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-0.59%
This Month
-0.59%
Year To Date
+4.6%
2 Years
-5.69%
5 Years
+68.4%
10 Years
+8.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash67.92%
- 🪙 Cryptocurrencies9.35%
- 📊 ETFs1.18%
- 🧬 Health Technology1.08%
- 🧪 Process Industries0.6%
- 🖥️ Technology Services0.48%
- 🚗 Consumer Durables0.17%
- 📦 Distribution Services0.08%
- 💻 Electronic Technology0.06%
- 🍞 Consumer Non Durables0.02%
- 🏥 Health Services0.01%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency9.35%
- 🇺🇸 Nasdaq1.91%
- 🇺🇸 NYSE1.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States1.65%
- 🇨🇦 Canada0.64%
- 🇳🇱 Netherlands0.11%
- 🇬🇧 United Kingdom0.06%
- 🇨🇭 Switzerland0.04%
Dividends
Dividend Yield
0.01%
1 out of 92 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SMG (4.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SMG | 0.01% | 4.2% | $2.64 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.2/10
Beta
2.24
2.24
0
0.8
1.2
0
3
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
5.87
5.87
-2
0
2
6
6
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
2.24
2.24
0
0.8
1.2
0
3
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
5.87
5.87
-2
0
2
6
6
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-10.57
High:
RIOT
52.11RIOTLow:
ROKU
-509.29ROKUDetails
PEG Ratio
-36.35
High:RIOT
105.3RIOTLow:ROKU
-606.47ROKUDetails
Price/Book
3.24
High:
CMPS
17.14CMPSLow:SMG
-10.15SMGDetails
Price/Sales
2.55
High:
ATAI
1,877.97ATAILow:CMPS
-CMPSDetails
Price/CF
29.6
High:
DDD
462.65DDDLow:
TDOC
4.74TDOCDetails
Price/FCF
42.78
High:
SRPT
532.48SRPTLow:TDOC
4.96TDOCDetails
P/E Ratio
-10.57
High:RIOT
52.11RIOTLow:ROKU
-509.29ROKUDetails
PEG Ratio
-36.35
High:RIOT
105.3RIOTLow:ROKU
-606.47ROKUDetails
Price/Book
3.24
High:CMPS
17.14CMPSLow:SMG
-10.15SMGDetails
Price/Sales
2.55
High:ATAI
1,877.97ATAILow:CMPS
-CMPSDetails
Price/CF
29.6
High:DDD
462.65DDDLow:TDOC
4.74TDOCDetails
Price/FCF
42.78
High:SRPT
532.48SRPTLow:TDOC
4.96TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-78.02% | Sep 2021 | - | 53 |
-27.51% | Dec 2020 | Jan 2021 | 1 |
-21.45% | Sep 2020 | Nov 2020 | 2 |
-20.48% | May 2021 | Aug 2021 | 3 |
-14.97% | Feb 2020 | May 2020 | 3 |
-2.71% | Jun 2020 | Jul 2020 | 1 |