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-0.03%
Today
-2.95%
This Month
-10.43%
Year To Date
+25.78%
2 Years
+153.57%
5 Years
-3.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash20.87%
- 🖥️ Technology Services20.52%
- 📊 ETFs9.12%
- 🪙 Cryptocurrencies9.11%
- 💻 Electronic Technology8.14%
- 🧬 Health Technology6.19%
- 💰 Finance4.82%
- 🚗 Consumer Durables4.1%
- 🪨 Non Energy Minerals1.95%
- 🚚 Transportation1.94%
- 🛍️ Retail Trade1.83%
- 📡 Communications1.4%
- ⚡ Utilities1.32%
- 🍞 Consumer Non Durables1.29%
- 💇♀️ Consumer Services1.24%
- ⛏️ Energy Minerals1.01%
- 🛠️ Producer Manufacturing0.87%
- 💼 Commercial Services0.35%
- 🏭 Industrial Services0.25%
- 🧪 Process Industries0.23%
- 🏥 Health Services0.21%
- 📦 Distribution Services0.12%
- ❓ Other0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.52%
- 🇺🇸 NYSE24.91%
- 🌍 Digital Currency9.11%
- 🇬🇧 LSE3.28%
- 🇩🇪 Xetra ETFs0.94%
- 🇭🇰 Hong Kong Exchanges0.89%
- 🇨🇭 SIX0.65%
- 🇩🇪 FRA0.39%
- 🇫🇷 Euronext Paris0.32%
- 🇺🇸 OTC Markets Stock Exchange0.31%
- 🇪🇸 Bolsa De Madrid0.22%
- 🇺🇸 Chicago Board Options Exchange0.17%
- 🇩🇰 Copenhagen Stock Exchange0.14%
- 🇮🇹 Borsa Italiana0.09%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇸🇪 Stockholm Stock Exchange0.04%
- 🇳🇱 Euronext Amsterdam0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.7%
- 🇬🇧 United Kingdom2.77%
- 🇨🇦 Canada2.34%
- 🇨🇳 China2.19%
- 🇨🇭 Switzerland0.84%
- 🇩🇪 Germany0.58%
- 🇫🇷 France0.41%
- 🇧🇷 Brazil0.35%
- 🇮🇪 Ireland0.29%
- 🇪🇸 Spain0.25%
- 🇩🇰 Denmark0.14%
- 🇱🇺 Luxembourg0.13%
- 🇭🇰 Hong Kong0.13%
- 🇮🇹 Italy0.09%
- 🇮🇱 Israel0.08%
- 🇹🇼 Taiwan0.08%
- 🇵🇦 Panama0.07%
- 🇿🇦 South Africa0.06%
- 🇺🇾 Uruguay0.05%
- 🇳🇴 Norway0.04%
- 🇨🇾 Cyprus0.04%
- 🇸🇪 Sweden0.04%
- 🇳🇱 Netherlands0.03%
- 🇰🇷 South Korea0.03%
- 🇸🇬 Singapore0.02%
- 🇮🇳 India0.02%
- 🇰🇾 Cayman Islands0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.02%
222 out of 396 instruments pay dividend.
45 dividend payments in the next 30 days.
