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-0.18%
This Month
+8.05%
Year To Date
-14.76%
2 Years
+21.15%
5 Years
+209.64%
10 Years
+19.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology50.36%
- 🪙 Cryptocurrencies19.22%
- ⚡ Utilities15.85%
- 💼 Commercial Services4.43%
- 💵 Cash3.51%
- 🧬 Health Technology2.23%
- 🚚 Transportation0.9%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.1%
- 🇺🇸 NYSE31.21%
- 🌍 Digital Currency19.22%
- 🇬🇧 LSE5.56%
- 🇳🇴 Oslo Stock Exchange0.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.18%
- 🇹🇼 Taiwan15.13%
- 🇬🇧 United Kingdom5.56%
- 🇳🇴 Norway0.9%
Dividends
Dividend Yield
0.39%
6 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (5.58%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
8.24
8.24
-2
0
2
9
9
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
8.24
8.24
-2
0
2
9
9
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
42.75
High:
TSM
35.09TSMLow:
INTC
-595.6INTCDetails
PEG Ratio
-212.2
High:
D
421.67DLow:INTC
-606.5INTCDetails
Price/Book
5.86
High:
RR.L
42.42RR.LLow:
SPCE
0.85SPCEDetails
Price/Sales
9.28
High:SPCE
108.09SPCELow:
CRBP
-CRBPDetails
Price/CF
19.87
High:RR.L
20.82RR.LLow:
EE
2.03EEDetails
Price/FCF
65.27
High:TSM
78.86TSMLow:EE
3.99EEDetails
P/E Ratio
42.75
High:TSM
35.09TSMLow:INTC
-595.6INTCDetails
PEG Ratio
-212.2
High:D
421.67DLow:INTC
-606.5INTCDetails
Price/Book
5.86
High:RR.L
42.42RR.LLow:SPCE
0.85SPCEDetails
Price/Sales
9.28
High:SPCE
108.09SPCELow:CRBP
-CRBPDetails
Price/CF
19.87
High:RR.L
20.82RR.LLow:EE
2.03EEDetails
Price/FCF
65.27
High:TSM
78.86TSMLow:EE
3.99EEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.13% | Nov 2021 | Feb 2024 | 27 |
-36.59% | Apr 2024 | - | 23 |
-19.81% | Sep 2020 | Nov 2020 | 2 |
-10.44% | May 2021 | Oct 2021 | 5 |
-3.73% | Dec 2019 | Jan 2020 | 1 |