Loading...
-2.84%
This Month
-4.99%
Year To Date
+35.06%
2 Years
-17.07%
5 Years
+4.17%
10 Years
+0.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs29.63%
- 💰 Finance24.11%
- 🖥️ Technology Services17.97%
- 💻 Electronic Technology16.35%
- 🚗 Consumer Durables11.66%
- 💵 Cash0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq75.61%
- 🇺🇸 NYSE24.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.08%
Dividends
Dividend Yield
0.35%
4 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BLK (2.05%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
2.17
2.17
0
0.8
1.2
0
3
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-17.54
-17.54
-18
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
2.17
2.17
0
0.8
1.2
0
3
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-17.54
-17.54
-18
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.57
High:
TSLA
377.27TSLALow:
BRK.B
15.7BRK.BDetails
PEG Ratio
87.7
High:
MA
167.21MALow:
NVDA
56.47NVDADetails
Price/Book
10.78
High:MA
60.42MALow:BRK.B
1.47BRK.BDetails
Price/Sales
12.14
High:NVDA
20.71NVDALow:BRK.B
2.83BRK.BDetails
Price/CF
30.86
High:TSLA
107.92TSLALow:
META
14.62METADetails
Price/FCF
56.41
High:
BLK
440.38BLKLow:MA
36.21MADetails
P/E Ratio
36.57
High:TSLA
377.27TSLALow:BRK.B
15.7BRK.BDetails
PEG Ratio
87.7
High:MA
167.21MALow:NVDA
56.47NVDADetails
Price/Book
10.78
High:MA
60.42MALow:BRK.B
1.47BRK.BDetails
Price/Sales
12.14
High:NVDA
20.71NVDALow:BRK.B
2.83BRK.BDetails
Price/CF
30.86
High:TSLA
107.92TSLALow:META
14.62METADetails
Price/FCF
56.41
High:BLK
440.38BLKLow:MA
36.21MADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-80.92% | Jul 2021 | - | 57 |
-11.06% | Feb 2021 | Jun 2021 | 4 |
-11.03% | Sep 2020 | Nov 2020 | 2 |