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+15.46%
This Month
-27.67%
Year To Date
-11.56%
2 Years
-25.66%
5 Years
-23.95%
10 Years
-5.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs44.1%
- 💵 Cash28.63%
- 🖥️ Technology Services11.58%
- 📈 Indexes8.8%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.68%
- 🌍 CFD8.8%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.58%
Dividends
Dividend Yield
0.08%
1 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.93%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.08% | 0.93% | $3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-12.59
-12.59
-13
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.12
0.12
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
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-12.59
-12.59
-13
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.12
0.12
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
22.97
High:
NFLX
23.71NFLXLow:MSFT
22.94MSFTDetails
PEG Ratio
69.95
High:MSFT
77.41MSFTLow:NFLX
51.62NFLXDetails
Price/Book
6.99
High:NFLX
9.93NFLXLow:MSFT
6.9MSFTDetails
Price/Sales
8.88
High:MSFT
9.01MSFTLow:NFLX
6.67NFLXDetails
Price/CF
16.55
High:NFLX
32.67NFLXLow:MSFT
16.2MSFTDetails
Price/FCF
56.92
High:MSFT
58.56MSFTLow:NFLX
34.75NFLXDetails
P/E Ratio
22.97
High:NFLX
23.71NFLXLow:MSFT
22.94MSFTDetails
PEG Ratio
69.95
High:MSFT
77.41MSFTLow:NFLX
51.62NFLXDetails
Price/Book
6.99
High:NFLX
9.93NFLXLow:MSFT
6.9MSFTDetails
Price/Sales
8.88
High:MSFT
9.01MSFTLow:NFLX
6.67NFLXDetails
Price/CF
16.55
High:NFLX
32.67NFLXLow:MSFT
16.2MSFTDetails
Price/FCF
56.92
High:MSFT
58.56MSFTLow:NFLX
34.75NFLXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-65.9% | Jan 2022 | - | 55 |
-9.11% | Sep 2021 | Oct 2021 | 1 |
-0.31% | May 2021 | Jul 2021 | 2 |