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+13.61%
This Month
+13.61%
Year To Date
+46.71%
2 Years
-95%
5 Years
-91.7%
10 Years
-37.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance88.25%
- 📈 Indexes5.65%
- 💻 Electronic Technology2.25%
- 🖥️ Technology Services1.64%
- 💵 Cash1.15%
- 🧩 Miscellaneous0.78%
- 📊 ETFs0.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE74.43%
- 🇺🇸 Nasdaq18.87%
- 🌍 CFD5.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States92.39%
- 🇦🇺 Australia0.52%
Dividends
Dividend Yield
14.31%
6 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OXSQ (21.88%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.1/10
Beta
3.32
3.32
0
0.8
1.2
0
4
Sharpe Ratio
-0.14
-0.14
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.21
-0.21
-1
1
2
3
3
Jensen's Alpha
-41.98
-41.98
-42
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
-0.3
-0.3
-1
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Beta
3.32
3.32
0
0.8
1.2
0
4
Sharpe Ratio
-0.14
-0.14
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.21
-0.21
-1
1
2
3
3
Jensen's Alpha
-41.98
-41.98
-42
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
-0.3
-0.3
-1
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.08
High:
ARR
398.92ARRLow:
RKLB
-228.45RKLBDetails
PEG Ratio
10.55
High:
EFC
342.88EFCLow:
APLD
-107.85APLDDetails
Price/Book
2.17
High:RKLB
34.31RKLBLow:ARR
0.97ARRDetails
Price/Sales
7.35
High:RKLB
84.45RKLBLow:
OXSQ
-7.95OXSQDetails
Price/CF
12.96
High:EFC
43.81EFCLow:OXSQ
6.22OXSQDetails
Price/FCF
30.78
High:
PL
102.19PLLow:
ORC
9.86ORCDetails
P/E Ratio
20.08
High:ARR
398.92ARRLow:RKLB
-228.45RKLBDetails
PEG Ratio
10.55
High:EFC
342.88EFCLow:APLD
-107.85APLDDetails
Price/Book
2.17
High:RKLB
34.31RKLBLow:ARR
0.97ARRDetails
Price/Sales
7.35
High:RKLB
84.45RKLBLow:OXSQ
-7.95OXSQDetails
Price/CF
12.96
High:EFC
43.81EFCLow:OXSQ
6.22OXSQDetails
Price/FCF
30.78
High:PL
102.19PLLow:ORC
9.86ORCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-97.83% | Feb 2021 | - | 60 |
-4.68% | Oct 2020 | Nov 2020 | 1 |