Highest Dividend: $MNODL.L (473.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QYLD | 0.1% | 13.63% | - |
 AGNC | 0.1% | 17.27% | $1.44 |
 WPC | 0.05% | 5.65% | $3.67 |
 HYG | 0.04% | 5.89% | - |
 HTZWW | 0.04% | 12.55% | $0.53 |
 T | 0.04% | 4.09% | $1.11 |
 PFE | 0.03% | 7.63% | $1.66 |
 BATS.L | 0.03% | 7.62% | $2.36 |
 IAG.L | 0.03% | 2.79% | - |
 ARR | 0.03% | 20.14% | $3.84 |
 REET | 0.03% | 3.57% | - |
 LMT | 0.02% | 2.78% | $12.45 |
 VGWD.DE | 0.02% | 2.44% | - |
 MSFT | 0.02% | 0.88% | $3 |
 QCOM | 0.02% | 2.49% | $3.25 |
 HSBC | 0.02% | 6.25% | $3.03 |
 XRX | 0.02% | 22.15% | $1 |
 AVOL.ZU | 0.01% | 2.82% | $0.7 |
 VOO | 0.01% | 1.36% | - |
 WPM | 0.01% | 0.72% | $0.61 |
 OXY | 0.01% | 2.27% | $0.8 |
 ABEV | 0.01% | 4.14% | $0.13 |
 0968.HK | 0.01% | 9.88% | $0.23 |
 LHA.DE | 0.01% | 4.88% | $0.3 |
 ZTS | 0.01% | 1.25% | $1.67 |
 ABT | 0.01% | 1.74% | $2.16 |
 ORC | 0.01% | 21.98% | $1.56 |
 QQQ | 0.01% | 0.64% | - |
 GOOG | 0.01% | 0.52% | $0.2 |
 GOOGL | 0.01% | 0.53% | $0.2 |
 MDY | 0.01% | 1.32% | - |
 AAPL | 0.01% | 0.51% | $0.97 |
 CPA | 0.01% | 7.31% | $4.86 |
 VUG | 0.01% | 0.52% | - |
 JNJ | 0.01% | 3.19% | $4.81 |
 JKS | 0% | 18.27% | $1.48 |
 EZJ.L | 0% | 2.59% | $0.05 |
 NEE | 0% | 3.18% | $1.97 |
 KKR | 0% | 0.68% | $0.67 |
 JPM | 0% | 2.18% | $4.4 |
 META | 0% | 0.4% | $1 |
 SBSW | 0% | 6.83% | $0.3 |
 GS | 0% | 2.36% | $11 |
 MRK | 0% | 4.05% | $3.04 |
 C | 0% | 3.54% | $2.12 |
 WB | 0% | 10.51% | - |
 SDIV | 0% | 11.05% | - |
 OSB.L | 0% | 7.69% | $0.32 |
 UUP | 0% | 4.61% | - |
 TLT | 0% | 4.12% | - |
 0916.HK | 0% | 3.98% | $0.24 |
 CNXC | 0% | 2.75% | $1.18 |
 SNY | 0% | 3.16% | $1.48 |
 DUK | 0% | 3.42% | $4.1 |
 SSE.L | 0% | 3.73% | $0.6 |
 RWE.DE | 0% | 3.22% | $1 |
 EXC | 0% | 3.26% | $1.48 |
 VOD.L | 0% | 8.05% | $0.08 |
 ED | 0% | 3% | $3.28 |
 IPAC | 0% | 3.36% | - |
 ATHM.CH | 0% | 6.51% | $1.68 |
 LAND.ZU | 0% | 4.81% | $2.25 |
 TEP.PA | 0% | 4.7% | $3.85 |
 LNT | 0% | 3.25% | $1.87 |
 AEP | 0% | 3.36% | $3.47 |
 TU | 0% | 7.33% | $1.11 |
 CNQ | 0% | 5.31% | $1.48 |
 ORA.PA | 0% | 5.96% | $0.72 |
 AZN | 0% | 2.25% | $1.42 |
 HRI | 0% | 2.29% | $2.6 |
 VGK | 0% | 3.16% | - |
 MCD | 0% | 2.21% | $6.53 |
 TER | 0% | 0.67% | $0.46 |
 PEG | 0% | 2.92% | $2.34 |
 BABA | 0% | 0.9% | $0.98 |
 VZ | 0% | 6.13% | $2.66 |
 BBY | 0% | 6.08% | $3.72 |
 SPY | 0% | 1.28% | - |
 JD.US | 0% | 2.82% | $0.74 |
 ABBN.ZU | 0% | 2.14% | $0.87 |
 TGT | 0% | 4.81% | $4.42 |
 CVX | 0% | 4.79% | $6.28 |
 TEL2B.ST | 0% | 4.67% | $6.9 |
