Loading...
+7.49%
This Month
+7.49%
Year To Date
+96.63%
2 Years
-41.13%
5 Years
-41.13%
10 Years
-11.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance26.59%
- 🧬 Health Technology14.27%
- 🖥️ Technology Services14.14%
- 🪙 Cryptocurrencies10.27%
- 📊 ETFs10.03%
- 💇♀️ Consumer Services8.03%
- 🧪 Process Industries5.55%
- 💻 Electronic Technology5.54%
- 🛠️ Producer Manufacturing3.99%
- 🚗 Consumer Durables1.37%
- 💼 Commercial Services0.22%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.73%
- 🇺🇸 Nasdaq34.4%
- 🌍 Digital Currency10.27%
- 🇩🇪 FRA7.97%
- 🇭🇰 Hong Kong Exchanges5.6%
- 🇬🇧 LSE3.81%
- 🇫🇷 Euronext Paris0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.56%
- 🇰🇾 Cayman Islands8.68%
- 🇩🇪 Germany7.97%
- 🇭🇰 Hong Kong5.6%
- 🇩🇰 Denmark5.07%
- 🇬🇧 United Kingdom3.81%
- 🇨🇦 Canada3.12%
- 🇨🇳 China2.88%
- 🇮🇱 Israel2.41%
- 🇮🇹 Italy1.37%
- 🇫🇷 France0.22%
Dividends
Dividend Yield
0.8%
7 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QFIN (8.7%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.1/10
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
-0.12
-0.12
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.16
-0.16
-1
1
2
3
3
Jensen's Alpha
-21.85
-21.85
-22
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
-0.24
-0.24
-1
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
-0.12
-0.12
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.16
-0.16
-1
1
2
3
3
Jensen's Alpha
-21.85
-21.85
-22
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
-0.24
-0.24
-1
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
55.13
High:
PLTR
394.13PLTRLow:
OKLO
-173.08OKLODetails
PEG Ratio
47.36
High:PLTR
338.8PLTRLow:OKLO
-192.45OKLODetails
Price/Book
12.13
High:PLTR
60.95PLTRLow:
ACB
0.61ACBDetails
Price/Sales
8.09
High:PLTR
111.21PLTRLow:
IMRX
-IMRXDetails
Price/CF
32.71
High:PLTR
258.05PLTRLow:
QFIN
2.52QFINDetails
Price/FCF
130.49
High:
RHM.DE
5,198.92RHM.DELow:
PRG
4.76PRGDetails
P/E Ratio
55.13
High:PLTR
394.13PLTRLow:OKLO
-173.08OKLODetails
PEG Ratio
47.36
High:PLTR
338.8PLTRLow:OKLO
-192.45OKLODetails
Price/Book
12.13
High:PLTR
60.95PLTRLow:ACB
0.61ACBDetails
Price/Sales
8.09
High:PLTR
111.21PLTRLow:IMRX
-IMRXDetails
Price/CF
32.71
High:PLTR
258.05PLTRLow:QFIN
2.52QFINDetails
Price/FCF
130.49
High:RHM.DE
5,198.92RHM.DELow:PRG
4.76PRGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-81.59% | Nov 2021 | - | 51 |
-12.37% | May 2021 | Oct 2021 | 5 |