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+1.07%
This Month
+1.07%
Year To Date
+21.34%
2 Years
-41.57%
5 Years
-30.83%
10 Years
-6.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading44.41%
- 🖥️ Technology Services20.56%
- 📊 ETFs14.4%
- 💰 Finance9.28%
- 💻 Electronic Technology5.71%
- 🛠️ Producer Manufacturing2.46%
- 🧬 Health Technology0.9%
- ⛏️ Energy Minerals0.77%
- 🚚 Transportation0.76%
- 🚗 Consumer Durables0.41%
- 🪙 Cryptocurrencies0.32%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.57%
- 🇬🇧 LSE29.44%
- 🇺🇸 Nasdaq5.91%
- 🇭🇰 Hong Kong Exchanges1.74%
- 🌍 Digital Currency0.32%
Countries Breakdown
- Country
- Total
- 🇨🇦 Canada16.81%
- 🇺🇸 United States14.24%
- 🇬🇧 United Kingdom7.42%
- 🇨🇳 China1.74%
- 🇨🇭 Switzerland0.64%
Dividends
Dividend Yield
0.33%
9 out of 27 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $F (5.65%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.2/10
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.21
-0.21
-1
1
2
3
3
Jensen's Alpha
-20.35
-20.35
-21
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
-0.29
-0.29
-1
0.75
1.25
2
2
Information Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.21
-0.21
-1
1
2
3
3
Jensen's Alpha
-20.35
-20.35
-21
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
-0.29
-0.29
-1
0.75
1.25
2
2
Information Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
41.06
High:
PLTR
394.13PLTRLow:
TEM.US
-56.42TEM.USDetails
PEG Ratio
116.63
High:
ARES
949.97ARESLow:TEM.US
-73.45TEM.USDetails
Price/Book
3.89
High:PLTR
60.95PLTRLow:
BA
-22.91BADetails
Price/Sales
3.18
High:
RGTI
1,083.85RGTILow:
INKT
-INKTDetails
Price/CF
12.01
High:PLTR
258.05PLTRLow:
F
2.37FDetails
Price/FCF
48.03
High:PLTR
261.46PLTRLow:F
5.43FDetails
P/E Ratio
41.06
High:PLTR
394.13PLTRLow:TEM.US
-56.42TEM.USDetails
PEG Ratio
116.63
High:ARES
949.97ARESLow:TEM.US
-73.45TEM.USDetails
Price/Book
3.89
High:PLTR
60.95PLTRLow:BA
-22.91BADetails
Price/Sales
3.18
High:RGTI
1,083.85RGTILow:INKT
-INKTDetails
Price/CF
12.01
High:PLTR
258.05PLTRLow:F
2.37FDetails
Price/FCF
48.03
High:PLTR
261.46PLTRLow:F
5.43FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.05% | May 2021 | - | 57 |
-4.89% | Feb 2021 | Apr 2021 | 2 |