Loading...
+7.03%
This Month
+7.03%
Year To Date
+44.59%
2 Years
+17.63%
5 Years
+40.43%
10 Years
+6.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology40%
- 🛠️ Producer Manufacturing19.28%
- 🛍️ Retail Trade17.79%
- 💵 Cash15.42%
- 📊 ETFs8.88%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq77.07%
- 🇺🇸 NYSE8.88%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States77.07%
Dividends
Dividend Yield
0.1%
1 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AMAT (0.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AMAT | 0.1% | 0.54% | $1.44 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.3/10
Beta
0.31
0.31
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
2.12
2.12
-2
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.31
0.31
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
2.12
2.12
-2
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.71
High:
AMD
124.91AMDLow:
FSLR
19.15FSLRDetails
PEG Ratio
2,428.74
High:AMAT
8,114.55AMATLow:
AMZN
67.71AMZNDetails
Price/Book
7.25
High:AMAT
13.08AMATLow:FSLR
2.97FSLRDetails
Price/Sales
4.11
High:AMD
12.95AMDLow:AMZN
3.81AMZNDetails
Price/CF
18.69
High:AMD
40.84AMDLow:FSLR
14.58FSLRDetails
Price/FCF
143.61
High:AMZN
225.5AMZNLow:
NXT.US
22.83NXT.USDetails
P/E Ratio
34.71
High:AMD
124.91AMDLow:FSLR
19.15FSLRDetails
PEG Ratio
2,428.74
High:AMAT
8,114.55AMATLow:AMZN
67.71AMZNDetails
Price/Book
7.25
High:AMAT
13.08AMATLow:FSLR
2.97FSLRDetails
Price/Sales
4.11
High:AMD
12.95AMDLow:AMZN
3.81AMZNDetails
Price/CF
18.69
High:AMD
40.84AMDLow:FSLR
14.58FSLRDetails
Price/FCF
143.61
High:AMZN
225.5AMZNLow:NXT.US
22.83NXT.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.62% | Sep 2022 | - | 41 |
-12.55% | Sep 2020 | Oct 2021 | 13 |
-10.63% | Nov 2021 | Aug 2022 | 9 |
-3.99% | Mar 2020 | Jun 2020 | 3 |
-2.6% | Jul 2020 | Aug 2020 | 1 |