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-9.99%
This Month
+42.34%
Year To Date
+42.98%
2 Years
-24.84%
5 Years
+79.84%
10 Years
+7.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology53.44%
- 💵 Cash23.3%
- 🖥️ Technology Services16.53%
- 🧩 Miscellaneous2.91%
- 📡 Communications2.86%
- 💰 Finance2.84%
- 📊 ETFs1.82%
- 💇♀️ Consumer Services1.1%
- 🪙 Cryptocurrencies0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.63%
- 🇺🇸 Nasdaq38.14%
- 🇬🇧 LSE2.91%
- 🇩🇪 Xetra ETFs1.82%
- 🌍 Digital Currency0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States75.74%
- 🇮🇱 Israel2.56%
Dividends
Dividend Yield
0.39%
7 out of 12 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $TMUS (2.22%)
Performance Metrics
Score 3.4/10
Beta
1.66
1.66
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-2.37
-2.37
-3
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
1.66
1.66
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-2.37
-2.37
-3
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.85
High:
ORCL
42.43ORCLLow:
ETOR
14.15ETORDetails
PEG Ratio
71.4
High:ORCL
142.34ORCLLow:
NVDA
30.57NVDADetails
Price/Book
19.43
High:NVDA
27.09NVDALow:
DELL
-111.41DELLDetails
Price/Sales
12.93
High:NVDA
21.04NVDALow:
TMUS
2.15TMUSDetails
Price/CF
26.08
High:NVDA
40.43NVDALow:DELL
6.86DELLDetails
Price/FCF
42.5
High:ORCL
348.36ORCLLow:ETOR
9.45ETORDetails
P/E Ratio
31.85
High:ORCL
42.43ORCLLow:ETOR
14.15ETORDetails
PEG Ratio
71.4
High:ORCL
142.34ORCLLow:NVDA
30.57NVDADetails
Price/Book
19.43
High:NVDA
27.09NVDALow:DELL
-111.41DELLDetails
Price/Sales
12.93
High:NVDA
21.04NVDALow:TMUS
2.15TMUSDetails
Price/CF
26.08
High:NVDA
40.43NVDALow:DELL
6.86DELLDetails
Price/FCF
42.5
High:ORCL
348.36ORCLLow:ETOR
9.45ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-80.41% | Jan 2018 | Jan 2021 | 36 |
-69.67% | Mar 2021 | - | 64 |