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-7.43%
This Month
-7.43%
Year To Date
+96.97%
2 Years
+8.98%
5 Years
-2.45%
10 Years
-0.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🏥 Health Services31.45%
- 💵 Cash18.63%
- 🖥️ Technology Services13.07%
- 🪙 Cryptocurrencies12.52%
- 💇♀️ Consumer Services8.1%
- 🚚 Transportation5.91%
- 🛍️ Retail Trade3.07%
- ⛏️ Energy Minerals1.11%
- 🍞 Consumer Non Durables0.02%
- 💻 Electronic Technology0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.39%
- 🇺🇸 Nasdaq17.16%
- 🌍 Digital Currency12.52%
- Regular Trading Hours - RTH3.68%
- 🇳🇴 Oslo Stock Exchange1.66%
- 🇭🇰 Hong Kong Exchanges0.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.13%
- 🇮🇱 Israel9.79%
- 🇰🇾 Cayman Islands3.28%
- 🇨🇳 China2.9%
- 🇳🇴 Norway1.66%
Dividends
Dividend Yield
1.12%
6 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (5.58%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-9.09
-9.09
-10
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.44
0.44
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-9.09
-9.09
-10
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.44
0.44
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.44
High:
CRDO
113.18CRDOLow:
BBBY
-2.32BBBYDetails
PEG Ratio
69.43
High:
UNH
91.88UNHLow:BBBY
-3.73BBBYDetails
Price/Book
2.87
High:CRDO
18CRDOLow:
AAL
-2.38AALDetails
Price/Sales
0.68
High:
SPCE
108.09SPCELow:
AAL.RTH
0.15AAL.RTHDetails
Price/CF
15.23
High:CRDO
197.95CRDOLow:AAL.RTH
1.97AAL.RTHDetails
Price/FCF
38.33
High:
9988.HK
2,771.019988.HKLow:AAL.RTH
8.42AAL.RTHDetails
P/E Ratio
22.44
High:CRDO
113.18CRDOLow:BBBY
-2.32BBBYDetails
PEG Ratio
69.43
High:UNH
91.88UNHLow:BBBY
-3.73BBBYDetails
Price/Book
2.87
High:CRDO
18CRDOLow:AAL
-2.38AALDetails
Price/Sales
0.68
High:SPCE
108.09SPCELow:AAL.RTH
0.15AAL.RTHDetails
Price/CF
15.23
High:CRDO
197.95CRDOLow:AAL.RTH
1.97AAL.RTHDetails
Price/FCF
38.33
High:9988.HK
2,771.019988.HKLow:AAL.RTH
8.42AAL.RTHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.17% | Nov 2021 | Nov 2024 | 36 |
-43.64% | Jul 2019 | Oct 2021 | 27 |
-27.55% | Dec 2024 | - | 14 |