Trade0.56%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.33%
- 🌍 Digital Currency9.43%
- 🇺🇸 NYSE7.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.04%
- 🇨🇦 Canada1.57%
- 🇮🇱 Israel0.24%
Dividends
Dividend Yield
0.2%
8 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $F (5.49%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-8.86
-8.86
-9
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-8.86
-8.86
-9
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
50.28
High:
TSLA
288.29TSLALow:
SNOW
-53.52SNOWDetails
PEG Ratio
1,511.9
High:
AMAT
8,114.55AMATLow:
SEDG
-5.55SEDGDetails
Price/Book
12.63
High:
AAPL
51.38AAPLLow:
TFC
1.05TFCDetails
Price/Sales
11.38
High:
SHOP
17.05SHOPLow:
F
0.3FDetails
Price/CF
30.45
High:SNOW
106.88SNOWLow:F
2.37FDetails
Price/FCF
71.91
High:TSLA
229.45TSLALow:F
5.43FDetails
P/E Ratio
50.28
High:TSLA
288.29TSLALow:SNOW
-53.52SNOWDetails
PEG Ratio
1,511.9
High:AMAT
8,114.55AMATLow:SEDG
-5.55SEDGDetails
Price/Book
12.63
High:AAPL
51.38AAPLLow:TFC
1.05TFCDetails
Price/Sales
11.38
High:SHOP
17.05SHOPLow:F
0.3FDetails
Price/CF
30.45
High:SNOW
106.88SNOWLow:F
2.37FDetails
Price/FCF
71.91
High:TSLA
229.45TSLALow:F
5.43FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.85% | Nov 2021 | - | 51 |
-10.55% | Sep 2021 | Oct 2021 | 1 |
-7.67% | Mar 2021 | Aug 2021 | 5 |
-5.64% | Sep 2020 | Nov 2020 | 2 |