 BT.L | 0% | 4.89% | $0.08 |
 ES | 0% | 5.04% | $2.78 |
 TEF | 0% | 4.83% | $0.24 |
 0992.HK | 0% | 4.8% | $0.38 |
 IBE.MC | 0% | 1.24% | $0.45 |
 NTES | 0% | 2.61% | $2.58 |
 SKM | 0% | 4.98% | $0.83 |
 ANE.MC | 0% | 2.49% | $0.39 |
 PEP | 0% | 3.79% | $5.15 |
 EVRG | 0% | 3.83% | $2.54 |
 XOM | 0% | 3.63% | $3.76 |
 KPN.NV | 0% | 4.18% | $0.15 |
 ATKR | 0% | 2.19% | $0.64 |
 00763.HK | 0% | 3.14% | $0.74 |
 VIPS | 0% | 3.69% | $0.41 |
 SQQQ | 0% | 7.43% | - |
 XEL | 0% | 3.15% | $2.13 |
 EIX | 0% | 5.6% | $3.04 |
 INTC | 0% | 2.64% | $0.5 |
 AXP | 0% | 1.16% | $2.6 |
 ROCKB.CO | 0% | 2.24% | $43 |
 SCM | 0% | 3.53% | - |
 RIO.L | 0% | 7.03% | $3.41 |
 MTDR | 0% | 2.59% | $0.75 |
 KO | 0% | 2.69% | $1.89 |
 KMB | 0% | 3.45% | $4.8 |
 IWM | 0% | 1.24% | - |
 IBB | 0% | 0.3% | - |
 MDT.US | 0% | 3.39% | $2.77 |
 NKE | 0% | 2.76% | $1.45 |
 SNRE | 0% | 7% | - |
 ETN | 0% | 1.44% | $3.6 |
 FXI | 0% | 1.5% | - |
 FCX | 0% | 1.82% | $0.6 |
 PAAS | 0% | 1.42% | $0.4 |
 TSM | 0% | 1.35% | $1.74 |
 SYY | 0% | 2.84% | $2.01 |
 AMR | 0% | 0.38% | $1.94 |
 JNPR | 0% | 2.56% | $0.88 |
 APD | 0% | 2.7% | $7.04 |
 PG | 0% | 2.39% | $3.83 |
 ELS | 0% | 2.98% | $1.85 |
 CMCSA | 0% | 3.7% | $1.2 |
 TXN | 0% | 3.62% | $5.14 |
 AVGO | 0% | 1.31% | $19.7 |
 WCC | 0% | 1.12% | $1.58 |
 669.HK | 0% | 2.99% | $1.93 |
 CAMT | 0% | 2.2% | $1.33 |
 HD | 0% | 2.55% | $8.52 |
 DTE.DE | 0% | 2.83% | $0.77 |
 MKC | 0% | 2.31% | $1.62 |
 SCI | 0% | 1.57% | $1.18 |
 PRY.MI | 0% | 1.78% | $0.7 |
 RR.L | 0% | 0.84% | - |
 MU | 0% | 0.67% | $0.46 |
 AMT | 0% | 2.95% | $6.56 |
 0700.HK | 0% | 0.98% | $3.4 |
 NOC | 0% | 1.52% | $7.67 |
 ATO | 0% | 2.13% | $3.16 |
 TT | 0% | 1.07% | $3.27 |
 GAW.L | 0% | 3.58% | $5.5 |
 LHX | 0% | 2.14% | $4.6 |
 CL | 0% | 2.12% | $1.96 |
 AGX | 0% | 0.98% | $1.15 |
 GD | 0% | 2.09% | $5.48 |
 ACN | 0% | 2.03% | $4.99 |
 SDOW | 0% | 7.31% | - |
 CSCO | 0% | 2.89% | $1.58 |
 IWG.L | 0% | 0.58% | $0.01 |
 ARGT | 0% | 1.44% | - |
 NEX.PA | 0% | 3% | $2.3 |
 ADI | 0% | 2.13% | $3.56 |
 GRMN | 0% | 1.57% | $3.71 |
 ADP | 0% | 2.05% | $5.45 |
 TME | 0% | 1.42% | $0.12 |
 LOW | 0% | 2.1% | $4.45 |
 HPE | 0% | 3.43% | $0.51 |
 00285.HK | 0% | 1.78% | $0.59 |
 BDX | 0% | 2% | $3.76 |
 GLW | 0% | 2.7% | $1.12 |
 SPXU | 0% | 6.93% | - |
 3800.HK | 0% | 0.9% | - |
 LIN | 0% | 1.25% | $5.33 |
 02382.HK | 0% | 0.88% | $0.22 |
 NVDA | 0% | 0.04% | $0.02 |
 INFY | 0% | 2.57% | $0.39 |
 RMS.PA | 0% | 1.13% | $25 |
 SU.PA | 0% | 1.23% | $3.5 |
