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+1.7%
This Month
+1.7%
Year To Date
+19.42%
2 Years
-13.23%
5 Years
-18.46%
10 Years
-2.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash44.93%
- 💻 Electronic Technology15.46%
- 🖥️ Technology Services7.01%
- 🍞 Consumer Non Durables5.73%
- 🛍️ Retail Trade4.77%
- 🪙 Cryptocurrencies2.69%
- 💼 Commercial Services2.15%
- 🪨 Non Energy Minerals2.04%
- 🧬 Health Technology1.96%
- 🛠️ Producer Manufacturing0.77%
- 📡 Communications0.63%
- 🚚 Transportation0.63%
- 💇♀️ Consumer Services0.59%
- ⛏️ Energy Minerals0.47%
- 🚗 Consumer Durables0.31%
- 💰 Finance0.23%
- 🧪 Process Industries0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30.61%
- 🇺🇸 NYSE11.71%
- 🌍 Digital Currency2.69%
- 🇫🇷 Euronext Paris0.2%
- 🇳🇴 Oslo Stock Exchange0.19%
- 🇭🇰 Hong Kong Exchanges0.15%
- 🇬🇧 LSE0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.21%
- 🇨🇦 Canada4.39%
- 🇨🇳 China0.45%
- 🇮🇱 Israel0.43%
- 🇫🇷 France0.2%
- 🇳🇴 Norway0.19%
- 🇷🇺 Russia0.04%
Dividends
Dividend Yield
0.51%
12 out of 40 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.68%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-3.65
-3.65
-4
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-3.65
-3.65
-4
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.18
High:
AMD
114.62AMDLow:
0968.HK
-163.40968.HKDetails
PEG Ratio
108.47
High:
WMT
241.17WMTLow:
NIO
-124.22NIODetails
Price/Book
16.65
High:
AAPL
49.43AAPLLow:
TMC
-72.56TMCDetails
Price/Sales
5.12
High:
SPCE
107.02SPCELow:TMC
-TMCDetails
Price/CF
29.23
High:
RIOT
107.94RIOTLow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
53.72
High:
KO
272.99KOLow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
33.18
High:AMD
114.62AMDLow:0968.HK
-163.40968.HKDetails
PEG Ratio
108.47
High:WMT
241.17WMTLow:NIO
-124.22NIODetails
Price/Book
16.65
High:AAPL
49.43AAPLLow:TMC
-72.56TMCDetails
Price/Sales
5.12
High:SPCE
107.02SPCELow:TMC
-TMCDetails
Price/CF
29.23
High:RIOT
107.94RIOTLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
53.72
High:KO
272.99KOLow:ATADL.L
0.53ATADL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-73.95% | Feb 2018 | - | 96 |