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+0.83%
This Month
+0.83%
Year To Date
+42.19%
2 Years
-68.21%
5 Years
-76.27%
10 Years
-23.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs24.21%
- 🛍️ Retail Trade19.91%
- 🖥️ Technology Services17.43%
- 🧩 Miscellaneous8.81%
- 💵 Cash8.11%
- 🍞 Consumer Non Durables6.34%
- 🪙 Cryptocurrencies3.4%
- 🚚 Transportation3.06%
- 🛠️ Producer Manufacturing2.94%
- 🚗 Consumer Durables2.26%
- 💼 Commercial Services1.82%
- ⚡ Utilities0.96%
- 🧪 Process Industries0.44%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.6%
- 🇺🇸 NYSE38.74%
- 🌍 Digital Currency3.4%
- 🇭🇰 Hong Kong Exchanges2.85%
Countries Breakdown
- Country
- Total
- 🇨🇳 China38.22%
- 🇺🇸 United States16.39%
- 🇮🇪 Ireland3.94%
- 🇸🇬 Singapore3.06%
- 🇮🇱 Israel1.15%
- 🇭🇰 Hong Kong0.95%
- 🇻🇳 Vietnam0.27%
Dividends
Dividend Yield
2.19%
9 out of 34 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PSEC (19.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.3/10
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
-0.24
-0.24
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.34
-0.34
-1
1
2
3
3
Jensen's Alpha
-26.74
-26.74
-27
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
-0.79
-0.79
-1
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
-0.24
-0.24
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.34
-0.34
-1
1
2
3
3
Jensen's Alpha
-26.74
-26.74
-27
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
-0.79
-0.79
-1
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.73
High:
GRAB
150.5GRABLow:
0968.HK
-176.80968.HKDetails
PEG Ratio
20.9
High:
CPB
284.9CPBLow:
NIO
-125.34NIODetails
Price/Book
2.71
High:NIO
19.99NIOLow:
VFS
-1.38VFSDetails
Price/Sales
2.92
High:
HTT
40.67HTTLow:
BZUN
0.12BZUNDetails
Price/CF
20.87
High:
KODK.US
72.92KODK.USLow:
0916.HK
2.760916.HKDetails
Price/FCF
344.27
High:
BABA
1,196.17BABALow:HTT
2.58HTTDetails
P/E Ratio
22.73
High:GRAB
150.5GRABLow:0968.HK
-176.80968.HKDetails
PEG Ratio
20.9
High:CPB
284.9CPBLow:NIO
-125.34NIODetails
Price/Book
2.71
High:NIO
19.99NIOLow:VFS
-1.38VFSDetails
Price/Sales
2.92
High:HTT
40.67HTTLow:BZUN
0.12BZUNDetails
Price/CF
20.87
High:KODK.US
72.92KODK.USLow:0916.HK
2.760916.HKDetails
Price/FCF
344.27
High:BABA
1,196.17BABALow:HTT
2.58HTTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-84.89% | Sep 2020 | - | 65 |