 ORA.US | 0% | 0.67% | $0.48 |
 V | 0% | 0.67% | $2.01 |
 YMM | 0% | 0.81% | $0.13 |
 SW | 0% | 3% | $1.18 |
 COST | 0% | 0.48% | $19.22 |
 TMUS | 0% | 1.26% | $1.95 |
 TQQQ | 0% | 1.72% | - |
 DELL | 0% | 2.19% | $1.63 |
 EQIX | 0% | 2.21% | $16.19 |
 UDOW | 0% | 1.23% | - |
 UI | 0% | 0.81% | $2.4 |
 RSG | 0% | 0.94% | $2.14 |
 VIE.PA | 0% | 4.53% | $1.25 |
 UPRO | 0% | 1.2% | - |
 CHD | 0% | 1.09% | $1.11 |
 GE | 0% | 0.81% | $0.44 |
 VST | 0% | 0.76% | $0.85 |
 CRM | 0% | 0.65% | $0.4 |
 SHW | 0% | 0.9% | $2.64 |
 SSO | 0% | 0.94% | - |
 TCOM.CH | 0% | 0.51% | - |
 3888.HK | 0% | 0.41% | $0.14 |
 SPXL | 0% | 0.96% | - |
 PHIN | 0% | 2.48% | $1 |
 IFX.DE | 0% | 1.31% | $0.35 |
 01211.HK | 0% | 1.09% | $3.41 |
 02018.HK | 0% | 0.72% | $0.1 |
 SPGI | 0% | 0.8% | $3.62 |
 MSI | 0% | 0.98% | $3.82 |
 NUE | 0% | 1.97% | $2.13 |
 BCC | 0% | 0.89% | $0.8 |
 SOXL | 0% | 2.21% | - |
 INTU | 0% | 0.69% | $3.6 |
 ECL | 0% | 1.02% | $2.24 |
 BRO | 0% | 0.48% | $0.51 |
 CASY | 0% | 0.43% | $1.79 |
 SPXS | 0% | 4.7% | - |
 GEV | 0% | 0.15% | - |
 MRVL | 0% | 0.46% | $0.24 |
 VRSK | 0% | 0.55% | $1.46 |
 TTEK | 0% | 0.77% | $1.07 |
 DBRG | 0% | 0.5% | $0.04 |
 MNODL.L | 0% | 473.72% | - |
 WAB | 0% | 0.5% | $0.74 |
 CLNX.MC | 0% | 0.18% | $0.06 |
 DIA.US | 0% | 1.59% | - |
 IVV | 0% | 1.38% | - |
 VOOG | 0% | 0.61% | - |
 SOXX | 0% | 0.79% | - |
 VONG | 0% | 0.6% | - |
 SCCO | 0% | 3.09% | $3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PG | Ex-Dividend | Apr 21, 2025 | $1.06 |
MKC | Pay Day | Apr 21, 2025 | $0.45 |
ZTS | Ex-Dividend | Apr 21, 2025 | $0.50 |
PRY.MI | Ex-Dividend | Apr 22, 2025 | $0.84 |
DELL | Ex-Dividend | Apr 22, 2025 | $0.52 |
KPN.NV | Ex-Dividend | Apr 22, 2025 | $0.11 |
CSCO | Pay Day | Apr 23, 2025 | $0.41 |
CMCSA | Pay Day | Apr 23, 2025 | $0.33 |
LOW | Ex-Dividend | Apr 23, 2025 | $1.15 |
PRY.MI | Pay Day | Apr 24, 2025 | $0.84 |
CRM | Pay Day | Apr 24, 2025 | $0.42 |
QQQ | Pay Day | Apr 24, 2025 | $- |
TME | Pay Day | Apr 24, 2025 | $0.18 |
GE | Pay Day | Apr 25, 2025 | $0.36 |
HSBC | Pay Day | Apr 25, 2025 | $1.80 |
SYY | Pay Day | Apr 25, 2025 | $0.51 |
VIPS | Pay Day | Apr 25, 2025 | $0.48 |
CNXC | Ex-Dividend | Apr 25, 2025 | $0.33 |
AMT | Pay Day | Apr 28, 2025 | $1.70 |
KPN.NV | Pay Day | Apr 28, 2025 | $0.11 |
JD.US | Pay Day | Apr 29, 2025 | $1.00 |
ARR | Pay Day | Apr 29, 2025 | $0.24 |
JPM | Pay Day | Apr 30, 2025 | $1.40 |
AGNC | Ex-Dividend | Apr 30, 2025 | $0.12 |
 MOMO | Pay Day | Apr 30, 2025 | $0.30 |
