Loading...
-3.01%
This Month
-3.68%
Year To Date
+27.68%
2 Years
-23.31%
5 Years
+21.83%
10 Years
+3.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services13.84%
- 💻 Electronic Technology12.67%
- 🚚 Transportation11.09%
- 💼 Commercial Services10.05%
- 💵 Cash9.95%
- 💇♀️ Consumer Services6.58%
- 🚗 Consumer Durables6.46%
- 🛍️ Retail Trade5.12%
- 📊 ETFs4.94%
- 💰 Finance3.8%
- 🧩 Miscellaneous3.54%
- 🍞 Consumer Non Durables2.5%
- 🧬 Health Technology0.45%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.65%
- 🇺🇸 NYSE30.56%
- 🇩🇪 FRA9.86%
- 🇬🇧 LSE0.97%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.6%
- 🇨🇳 China19.32%
- 🇩🇪 Germany11.75%
- 🇮🇱 Israel3.64%
- 🇨🇾 Cyprus2.83%
- 🇬🇧 United Kingdom0.97%
Dividends
Dividend Yield
2.01%
11 out of 28 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ARR (16.16%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3/10
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-6.36
-6.36
-7
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.37
0.37
0
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-6.36
-6.36
-7
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.37
0.37
0
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.43
High:
BIDU
71.28BIDULow:
INTC
-556.53INTCDetails
PEG Ratio
-96.98
High:
PG
334.07PGLow:INTC
-566.72INTCDetails
Price/Book
1.77
High:
JMIA
37.48JMIALow:
SCPX
-0.51SCPXDetails
Price/Sales
1.59
High:
SNOW
12.3SNOWLow:
BKKT
0.03BKKTDetails
Price/CF
12.2
High:SNOW
53.98SNOWLow:
ZIM
0.61ZIMDetails
Price/FCF
31.19
High:PG
72.83PGLow:ZIM
1.1ZIMDetails
P/E Ratio
29.43
High:BIDU
71.28BIDULow:INTC
-556.53INTCDetails
PEG Ratio
-96.98
High:PG
334.07PGLow:INTC
-566.72INTCDetails
Price/Book
1.77
High:JMIA
37.48JMIALow:SCPX
-0.51SCPXDetails
Price/Sales
1.59
High:SNOW
12.3SNOWLow:BKKT
0.03BKKTDetails
Price/CF
12.2
High:SNOW
53.98SNOWLow:ZIM
0.61ZIMDetails
Price/FCF
31.19
High:PG
72.83PGLow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.14% | Feb 2021 | - | 62 |
-3.41% | Apr 2020 | May 2020 | 1 |
-2.94% | Sep 2020 | Nov 2020 | 2 |
-0.12% | Jun 2020 | Jul 2020 | 1 |