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+0.08%
This Month
-1.5%
Year To Date
+19.65%
2 Years
-17.06%
5 Years
-17.06%
10 Years
-4.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services23.27%
- 🚗 Consumer Durables21.61%
- 💼 Commercial Services14.49%
- 🛍️ Retail Trade12.06%
- 💰 Finance9.29%
- 🚚 Transportation8.86%
- 🪙 Cryptocurrencies5.89%
- 🍞 Consumer Non Durables4.53%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.4%
- 🇺🇸 NYSE28.75%
- 🌍 Digital Currency5.89%
- 🇨🇭 SIX4.53%
- 🇩🇪 FRA3.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.88%
- 🇮🇱 Israel17.55%
- 🇨🇳 China15.42%
- 🇸🇬 Singapore5.04%
- 🇨🇭 Switzerland4.53%
- 🇩🇪 Germany3.44%
- 🇮🇪 Ireland3.26%
Dividends
Dividend Yield
1.79%
7 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WU (9.81%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.2/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
-0.17
-0.17
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.24
-0.24
-1
1
2
3
3
Jensen's Alpha
-14.76
-14.76
-15
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-0.27
-0.27
-1
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
-0.17
-0.17
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.24
-0.24
-1
1
2
3
3
Jensen's Alpha
-14.76
-14.76
-15
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-0.27
-0.27
-1
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.86
High:
GRAB
62.79GRABLow:
NIU
-83.15NIUDetails
PEG Ratio
63.11
High:
UBER
555.04UBERLow:NIU
-91.68NIUDetails
Price/Book
4.4
High:
MSFT
7.7MSFTLow:
WIX
-16.73WIXDetails
Price/Sales
3.47
High:MSFT
9.9MSFTLow:
VOW3.DE
0.15VOW3.DEDetails
Price/CF
17.55
High:GRAB
95.66GRABLow:
F
2.59FDetails
Price/FCF
52.36
High:
BABA
1,196.17BABALow:F
5.83FDetails
P/E Ratio
23.86
High:GRAB
62.79GRABLow:NIU
-83.15NIUDetails
PEG Ratio
63.11
High:UBER
555.04UBERLow:NIU
-91.68NIUDetails
Price/Book
4.4
High:MSFT
7.7MSFTLow:WIX
-16.73WIXDetails
Price/Sales
3.47
High:MSFT
9.9MSFTLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
17.55
High:GRAB
95.66GRABLow:F
2.59FDetails
Price/FCF
52.36
High:BABA
1,196.17BABALow:F
5.83FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.42% | Sep 2021 | - | 55 |