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-2.52%
This Month
-7.29%
Year To Date
-13.82%
2 Years
-26.53%
5 Years
-20.28%
10 Years
-4.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash47.79%
- 📊 ETFs10.35%
- 💻 Electronic Technology10.35%
- ⚡ Utilities7.13%
- 🪙 Cryptocurrencies5.14%
- 🛠️ Producer Manufacturing4.97%
- 🖥️ Technology Services3.86%
- 🏥 Health Services3.08%
- 🍞 Consumer Non Durables2.58%
- 🧬 Health Technology1.81%
- 🧩 Miscellaneous1.73%
- 🛍️ Retail Trade0.89%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.8%
- 🇺🇸 NYSE16.97%
- 🌍 Digital Currency5.14%
- 🇳🇱 Euronext Amsterdam4.97%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.2%
- 🇳🇱 Netherlands7.9%
- 🇦🇺 Australia3.86%
- 🇩🇰 Denmark1.81%
- 🇺🇾 Uruguay0.89%
Dividends
Dividend Yield
0.34%
8 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PEP (3.49%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.3/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.26
-0.26
-1
1
2
3
3
Jensen's Alpha
-15.44
-15.44
-16
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.3
-0.3
-1
0.75
1.25
2
2
Information Ratio
-0.98
-0.98
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.26
-0.26
-1
1
2
3
3
Jensen's Alpha
-15.44
-15.44
-16
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.3
-0.3
-1
0.75
1.25
2
2
Information Ratio
-0.98
-0.98
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.21
High:
IREN
50.23IRENLow:
NVO
11.09NVODetails
PEG Ratio
130.05
High:
MELI
997.84MELILow:IREN
8.63IRENDetails
Price/Book
19.23
High:
AAPL
43.77AAPLLow:
UNH
2.81UNHDetails
Price/Sales
5.55
High:IREN
26.81IRENLow:UNH
0.59UNHDetails
Price/CF
25.2
High:IREN
30.27IRENLow:MELI
11.2MELIDetails
Price/FCF
41.05
High:
PEP
5,797.72PEPLow:MELI
12.83MELIDetails
P/E Ratio
33.21
High:IREN
50.23IRENLow:NVO
11.09NVODetails
PEG Ratio
130.05
High:MELI
997.84MELILow:IREN
8.63IRENDetails
Price/Book
19.23
High:AAPL
43.77AAPLLow:UNH
2.81UNHDetails
Price/Sales
5.55
High:IREN
26.81IRENLow:UNH
0.59UNHDetails
Price/CF
25.2
High:IREN
30.27IRENLow:MELI
11.2MELIDetails
Price/FCF
41.05
High:PEP
5,797.72PEPLow:MELI
12.83MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.76% | Nov 2021 | - | 53 |
-6.88% | May 2021 | Aug 2021 | 3 |
-5.96% | Sep 2021 | Oct 2021 | 1 |