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-1.58%
This Month
-1.58%
Year To Date
+65.89%
2 Years
+23.85%
5 Years
+101.27%
10 Years
+10.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💼 Commercial Services30.77%
- 💰 Finance20.89%
- 🪙 Cryptocurrencies20.39%
- 🖥️ Technology Services18.98%
- 🛍️ Retail Trade6.69%
- 💻 Electronic Technology1.96%
- 💵 Cash0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.34%
- 🇺🇸 Nasdaq35.67%
- 🌍 Digital Currency20.39%
- 🇳🇱 Euronext Amsterdam2.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.81%
- 🇰🇾 Cayman Islands5.12%
- 🇺🇾 Uruguay3.54%
- 🇸🇬 Singapore3.15%
- 🇳🇱 Netherlands2.29%
- 🇬🇧 United Kingdom2.22%
- 🇧🇷 Brazil2.16%
Dividends
Dividend Yield
0.4%
9 out of 38 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WU (10.28%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-4.36
-4.36
-5
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-4.36
-4.36
-5
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.25
High:
FIS
189.2FISLow:
BILL
-165.14BILLDetails
PEG Ratio
135.84
High:
V
1,166.53VLow:BILL
-325.56BILLDetails
Price/Book
7.91
High:
MA
60.55MALow:
GPN
0.75GPNDetails
Price/Sales
5.65
High:
ADYEN.NV
18.19ADYEN.NVLow:
WU
0.72WUDetails
Price/CF
19.95
High:
CHYM
202.34CHYMLow:
PAGS
2.78PAGSDetails
Price/FCF
25.02
High:CHYM
382.73CHYMLow:PAGS
3.67PAGSDetails
P/E Ratio
29.25
High:FIS
189.2FISLow:BILL
-165.14BILLDetails
PEG Ratio
135.84
High:V
1,166.53VLow:BILL
-325.56BILLDetails
Price/Book
7.91
High:MA
60.55MALow:GPN
0.75GPNDetails
Price/Sales
5.65
High:ADYEN.NV
18.19ADYEN.NVLow:WU
0.72WUDetails
Price/CF
19.95
High:CHYM
202.34CHYMLow:PAGS
2.78PAGSDetails
Price/FCF
25.02
High:CHYM
382.73CHYMLow:PAGS
3.67PAGSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.19% | May 2021 | - | 57 |
-27.53% | Feb 2020 | Jul 2020 | 5 |
-24.48% | Oct 2018 | Jan 2020 | 15 |
-5.86% | Sep 2020 | Nov 2020 | 2 |