Loading...
+2.78%
This Month
+2.78%
Year To Date
+32.83%
2 Years
+7.54%
5 Years
+98.82%
10 Years
+10.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs44.05%
- 💵 Cash30.63%
- 💻 Electronic Technology12.65%
- 🖥️ Technology Services8.48%
- 💰 Finance7.41%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE55.9%
- 🇺🇸 Nasdaq15.52%
- 🇬🇧 LSE1.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.2%
- 🇹🇼 Taiwan10.16%
- 🇰🇷 South Korea1.18%
Dividends
Dividend Yield
0.12%
6 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ORCL (1.17%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.6/10
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
-0.19
-0.19
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
-0.19
-0.19
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.42
High:
NVDA
47.44NVDALow:
SNDK
-43.9SNDKDetails
PEG Ratio
77
High:
ORCL
109.89ORCLLow:
MRVL
10.89MRVLDetails
Price/Book
5.82
High:NVDA
39.15NVDALow:
BRK.B
1.46BRK.BDetails
Price/Sales
8.17
High:NVDA
25.06NVDALow:BRK.B
2.75BRK.BDetails
Price/CF
20.56
High:NVDA
54.84NVDALow:
SMSN.L
7.05SMSN.LDetails
Price/FCF
54.83
High:ORCL
348.36ORCLLow:SNDK
27.65SNDKDetails
P/E Ratio
29.42
High:NVDA
47.44NVDALow:SNDK
-43.9SNDKDetails
PEG Ratio
77
High:ORCL
109.89ORCLLow:MRVL
10.89MRVLDetails
Price/Book
5.82
High:NVDA
39.15NVDALow:BRK.B
1.46BRK.BDetails
Price/Sales
8.17
High:NVDA
25.06NVDALow:BRK.B
2.75BRK.BDetails
Price/CF
20.56
High:NVDA
54.84NVDALow:SMSN.L
7.05SMSN.LDetails
Price/FCF
54.83
High:ORCL
348.36ORCLLow:SNDK
27.65SNDKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.86% | Jul 2021 | - | 55 |
-13.76% | Apr 2019 | Jul 2019 | 3 |
-4.68% | Mar 2020 | Apr 2020 | 1 |
-3.4% | Sep 2020 | Dec 2020 | 3 |
-3.39% | Aug 2019 | Oct 2019 | 2 |
-1.79% | May 2021 | Jun 2021 | 1 |
-0.5% | Jan 2021 | Feb 2021 | 1 |