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+1.61%
This Month
+1.61%
Year To Date
+82.01%
2 Years
-0.99%
5 Years
+77.76%
10 Years
+11.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology21.29%
- 🪙 Cryptocurrencies18.61%
- 🖥️ Technology Services13.73%
- 💻 Electronic Technology13.44%
- 🛍️ Retail Trade10.35%
- 🍞 Consumer Non Durables6.4%
- 💼 Commercial Services5.5%
- 🛠️ Producer Manufacturing4.01%
- 💰 Finance2.59%
- 🚗 Consumer Durables2.16%
- 💇♀️ Consumer Services1.13%
- 💵 Cash0.6%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.8%
- 🇺🇸 NYSE21.72%
- 🌍 Digital Currency18.61%
- 🇭🇰 Hong Kong Exchanges7.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.78%
- 🇨🇳 China7.09%
- 🇮🇪 Ireland5.7%
- 🇮🇱 Israel1.66%
- 🇨🇦 Canada1.37%
Dividends
Dividend Yield
0.59%
13 out of 44 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ARE (8.15%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.2/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
2.4
2.4
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
2.4
2.4
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.25
High:
RIOT
53.74RIOTLow:
9868.HK
-49.059868.HKDetails
PEG Ratio
77.22
High:
DXCM
695.41DXCMLow:9868.HK
-95.249868.HKDetails
Price/Book
12.89
High:
OCGN
147.66OCGNLow:
WIX
-15.22WIXDetails
Price/Sales
8.02
High:
MSTR
106.4MSTRLow:
BHC
0.25BHCDetails
Price/CF
31.44
High:MSTR
7,511.07MSTRLow:BHC
1.66BHCDetails
Price/FCF
53.6
High:MSTR
1,187.5MSTRLow:BHC
2.31BHCDetails
P/E Ratio
33.25
High:RIOT
53.74RIOTLow:9868.HK
-49.059868.HKDetails
PEG Ratio
77.22
High:DXCM
695.41DXCMLow:9868.HK
-95.249868.HKDetails
Price/Book
12.89
High:OCGN
147.66OCGNLow:WIX
-15.22WIXDetails
Price/Sales
8.02
High:MSTR
106.4MSTRLow:BHC
0.25BHCDetails
Price/CF
31.44
High:MSTR
7,511.07MSTRLow:BHC
1.66BHCDetails
Price/FCF
53.6
High:MSTR
1,187.5MSTRLow:BHC
2.31BHCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.37% | May 2021 | - | 57 |
-17.88% | Feb 2021 | Apr 2021 | 2 |