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+0.77%
This Month
-17.53%
Year To Date
-4.51%
2 Years
-54.43%
5 Years
-48.15%
10 Years
-11.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services96%
- 💵 Cash5.79%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq96%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States96%
Dividends
Dividend Yield
0.82%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.86%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.82% | 0.86% | $3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.2/10
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
-0.25
-0.25
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.3
-0.3
-1
1
2
3
3
Jensen's Alpha
-22.18
-22.18
-23
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-0.47
-0.47
-1
0.75
1.25
2
2
Information Ratio
-0.72
-0.72
-1
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
-0.25
-0.25
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.3
-0.3
-1
1
2
3
3
Jensen's Alpha
-22.18
-22.18
-23
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-0.47
-0.47
-1
0.75
1.25
2
2
Information Ratio
-0.72
-0.72
-1
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.35
High:MSFT
25.35MSFTLow:MSFT
25.35MSFTDetails
PEG Ratio
88.65
High:MSFT
88.65MSFTLow:MSFT
88.65MSFTDetails
Price/Book
7.7
High:MSFT
7.7MSFTLow:MSFT
7.7MSFTDetails
Price/Sales
9.9
High:MSFT
9.9MSFTLow:MSFT
9.9MSFTDetails
Price/CF
22.48
High:MSFT
22.48MSFTLow:MSFT
22.48MSFTDetails
Price/FCF
69.19
High:MSFT
69.19MSFTLow:MSFT
69.19MSFTDetails
P/E Ratio
25.35
High:MSFT
25.35MSFTLow:MSFT
25.35MSFTDetails
PEG Ratio
88.65
High:MSFT
88.65MSFTLow:MSFT
88.65MSFTDetails
Price/Book
7.7
High:MSFT
7.7MSFTLow:MSFT
7.7MSFTDetails
Price/Sales
9.9
High:MSFT
9.9MSFTLow:MSFT
9.9MSFTDetails
Price/CF
22.48
High:MSFT
22.48MSFTLow:MSFT
22.48MSFTDetails
Price/FCF
69.19
High:MSFT
69.19MSFTLow:MSFT
69.19MSFTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.76% | Feb 2021 | - | 62 |
-6.87% | Oct 2020 | Nov 2020 | 1 |
-1.1% | Dec 2020 | Jan 2021 | 1 |