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-0.06%
This Month
+0.61%
Year To Date
+2.12%
2 Years
+6.45%
5 Years
+11.85%
10 Years
+2.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash48.08%
- 📊 ETFs48.04%
- 🚗 Consumer Durables0.68%
- 💻 Electronic Technology0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.35%
- 🇺🇸 Nasdaq1.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.88%
Dividends
Dividend Yield
0.04%
1 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $F (5.18%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 F | 0.04% | 5.18% | $0.78 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
0.21
0.21
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.03
-0.03
-1
1
2
3
3
Jensen's Alpha
-2.38
-2.38
-3
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
-0.09
-0.09
-1
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.21
0.21
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.03
-0.03
-1
1
2
3
3
Jensen's Alpha
-2.38
-2.38
-3
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
-0.09
-0.09
-1
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-6.27
High:
ENPH
27.05ENPHLow:F
-6.05FDetails
PEG Ratio
37.63
High:ENPH
37.63ENPHLow:ENPH
37.63ENPHDetails
Price/Book
1.38
High:ENPH
4.21ENPHLow:F
1.36FDetails
Price/Sales
0.27
High:ENPH
3.1ENPHLow:F
0.26FDetails
Price/CF
2.66
High:ENPH
30.74ENPHLow:F
2.59FDetails
Price/FCF
5.97
High:ENPH
43.77ENPHLow:F
5.83FDetails
P/E Ratio
-6.27
High:ENPH
27.05ENPHLow:F
-6.05FDetails
PEG Ratio
37.63
High:ENPH
37.63ENPHLow:ENPH
37.63ENPHDetails
Price/Book
1.38
High:ENPH
4.21ENPHLow:F
1.36FDetails
Price/Sales
0.27
High:ENPH
3.1ENPHLow:F
0.26FDetails
Price/CF
2.66
High:ENPH
30.74ENPHLow:F
2.59FDetails
Price/FCF
5.97
High:ENPH
43.77ENPHLow:F
5.83FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24% | Nov 2021 | - | 54 |
-6.74% | Sep 2021 | Oct 2021 | 1 |
-0.46% | Jul 2021 | Aug 2021 | 1 |
-0.26% | Mar 2021 | Apr 2021 | 1 |