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0%
This Month
-1.05%
Year To Date
+11.49%
2 Years
+36.22%
5 Years
+50.54%
10 Years
+4.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash51.33%
- 🖥️ Technology Services10.82%
- 🌾 Commodities8.13%
- 🪙 Cryptocurrencies5.71%
- 💻 Electronic Technology4.17%
- 💇♀️ Consumer Services3.18%
- 🛍️ Retail Trade2.87%
- 💼 Commercial Services2.07%
- 💰 Finance1.92%
- 📊 ETFs1.2%
- 🚗 Consumer Durables1.15%
- 🧬 Health Technology1.03%
- ❓ Other1.03%
- 🚚 Transportation0.94%
- ⛏️ Energy Minerals0.88%
- 📡 Communications0.86%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq16.13%
- 🇺🇸 NYSE12.39%
- 🌍 Commodity8.13%
- 🌍 Digital Currency5.71%
- 🇩🇪 FRA2.56%
- Regular Trading Hours - RTH1.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.95%
- 🇩🇪 Germany2.56%
- 🇱🇺 Luxembourg1.92%
- 🇳🇱 Netherlands0.8%
- 🇬🇧 United Kingdom0.66%
Dividends
Dividend Yield
0.42%
11 out of 34 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $IEP (25.91%)
Performance Metrics
Score 5.6/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
9.86
9.86
-2
0
2
10
10
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.82
1.82
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
9.86
9.86
-2
0
2
10
10
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.82
1.82
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
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
30.11
High:
TSLA
335.12TSLALow:
NET
-718.81NETDetails
PEG Ratio
-344.07
High:
UBER
520.16UBERLow:
RKLB
-9,210.92RKLBDetails
Price/Book
7.79
High:NET
51.05NETLow:
BKNG
-23.98BKNGDetails
Price/Sales
6.26
High:RKLB
64.43RKLBLow:
IEP
0.47IEPDetails
Price/CF
23.88
High:
BA
163.87BALow:
T
4.38TDetails
Price/FCF
40.18
High:NET
265.64NETLow:
ALV.DE
5.81ALV.DEDetails
P/E Ratio
30.11
High:TSLA
335.12TSLALow:NET
-718.81NETDetails
PEG Ratio
-344.07
High:UBER
520.16UBERLow:RKLB
-9,210.92RKLBDetails
Price/Book
7.79
High:NET
51.05NETLow:BKNG
-23.98BKNGDetails
Price/Sales
6.26
High:RKLB
64.43RKLBLow:IEP
0.47IEPDetails
Price/CF
23.88
High:BA
163.87BALow:T
4.38TDetails
Price/FCF
40.18
High:NET
265.64NETLow:ALV.DE
5.81ALV.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-82.19% | Jan 2018 | - | 100 |