Loading...
-1.85%
This Month
-22.71%
Year To Date
-54.04%
2 Years
-48.33%
5 Years
-48.33%
10 Years
-25.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies28.62%
- 🍞 Consumer Non Durables25.73%
- 🛍️ Retail Trade14.48%
- 💼 Commercial Services8.79%
- 💇♀️ Consumer Services6.21%
- 🖥️ Technology Services4.73%
- 🧬 Health Technology3.69%
- 🏥 Health Services1.89%
- 🧪 Process Industries1.7%
- 🛠️ Producer Manufacturing1.68%
- ⛏️ Energy Minerals1.27%
- 💻 Electronic Technology1.21%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.69%
- 🌍 Digital Currency28.62%
- 🇫🇷 Euronext Paris26.18%
- 🇺🇸 NYSE8.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.23%
- 🇫🇷 France26.24%
- 🇨🇦 Canada1.7%
- 🇨🇭 Switzerland1.21%
Dividends
Dividend Yield
1.62%
12 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.48%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 1.7/10
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
-0.66
-0.66
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.83
-0.83
-1
1
2
3
3
Jensen's Alpha
-39.29
-39.29
-40
0
2
4.5
4.5
Omega Ratio
0.37
0.37
0
1
1.5
2.5
2.5
Treynor Ratio
-1.34
-1.34
-2
0.75
1.25
2
2
Information Ratio
-1.11
-1.11
-2
0.3
0.6
1
1
Calmar Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
-0.66
-0.66
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.83
-0.83
-1
1
2
3
3
Jensen's Alpha
-39.29
-39.29
-40
0
2
4.5
4.5
Omega Ratio
0.37
0.37
0
1
1.5
2.5
2.5
Treynor Ratio
-1.34
-1.34
-2
0.75
1.25
2
2
Information Ratio
-1.11
-1.11
-2
0.3
0.6
1
1
Calmar Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.32
High:
STMPA.PA
181.34STMPA.PALow:
TLRY
-0.33TLRYDetails
PEG Ratio
70.88
High:
WDAY
174.33WDAYLow:
CMCSA
20.3CMCSADetails
Price/Book
4.72
High:
PEP
10.98PEPLow:
LESL
-0.02LESLDetails
Price/Sales
2.89
High:
ADBE
4.79ADBELow:LESL
0.01LESLDetails
Price/CF
16.04
High:TLRY
53.55TLRYLow:LESL
0.49LESLDetails
Price/FCF
94.54
High:PEP
5,797.72PEPLow:LESL
2.11LESLDetails
P/E Ratio
26.32
High:STMPA.PA
181.34STMPA.PALow:TLRY
-0.33TLRYDetails
PEG Ratio
70.88
High:WDAY
174.33WDAYLow:CMCSA
20.3CMCSADetails
Price/Book
4.72
High:PEP
10.98PEPLow:LESL
-0.02LESLDetails
Price/Sales
2.89
High:ADBE
4.79ADBELow:LESL
0.01LESLDetails
Price/CF
16.04
High:TLRY
53.55TLRYLow:LESL
0.49LESLDetails
Price/FCF
94.54
High:PEP
5,797.72PEPLow:LESL
2.11LESLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.31% | Feb 2025 | - | 14 |
-4.87% | Apr 2024 | Sep 2024 | 5 |
-1.05% | Dec 2024 | Jan 2025 | 1 |