Loading...
+0.67%
This Month
+0.67%
Year To Date
+25.72%
2 Years
-13.79%
5 Years
-13.79%
10 Years
-3.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services19.23%
- 💻 Electronic Technology12.64%
- 🏥 Health Services11.41%
- 💰 Finance9.62%
- 🪙 Cryptocurrencies9.36%
- 💇♀️ Consumer Services8.96%
- 🛍️ Retail Trade6.92%
- 🚚 Transportation6.01%
- 🍞 Consumer Non Durables3.75%
- 💵 Cash3.36%
- 🧬 Health Technology2.93%
- 🧪 Process Industries2%
- 🛠️ Producer Manufacturing1.5%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.43%
- 🇺🇸 Nasdaq24.54%
- 🌍 Digital Currency9.36%
- 🇬🇧 LSE6.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.76%
- 🇬🇧 United Kingdom9.21%
- 🇨🇦 Canada5.27%
- 🇮🇪 Ireland4.54%
- 🇮🇱 Israel2.19%
Dividends
Dividend Yield
1.09%
12 out of 33 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.77%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.2/10
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.05
0.05
0
1
2
3
3
Jensen's Alpha
-14.34
-14.34
-15
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.06
0.06
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.05
0.05
0
1
2
3
3
Jensen's Alpha
-14.34
-14.34
-15
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.06
0.06
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.7
High:
ARM
137.63ARMLow:
MBLY
-25.44MBLYDetails
PEG Ratio
378.97
High:
ACN
1,887.5ACNLow:
QS
-83.93QSDetails
Price/Book
8.81
High:
NVDA
36.4NVDALow:
BA
-22.91BADetails
Price/Sales
4.09
High:ARM
25.97ARMLow:QS
-QSDetails
Price/CF
24.68
High:ARM
95.73ARMLow:
EZJ.L
2.05EZJ.LDetails
Price/FCF
67.04
High:
SBUX
1,256.06SBUXLow:EZJ.L
4.94EZJ.LDetails
P/E Ratio
35.7
High:ARM
137.63ARMLow:MBLY
-25.44MBLYDetails
PEG Ratio
378.97
High:ACN
1,887.5ACNLow:QS
-83.93QSDetails
Price/Book
8.81
High:NVDA
36.4NVDALow:BA
-22.91BADetails
Price/Sales
4.09
High:ARM
25.97ARMLow:QS
-QSDetails
Price/CF
24.68
High:ARM
95.73ARMLow:EZJ.L
2.05EZJ.LDetails
Price/FCF
67.04
High:SBUX
1,256.06SBUXLow:EZJ.L
4.94EZJ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.92% | Nov 2021 | - | 51 |
-5.74% | Jul 2021 | Aug 2021 | 1 |
-4.54% | Sep 2021 | Oct 2021 | 1 |