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+3.19%
This Month
+3.19%
Year To Date
+63.21%
2 Years
-5.22%
5 Years
+61.99%
10 Years
+7.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs67.27%
- 🖥️ Technology Services15.74%
- 🛍️ Retail Trade15.12%
- 💵 Cash1.91%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.68%
- 🇺🇸 NYSE40.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.86%
Dividends
Dividend Yield
0.04%
1 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GOOG (0.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOOG | 0.04% | 0.24% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
-5.12
-5.12
-6
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
-5.12
-5.12
-6
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.6
High:
AMZN
34.33AMZNLow:GOOG
33.17GOOGDetails
PEG Ratio
82.55
High:GOOG
96.81GOOGLow:AMZN
67.71AMZNDetails
Price/Book
8.84
High:GOOG
10.5GOOGLow:AMZN
7.03AMZNDetails
Price/Sales
6.33
High:GOOG
10.64GOOGLow:AMZN
3.81AMZNDetails
Price/CF
19.07
High:GOOG
19.63GOOGLow:AMZN
18.22AMZNDetails
Price/FCF
66.94
High:AMZN
225.5AMZNLow:GOOG
46.73GOOGDetails
P/E Ratio
33.6
High:AMZN
34.33AMZNLow:GOOG
33.17GOOGDetails
PEG Ratio
82.55
High:GOOG
96.81GOOGLow:AMZN
67.71AMZNDetails
Price/Book
8.84
High:GOOG
10.5GOOGLow:AMZN
7.03AMZNDetails
Price/Sales
6.33
High:GOOG
10.64GOOGLow:AMZN
3.81AMZNDetails
Price/CF
19.07
High:GOOG
19.63GOOGLow:AMZN
18.22AMZNDetails
Price/FCF
66.94
High:AMZN
225.5AMZNLow:GOOG
46.73GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.63% | Jul 2021 | - | 55 |
-29.71% | Mar 2019 | Nov 2019 | 8 |
-12% | Feb 2020 | Apr 2020 | 2 |
-5.05% | Sep 2020 | Nov 2020 | 2 |
-0.5% | Feb 2021 | Mar 2021 | 1 |