XRX | Pay Day | Apr 30, 2025 | $0.12 |
EIX | Pay Day | Apr 30, 2025 | $0.83 |
TXN | Ex-Dividend | Apr 30, 2025 | $1.36 |
LNT | Ex-Dividend | Apr 30, 2025 | $0.51 |
ORC | Ex-Dividend | Apr 30, 2025 | $0.12 |
T | Pay Day | May 1, 2025 | $0.28 |
VZ | Pay Day | May 1, 2025 | $0.68 |
FCX | Pay Day | May 1, 2025 | $0.15 |
CASY | Ex-Dividend | May 1, 2025 | $0.50 |
IWG.L | Ex-Dividend | May 1, 2025 | $0.01 |
MRVL | Pay Day | May 1, 2025 | $0.06 |
COST | Ex-Dividend | May 2, 2025 | $1.30 |
DELL | Pay Day | May 2, 2025 | $0.52 |
SCCO | Ex-Dividend | May 2, 2025 | $0.70 |
C | Ex-Dividend | May 5, 2025 | $0.56 |
CNXC | Pay Day | May 6, 2025 | $0.33 |
LOW | Pay Day | May 7, 2025 | $1.15 |
GAW.L | Pay Day | May 7, 2025 | $1.29 |
AXP | Pay Day | May 9, 2025 | $0.82 |
AGNC | Pay Day | May 9, 2025 | $0.12 |
GD | Pay Day | May 9, 2025 | $1.50 |
MTDR | Ex-Dividend | May 9, 2025 | $0.31 |
SNY | Ex-Dividend | May 9, 2025 | $2.52 |
VIE.PA | Ex-Dividend | May 12, 2025 | $1.47 |
NUE | Pay Day | May 12, 2025 | $0.55 |
APD | Pay Day | May 12, 2025 | $1.79 |
TXN | Pay Day | May 13, 2025 | $1.36 |
OSB.L | Pay Day | May 13, 2025 | $0.30 |
VIE.PA | Pay Day | May 14, 2025 | $1.47 |
TGT | Ex-Dividend | May 14, 2025 | $1.12 |
ED | Ex-Dividend | May 14, 2025 | $0.85 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
PG | Pay Day | May 15, 2025 | $1.06 |
CL | Pay Day | May 15, 2025 | $0.52 |
ACN | Pay Day | May 15, 2025 | $1.48 |
ABT | Pay Day | May 15, 2025 | $0.59 |
CASY | Pay Day | May 15, 2025 | $0.50 |
669.HK | Ex-Dividend | May 15, 2025 | $0.15 |
LNT | Pay Day | May 15, 2025 | $0.51 |
WB | Pay Day | May 15, 2025 | $0.82 |
COST | Pay Day | May 16, 2025 | $1.30 |
SHW | Ex-Dividend | May 16, 2025 | $0.79 |
0700.HK | Ex-Dividend | May 16, 2025 | $0.58 |
GEV | Pay Day | May 16, 2025 | $0.25 |
SCCO | Pay Day | May 19, 2025 | $0.70 |
C | Pay Day | May 23, 2025 | $0.56 |
02018.HK | Ex-Dividend | May 26, 2025 | $0.03 |
TEP.PA | Ex-Dividend | May 26, 2025 | $4.40 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
00763.HK | Pay Day | May 27, 2025 | $0.01 |
TEP.PA | Pay Day | May 28, 2025 | $4.40 |
ORC | Pay Day | May 29, 2025 | $0.12 |
GS | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
IWG.L | Pay Day | May 30, 2025 | $0.01 |
TMUS | Ex-Dividend | May 30, 2025 | $0.88 |
TGT | Pay Day | Jun 1, 2025 | $1.12 |
LHX | Ex-Dividend | Jun 3, 2025 | $1.20 |
ZTS | Pay Day | Jun 3, 2025 | $0.50 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
02382.HK | Ex-Dividend | Jun 5, 2025 | $0.07 |
