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-2.23%
This Month
-9.2%
Year To Date
+58.01%
2 Years
-6.54%
5 Years
-62.9%
10 Years
-11.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology28.93%
- 🪙 Cryptocurrencies22.52%
- 🖥️ Technology Services20%
- 📊 ETFs12.77%
- 🪨 Non Energy Minerals6.66%
- 🧬 Health Technology2.77%
- 🛠️ Producer Manufacturing2.38%
- 💼 Commercial Services1.58%
- 🏥 Health Services1.11%
- 🛍️ Retail Trade0.79%
- 💵 Cash0.44%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.7%
- 🌍 Digital Currency22.52%
- 🇺🇸 NYSE19.8%
- 🇬🇧 LSE1.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.92%
- 🇳🇱 Netherlands5.68%
- 🇬🇧 United Kingdom3.96%
- 🇹🇼 Taiwan3.17%
- 🇦🇺 Australia2.7%
- 🇨🇭 Switzerland1.57%
- 🇨🇦 Canada1.44%
- 🇮🇱 Israel0.79%
Dividends
Dividend Yield
0.31%
5 out of 38 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RIO (4.15%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.3/10
Beta
-0.65
-0.65
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.14
-0.14
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.22
-0.22
-1
1
2
3
3
Jensen's Alpha
0.96
0.96
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Beta
-0.65
-0.65
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.14
-0.14
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.22
-0.22
-1
1
2
3
3
Jensen's Alpha
0.96
0.96
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
42.33
High:
NBIS
191.88NBISLow:
ZS
-365.75ZSDetails
PEG Ratio
-2,562.71
High:
INOD
1,338.89INODLow:
RKLB
-9,779.22RKLBDetails
Price/Book
7.42
High:
ASML
23.42ASMLLow:
DNA
0.73DNADetails
Price/Sales
11.02
High:
QUBT
2,581.95QUBTLow:
HOVR
-HOVRDetails
Price/CF
20.36
High:
MSTR
7,511.07MSTRLow:
RIO
7.68RIODetails
Price/FCF
62.87
High:MSTR
1,187.5MSTRLow:
CRSP
11.68CRSPDetails
P/E Ratio
42.33
High:NBIS
191.88NBISLow:ZS
-365.75ZSDetails
PEG Ratio
-2,562.71
High:INOD
1,338.89INODLow:RKLB
-9,779.22RKLBDetails
Price/Book
7.42
High:ASML
23.42ASMLLow:DNA
0.73DNADetails
Price/Sales
11.02
High:QUBT
2,581.95QUBTLow:HOVR
-HOVRDetails
Price/CF
20.36
High:MSTR
7,511.07MSTRLow:RIO
7.68RIODetails
Price/FCF
62.87
High:MSTR
1,187.5MSTRLow:CRSP
11.68CRSPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-85.92% | Jan 2018 | - | 99 |