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+4.63%
This Month
+4.63%
Year To Date
-9.09%
2 Years
+4.77%
5 Years
+4.77%
10 Years
+1.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies52.34%
- 🖥️ Technology Services16.14%
- 🍞 Consumer Non Durables10.69%
- 🛠️ Producer Manufacturing8.57%
- 📊 ETFs8.04%
- 💻 Electronic Technology3.26%
- 🚗 Consumer Durables0.96%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency52.34%
- 🇺🇸 NYSE35.96%
- 🇺🇸 Nasdaq11.69%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.62%
Dividends
Dividend Yield
0.55%
4 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HOG (3.58%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
2.01
2.01
0
0.8
1.2
0
3
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
-17.44
-17.44
-18
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0
0
0
0.3
0.6
1
1
Beta
2.01
2.01
0
0.8
1.2
0
3
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
-17.44
-17.44
-18
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0
0
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.94
High:
NKE
37.31NKELow:
FCEL
-1.1FCELDetails
PEG Ratio
52.22
High:
ORCL
114.39ORCLLow:
SPCE
-0.7SPCEDetails
Price/Book
6.86
High:
MMM
17.44MMMLow:
HYFM
-0.01HYFMDetails
Price/Sales
5.15
High:SPCE
107.02SPCELow:HYFM
0.05HYFMDetails
Price/CF
30.25
High:
MSTR
7,511.07MSTRLow:HYFM
4.19HYFMDetails
Price/FCF
249.5
High:MSTR
1,187.5MSTRLow:HYFM
6.54HYFMDetails
P/E Ratio
26.94
High:NKE
37.31NKELow:FCEL
-1.1FCELDetails
PEG Ratio
52.22
High:ORCL
114.39ORCLLow:SPCE
-0.7SPCEDetails
Price/Book
6.86
High:MMM
17.44MMMLow:HYFM
-0.01HYFMDetails
Price/Sales
5.15
High:SPCE
107.02SPCELow:HYFM
0.05HYFMDetails
Price/CF
30.25
High:MSTR
7,511.07MSTRLow:HYFM
4.19HYFMDetails
Price/FCF
249.5
High:MSTR
1,187.5MSTRLow:HYFM
6.54HYFMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.9% | Dec 2024 | - | 14 |
-18.67% | Jan 2024 | Nov 2024 | 10 |
-12.35% | Aug 2023 | Dec 2023 | 4 |
-4.7% | Feb 2023 | Jul 2023 | 5 |
-1.71% | Dec 2022 | Jan 2023 | 1 |