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+0.54%
This Month
-8.54%
Year To Date
+33.61%
2 Years
+67.24%
5 Years
-14.28%
10 Years
-1.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology58.86%
- 🖥️ Technology Services11.63%
- 🍞 Consumer Non Durables8.1%
- 🪙 Cryptocurrencies7.16%
- 💰 Finance3.74%
- 🛠️ Producer Manufacturing3.68%
- 🚗 Consumer Durables3.65%
- 🧬 Health Technology2.01%
- 💼 Commercial Services1.03%
- 💵 Cash0.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq74.87%
- 🇺🇸 NYSE11.77%
- 🌍 Digital Currency7.16%
- 🇭🇰 Hong Kong Exchanges3.68%
- 🇫🇷 Euronext Paris1.34%
- 🇳🇱 Euronext Amsterdam1.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States86.64%
- 🇨🇳 China3.68%
- 🇫🇷 France1.34%
- 🇳🇱 Netherlands1.03%
Dividends
Dividend Yield
0.25%
9 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PEP (3.48%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
1.65
1.65
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-1.69
-1.69
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
1.65
1.65
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-1.69
-1.69
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.19
High:
TSLA
364.71TSLALow:
CRWD
-309.81CRWDDetails
PEG Ratio
104.12
High:
V
564.89VLow:
LLY
46.24LLYDetails
Price/Book
26.29
High:
AAPL
43.97AAPLLow:
SNPS
2.66SNPSDetails
Price/Sales
18.53
High:CRWD
21.55CRWDLow:
01211.HK
0.9501211.HKDetails
Price/CF
43.79
High:TSLA
107.92TSLALow:01211.HK
7.8601211.HKDetails
Price/FCF
55.72
High:
PEP
5,797.72PEPLow:
ADYEN.NV
13.12ADYEN.NVDetails
P/E Ratio
37.19
High:TSLA
364.71TSLALow:CRWD
-309.81CRWDDetails
PEG Ratio
104.12
High:V
564.89VLow:LLY
46.24LLYDetails
Price/Book
26.29
High:AAPL
43.97AAPLLow:SNPS
2.66SNPSDetails
Price/Sales
18.53
High:CRWD
21.55CRWDLow:01211.HK
0.9501211.HKDetails
Price/CF
43.79
High:TSLA
107.92TSLALow:01211.HK
7.8601211.HKDetails
Price/FCF
55.72
High:PEP
5,797.72PEPLow:ADYEN.NV
13.12ADYEN.NVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-94.67% | Jan 2018 | - | 99 |