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-2.18%
This Month
-12.52%
Year To Date
-11.04%
2 Years
+15.93%
5 Years
+15.93%
10 Years
+6.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies48.84%
- 🏥 Health Services19.78%
- 💼 Commercial Services10.25%
- 🖥️ Technology Services10.24%
- 🧬 Health Technology3.84%
- 📊 ETFs3.7%
- 🛍️ Retail Trade3.34%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency48.84%
- 🇺🇸 NYSE26.82%
- 🇺🇸 Nasdaq24.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.46%
Dividends
Dividend Yield
0.59%
4 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (3.04%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-19.53
-19.53
-20
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-19.53
-19.53
-20
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
18.07
High:
UNH
22.13UNHLow:
CHPT
-0.62CHPTDetails
PEG Ratio
71.89
High:
GEHC
370.14GEHCLow:CHPT
-2.15CHPTDetails
Price/Book
2.98
High:
ADBE
9.7ADBELow:
FISV
1.3FISVDetails
Price/Sales
0.69
High:ADBE
4.79ADBELow:
CI
0.28CIDetails
Price/CF
12.98
High:GEHC
18.86GEHCLow:FISV
5.91FISVDetails
Price/FCF
21.25
High:UNH
36.82UNHLow:FISV
8.31FISVDetails
P/E Ratio
18.07
High:UNH
22.13UNHLow:CHPT
-0.62CHPTDetails
PEG Ratio
71.89
High:GEHC
370.14GEHCLow:CHPT
-2.15CHPTDetails
Price/Book
2.98
High:ADBE
9.7ADBELow:FISV
1.3FISVDetails
Price/Sales
0.69
High:ADBE
4.79ADBELow:CI
0.28CIDetails
Price/CF
12.98
High:GEHC
18.86GEHCLow:FISV
5.91FISVDetails
Price/FCF
21.25
High:UNH
36.82UNHLow:FISV
8.31FISVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.42% | Dec 2024 | - | 16 |
-14.23% | Aug 2023 | Feb 2024 | 6 |
-11.08% | Apr 2024 | Nov 2024 | 7 |
-1.41% | Apr 2023 | Jul 2023 | 3 |