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-0.39%
This Month
-0.39%
Year To Date
+33.8%
2 Years
+79.2%
5 Years
+141.48%
10 Years
-28.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash50.16%
- 🖥️ Technology Services21.62%
- 🪙 Cryptocurrencies8.92%
- 🛍️ Retail Trade8.56%
- 💇♀️ Consumer Services6.67%
- 🚗 Consumer Durables3.98%
- 💻 Electronic Technology3.88%
- 🧬 Health Technology3.71%
- 💰 Finance3.3%
- 🏭 Industrial Services1.41%
- 🪨 Non Energy Minerals0.6%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.04%
- 🇺🇸 NYSE21.69%
- 🌍 Digital Currency8.92%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.84%
- 🇨🇳 China5.95%
- 🇳🇱 Netherlands2.53%
- 🇩🇰 Denmark1.6%
- 🇨🇭 Switzerland1.22%
- 🇧🇷 Brazil0.6%
Dividends
Dividend Yield
0.35%
13 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VALE (8.49%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6/10
Beta
0.27
0.27
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
4.97
4.97
-2
0
2
5
5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
2.49
2.49
0
0.75
1.25
3
3
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.27
0.27
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
4.97
4.97
-2
0
2
5
5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
2.49
2.49
0
0.75
1.25
3
3
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.29
High:
TSLA
280.13TSLALow:
TEAM
-167.7TEAMDetails
PEG Ratio
174.72
High:
GRMN
774.67GRMNLow:TEAM
-314.34TEAMDetails
Price/Book
8.15
High:
LLY
41.39LLYLow:
OTIS
-6.34OTISDetails
Price/Sales
7.32
High:
SNOW
15.97SNOWLow:
VALE
1.7VALEDetails
Price/CF
20.76
High:SNOW
106.88SNOWLow:VALE
4.96VALEDetails
Price/FCF
56.53
High:VALE
565.82VALELow:
ADBE
13.55ADBEDetails
P/E Ratio
32.29
High:TSLA
280.13TSLALow:TEAM
-167.7TEAMDetails
PEG Ratio
174.72
High:GRMN
774.67GRMNLow:TEAM
-314.34TEAMDetails
Price/Book
8.15
High:LLY
41.39LLYLow:OTIS
-6.34OTISDetails
Price/Sales
7.32
High:SNOW
15.97SNOWLow:VALE
1.7VALEDetails
Price/CF
20.76
High:SNOW
106.88SNOWLow:VALE
4.96VALEDetails
Price/FCF
56.53
High:VALE
565.82VALELow:ADBE
13.55ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.58% | Sep 2013 | - | 149 |
-16.14% | Jun 2013 | Aug 2013 | 2 |