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-2.48%
This Month
+0.7%
Year To Date
+14.39%
2 Years
-88.76%
5 Years
-15.41%
10 Years
-3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services35.16%
- 📊 ETFs23.23%
- 💵 Cash17.75%
- 🏥 Health Services8.77%
- 🚚 Transportation6.6%
- 💻 Electronic Technology5.03%
- 💰 Finance3.71%
- 🚗 Consumer Durables2.48%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46%
- 🇺🇸 Nasdaq37.82%
- 🇩🇪 FRA1.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.9%
- 🇫🇮 Finland2.37%
- 🇨🇳 China1.32%
- 🇩🇪 Germany1.16%
Dividends
Dividend Yield
0.66%
7 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.4/10
Beta
2.51
2.51
0
0.8
1.2
0
3
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
18.01
18.01
-2
0
2
19
19
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
2.51
2.51
0
0.8
1.2
0
3
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
18.01
18.01
-2
0
2
19
19
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.71
High:
NOK
60.78NOKLow:
INTC
-556.53INTCDetails
PEG Ratio
62.12
High:
NFLX
142.32NFLXLow:INTC
-566.72INTCDetails
Price/Book
7.65
High:
NIO
21.07NIOLow:
XELA
-0.07XELADetails
Price/Sales
5.72
High:
MSFT
9.9MSFTLow:XELA
0.01XELADetails
Price/CF
22.59
High:NFLX
39.88NFLXLow:XELA
0.05XELADetails
Price/FCF
56.28
High:MSFT
69.19MSFTLow:XELA
0.89XELADetails
P/E Ratio
27.71
High:NOK
60.78NOKLow:INTC
-556.53INTCDetails
PEG Ratio
62.12
High:NFLX
142.32NFLXLow:INTC
-566.72INTCDetails
Price/Book
7.65
High:NIO
21.07NIOLow:XELA
-0.07XELADetails
Price/Sales
5.72
High:MSFT
9.9MSFTLow:XELA
0.01XELADetails
Price/CF
22.59
High:NFLX
39.88NFLXLow:XELA
0.05XELADetails
Price/FCF
56.28
High:MSFT
69.19MSFTLow:XELA
0.89XELADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-94.53% | Jul 2021 | - | 57 |
-31.01% | Sep 2020 | Dec 2020 | 3 |
-2.9% | Apr 2021 | May 2021 | 1 |