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-2.85%
This Month
-13.38%
Year To Date
+20.09%
2 Years
-13.32%
5 Years
-40.88%
10 Years
-6.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables31.18%
- 🛍️ Retail Trade28.33%
- 💻 Electronic Technology26.56%
- 🚚 Transportation10.2%
- 💵 Cash3.7%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.94%
- 🇺🇸 NYSE37.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States77.07%
- 🇸🇬 Singapore10.2%
- 🇯🇵 Japan8.99%
Dividends
Dividend Yield
0.22%
1 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TM (2.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TM | 0.22% | 2.42% | $4.64 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.7/10
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
27.24
27.24
-2
0
2
28
28
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
2.48
2.48
0
0.75
1.25
3
3
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
27.24
27.24
-2
0
2
28
28
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
2.48
2.48
0
0.75
1.25
3
3
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
103.97
High:
TSLA
377.27TSLALow:
RIVN
-4.87RIVNDetails
PEG Ratio
231.15
High:
CPNG
496.6CPNGLow:RIVN
-13.88RIVNDetails
Price/Book
7.54
High:TSLA
18.54TSLALow:TM
1.22TMDetails
Price/Sales
6.23
High:TSLA
15.15TSLALow:TM
0.9TMDetails
Price/CF
52.89
High:TSLA
107.92TSLALow:TM
8.97TMDetails
Price/FCF
72.2
High:TSLA
255.88TSLALow:TM
8.98TMDetails
P/E Ratio
103.97
High:TSLA
377.27TSLALow:RIVN
-4.87RIVNDetails
PEG Ratio
231.15
High:CPNG
496.6CPNGLow:RIVN
-13.88RIVNDetails
Price/Book
7.54
High:TSLA
18.54TSLALow:TM
1.22TMDetails
Price/Sales
6.23
High:TSLA
15.15TSLALow:TM
0.9TMDetails
Price/CF
52.89
High:TSLA
107.92TSLALow:TM
8.97TMDetails
Price/FCF
72.2
High:TSLA
255.88TSLALow:TM
8.98TMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.02% | Jan 2018 | - | 99 |