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-1.32%
This Month
+5.42%
Year To Date
+29.41%
2 Years
+25.55%
5 Years
-5.97%
10 Years
-0.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs53.16%
- 🖥️ Technology Services13.75%
- 💻 Electronic Technology9.95%
- 💰 Finance9.69%
- 🛍️ Retail Trade7.18%
- 🪙 Cryptocurrencies6.27%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.39%
- 🇺🇸 Nasdaq37.34%
- 🌍 Digital Currency6.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.55%
- 🇬🇧 United Kingdom0.02%
Dividends
Dividend Yield
0.51%
7 out of 17 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $O (5.18%)
Performance Metrics
Score 2.5/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
-0.11
-0.11
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.14
-0.14
-1
1
2
3
3
Jensen's Alpha
-7.98
-7.98
-8
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
-0.22
-0.22
-1
0.75
1.25
2
2
Information Ratio
-0.83
-0.83
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
-0.11
-0.11
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.14
-0.14
-1
1
2
3
3
Jensen's Alpha
-7.98
-7.98
-8
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
-0.22
-0.22
-1
0.75
1.25
2
2
Information Ratio
-0.83
-0.83
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.02
High:
O
51.31OLow:
GENI
-8.7GENIDetails
PEG Ratio
161.72
High:O
487.4OLow:
NVDA
30.03NVDADetails
Price/Book
11.24
High:
MA
65.08MALow:O
1.49ODetails
Price/Sales
8.64
High:NVDA
20.67NVDALow:GENI
2GENIDetails
Price/CF
20.94
High:NVDA
40.43NVDALow:O
14.01ODetails
Price/FCF
54.92
High:
BAM
438.83BAMLow:MA
30.72MADetails
P/E Ratio
31.02
High:O
51.31OLow:GENI
-8.7GENIDetails
PEG Ratio
161.72
High:O
487.4OLow:NVDA
30.03NVDADetails
Price/Book
11.24
High:MA
65.08MALow:O
1.49ODetails
Price/Sales
8.64
High:NVDA
20.67NVDALow:GENI
2GENIDetails
Price/CF
20.94
High:NVDA
40.43NVDALow:O
14.01ODetails
Price/FCF
54.92
High:BAM
438.83BAMLow:MA
30.72MADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.61% | May 2018 | - | 97 |