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+2.6%
This Month
+13.62%
Year To Date
-28.56%
2 Years
+11.52%
5 Years
+184.9%
10 Years
+19.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous98.62%
- 💵 Cash1.08%
- 🖥️ Technology Services0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq98.62%
- 🇺🇸 OTC Markets Stock Exchange0.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.2%
Dividends
Dividend Yield
0.38%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QQQ (0.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.38% | 0.39% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.3/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
16.86
16.86
-2
0
2
17
17
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
2.89
2.89
0
0.75
1.25
3
3
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
16.86
16.86
-2
0
2
17
17
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
2.89
2.89
0
0.75
1.25
3
3
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
N/A
High:
MOND
-MONDLow:MOND
-MONDDetails
PEG Ratio
0
High:MOND
-MONDLow:MOND
-MONDDetails
Price/Book
N/A
High:MOND
-MONDLow:MOND
-MONDDetails
Price/Sales
N/A
High:MOND
-MONDLow:MOND
-MONDDetails
Price/CF
121.92
High:MOND
121.92MONDLow:MOND
121.92MONDDetails
Price/FCF
N/A
Details
P/E Ratio
N/A
High:MOND
-MONDLow:MOND
-MONDDetails
PEG Ratio
0
High:MOND
-MONDLow:MOND
-MONDDetails
Price/Book
N/A
High:MOND
-MONDLow:MOND
-MONDDetails
Price/Sales
N/A
High:MOND
-MONDLow:MOND
-MONDDetails
Price/CF
121.92
High:MOND
121.92MONDLow:MOND
121.92MONDDetails
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.9% | Mar 2024 | - | 28 |
-41.01% | Nov 2021 | Oct 2023 | 23 |
-31.74% | Feb 2021 | Mar 2021 | 1 |
-24.97% | Jul 2020 | Nov 2020 | 4 |
-15.78% | Jun 2021 | Aug 2021 | 2 |
-9.12% | Nov 2023 | Feb 2024 | 3 |
-5.01% | May 2020 | Jun 2020 | 1 |
-4.87% | Sep 2021 | Oct 2021 | 1 |
-1.53% | Apr 2021 | May 2021 | 1 |