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-4.17%
This Month
-5.55%
Year To Date
+21.52%
2 Years
-2.87%
5 Years
+24.93%
10 Years
+4.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services66.07%
- 🪙 Cryptocurrencies22.3%
- 💵 Cash12.72%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.07%
- 🌍 Digital Currency22.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.07%
Dividends
Dividend Yield
0.19%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GOOG (0.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOOG | 0.19% | 0.29% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-5.81
-5.81
-6
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-5.81
-5.81
-6
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.76
High:GOOG
26.76GOOGLow:GOOG
26.76GOOGDetails
PEG Ratio
78.27
High:GOOG
78.27GOOGLow:GOOG
78.27GOOGDetails
Price/Book
8.42
High:GOOG
8.42GOOGLow:GOOG
8.42GOOGDetails
Price/Sales
8.77
High:GOOG
8.77GOOGLow:GOOG
8.77GOOGDetails
Price/CF
23.3
High:GOOG
23.3GOOGLow:GOOG
23.3GOOGDetails
Price/FCF
60.7
High:GOOG
60.7GOOGLow:GOOG
60.7GOOGDetails
P/E Ratio
26.76
High:GOOG
26.76GOOGLow:GOOG
26.76GOOGDetails
PEG Ratio
78.27
High:GOOG
78.27GOOGLow:GOOG
78.27GOOGDetails
Price/Book
8.42
High:GOOG
8.42GOOGLow:GOOG
8.42GOOGDetails
Price/Sales
8.77
High:GOOG
8.77GOOGLow:GOOG
8.77GOOGDetails
Price/CF
23.3
High:GOOG
23.3GOOGLow:GOOG
23.3GOOGDetails
Price/FCF
60.7
High:GOOG
60.7GOOGLow:GOOG
60.7GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.68% | Dec 2021 | - | 52 |
-11.8% | Feb 2021 | Oct 2021 | 8 |
-3.2% | Oct 2020 | Nov 2020 | 1 |