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-0.19%
This Month
-2.49%
Year To Date
+248.72%
2 Years
+248.72%
5 Years
-50.76%
10 Years
-12.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology48.93%
- 🖥️ Technology Services15.7%
- 📡 Communications15%
- 🛠️ Producer Manufacturing8.48%
- 🧬 Health Technology6.78%
- 🚗 Consumer Durables4.63%
- 💰 Finance0.48%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.87%
- 🇺🇸 NYSE33.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States92.22%
- 🇨🇦 Canada7.78%
Dividends
Dividend Yield
0%
0 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.4/10
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
6.16
6.16
-2
0
2
7
7
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
2.27
2.27
0
0.75
1.25
3
3
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
6.16
6.16
-2
0
2
7
7
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
2.27
2.27
0
0.75
1.25
3
3
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-3,462.98
High:
TSLA
377.27TSLALow:
RKLB
-191.35RKLBDetails
PEG Ratio
-3,967.43
High:
PLTR
104.1PLTRLow:RKLB
-9,779.22RKLBDetails
Price/Book
18.8
High:PLTR
49.59PLTRLow:
LUNR
-5.43LUNRDetails
Price/Sales
19.61
High:
ACHR
16,098.64ACHRLow:
OKLO
-OKLODetails
Price/CF
110.84
High:PLTR
214.31PLTRLow:
ABCL
17.41ABCLDetails
Price/FCF
241.22
High:TSLA
255.88TSLALow:
RDW.US
24.71RDW.USDetails
P/E Ratio
-3,462.98
High:TSLA
377.27TSLALow:RKLB
-191.35RKLBDetails
PEG Ratio
-3,967.43
High:PLTR
104.1PLTRLow:RKLB
-9,779.22RKLBDetails
Price/Book
18.8
High:PLTR
49.59PLTRLow:LUNR
-5.43LUNRDetails
Price/Sales
19.61
High:ACHR
16,098.64ACHRLow:OKLO
-OKLODetails
Price/CF
110.84
High:PLTR
214.31PLTRLow:ABCL
17.41ABCLDetails
Price/FCF
241.22
High:TSLA
255.88TSLALow:RDW.US
24.71RDW.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-87.9% | Feb 2021 | - | 62 |