SHW | Pay Day | Jun 6, 2025 | $0.79 |
TT | Ex-Dividend | Jun 6, 2025 | $0.94 |
MTDR | Pay Day | Jun 6, 2025 | $0.31 |
HYG | Pay Day | Jun 7, 2025 | $- |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TMUS | Pay Day | Jun 12, 2025 | $0.88 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
SNY | Pay Day | Jun 12, 2025 | $2.52 |
ADP | Ex-Dividend | Jun 13, 2025 | $1.54 |
ED | Pay Day | Jun 16, 2025 | $0.85 |
GRMN | Ex-Dividend | Jun 16, 2025 | $0.90 |
IWM | Pay Day | Jun 17, 2025 | $- |
FXI | Pay Day | Jun 17, 2025 | $- |
IPAC | Pay Day | Jun 17, 2025 | $- |
SOXX | Pay Day | Jun 17, 2025 | $- |
LHX | Pay Day | Jun 18, 2025 | $1.20 |
02018.HK | Pay Day | Jun 19, 2025 | $0.03 |
0916.HK | Ex-Dividend | Jun 23, 2025 | $0.03 |
VGK | Pay Day | Jun 25, 2025 | $- |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
BATS.L | Ex-Dividend | Jun 26, 2025 | $0.76 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
02382.HK | Pay Day | Jun 27, 2025 | $0.07 |
669.HK | Pay Day | Jun 27, 2025 | $0.15 |
GRMN | Pay Day | Jun 27, 2025 | $0.90 |
TT | Pay Day | Jun 30, 2025 | $0.94 |
ADP | Pay Day | Jul 1, 2025 | $1.54 |
VUG | Pay Day | Jul 1, 2025 | $- |
SPXS | Pay Day | Jul 2, 2025 | $- |
UDOW | Pay Day | Jul 3, 2025 | $- |
SQQQ | Pay Day | Jul 3, 2025 | $- |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
BATS.L | Pay Day | Aug 1, 2025 | $0.76 |
0916.HK | Pay Day | Aug 15, 2025 | $0.03 |
UUP | Pay Day | Dec 27, 2025 | $- |
Performance Metrics
Score 3.9/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-0.18
-0.18
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-0.18
-0.18
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.68
High:
CRDO
2,673.72CRDOLow:
CRWD
-4,477CRWDDetails
PEG Ratio
182.27
High:
SCI
43,571.43SCILow:
ZS
-2,177.77ZSDetails
Price/Book
8.39
High:
LAC
950.35LACLow:
RR.L
-66.62RR.LDetails
Price/Sales
6.85
High:
ASTS
1,054.72ASTSLow:
CRBP
-CRBPDetails
Price/CF
25.03
High:
TTWO
18,296.3TTWOLow:
HTZ
0.51HTZDetails
Price/FCF
49.09
High:
CLNX.MC
6,956.36CLNX.MCLow:HTZ
0.31HTZDetails
P/E Ratio
29.68
High:CRDO
2,673.72CRDOLow:CRWD
-4,477CRWDDetails
PEG Ratio
182.27
High:SCI
43,571.43SCILow:ZS
-2,177.77ZSDetails
Price/Book
8.39
High:LAC
950.35LACLow:RR.L
-66.62RR.LDetails
Price/Sales
6.85
High:ASTS
1,054.72ASTSLow:CRBP
-CRBPDetails
Price/CF
25.03
High:TTWO
18,296.3TTWOLow:HTZ
0.51HTZDetails
Price/FCF
49.09
High:CLNX.MC
6,956.36CLNX.MCLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.87% | Jan 2018 | - | 88 |