Loading...
+2.41%
This Month
-0.77%
Year To Date
+9.45%
2 Years
-22.79%
5 Years
+6.86%
10 Years
+1.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology58.74%
- 🌾 Commodities23.79%
- 💵 Cash16.65%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.74%
- 🌍 Commodity23.79%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.74%
Dividends
Dividend Yield
0.01%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0.01% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.7/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.16
0.16
0
1
2
3
3
Jensen's Alpha
-11.83
-11.83
-12
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.16
0.16
0
1
2
3
3
Jensen's Alpha
-11.83
-11.83
-12
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.23
High:NVDA
37.23NVDALow:NVDA
37.23NVDADetails
PEG Ratio
56.31
High:NVDA
56.31NVDALow:NVDA
56.31NVDADetails
Price/Book
28.2
High:NVDA
28.2NVDALow:NVDA
28.2NVDADetails
Price/Sales
20.65
High:NVDA
20.65NVDALow:NVDA
20.65NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
P/E Ratio
37.23
High:NVDA
37.23NVDALow:NVDA
37.23NVDADetails
PEG Ratio
56.31
High:NVDA
56.31NVDALow:NVDA
56.31NVDADetails
Price/Book
28.2
High:NVDA
28.2NVDALow:NVDA
28.2NVDADetails
Price/Sales
20.65
High:NVDA
20.65NVDALow:NVDA
20.65NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.01% | Oct 2021 | - | 54 |
-5.68% | Sep 2020 | Nov 2020 | 2 |
-0.03% | Feb 2021 | Mar 2021 | 1 |