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+1.87%
This Month
+1.87%
Year To Date
+123.15%
2 Years
+88.77%
5 Years
-90.86%
10 Years
-36.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services29.91%
- 💻 Electronic Technology25.7%
- 🚗 Consumer Durables20.4%
- 🛍️ Retail Trade15.17%
- 💼 Commercial Services2.26%
- 🛠️ Producer Manufacturing1.78%
- 💰 Finance1.08%
- ❓ Other0.96%
- 🏭 Industrial Services0.95%
- 🚚 Transportation0.72%
- 🍞 Consumer Non Durables0.57%
- 🧬 Health Technology0.5%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq95.04%
- 🇺🇸 NYSE4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States94.44%
- 🇮🇱 Israel1.78%
- 🇨🇳 China1.14%
- 🇨🇭 Switzerland0.95%
- 🇸🇬 Singapore0.72%
Dividends
Dividend Yield
0.14%
6 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $USB (3.69%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.2/10
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
-0.32
-0.32
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.36
-0.36
-1
1
2
3
3
Jensen's Alpha
-30.03
-30.03
-31
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-0.99
-0.99
-1
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
-0.32
-0.32
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.36
-0.36
-1
1
2
3
3
Jensen's Alpha
-30.03
-30.03
-31
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-0.99
-0.99
-1
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
42.68
High:
TSLA
288.29TSLALow:
SOUN
-11.61SOUNDetails
PEG Ratio
72.83
High:
MSFT
215.65MSFTLow:
NRDY
-336.56NRDYDetails
Price/Book
14.54
High:
NVDA
39.15NVDALow:
BYND
-0.08BYNDDetails
Price/Sales
10.92
High:
AUR
4,254.75AURLow:BYND
0.22BYNDDetails
Price/CF
29.99
High:TSLA
99.57TSLALow:
ADT
3.9ADTDetails
Price/FCF
65.4
High:
NKE
947.69NKELow:
TBLA
5.99TBLADetails
P/E Ratio
42.68
High:TSLA
288.29TSLALow:SOUN
-11.61SOUNDetails
PEG Ratio
72.83
High:MSFT
215.65MSFTLow:NRDY
-336.56NRDYDetails
Price/Book
14.54
High:NVDA
39.15NVDALow:BYND
-0.08BYNDDetails
Price/Sales
10.92
High:AUR
4,254.75AURLow:BYND
0.22BYNDDetails
Price/CF
29.99
High:TSLA
99.57TSLALow:ADT
3.9ADTDetails
Price/FCF
65.4
High:NKE
947.69NKELow:TBLA
5.99TBLADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-95.41% | Mar 2020 | - | 71 |