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+6.87%
Today
+14.32%
This Month
-18.27%
Year To Date
+2.25%
2 Years
+29.74%
5 Years
+15.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services0.09%
- 💇♀️ Consumer Services0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇫🇷 Euronext Paris-0.35%
- 🇺🇸 NYSE-17.62%
- 🇺🇸 Nasdaq-40.9%
- 🌍 Digital Currency-286.19%
Countries Breakdown
- Country
- Total
- 🇫🇷 France-0.35%
- 🇬🇧 United Kingdom-0.41%
- 🇰🇾 Cayman Islands-1.29%
- 🇩🇪 Germany-2.6%
- 🇮🇱 Israel-3.45%
- 🇨🇦 Canada-4.65%
- 🇨🇳 China-11.88%
- 🇺🇸 United States-34.24%
Dividends
Dividend Yield
-0.1%
1 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: howtogetref (0.03%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 howtogetref | -0.1% | 0.03% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BABA (howtogetref) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 WU (howtogetref) | Ex-Dividend | Jun 16, 2025 | $0.24 |
WU (howtogetref) | Pay Day | Jun 30, 2025 | $0.24 |
BABA (howtogetref) | Pay Day | Jul 10, 2025 | $0.95 |
Performance Metrics
Score 4.2/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-0.55
-0.55
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-0.55
-0.55
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-3.86
High:
CXAI
-1.08CXAILow:
AMC
-4.09AMCDetails
PEG Ratio
-6.66
High:CXAI
-1.45CXAILow:AMC
-15.69AMCDetails
Price/Book
-1.04
High:CXAI
1.33CXAILow:AMC
-1AMCDetails
Price/Sales
0.39
High:CXAI
3.16CXAILow:AMC
0.38AMCDetails
Price/CF
47.11
High:AMC
47.11AMCLow:AMC
47.11AMCDetails
Price/FCF
N/A
Details
P/E Ratio
-3.86
High:CXAI
-1.08CXAILow:AMC
-4.09AMCDetails
PEG Ratio
-6.66
High:CXAI
-1.45CXAILow:AMC
-15.69AMCDetails
Price/Book
-1.04
High:CXAI
1.33CXAILow:AMC
-1AMCDetails
Price/Sales
0.39
High:CXAI
3.16CXAILow:AMC
0.38AMCDetails
Price/CF
47.11
High:AMC
47.11AMCLow:AMC
47.11AMCDetails
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.01% | May 2021 | - | 49 |
-10.94% | Sep 2020 | Nov 2020 | 2 |
-5.67% | Dec 2020 | Jan 2021 | 1 |
-3.56% | Jun 2020 | Jul 2020 | 1 |