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-0.1%
This Month
+13.69%
Year To Date
+26.66%
2 Years
-34.81%
5 Years
-34.81%
10 Years
-11.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs39.1%
- 🛍️ Retail Trade13.87%
- 🏥 Health Services12.68%
- ⚡ Utilities10.84%
- 💻 Electronic Technology10.29%
- 🪨 Non Energy Minerals10.16%
- 🪙 Cryptocurrencies3.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE86.65%
- 🇭🇰 Hong Kong Exchanges10.11%
- 🌍 Digital Currency3.06%
- 🇫🇷 Euronext Paris0.18%
Countries Breakdown
- Country
- Total
- 🇨🇳 China23.98%
- 🇺🇸 United States23.52%
- 🇨🇦 Canada10.16%
- 🇫🇷 France0.18%
Dividends
Dividend Yield
0.4%
4 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (3.08%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
-0.31
-0.31
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.64
-0.64
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.67
-0.67
-1
1
2
3
3
Jensen's Alpha
-10.64
-10.64
-11
0
2
4.5
4.5
Omega Ratio
0.37
0.37
0
1
1.5
2.5
2.5
Treynor Ratio
4.17
4.17
0
0.75
1.25
5
5
Information Ratio
-0.97
-0.97
-1
0.3
0.6
1
1
Calmar Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Beta
-0.31
-0.31
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.64
-0.64
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.67
-0.67
-1
1
2
3
3
Jensen's Alpha
-10.64
-10.64
-11
0
2
4.5
4.5
Omega Ratio
0.37
0.37
0
1
1.5
2.5
2.5
Treynor Ratio
4.17
4.17
0
0.75
1.25
5
5
Information Ratio
-0.97
-0.97
-1
0.3
0.6
1
1
Calmar Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21.77
High:
AG
87.09AGLow:
1810.HK
19.021810.HKDetails
PEG Ratio
44.12
High:
UNH
88.83UNHLow:1810.HK
15.561810.HKDetails
Price/Book
2.74
High:
VST
21.72VSTLow:
BABA
2.36BABADetails
Price/Sales
1.42
High:AG
11.49AGLow:UNH
0.58UNHDetails
Price/CF
20.16
High:
HIMS
26.85HIMSLow:AG
14.73AGDetails
Price/FCF
102.92
High:BABA
1,196.17BABALow:AG
24.4AGDetails
P/E Ratio
21.77
High:AG
87.09AGLow:1810.HK
19.021810.HKDetails
PEG Ratio
44.12
High:UNH
88.83UNHLow:1810.HK
15.561810.HKDetails
Price/Book
2.74
High:VST
21.72VSTLow:BABA
2.36BABADetails
Price/Sales
1.42
High:AG
11.49AGLow:UNH
0.58UNHDetails
Price/CF
20.16
High:HIMS
26.85HIMSLow:AG
14.73AGDetails
Price/FCF
102.92
High:BABA
1,196.17BABALow:AG
24.4AGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.8% | Oct 2022 | - | 42 |