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-1.98%
This Month
+3.29%
Year To Date
+15.09%
2 Years
-18.68%
5 Years
-38.09%
10 Years
-8.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services20.99%
- 🍞 Consumer Non Durables18.77%
- 🚗 Consumer Durables18.2%
- 🏭 Industrial Services10.08%
- ⛏️ Energy Minerals9.46%
- 🧬 Health Technology7.38%
- 💻 Electronic Technology6.73%
- 💇♀️ Consumer Services6%
- 🛍️ Retail Trade1.87%
- 🪙 Cryptocurrencies0.5%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.27%
- 🇺🇸 Nasdaq31.4%
- 🇩🇪 FRA11.83%
- 🌍 Digital Currency0.5%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States73.76%
- 🇩🇪 Germany11.83%
- 🇮🇱 Israel7.53%
- 🇯🇵 Japan6.38%
Dividends
Dividend Yield
2.33%
8 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
0.01
0.01
0
0.8
1.2
0
2
Sharpe Ratio
-0.01
-0.01
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.02
-0.02
-1
1
2
3
3
Jensen's Alpha
-0.6
-0.6
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
-2.93
-2.93
-3
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Beta
0.01
0.01
0
0.8
1.2
0
2
Sharpe Ratio
-0.01
-0.01
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.02
-0.02
-1
1
2
3
3
Jensen's Alpha
-0.6
-0.6
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
-2.93
-2.93
-3
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.26
High:
AAPL
33.21AAPLLow:
AMC
-0.9AMCDetails
PEG Ratio
73.9
High:AAPL
129.82AAPLLow:
DUOL
3.33DUOLDetails
Price/Book
5.87
High:AAPL
43.77AAPLLow:AMC
-0.32AMCDetails
Price/Sales
3.19
High:AAPL
8.93AAPLLow:AMC
0.12AMCDetails
Price/CF
20.89
High:AMC
47.11AMCLow:
VOW3.DE
2.99VOW3.DEDetails
Price/FCF
35.98
High:
EPD
511.93EPDLow:
TM
8.98TMDetails
P/E Ratio
26.26
High:AAPL
33.21AAPLLow:AMC
-0.9AMCDetails
PEG Ratio
73.9
High:AAPL
129.82AAPLLow:DUOL
3.33DUOLDetails
Price/Book
5.87
High:AAPL
43.77AAPLLow:AMC
-0.32AMCDetails
Price/Sales
3.19
High:AAPL
8.93AAPLLow:AMC
0.12AMCDetails
Price/CF
20.89
High:AMC
47.11AMCLow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
35.98
High:EPD
511.93EPDLow:TM
8.98TMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.07% | Mar 2021 | - | 61 |
-28.13% | Dec 2020 | Jan 2021 | 1 |