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+0.52%
This Month
-12.91%
Year To Date
+9.75%
2 Years
+18.66%
5 Years
+54.01%
10 Years
+8.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash60.56%
- 🖥️ Technology Services15.64%
- 💰 Finance12.36%
- 🪙 Cryptocurrencies6.09%
- 🏥 Health Services3.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq18.93%
- 🇺🇸 NYSE12.45%
- 🌍 Digital Currency6.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.45%
- 🇭🇰 Hong Kong12.36%
- 🇨🇳 China6.57%
Dividends
Dividend Yield
0.11%
1 out of 12 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $UNH (3.19%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UNH | 0.11% | 3.19% | $7.74 |
Performance Metrics
Score 3.7/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-2.52
-2.52
-3
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-2.52
-2.52
-3
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.93
High:
BILI
57.3BILILow:
EH
-31.41EHDetails
PEG Ratio
-7.91
High:BILI
30.33BILILow:EH
-96.52EHDetails
Price/Book
2.86
High:EH
4.91EHLow:UNH
2.64UNHDetails
Price/Sales
0.72
High:EH
10.76EHLow:UNH
0.56UNHDetails
Price/CF
16.25
High:
U
44.89ULow:UNH
15.25UNHDetails
Price/FCF
37.57
High:U
47ULow:UNH
36.82UNHDetails
P/E Ratio
22.93
High:BILI
57.3BILILow:EH
-31.41EHDetails
PEG Ratio
-7.91
High:BILI
30.33BILILow:EH
-96.52EHDetails
Price/Book
2.86
High:EH
4.91EHLow:UNH
2.64UNHDetails
Price/Sales
0.72
High:EH
10.76EHLow:UNH
0.56UNHDetails
Price/CF
16.25
High:U
44.89ULow:UNH
15.25UNHDetails
Price/FCF
37.57
High:U
47ULow:UNH
36.82UNHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.17% | Jul 2021 | Jul 2023 | 24 |
-26.19% | Dec 2024 | - | 17 |
-15.07% | Aug 2023 | Dec 2023 | 4 |
-8.65% | Jan 2024 | Feb 2024 | 1 |
-7.16% | Feb 2021 | Jun 2021 | 4 |
-6.47% | Jun 2024 | Sep 2024 | 3 |
-0.79% | Oct 2024 | Nov 2024 | 1 |
-0.15% | Apr 2024 | May 2024 | 1 |