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+1.4%
This Month
+1.4%
Year To Date
+34.02%
2 Years
+21.98%
5 Years
+34.39%
10 Years
+5.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash69.61%
- 📊 ETFs26.88%
- 🪙 Cryptocurrencies10.37%
- 🧬 Health Technology1.27%
- 🍞 Consumer Non Durables0.42%
- ⛏️ Energy Minerals0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE12.26%
- 🇺🇸 Nasdaq11.51%
- 🌍 Digital Currency10.37%
- 🇺🇸 Chicago Board Options Exchange3.31%
- 🇩🇰 Copenhagen Stock Exchange1.27%
- 🇭🇰 Hong Kong Exchanges0.42%
Countries Breakdown
- Country
- Total
- 🇩🇰 Denmark1.27%
- 🇭🇰 Hong Kong0.42%
- 🇺🇸 United States0.21%
Dividends
Dividend Yield
0.06%
3 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $02319.HK (3.5%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-7.5
-7.5
-8
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-7.5
-7.5
-8
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
16.65
High:
NOVO-B.CO
16.7NOVO-B.COLow:
02319.HK
-187.1202319.HKDetails
PEG Ratio
170.54
High:NOVO-B.CO
170.54NOVO-B.COLow:NOVO-B.CO
170.54NOVO-B.CODetails
Price/Book
8.93
High:NOVO-B.CO
10.19NOVO-B.COLow:02319.HK
1.3602319.HKDetails
Price/Sales
4.95
High:NOVO-B.CO
5.49NOVO-B.COLow:02319.HK
0.6702319.HKDetails
Price/CF
11.8
High:NOVO-B.CO
12.38NOVO-B.COLow:
DVN
3.2DVNDetails
Price/FCF
88.59
High:NOVO-B.CO
107.86NOVO-B.COLow:DVN
9.74DVNDetails
P/E Ratio
16.65
High:NOVO-B.CO
16.7NOVO-B.COLow:02319.HK
-187.1202319.HKDetails
PEG Ratio
170.54
High:NOVO-B.CO
170.54NOVO-B.COLow:NOVO-B.CO
170.54NOVO-B.CODetails
Price/Book
8.93
High:NOVO-B.CO
10.19NOVO-B.COLow:02319.HK
1.3602319.HKDetails
Price/Sales
4.95
High:NOVO-B.CO
5.49NOVO-B.COLow:02319.HK
0.6702319.HKDetails
Price/CF
11.8
High:NOVO-B.CO
12.38NOVO-B.COLow:DVN
3.2DVNDetails
Price/FCF
88.59
High:NOVO-B.CO
107.86NOVO-B.COLow:DVN
9.74DVNDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43% | Nov 2021 | - | 51 |
-3.47% | Sep 2021 | Oct 2021 | 1 |
-2.31% | May 2021 | Jun 2021 | 1 |
-0.67% | Mar 2021 | Apr 2021 | 1 |