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-0.02%
This Month
+7.31%
Year To Date
+51.81%
2 Years
+7.85%
5 Years
-12.7%
10 Years
-1.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚚 Transportation39.86%
- 💰 Finance21.28%
- 🧬 Health Technology14.74%
- 🖥️ Technology Services13.13%
- 🛍️ Retail Trade5.2%
- 💼 Commercial Services2.7%
- 💻 Electronic Technology1.56%
- 🪙 Cryptocurrencies1.24%
- ⛏️ Energy Minerals0.21%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE81.03%
- 🇺🇸 Nasdaq17.45%
- 🌍 Digital Currency1.24%
- 🇬🇧 LSE0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.14%
- 🇮🇪 Ireland13.13%
- 🇨🇳 China5.2%
- 🇷🇺 Russia0.21%
Dividends
Dividend Yield
2.92%
5 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3/10
Beta
0.31
0.31
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.04
0.04
0
1
2
3
3
Jensen's Alpha
-2.76
-2.76
-3
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.21
0.21
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
0.31
0.31
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.04
0.04
0
1
2
3
3
Jensen's Alpha
-2.76
-2.76
-3
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.21
0.21
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
16.63
High:
BABA
20.31BABALow:
MRNA
-7.07MRNADetails
PEG Ratio
458.15
High:
ACN
1,325.02ACNLow:MRNA
-32.48MRNADetails
Price/Book
1.79
High:
UPS
5.96UPSLow:
OGZDL.L
0.03OGZDL.LDetails
Price/Sales
2.3
High:
SPCE
92.04SPCELow:
INGN
0.47INGNDetails
Price/CF
21.29
High:MRNA
62.64MRNALow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
57.58
High:BABA
1,196.17BABALow:
PYPL
10.09PYPLDetails
P/E Ratio
16.63
High:BABA
20.31BABALow:MRNA
-7.07MRNADetails
PEG Ratio
458.15
High:ACN
1,325.02ACNLow:MRNA
-32.48MRNADetails
Price/Book
1.79
High:UPS
5.96UPSLow:OGZDL.L
0.03OGZDL.LDetails
Price/Sales
2.3
High:SPCE
92.04SPCELow:INGN
0.47INGNDetails
Price/CF
21.29
High:MRNA
62.64MRNALow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
57.58
High:BABA
1,196.17BABALow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.53% | Sep 2020 | - | 67 |
-36.81% | Sep 2019 | Apr 2020 | 7 |
-23.26% | Aug 2018 | Aug 2019 | 12 |
-0.71% | Jul 2020 | Aug 2020 | 1 |