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-2%
This Month
-2%
Year To Date
+102.79%
2 Years
+67.14%
5 Years
+21.48%
10 Years
+2.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies37.12%
- 💻 Electronic Technology24.06%
- 🖥️ Technology Services19.93%
- 📊 ETFs11.95%
- 🚚 Transportation3.54%
- 💰 Finance3.4%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.16%
- 🌍 Digital Currency37.12%
- 🇺🇸 NYSE21.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.92%
Dividends
Dividend Yield
0.18%
6 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.78%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.7/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
12.95
12.95
-2
0
2
13
13
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
2.1
2.1
0
0.75
1.25
3
3
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
12.95
12.95
-2
0
2
13
13
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
2.1
2.1
0
0.75
1.25
3
3
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
42.34
High:
AMD
124.91AMDLow:
UBER
10.24UBERDetails
PEG Ratio
122.83
High:
META
479.82METALow:UBER
3.7UBERDetails
Price/Book
14.38
High:
MA
59.37MALow:UBER
5.9UBERDetails
Price/Sales
14.96
High:
AVGO
25.5AVGOLow:UBER
3.42UBERDetails
Price/CF
32.82
High:AVGO
65.63AVGOLow:META
17.56METADetails
Price/FCF
62.96
High:AVGO
114.58AVGOLow:UBER
24.03UBERDetails
P/E Ratio
42.34
High:AMD
124.91AMDLow:UBER
10.24UBERDetails
PEG Ratio
122.83
High:META
479.82METALow:UBER
3.7UBERDetails
Price/Book
14.38
High:MA
59.37MALow:UBER
5.9UBERDetails
Price/Sales
14.96
High:AVGO
25.5AVGOLow:UBER
3.42UBERDetails
Price/CF
32.82
High:AVGO
65.63AVGOLow:META
17.56METADetails
Price/FCF
62.96
High:AVGO
114.58AVGOLow:UBER
24.03UBERDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-93.71% | Jan 2018 | - | 97 |
-21.48% | Sep 2017 | Nov 2017 | 2 |
-7.39% | Jun 2017 | Aug 2017 | 2 |