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-1.21%
This Month
-16.41%
Year To Date
+0%
2 Years
-84.11%
5 Years
-77.71%
10 Years
-23.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash41.43%
- 🚗 Consumer Durables34.54%
- 🍞 Consumer Non Durables19.98%
- 💻 Electronic Technology11.71%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.22%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.22%
Dividends
Dividend Yield
1.33%
1 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KHC (6.66%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KHC | 1.33% | 6.66% | $1.6 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.2/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
-0.58
-0.58
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.69
-0.69
-1
1
2
3
3
Jensen's Alpha
-33.53
-33.53
-34
0
2
4.5
4.5
Omega Ratio
0.36
0.36
0
1
1.5
2.5
2.5
Treynor Ratio
-1.39
-1.39
-2
0.75
1.25
2
2
Information Ratio
-1.21
-1.21
-2
0.3
0.6
1
1
Calmar Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
-0.58
-0.58
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.69
-0.69
-1
1
2
3
3
Jensen's Alpha
-33.53
-33.53
-34
0
2
4.5
4.5
Omega Ratio
0.36
0.36
0
1
1.5
2.5
2.5
Treynor Ratio
-1.39
-1.39
-2
0.75
1.25
2
2
Information Ratio
-1.21
-1.21
-2
0.3
0.6
1
1
Calmar Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
2,585.87
High:
TSLA
377.27TSLALow:
ONDS
-26.05ONDSDetails
PEG Ratio
-58.41
High:ONDS
-58.41ONDSLow:ONDS
-58.41ONDSDetails
Price/Book
14.47
High:TSLA
18.54TSLALow:KHC
0.68KHCDetails
Price/Sales
13.41
High:ONDS
110.37ONDSLow:KHC
1.14KHCDetails
Price/CF
92.32
High:TSLA
107.92TSLALow:KHC
6.42KHCDetails
Price/FCF
221.02
High:TSLA
255.88TSLALow:KHC
16.25KHCDetails
P/E Ratio
2,585.87
High:TSLA
377.27TSLALow:ONDS
-26.05ONDSDetails
PEG Ratio
-58.41
High:ONDS
-58.41ONDSLow:ONDS
-58.41ONDSDetails
Price/Book
14.47
High:TSLA
18.54TSLALow:KHC
0.68KHCDetails
Price/Sales
13.41
High:ONDS
110.37ONDSLow:KHC
1.14KHCDetails
Price/CF
92.32
High:TSLA
107.92TSLALow:KHC
6.42KHCDetails
Price/FCF
221.02
High:TSLA
255.88TSLALow:KHC
16.25KHCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-88.19% | Jul 2021 | - | 57 |
-9.57% | May 2020 | Jul 2020 | 2 |
-4.87% | Mar 2021 | Jun 2021 | 3 |
-0.83% | Oct 2020 | Nov 2020 | 1 |