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+5.63%
This Month
-14.58%
Year To Date
+101.36%
2 Years
+192.28%
5 Years
-100%
10 Years
-77.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology38.94%
- 📊 ETFs23.47%
- 🚗 Consumer Durables20.24%
- 🛠️ Producer Manufacturing9.68%
- 🖥️ Technology Services6.56%
- 💵 Cash1.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq63.83%
- 🇺🇸 NYSE25.02%
- 🇬🇧 LSE5.1%
- 🇫🇷 Euronext Paris4.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.68%
- 🇮🇱 Israel9.69%
- 🇰🇷 South Korea5.1%
- 🇫🇷 France4.94%
Dividends
Dividend Yield
0.04%
1 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SMSN.L (0.7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SMSN.L | 0.04% | 0.7% | $23.68 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.3/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
-0.17
-0.17
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.19
-0.19
-1
1
2
3
3
Jensen's Alpha
-22.7
-22.7
-23
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
-0.73
-0.73
-1
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
-0.17
-0.17
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.19
-0.19
-1
1
2
3
3
Jensen's Alpha
-22.7
-22.7
-23
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
-0.73
-0.73
-1
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
147.05
High:
TSLA
335.12TSLALow:
RKLB
-180.23RKLBDetails
PEG Ratio
199.74
High:
TSEM
1,952.27TSEMLow:RKLB
-9,210.92RKLBDetails
Price/Book
10.37
High:
LITE
69.74LITELow:
SOI.PA
1.21SOI.PADetails
Price/Sales
10.84
High:
PLTR
85.37PLTRLow:SOI.PA
2.27SOI.PADetails
Price/CF
51.32
High:PLTR
214.31PLTRLow:SMSN.L
9.18SMSN.LDetails
Price/FCF
135.02
High:
COHR
403.54COHRLow:SMSN.L
28.08SMSN.LDetails
P/E Ratio
147.05
High:TSLA
335.12TSLALow:RKLB
-180.23RKLBDetails
PEG Ratio
199.74
High:TSEM
1,952.27TSEMLow:RKLB
-9,210.92RKLBDetails
Price/Book
10.37
High:LITE
69.74LITELow:SOI.PA
1.21SOI.PADetails
Price/Sales
10.84
High:PLTR
85.37PLTRLow:SOI.PA
2.27SOI.PADetails
Price/CF
51.32
High:PLTR
214.31PLTRLow:SMSN.L
9.18SMSN.LDetails
Price/FCF
135.02
High:COHR
403.54COHRLow:SMSN.L
28.08SMSN.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100% | Oct 2016 | - | 115 |