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-1.63%
This Month
-1.63%
Year To Date
+44.33%
2 Years
+107.05%
5 Years
-56.81%
10 Years
-9.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash43.54%
- 💰 Finance15.73%
- 🖥️ Technology Services11.88%
- 💻 Electronic Technology9.97%
- ⛏️ Energy Minerals6.44%
- 🛍️ Retail Trade4.16%
- 🍞 Consumer Non Durables3.22%
- 🪙 Cryptocurrencies3.2%
- 💼 Commercial Services2.94%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq22.78%
- 🇭🇰 Hong Kong Exchanges19.89%
- 🇺🇸 NYSE11.67%
- 🌍 Digital Currency3.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.01%
- 🇨🇳 China19.89%
- 🇧🇷 Brazil6.44%
Dividends
Dividend Yield
1.55%
6 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (8.86%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.8/10
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.04
-0.04
-1
1
2
3
3
Jensen's Alpha
-4.72
-4.72
-5
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
-0.28
-0.28
-1
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.04
-0.04
-1
1
2
3
3
Jensen's Alpha
-4.72
-4.72
-5
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
-0.28
-0.28
-1
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.01
High:
NVDA
44.11NVDALow:
U
-39.57UDetails
PEG Ratio
103.37
High:
3988.HK
189.83988.HKLow:U
-81.47UDetails
Price/Book
6.13
High:NVDA
36.4NVDALow:3988.HK
0.453988.HKDetails
Price/Sales
8.5
High:NVDA
23.3NVDALow:
PBR.A
0.9PBR.ADetails
Price/CF
24.36
High:NVDA
54.84NVDALow:PBR.A
2.33PBR.ADetails
Price/FCF
36.81
High:
9988.HK
2,767.199988.HKLow:3988.HK
4.963988.HKDetails
P/E Ratio
29.01
High:NVDA
44.11NVDALow:U
-39.57UDetails
PEG Ratio
103.37
High:3988.HK
189.83988.HKLow:U
-81.47UDetails
Price/Book
6.13
High:NVDA
36.4NVDALow:3988.HK
0.453988.HKDetails
Price/Sales
8.5
High:NVDA
23.3NVDALow:PBR.A
0.9PBR.ADetails
Price/CF
24.36
High:NVDA
54.84NVDALow:PBR.A
2.33PBR.ADetails
Price/FCF
36.81
High:9988.HK
2,767.199988.HKLow:3988.HK
4.963988.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-85.8% | Jan 2018 | - | 97 |