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+3.43%
This Month
+3.43%
Year To Date
+33.49%
2 Years
-38.69%
5 Years
-37.42%
10 Years
-8.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology34.41%
- 🖥️ Technology Services32.47%
- 🛠️ Producer Manufacturing12.39%
- 🚗 Consumer Durables10.95%
- 🚚 Transportation5.7%
- 🏭 Industrial Services2.05%
- 🛍️ Retail Trade0.74%
- 💼 Commercial Services0.61%
- 🏥 Health Services0.5%
- 💵 Cash0.19%
- 💰 Finance0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.79%
- 🇺🇸 NYSE30.27%
- 🇭🇰 Hong Kong Exchanges10.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.07%
- 🇨🇳 China17.24%
- 🇹🇼 Taiwan7.68%
- 🇮🇱 Israel4.24%
- 🇧🇲 Bermuda0.61%
Dividends
Dividend Yield
0.54%
14 out of 29 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CSCO (2.1%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
-0.33
-0.33
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.39
-0.39
-1
1
2
3
3
Jensen's Alpha
-16.69
-16.69
-17
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-0.87
-0.87
-1
0.75
1.25
2
2
Information Ratio
-0.8
-0.8
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
-0.33
-0.33
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.39
-0.39
-1
1
2
3
3
Jensen's Alpha
-16.69
-16.69
-17
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-0.87
-0.87
-1
0.75
1.25
2
2
Information Ratio
-0.8
-0.8
-1
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
39.36
High:
TSLA
288.29TSLALow:
CRWD
-371.37CRWDDetails
PEG Ratio
104.78
High:
NOW
273.31NOWLow:
UDMY
-190.48UDMYDetails
Price/Book
11.23
High:
NVDA
39.15NVDALow:
BOX
-13.31BOXDetails
Price/Sales
9.89
High:CRWD
25.83CRWDLow:
SBLX
-SBLXDetails
Price/CF
23.82
High:TSLA
99.57TSLALow:
NOV
3.87NOVDetails
Price/FCF
57.45
High:
ORCL
348.36ORCLLow:NOV
7.18NOVDetails
P/E Ratio
39.36
High:TSLA
288.29TSLALow:CRWD
-371.37CRWDDetails
PEG Ratio
104.78
High:NOW
273.31NOWLow:UDMY
-190.48UDMYDetails
Price/Book
11.23
High:NVDA
39.15NVDALow:BOX
-13.31BOXDetails
Price/Sales
9.89
High:CRWD
25.83CRWDLow:SBLX
-SBLXDetails
Price/CF
23.82
High:TSLA
99.57TSLALow:NOV
3.87NOVDetails
Price/FCF
57.45
High:ORCL
348.36ORCLLow:NOV
7.18NOVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.63% | Nov 2021 | - | 51 |
-7.57% | Feb 2021 | Jun 2021 | 4 |
-2.62% | Jul 2021 | Oct 2021 | 3 |