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+3.54%
This Month
+3.54%
Year To Date
+7.75%
2 Years
-26.48%
5 Years
+0.99%
10 Years
+0.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies41.39%
- 💻 Electronic Technology33.88%
- 🖥️ Technology Services14.16%
- 💵 Cash3.82%
- ⛏️ Energy Minerals1.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.72%
- 🌍 Digital Currency41.39%
- 🇺🇸 NYSE5.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.6%
- 🇮🇱 Israel4.79%
Dividends
Dividend Yield
0.06%
1 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MUR (4.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MUR | 0.06% | 4.28% | $1.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.7/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.09
0.09
0
1
2
3
3
Jensen's Alpha
-10.72
-10.72
-11
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.17
0.17
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.09
0.09
0
1
2
3
3
Jensen's Alpha
-10.72
-10.72
-11
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.17
0.17
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.53
High:
ANET
48.53ANETLow:
NICE
12.62NICEDetails
PEG Ratio
31.6
High:ANET
190.93ANETLow:
ENPH
10.53ENPHDetails
Price/Book
5.66
High:ANET
13.49ANETLow:MUR
0.85MURDetails
Price/Sales
7.75
High:ANET
19.27ANETLow:MUR
1.58MURDetails
Price/CF
24.21
High:ANET
44.92ANETLow:MUR
2.83MURDetails
Price/FCF
26.42
High:ANET
45.97ANETLow:NICE
11.92NICEDetails
P/E Ratio
29.53
High:ANET
48.53ANETLow:NICE
12.62NICEDetails
PEG Ratio
31.6
High:ANET
190.93ANETLow:ENPH
10.53ENPHDetails
Price/Book
5.66
High:ANET
13.49ANETLow:MUR
0.85MURDetails
Price/Sales
7.75
High:ANET
19.27ANETLow:MUR
1.58MURDetails
Price/CF
24.21
High:ANET
44.92ANETLow:MUR
2.83MURDetails
Price/FCF
26.42
High:ANET
45.97ANETLow:NICE
11.92NICEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.46% | Aug 2022 | - | 42 |
-16.12% | Dec 2020 | Jan 2021 | 1 |
-5.34% | Jun 2022 | Jul 2022 | 1 |
-0.07% | Sep 2020 | Oct 2020 | 1 |