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+2.5%
This Month
-13.53%
Year To Date
-63.94%
2 Years
-72.97%
5 Years
-4.74%
10 Years
-0.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services75%
- 🧬 Health Technology6.82%
- 🖥️ Technology Services2.27%
- 💵 Cash0.71%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE75%
- 🇺🇸 OTC Markets Stock Exchange6.82%
- 🇺🇸 Nasdaq2.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.09%
- 🇨🇦 Canada0%
Dividends
Dividend Yield
0%
0 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.6/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.08
0.08
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-13.98
-13.98
-14
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.08
0.08
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-13.98
-13.98
-14
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.18
0.18
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-3.3
High:
SDCCQ
-SDCCQLow:
AMC
-3.31AMCDetails
PEG Ratio
N/A
Details
Price/Book
-2.16
High:
CXAI
0.19CXAILow:AMC
-2.16AMCDetails
Price/Sales
0.49
High:CXAI
0.54CXAILow:SDCCQ
0SDCCQDetails
Price/CF
8.89
High:AMC
8.89AMCLow:AMC
8.89AMCDetails
Price/FCF
N/A
Details
P/E Ratio
-3.3
High:SDCCQ
-SDCCQLow:AMC
-3.31AMCDetails
PEG Ratio
N/A
Details
Price/Book
-2.16
High:CXAI
0.19CXAILow:AMC
-2.16AMCDetails
Price/Sales
0.49
High:CXAI
0.54CXAILow:SDCCQ
0SDCCQDetails
Price/CF
8.89
High:AMC
8.89AMCLow:AMC
8.89AMCDetails
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.92% | May 2021 | - | 67 |
-10.94% | Sep 2020 | Nov 2020 | 2 |
-5.67% | Dec 2020 | Jan 2021 | 1 |
-3.56% | Jun 2020 | Jul 2020 | 1 |