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-1.11%
This Month
+1.91%
Year To Date
+40.32%
2 Years
-19.22%
5 Years
-99.99%
10 Years
-62.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs45.23%
- 💻 Electronic Technology11.57%
- 💰 Finance10%
- 🖥️ Technology Services9.46%
- 🪨 Non Energy Minerals4.32%
- 🛠️ Producer Manufacturing3.92%
- 💼 Commercial Services3.78%
- 🛍️ Retail Trade3.31%
- ⛏️ Energy Minerals3.02%
- 🚗 Consumer Durables2.99%
- 🪙 Cryptocurrencies2.37%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE63.45%
- 🇺🇸 Nasdaq22.69%
- 🇸🇪 Stockholm Stock Exchange7.54%
- 🇨🇭 SIX3.92%
- 🌍 Digital Currency2.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.77%
- 🇸🇪 Sweden7.54%
- 🇹🇼 Taiwan4.64%
- 🇨🇭 Switzerland3.92%
- 🇮🇱 Israel1.5%
Dividends
Dividend Yield
0.46%
12 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SECU-B.ST (3.05%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
-0.44
-0.44
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.52
-0.52
-1
1
2
3
3
Jensen's Alpha
-33.36
-33.36
-34
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-4.17
-4.17
-5
0.75
1.25
2
2
Information Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Calmar Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
-0.44
-0.44
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.52
-0.52
-1
1
2
3
3
Jensen's Alpha
-33.36
-33.36
-34
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-4.17
-4.17
-5
0.75
1.25
2
2
Information Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Calmar Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.7
High:
TSLA
400.01TSLALow:
INVEB.ST
6.67INVEB.STDetails
PEG Ratio
293.35
High:
FCX
1,171.86FCXLow:
EQT
8.98EQTDetails
Price/Book
11.26
High:
MA
62.26MALow:INVEB.ST
1.1INVEB.STDetails
Price/Sales
10.13
High:
PLTR
96.73PLTRLow:
SECU-B.ST
0.53SECU-B.STDetails
Price/CF
28.93
High:PLTR
258.05PLTRLow:EQT
7.19EQTDetails
Price/FCF
65.5
High:FCX
291.99FCXLow:EQT
16.28EQTDetails
P/E Ratio
36.7
High:TSLA
400.01TSLALow:INVEB.ST
6.67INVEB.STDetails
PEG Ratio
293.35
High:FCX
1,171.86FCXLow:EQT
8.98EQTDetails
Price/Book
11.26
High:MA
62.26MALow:INVEB.ST
1.1INVEB.STDetails
Price/Sales
10.13
High:PLTR
96.73PLTRLow:SECU-B.ST
0.53SECU-B.STDetails
Price/CF
28.93
High:PLTR
258.05PLTRLow:EQT
7.19EQTDetails
Price/FCF
65.5
High:FCX
291.99FCXLow:EQT
16.28EQTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.99% | Jun 2016 | - | 117 |
-1.68% | Apr 2016 | May 2016 | 1 |
-0.86% | Feb 2016 | Mar 2016 | 1 |