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-5.49%
This Month
-12.51%
Year To Date
+66.6%
2 Years
+13.61%
5 Years
+13.61%
10 Years
+2.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology36.34%
- 🚗 Consumer Durables33.47%
- 🖥️ Technology Services9.25%
- 💵 Cash7.97%
- 🛍️ Retail Trade5.98%
- 💼 Commercial Services5.89%
- 🚚 Transportation1.74%
- 💇♀️ Consumer Services0.46%
- ⛏️ Energy Minerals0.07%
- 🧬 Health Technology0.04%
- 🧪 Process Industries0.02%
- 💰 Finance0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq88.45%
- 🇺🇸 NYSE2.99%
- 🇩🇪 FRA1.73%
- 🇸🇦 Tadawul0.07%
- 🇭🇰 Hong Kong Exchanges0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.44%
- 🇨🇦 Canada5.54%
- 🇩🇪 Germany1.73%
- 🇨🇳 China0.65%
- 🇮🇪 Ireland0.43%
- 🇹🇼 Taiwan0.38%
- 🇸🇦 Saudi Arabia0.07%
Dividends
Dividend Yield
0.22%
15 out of 39 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW.DE (7.16%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
-1.81
-1.81
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
-1.81
-1.81
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.34
High:
TSLA
341.97TSLALow:
INTC
-537.36INTCDetails
PEG Ratio
50.72
High:
UBER
535.21UBERLow:INTC
-547.2INTCDetails
Price/Book
16.19
High:
AAPL
41.93AAPLLow:
HPQ
-22.19HPQDetails
Price/Sales
10.79
High:
DJT
680.05DJTLow:
LOGCD
-LOGCDDetails
Price/CF
37.06
High:TSLA
107.92TSLALow:
03333.HK
1.7403333.HKDetails
Price/FCF
63.34
High:
BABA
1,196.17BABALow:
BKKT
2.9BKKTDetails
P/E Ratio
40.34
High:TSLA
341.97TSLALow:INTC
-537.36INTCDetails
PEG Ratio
50.72
High:UBER
535.21UBERLow:INTC
-547.2INTCDetails
Price/Book
16.19
High:AAPL
41.93AAPLLow:HPQ
-22.19HPQDetails
Price/Sales
10.79
High:DJT
680.05DJTLow:LOGCD
-LOGCDDetails
Price/CF
37.06
High:TSLA
107.92TSLALow:03333.HK
1.7403333.HKDetails
Price/FCF
63.34
High:BABA
1,196.17BABALow:BKKT
2.9BKKTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-79.57% | Jul 2021 | - | 57 |