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-2.86%
This Month
-1.96%
Year To Date
-2.45%
2 Years
-43.58%
5 Years
-37.32%
10 Years
-8.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services23.83%
- ❓ Other16.84%
- 🍞 Consumer Non Durables13.69%
- 💵 Cash11.98%
- 🚗 Consumer Durables5.88%
- 🛠️ Producer Manufacturing3.39%
- 💇♀️ Consumer Services3.26%
- 🛍️ Retail Trade3.09%
- 🪙 Cryptocurrencies2.14%
- 🧬 Health Technology1.11%
- 🧪 Process Industries0.91%
- 💰 Finance0.61%
- 💼 Commercial Services0.54%
- 🪨 Non Energy Minerals0.15%
- 💻 Electronic Technology0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.45%
- 🇺🇸 NYSE17.15%
- Regular Trading Hours - RTH16.84%
- 🌍 Digital Currency2.14%
- 🇫🇷 Euronext Paris1.83%
- 🇬🇧 LSE0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.38%
- 🇮🇹 Italy5.14%
- 🇮🇱 Israel3.39%
- 🇨🇳 China3.32%
- 🇫🇷 France1.83%
- 🇩🇪 Germany1.13%
- 🇬🇧 United Kingdom0.15%
- 🇸🇪 Sweden0.14%
- 🇸🇬 Singapore0.1%
- 🇨🇦 Canada0%
Dividends
Dividend Yield
1.02%
7 out of 43 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EVR.L (17.85%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.3/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
-0.27
-0.27
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.38
-0.38
-1
1
2
3
3
Jensen's Alpha
-18.15
-18.15
-19
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.55
-0.55
-1
0.75
1.25
2
2
Information Ratio
-0.81
-0.81
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
-0.27
-0.27
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.38
-0.38
-1
1
2
3
3
Jensen's Alpha
-18.15
-18.15
-19
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.55
-0.55
-1
0.75
1.25
2
2
Information Ratio
-0.81
-0.81
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.68
High:
RACE
36.09RACELow:
CRSR
-50CRSRDetails
PEG Ratio
74.64
High:RACE
345.19RACELow:
NIO
-132.09NIODetails
Price/Book
4.17
High:
OCGN
173.3OCGNLow:
HPQ
-22.97HPQDetails
Price/Sales
2.66
High:OCGN
110.96OCGNLow:
CRBP
-CRBPDetails
Price/CF
14.58
High:
RIOT
107.94RIOTLow:
IDEXQ
0.73IDEXQDetails
Price/FCF
25.77
High:
KMB
1,882.62KMBLow:IDEXQ
0.76IDEXQDetails
P/E Ratio
17.68
High:RACE
36.09RACELow:CRSR
-50CRSRDetails
PEG Ratio
74.64
High:RACE
345.19RACELow:NIO
-132.09NIODetails
Price/Book
4.17
High:OCGN
173.3OCGNLow:HPQ
-22.97HPQDetails
Price/Sales
2.66
High:OCGN
110.96OCGNLow:CRBP
-CRBPDetails
Price/CF
14.58
High:RIOT
107.94RIOTLow:IDEXQ
0.73IDEXQDetails
Price/FCF
25.77
High:KMB
1,882.62KMBLow:IDEXQ
0.76IDEXQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.36% | Sep 2021 | - | 55 |
-12.27% | Feb 2021 | Mar 2021 | 1 |
-9.47% | Apr 2021 | Aug 2021 | 4 |