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-8.65%
This Month
+1.93%
Year To Date
+70.55%
2 Years
-24.63%
5 Years
+14.33%
10 Years
+2.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade76.45%
- 📊 ETFs15.2%
- 🖥️ Technology Services4.03%
- 💰 Finance3.5%
- 💵 Cash0.91%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE99.17%
Countries Breakdown
- Country
- Total
- 🇨🇳 China76.45%
- 🇺🇸 United States7.52%
Dividends
Dividend Yield
0.51%
1 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BABA (0.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BABA | 0.51% | 0.67% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.6/10
Beta
0.46
0.46
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
0.31
0.31
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
0.46
0.46
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
0.31
0.31
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.8
High:
PATH
26.18PATHLow:
LMND
-27.66LMNDDetails
PEG Ratio
32.32
High:BABA
40.92BABALow:LMND
-126.77LMNDDetails
Price/Book
2.41
High:LMND
9.51LMNDLow:BABA
2.41BABADetails
Price/Sales
2.66
High:LMND
9.04LMNDLow:BABA
2.66BABADetails
Price/CF
23.87
High:PATH
25.52PATHLow:BABA
23.87BABADetails
Price/FCF
1,152.35
High:BABA
1,196.17BABALow:PATH
27.44PATHDetails
P/E Ratio
20.8
High:PATH
26.18PATHLow:LMND
-27.66LMNDDetails
PEG Ratio
32.32
High:BABA
40.92BABALow:LMND
-126.77LMNDDetails
Price/Book
2.41
High:LMND
9.51LMNDLow:BABA
2.41BABADetails
Price/Sales
2.66
High:LMND
9.04LMNDLow:BABA
2.66BABADetails
Price/CF
23.87
High:PATH
25.52PATHLow:BABA
23.87BABADetails
Price/FCF
1,152.35
High:BABA
1,196.17BABALow:PATH
27.44PATHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.89% | Jul 2021 | - | 56 |
-3.29% | Jan 2021 | Mar 2021 | 2 |
-0.61% | May 2021 | Jun 2021 | 1 |