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+2.44%
This Month
+2.44%
Year To Date
+78.99%
2 Years
-97.48%
5 Years
-98.82%
10 Years
-56.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash48.51%
- 🖥️ Technology Services34.58%
- 🚚 Transportation5.32%
- 💇♀️ Consumer Services4.7%
- 🚗 Consumer Durables3.98%
- 🏥 Health Services1.04%
- 💻 Electronic Technology0.94%
- 🧪 Process Industries0.15%
- 🧬 Health Technology0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.71%
- 🇺🇸 Nasdaq11.02%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.61%
- 🇮🇹 Italy3.98%
- 🇨🇦 Canada0.15%
Dividends
Dividend Yield
0.2%
4 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SBUX (2.64%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2/10
Beta
1.91
1.91
0
0.8
1.2
0
2
Sharpe Ratio
-0.47
-0.47
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.64
-0.64
-1
1
2
3
3
Jensen's Alpha
-47.96
-47.96
-48
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
-1.67
-1.67
-2
0.75
1.25
2
2
Information Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Calmar Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Beta
1.91
1.91
0
0.8
1.2
0
2
Sharpe Ratio
-0.47
-0.47
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.64
-0.64
-1
1
2
3
3
Jensen's Alpha
-47.96
-47.96
-48
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
-1.67
-1.67
-2
0.75
1.25
2
2
Information Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Calmar Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.74
High:
SBUX
57.48SBUXLow:
SNAP
-24.93SNAPDetails
PEG Ratio
-0.37
High:
RACE
225.29RACELow:SNAP
-50.68SNAPDetails
Price/Book
7.57
High:
LMT
21.44LMTLow:SBUX
-13.15SBUXDetails
Price/Sales
1.79
High:RACE
7.67RACELow:
JBLU
0.21JBLUDetails
Price/CF
19.94
High:
TLRY
53.55TLRYLow:
UNH
14.96UNHDetails
Price/FCF
42.9
High:SBUX
1,256.06SBUXLow:JBLU
5.99JBLUDetails
P/E Ratio
30.74
High:SBUX
57.48SBUXLow:SNAP
-24.93SNAPDetails
PEG Ratio
-0.37
High:RACE
225.29RACELow:SNAP
-50.68SNAPDetails
Price/Book
7.57
High:LMT
21.44LMTLow:SBUX
-13.15SBUXDetails
Price/Sales
1.79
High:RACE
7.67RACELow:JBLU
0.21JBLUDetails
Price/CF
19.94
High:TLRY
53.55TLRYLow:UNH
14.96UNHDetails
Price/FCF
42.9
High:SBUX
1,256.06SBUXLow:JBLU
5.99JBLUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.6% | Sep 2020 | - | 65 |