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-3.18%
This Month
-15.54%
Year To Date
+36.56%
2 Years
-25.27%
5 Years
-48.97%
10 Years
-9.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade23.01%
- 💼 Commercial Services20.39%
- 🖥️ Technology Services19.79%
- 📊 ETFs13.49%
- 🚗 Consumer Durables5.43%
- 💻 Electronic Technology5.33%
- 🛠️ Producer Manufacturing5.14%
- 🧬 Health Technology3.02%
- 💰 Finance2.95%
- 🧪 Process Industries0.53%
- 🏥 Health Services0.44%
- 🪙 Cryptocurrencies0.3%
- 💇♀️ Consumer Services0.15%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.08%
- 🇺🇸 NYSE40.05%
- 🇺🇸 Chicago Board Options Exchange11.53%
- 🇭🇰 Hong Kong Exchanges2.44%
- 🇳🇴 Oslo Stock Exchange1.71%
- 🇩🇪 FRA0.84%
- 🌍 Digital Currency0.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.95%
- 🇨🇳 China34.74%
- 🇩🇪 Germany7.99%
- 🇨🇭 Switzerland2.18%
- 🇳🇴 Norway1.71%
- 🇨🇦 Canada1.52%
- 🇮🇱 Israel1.08%
Dividends
Dividend Yield
0.49%
6 out of 36 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SWKS (5.04%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
-0.29
-0.29
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.37
-0.37
-1
1
2
3
3
Jensen's Alpha
-16.07
-16.07
-17
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.91
-0.91
-1
0.75
1.25
2
2
Information Ratio
-0.81
-0.81
-1
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
-0.29
-0.29
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.37
-0.37
-1
1
2
3
3
Jensen's Alpha
-16.07
-16.07
-17
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.91
-0.91
-1
0.75
1.25
2
2
Information Ratio
-0.81
-0.81
-1
0.3
0.6
1
1
Calmar Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.6
High:
BIDU
71.28BIDULow:
NIU
-83.15NIUDetails
PEG Ratio
1.55
High:
FVRR
130.41FVRRLow:
NIO
-132.09NIODetails
Price/Book
2.01
High:
JMIA
37.48JMIALow:
ETSY
-4.92ETSYDetails
Price/Sales
2.04
High:
CRSP
1,628.53CRSPLow:
ATHXQ
0ATHXQDetails
Price/CF
19.57
High:
DDD
462.65DDDLow:
TDOC
4.29TDOCDetails
Price/FCF
64.9
High:
BABA
1,196.17BABALow:TDOC
4.42TDOCDetails
P/E Ratio
17.6
High:BIDU
71.28BIDULow:NIU
-83.15NIUDetails
PEG Ratio
1.55
High:FVRR
130.41FVRRLow:NIO
-132.09NIODetails
Price/Book
2.01
High:JMIA
37.48JMIALow:ETSY
-4.92ETSYDetails
Price/Sales
2.04
High:CRSP
1,628.53CRSPLow:ATHXQ
0ATHXQDetails
Price/CF
19.57
High:DDD
462.65DDDLow:TDOC
4.29TDOCDetails
Price/FCF
64.9
High:BABA
1,196.17BABALow:TDOC
4.42TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.22% | Sep 2019 | - | 79 |