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-4.57%
This Month
-5.78%
Year To Date
+6.52%
2 Years
+6.52%
5 Years
+6.52%
10 Years
+4.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪨 Non Energy Minerals28.64%
- 🖥️ Technology Services20.77%
- 🧬 Health Technology19.03%
- 💻 Electronic Technology15.27%
- 🪙 Cryptocurrencies6.12%
- 💰 Finance5.89%
- 🛠️ Producer Manufacturing2.55%
- 💵 Cash1.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.11%
- 🇺🇸 Nasdaq29.48%
- 🌍 Digital Currency6.12%
- 🇳🇴 Oslo Stock Exchange2.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.42%
- 🇨🇦 Canada26.2%
- 🇮🇱 Israel5.98%
- 🇳🇴 Norway2.55%
Dividends
Dividend Yield
0.28%
8 out of 34 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DLR (2.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
1.66
1.66
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
-14.88
-14.88
-15
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.25
0.25
0
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.66
1.66
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
-14.88
-14.88
-15
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.25
0.25
0
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
44.75
High:
EQIX
70.42EQIXLow:
NET
-631.21NETDetails
PEG Ratio
49.94
High:
TOM.OL
1,326.15TOM.OLLow:
PRCT
-699.91PRCTDetails
Price/Book
6.33
High:NET
44.83NETLow:
LUNR
-5.43LUNRDetails
Price/Sales
6.52
High:
ACHR
16,098.64ACHRLow:
BIVI
-BIVIDetails
Price/CF
23.2
High:
GROY
267.07GROYLow:
CRNC
5.35CRNCDetails
Price/FCF
42.84
High:GROY
267.07GROYLow:
ROOT
6.02ROOTDetails
P/E Ratio
44.75
High:EQIX
70.42EQIXLow:NET
-631.21NETDetails
PEG Ratio
49.94
High:TOM.OL
1,326.15TOM.OLLow:PRCT
-699.91PRCTDetails
Price/Book
6.33
High:NET
44.83NETLow:LUNR
-5.43LUNRDetails
Price/Sales
6.52
High:ACHR
16,098.64ACHRLow:BIVI
-BIVIDetails
Price/CF
23.2
High:GROY
267.07GROYLow:CRNC
5.35CRNCDetails
Price/FCF
42.84
High:GROY
267.07GROYLow:ROOT
6.02ROOTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.58% | Dec 2024 | - | 16 |