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-17.72%
This Month
+10.04%
Year To Date
+275.99%
2 Years
+11.99%
5 Years
+11.99%
10 Years
+2.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services61.49%
- 🪨 Non Energy Minerals25.84%
- 💵 Cash10.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE87.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.4%
- 🇨🇦 Canada12.92%
Dividends
Performance Metrics
Score 5.8/10
Beta
2.43
2.43
0
0.8
1.2
0
3
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
1.3
1.3
0
1
2
3
3
Jensen's Alpha
35.27
35.27
-2
0
2
36
36
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
1.8
1.8
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
2.43
2.43
0
0.8
1.2
0
3
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
1.3
1.3
0
1
2
3
3
Jensen's Alpha
35.27
35.27
-2
0
2
36
36
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
1.8
1.8
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
7,233.02
High:
AG
33.36AGLow:
CRCL
-144.45CRCLDetails
PEG Ratio
7.82
High:AG
11.04AGLow:
HL
4.6HLDetails
Price/Book
5.87
High:CRCL
6.54CRCLLow:AG
3.37AGDetails
Price/Sales
8.15
High:CRCL
8.44CRCLLow:AG
6.66AGDetails
Price/CF
37.18
High:CRCL
50.23CRCLLow:AG
14.62AGDetails
Price/FCF
43.18
High:CRCL
51.85CRCLLow:AG
20.43AGDetails
P/E Ratio
7,233.02
High:AG
33.36AGLow:CRCL
-144.45CRCLDetails
PEG Ratio
7.82
High:AG
11.04AGLow:HL
4.6HLDetails
Price/Book
5.87
High:CRCL
6.54CRCLLow:AG
3.37AGDetails
Price/Sales
8.15
High:CRCL
8.44CRCLLow:AG
6.66AGDetails
Price/CF
37.18
High:CRCL
50.23CRCLLow:AG
14.62AGDetails
Price/FCF
43.18
High:CRCL
51.85CRCLLow:AG
20.43AGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-88.29% | Sep 2021 | - | 58 |