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-0.22%
This Month
+5.63%
Year To Date
-24.51%
2 Years
+53.83%
5 Years
+53.83%
10 Years
+13.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology38.56%
- 🍞 Consumer Non Durables11.71%
- 🪙 Cryptocurrencies10.38%
- 📡 Communications9.54%
- 🛍️ Retail Trade8.72%
- 💼 Commercial Services5.63%
- 🖥️ Technology Services4.43%
- 🛠️ Producer Manufacturing3.88%
- 🚗 Consumer Durables2.99%
- 💇♀️ Consumer Services2.93%
- 🏭 Industrial Services0.9%
- 🧬 Health Technology0.16%
- 💵 Cash0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq65.48%
- 🇺🇸 NYSE23.98%
- 🌍 Digital Currency10.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.85%
- 🇬🇧 United Kingdom13.07%
- 🇨🇦 Canada9.54%
Dividends
Performance Metrics
Score 3.5/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-9.22
-9.22
-10
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-9.22
-9.22
-10
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
41.7
High:
PENG
91,181.66PENGLow:
RR
-19.78RRDetails
PEG Ratio
9,526.16
High:PENG
62,921.87PENGLow:
AUR
-289.93AURDetails
Price/Book
6.74
High:
ARM
17.94ARMLow:
FCEL
0.6FCELDetails
Price/Sales
4.44
High:AUR
3,147.6AURLow:
RVPH
-RVPHDetails
Price/CF
23.62
High:ARM
76.78ARMLow:
MGM
3.59MGMDetails
Price/FCF
70.63
High:
PEP
5,797.72PEPLow:MGM
5.89MGMDetails
P/E Ratio
41.7
High:PENG
91,181.66PENGLow:RR
-19.78RRDetails
PEG Ratio
9,526.16
High:PENG
62,921.87PENGLow:AUR
-289.93AURDetails
Price/Book
6.74
High:ARM
17.94ARMLow:FCEL
0.6FCELDetails
Price/Sales
4.44
High:AUR
3,147.6AURLow:RVPH
-RVPHDetails
Price/CF
23.62
High:ARM
76.78ARMLow:MGM
3.59MGMDetails
Price/FCF
70.63
High:PEP
5,797.72PEPLow:MGM
5.89MGMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.99% | Mar 2024 | - | 25 |
-11.34% | Aug 2023 | Dec 2023 | 4 |
-6.96% | Dec 2022 | Jan 2023 | 1 |