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+1.15%
This Month
-12.13%
Year To Date
-40.89%
2 Years
-30.79%
5 Years
+101.36%
10 Years
+11.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies37.92%
- 📊 ETFs18.81%
- 🛍️ Retail Trade9.38%
- 💵 Cash8.17%
- 🖥️ Technology Services6.48%
- 💻 Electronic Technology4.96%
- 💰 Finance4.62%
- 🧬 Health Technology2.79%
- 💼 Commercial Services2.41%
- 🚗 Consumer Durables1.16%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency37.92%
- 🇺🇸 NYSE24.4%
- 🇺🇸 Nasdaq18.42%
- 🇺🇸 Chicago Board Options Exchange7.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.58%
- 🇨🇳 China10.43%
- 🇨🇭 Switzerland2.19%
- 🇮🇱 Israel0.6%
Dividends
Dividend Yield
0.3%
6 out of 43 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UWMC (9.64%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.9/10
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
-1.85
-1.85
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
-1.85
-1.85
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.48
High:
TSLA
387.92TSLALow:
INTC
-572.41INTCDetails
PEG Ratio
-69.41
High:
NFLX
119.32NFLXLow:INTC
-582.89INTCDetails
Price/Book
4.69
High:TSLA
19.06TSLALow:
ETSY
-4.72ETSYDetails
Price/Sales
4.96
High:
CRSP
1,498.25CRSPLow:
UWMC
0.37UWMCDetails
Price/CF
23.06
High:TSLA
107.92TSLALow:UWMC
4.05UWMCDetails
Price/FCF
55.87
High:
BABA
1,196.17BABALow:UWMC
0.04UWMCDetails
P/E Ratio
31.48
High:TSLA
387.92TSLALow:INTC
-572.41INTCDetails
PEG Ratio
-69.41
High:NFLX
119.32NFLXLow:INTC
-582.89INTCDetails
Price/Book
4.69
High:TSLA
19.06TSLALow:ETSY
-4.72ETSYDetails
Price/Sales
4.96
High:CRSP
1,498.25CRSPLow:UWMC
0.37UWMCDetails
Price/CF
23.06
High:TSLA
107.92TSLALow:UWMC
4.05UWMCDetails
Price/FCF
55.87
High:BABA
1,196.17BABALow:UWMC
0.04UWMCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.08% | Nov 2021 | Mar 2024 | 28 |
-44.79% | Dec 2024 | - | 16 |
-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 |