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-1.64%
This Month
-6.48%
Year To Date
+32.58%
2 Years
+16.51%
5 Years
+12.09%
10 Years
+2.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology33.42%
- 💵 Cash29.9%
- 🧬 Health Technology9.6%
- 💇♀️ Consumer Services5.85%
- 🛍️ Retail Trade5.1%
- 🖥️ Technology Services4.44%
- 🪙 Cryptocurrencies3.85%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.85%
- 🇺🇸 NYSE6.56%
- 🌍 Digital Currency3.85%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.8%
- 🇨🇭 Switzerland9.6%
Dividends
Dividend Yield
0.21%
4 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PSKY (1.91%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.7/10
Beta
1.62
1.62
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-11.32
-11.32
-12
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
1.62
1.62
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-11.32
-11.32
-12
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.97
High:
ROKU
154.97ROKULow:
PSKY
-41.05PSKYDetails
PEG Ratio
190.19
High:
CMG
1,373.43CMGLow:PSKY
-42.28PSKYDetails
Price/Book
32.52
High:
AAPL
44.11AAPLLow:
ETSY
-4.61ETSYDetails
Price/Sales
9.11
High:
QUBT
2,413.88QUBTLow:PSKY
0.41PSKYDetails
Price/CF
31.19
High:
NVDA
54.84NVDALow:
CRSP
9.59CRSPDetails
Price/FCF
41.6
High:
AMZN
325.85AMZNLow:ETSY
10.72ETSYDetails
P/E Ratio
34.97
High:ROKU
154.97ROKULow:PSKY
-41.05PSKYDetails
PEG Ratio
190.19
High:CMG
1,373.43CMGLow:PSKY
-42.28PSKYDetails
Price/Book
32.52
High:AAPL
44.11AAPLLow:ETSY
-4.61ETSYDetails
Price/Sales
9.11
High:QUBT
2,413.88QUBTLow:PSKY
0.41PSKYDetails
Price/CF
31.19
High:NVDA
54.84NVDALow:CRSP
9.59CRSPDetails
Price/FCF
41.6
High:AMZN
325.85AMZNLow:ETSY
10.72ETSYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.91% | Dec 2021 | - | 51 |
-10.8% | May 2021 | Aug 2021 | 3 |
-3.22% | Sep 2021 | Oct 2021 | 1 |