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+4.86%
This Month
-9.71%
Year To Date
-16.48%
2 Years
-29.41%
5 Years
+106.91%
10 Years
+11.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies33%
- 📊 ETFs21.66%
- 🛍️ Retail Trade12.66%
- 🖥️ Technology Services12.52%
- 🧬 Health Technology5.7%
- 💼 Commercial Services3.76%
- 💰 Finance2.93%
- 💵 Cash2.58%
- 🛠️ Producer Manufacturing2.24%
- 🚗 Consumer Durables2.22%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency33%
- 🇺🇸 NYSE28.81%
- 🇺🇸 Nasdaq25.71%
- 🇺🇸 Chicago Board Options Exchange9.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.74%
- 🇨🇳 China8.31%
- 🇨🇭 Switzerland3.34%
- 🇮🇱 Israel0.65%
Dividends
Dividend Yield
0.31%
7 out of 37 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UWMC (21.05%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-2.67
-2.67
-3
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-2.67
-2.67
-3
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.07
High:
TSLA
372.52TSLALow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
111.15
High:
NOW
471.47NOWLow:
UWMC
1.35UWMCDetails
Price/Book
6.34
High:
LLY
35.95LLYLow:
ETSY
-6.76ETSYDetails
Price/Sales
5.62
High:
CRSP
1,248.92CRSPLow:UWMC
0.99UWMCDetails
Price/CF
18.1
High:TSLA
79.58TSLALow:UWMC
4.05UWMCDetails
Price/FCF
82.55
High:
BABA
1,196.17BABALow:UWMC
0.04UWMCDetails
P/E Ratio
28.07
High:TSLA
372.52TSLALow:BIDU
-5,065.95BIDUDetails
PEG Ratio
111.15
High:NOW
471.47NOWLow:UWMC
1.35UWMCDetails
Price/Book
6.34
High:LLY
35.95LLYLow:ETSY
-6.76ETSYDetails
Price/Sales
5.62
High:CRSP
1,248.92CRSPLow:UWMC
0.99UWMCDetails
Price/CF
18.1
High:TSLA
79.58TSLALow:UWMC
4.05UWMCDetails
Price/FCF
82.55
High:BABA
1,196.17BABALow:UWMC
0.04UWMCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.08% | Nov 2021 | Mar 2024 | 28 |
-46.48% | Dec 2024 | - | 20 |
-33.57% | Apr 2024 | Nov 2024 | 7 |
-8.54% | Feb 2020 | Apr 2020 | 2 |
-8.45% | Sep 2021 | Oct 2021 | 1 |
-2.83% | Jul 2021 | Aug 2021 | 1 |
-2.7% | Sep 2020 | Nov 2020 | 2 |
-1.48% | May 2021 | Jun 2021 | 1 |
-0.11% | Feb 2021 | Apr 2021 | 2 |