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-3.3%
This Month
+1.23%
Year To Date
+47.93%
2 Years
-46.85%
5 Years
-99.43%
10 Years
-45.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance29.37%
- 💵 Cash16.8%
- 🚚 Transportation14.79%
- 🚗 Consumer Durables11.09%
- 🖥️ Technology Services7.31%
- 🍞 Consumer Non Durables5.72%
- 🪙 Cryptocurrencies2.75%
- 🛠️ Producer Manufacturing2.53%
- 🧪 Process Industries0.32%
- 💻 Electronic Technology0.01%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE44.27%
- 🇺🇸 Nasdaq26.39%
- 🌍 Digital Currency2.75%
- 🇫🇷 Euronext Paris0.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.73%
- 🇮🇱 Israel4.76%
- 🇨🇳 China4.16%
- 🇫🇷 France0.49%
Dividends
Dividend Yield
4.23%
5 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AGNC (13.13%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.2/10
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
-0.28
-0.28
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.42
-0.42
-1
1
2
3
3
Jensen's Alpha
-33.45
-33.45
-34
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
-1.31
-1.31
-2
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
-0.28
-0.28
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.42
-0.42
-1
1
2
3
3
Jensen's Alpha
-33.45
-33.45
-34
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
-1.31
-1.31
-2
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
66.04
High:
TSLA
377.27TSLALow:
GEVO
-9.93GEVODetails
PEG Ratio
78.18
High:
O
297.48OLow:
NIO
-132.09NIODetails
Price/Book
10.16
High:NIO
21.07NIOLow:
MO
-32.57MODetails
Price/Sales
6.22
High:TSLA
15.15TSLALow:
BOXL
0.01BOXLDetails
Price/CF
38.14
High:TSLA
107.92TSLALow:
AF.PA
0.67AF.PADetails
Price/FCF
107.99
High:TSLA
255.88TSLALow:BOXL
2.26BOXLDetails
P/E Ratio
66.04
High:TSLA
377.27TSLALow:GEVO
-9.93GEVODetails
PEG Ratio
78.18
High:O
297.48OLow:NIO
-132.09NIODetails
Price/Book
10.16
High:NIO
21.07NIOLow:MO
-32.57MODetails
Price/Sales
6.22
High:TSLA
15.15TSLALow:BOXL
0.01BOXLDetails
Price/CF
38.14
High:TSLA
107.92TSLALow:AF.PA
0.67AF.PADetails
Price/FCF
107.99
High:TSLA
255.88TSLALow:BOXL
2.26BOXLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.72% | Jun 2017 | - | 106 |