Loading...
-0.87%
This Month
-0.87%
Year To Date
+57.09%
2 Years
+0.87%
5 Years
+57.17%
10 Years
+8.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs43.82%
- 👥 Copy Trading15.44%
- 🚗 Consumer Durables12.16%
- 💻 Electronic Technology9.31%
- 💰 Finance5.25%
- 🧬 Health Technology4.78%
- 🖥️ Technology Services4.37%
- 🪙 Cryptocurrencies3.56%
- 🛍️ Retail Trade0.52%
- 💼 Commercial Services0.47%
- 🍞 Consumer Non Durables0.31%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.34%
- 🇺🇸 NYSE37.56%
- 🇩🇪 Xetra ETFs5.24%
- 🇺🇸 Chicago Board Options Exchange4.58%
- 🌍 Digital Currency3.56%
- 🇭🇰 Hong Kong Exchanges0.53%
- 🇫🇷 Euronext Paris0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.61%
- 🇩🇰 Denmark1.42%
- 🇨🇳 China1.39%
- 🇹🇼 Taiwan0.51%
- 🇸🇬 Singapore0.3%
- 🇯🇵 Japan0.2%
- 🇫🇷 France0.17%
Dividends
Dividend Yield
0.28%
12 out of 29 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FRT (4.38%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-12.08
-12.08
-13
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.54
0.54
0
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-12.08
-12.08
-13
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.54
0.54
0
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
41.71
High:
TSLA
280.13TSLALow:
PYPL
11.05PYPLDetails
PEG Ratio
125.93
High:
IRM
337.78IRMLow:
COIN
20.43COINDetails
Price/Book
20.21
High:
AAPL
49.43AAPLLow:IRM
-30.94IRMDetails
Price/Sales
10.26
High:
LLY
15.75LLYLow:
AEO
0.83AEODetails
Price/CF
33.17
High:TSLA
99.57TSLALow:
CROX
5.78CROXDetails
Price/FCF
58.39
High:TSLA
229.45TSLALow:CROX
6.3CROXDetails
P/E Ratio
41.71
High:TSLA
280.13TSLALow:PYPL
11.05PYPLDetails
PEG Ratio
125.93
High:IRM
337.78IRMLow:COIN
20.43COINDetails
Price/Book
20.21
High:AAPL
49.43AAPLLow:IRM
-30.94IRMDetails
Price/Sales
10.26
High:LLY
15.75LLYLow:AEO
0.83AEODetails
Price/CF
33.17
High:TSLA
99.57TSLALow:CROX
5.78CROXDetails
Price/FCF
58.39
High:TSLA
229.45TSLALow:CROX
6.3CROXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.98% | Nov 2021 | - | 51 |
-8.77% | Mar 2021 | Aug 2021 | 5 |
-7.1% | Sep 2021 | Oct 2021 | 1 |
-4.57% | Sep 2020 | Nov 2020 | 2 |