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+2.24%
This Month
+2.24%
Year To Date
+37.11%
2 Years
+4.87%
5 Years
+4.87%
10 Years
+1.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance49.48%
- 📊 ETFs23.31%
- 🧩 Miscellaneous22.1%
- 🪙 Cryptocurrencies4.5%
- 🧪 Process Industries0.48%
- 💵 Cash0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.53%
- 🇺🇸 Nasdaq43.84%
- 🌍 Digital Currency4.5%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.57%
- 🇬🇧 United Kingdom0.48%
Dividends
Dividend Yield
5.24%
6 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LYB (12.18%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.02
0.02
0
1
2
3
3
Jensen's Alpha
-12.01
-12.01
-13
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.02
0.02
0
0.75
1.25
2
2
Information Ratio
-0.62
-0.62
-1
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.02
0.02
0
1
2
3
3
Jensen's Alpha
-12.01
-12.01
-13
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.02
0.02
0
0.75
1.25
2
2
Information Ratio
-0.62
-0.62
-1
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
48.65
High:
O
53.67OLow:
LYB
-12.29LYBDetails
PEG Ratio
2,733.99
High:O
2,942.11OLow:
RITM
16.21RITMDetails
Price/Book
1.35
High:
MAIN
1.9MAINLow:RITM
0.87RITMDetails
Price/Sales
8.63
High:O
9.36OLow:LYB
0.46LYBDetails
Price/CF
14.63
High:MAIN
17.86MAINLow:LYB
5.94LYBDetails
Price/FCF
72.86
High:
CSWC
867.62CSWCLow:RITM
9.72RITMDetails
P/E Ratio
48.65
High:O
53.67OLow:LYB
-12.29LYBDetails
PEG Ratio
2,733.99
High:O
2,942.11OLow:RITM
16.21RITMDetails
Price/Book
1.35
High:MAIN
1.9MAINLow:RITM
0.87RITMDetails
Price/Sales
8.63
High:O
9.36OLow:LYB
0.46LYBDetails
Price/CF
14.63
High:MAIN
17.86MAINLow:LYB
5.94LYBDetails
Price/FCF
72.86
High:CSWC
867.62CSWCLow:RITM
9.72RITMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.58% | Sep 2021 | - | 53 |
-0.44% | Mar 2021 | Apr 2021 | 1 |