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-2.1%
This Month
-3.99%
Year To Date
+14.76%
2 Years
-21.72%
5 Years
+73.07%
10 Years
+7.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology43.63%
- 🪙 Cryptocurrencies21.46%
- 📊 ETFs11.55%
- 💇♀️ Consumer Services8.57%
- 💼 Commercial Services7.73%
- ⛏️ Energy Minerals4.62%
- 🛍️ Retail Trade2.32%
- 💵 Cash0.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.28%
- 🌍 Digital Currency21.46%
- 🇺🇸 NYSE20.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.88%
- 🇳🇱 Netherlands25.26%
- 🇨🇦 Canada7.73%
Dividends
Dividend Yield
0.47%
4 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LMT (2.03%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-1.82
-1.82
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-1.82
-1.82
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
41.65
High:
SHOP
138.43SHOPLow:
NOC
25.83NOCDetails
PEG Ratio
301.67
High:NOC
939.75NOCLow:
ENPH
45.98ENPHDetails
Price/Book
11.49
High:
ASML
23.42ASMLLow:
OXY
1.91OXYDetails
Price/Sales
6.16
High:ASML
14.65ASMLLow:
LMT
2.05LMTDetails
Price/CF
22.71
High:SHOP
103.19SHOPLow:OXY
3.86OXYDetails
Price/FCF
50.51
High:
AMZN
325.85AMZNLow:OXY
16.18OXYDetails
P/E Ratio
41.65
High:SHOP
138.43SHOPLow:NOC
25.83NOCDetails
PEG Ratio
301.67
High:NOC
939.75NOCLow:ENPH
45.98ENPHDetails
Price/Book
11.49
High:ASML
23.42ASMLLow:OXY
1.91OXYDetails
Price/Sales
6.16
High:ASML
14.65ASMLLow:LMT
2.05LMTDetails
Price/CF
22.71
High:SHOP
103.19SHOPLow:OXY
3.86OXYDetails
Price/FCF
50.51
High:AMZN
325.85AMZNLow:OXY
16.18OXYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.12% | Feb 2021 | - | 62 |
-20.88% | Dec 2018 | Jan 2019 | 1 |
-19.98% | May 2019 | Jun 2019 | 1 |
-9.39% | Feb 2019 | Apr 2019 | 2 |
-6.93% | Aug 2019 | Nov 2019 | 3 |
-5.61% | Apr 2020 | Jun 2020 | 2 |
-3.71% | Sep 2020 | Oct 2020 | 1 |
-2.65% | Feb 2020 | Mar 2020 | 1 |