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+2%
This Month
+2%
Year To Date
-20.81%
2 Years
-35.86%
5 Years
-35.86%
10 Years
-9.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies30.94%
- 💻 Electronic Technology20.41%
- 🧬 Health Technology14.39%
- 🛠️ Producer Manufacturing8.95%
- ⚡ Utilities7.48%
- 💇♀️ Consumer Services5.47%
- 🚗 Consumer Durables5.32%
- 🏥 Health Services5.27%
- 💵 Cash1.41%
- 🖥️ Technology Services0.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.65%
- 🇺🇸 Nasdaq32.82%
- 🌍 Digital Currency30.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.04%
- 🇨🇭 Switzerland8.95%
- 🇮🇪 Ireland7.47%
Dividends
Dividend Yield
0.94%
5 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AES (4.68%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
-0.75
-0.75
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.94
-0.94
-1
1
2
3
3
Jensen's Alpha
-16.78
-16.78
-17
0
2
4.5
4.5
Omega Ratio
0.3
0.3
0
1
1.5
2.5
2.5
Treynor Ratio
-1.52
-1.52
-2
0.75
1.25
2
2
Information Ratio
-1.56
-1.56
-2
0.3
0.6
1
1
Calmar Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
-0.75
-0.75
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.94
-0.94
-1
1
2
3
3
Jensen's Alpha
-16.78
-16.78
-17
0
2
4.5
4.5
Omega Ratio
0.3
0.3
0
1
1.5
2.5
2.5
Treynor Ratio
-1.52
-1.52
-2
0.75
1.25
2
2
Information Ratio
-1.56
-1.56
-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
22.06
High:
MGM
205.59MGMLow:
TEM.US
-54.55TEM.USDetails
PEG Ratio
94.72
High:
MDT.US
207.14MDT.USLow:TEM.US
-71.02TEM.USDetails
Price/Book
2.75
High:TEM.US
22.59TEM.USLow:
LKQ
1.27LKQDetails
Price/Sales
1.45
High:
MPWR
20.98MPWRLow:
ELV
0.38ELVDetails
Price/CF
13.69
High:MPWR
49.09MPWRLow:
AES
2.41AESDetails
Price/FCF
35.2
High:MPWR
102.07MPWRLow:MGM
6.75MGMDetails
P/E Ratio
22.06
High:MGM
205.59MGMLow:TEM.US
-54.55TEM.USDetails
PEG Ratio
94.72
High:MDT.US
207.14MDT.USLow:TEM.US
-71.02TEM.USDetails
Price/Book
2.75
High:TEM.US
22.59TEM.USLow:LKQ
1.27LKQDetails
Price/Sales
1.45
High:MPWR
20.98MPWRLow:ELV
0.38ELVDetails
Price/CF
13.69
High:MPWR
49.09MPWRLow:AES
2.41AESDetails
Price/FCF
35.2
High:MPWR
102.07MPWRLow:MGM
6.75MGMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.61% | Nov 2021 | - | 51 |
-4.87% | Sep 2021 | Oct 2021 | 1 |
-1.11% | Jul 2021 | Aug 2021 | 1 |