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+19.83%
This Month
-45.43%
Year To Date
+161.3%
2 Years
+321.1%
5 Years
+321.1%
10 Years
+49.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology61.04%
- 📡 Communications33.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq94.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States94.15%
Dividends
Dividend Yield
0%
0 out of 2 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 7.1/10
Beta
4.1
4.1
0
0.8
1.2
0
5
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
2.94
2.94
0
1
2
3
3
Jensen's Alpha
103.93
103.93
-2
0
2
104
104
Omega Ratio
2.39
2.39
0
1
1.5
3
3
Treynor Ratio
2.57
2.57
0
0.75
1.25
3
3
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
4.1
4.1
0
0.8
1.2
0
5
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
2.94
2.94
0
1
2
3
3
Jensen's Alpha
103.93
103.93
-2
0
2
104
104
Omega Ratio
2.39
2.39
0
1
1.5
3
3
Treynor Ratio
2.57
2.57
0
0.75
1.25
3
3
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-36.59
High:
ANNX
-4.42ANNXLow:
ASTS
-69.84ASTSDetails
PEG Ratio
-215.51
High:ASTS
-215.51ASTSLow:ASTS
-215.51ASTSDetails
Price/Book
12.51
High:ASTS
14.35ASTSLow:ANNX
4.23ANNXDetails
Price/Sales
370.9
High:ASTS
370.9ASTSLow:ANNX
-ANNXDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
P/E Ratio
-36.59
High:ANNX
-4.42ANNXLow:ASTS
-69.84ASTSDetails
PEG Ratio
-215.51
High:ASTS
-215.51ASTSLow:ASTS
-215.51ASTSDetails
Price/Book
12.51
High:ASTS
14.35ASTSLow:ANNX
4.23ANNXDetails
Price/Sales
370.9
High:ASTS
370.9ASTSLow:ANNX
-ANNXDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.36% | Nov 2024 | - | 18 |
-32.43% | Oct 2022 | Oct 2023 | 12 |
-11.22% | Aug 2024 | Oct 2024 | 2 |
-8.7% | Apr 2024 | May 2024 | 1 |
-1.01% | Jun 2024 | Jul 2024 | 1 |