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-4.31%
This Month
-5.91%
Year To Date
+22.42%
2 Years
-2.24%
5 Years
-47.97%
10 Years
-12.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology32.8%
- 🪙 Cryptocurrencies25.89%
- 🖥️ Technology Services9.16%
- 🛍️ Retail Trade8.25%
- 💼 Commercial Services5.62%
- 💵 Cash5.02%
- 🍞 Consumer Non Durables3.65%
- 🚗 Consumer Durables3.54%
- 📊 ETFs2.39%
- 💰 Finance1.82%
- 🧬 Health Technology1.56%
- ⛏️ Energy Minerals0.74%
- 🪨 Non Energy Minerals0.43%
- 📡 Communications0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq29.54%
- 🌍 Digital Currency25.89%
- 🇬🇧 LSE20.91%
- 🇺🇸 NYSE13.59%
- 🇨🇭 SIX3.65%
- 🇺🇸 Chicago Board Options Exchange2.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.11%
- 🇰🇷 South Korea20.91%
- 🇨🇦 Canada5.07%
- 🇨🇭 Switzerland3.65%
- 🇸🇬 Singapore2.62%
- 🇨🇳 China1.17%
- 🇭🇰 Hong Kong0.94%
- 🇳🇱 Netherlands0.79%
- 🇬🇧 United Kingdom0.43%
Dividends
Dividend Yield
0.42%
11 out of 39 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $O (4.92%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
-3.1
-3.1
-4
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
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
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
-3.1
-3.1
-4
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
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
33.57
High:
Z
508.55ZLow:
INTC
-556.53INTCDetails
PEG Ratio
83.16
High:
CPNG
496.6CPNGLow:INTC
-566.72INTCDetails
Price/Book
7.12
High:
AAPL
43.77AAPLLow:
ABBV
-127.69ABBVDetails
Price/Sales
6.63
High:
MSTR
90.21MSTRLow:
MOMO
0.73MOMODetails
Price/CF
19.94
High:MSTR
7,511.07MSTRLow:
T
4.38TDetails
Price/FCF
45.76
High:MSTR
1,187.5MSTRLow:T
15.68TDetails
P/E Ratio
33.57
High:Z
508.55ZLow:INTC
-556.53INTCDetails
PEG Ratio
83.16
High:CPNG
496.6CPNGLow:INTC
-566.72INTCDetails
Price/Book
7.12
High:AAPL
43.77AAPLLow:ABBV
-127.69ABBVDetails
Price/Sales
6.63
High:MSTR
90.21MSTRLow:MOMO
0.73MOMODetails
Price/CF
19.94
High:MSTR
7,511.07MSTRLow:T
4.38TDetails
Price/FCF
45.76
High:MSTR
1,187.5MSTRLow:T
15.68TDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-97.44% | Jan 2014 | - | 147 |
-2.18% | Sep 2013 | Oct 2013 | 1 |