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+0.1%
This Month
+6.98%
Year To Date
+4.53%
2 Years
+20.99%
5 Years
+43.99%
10 Years
+4.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology46.05%
- 💵 Cash13.56%
- 🪙 Cryptocurrencies12.62%
- 🍞 Consumer Non Durables10.45%
- 🖥️ Technology Services8.16%
- 🛠️ Producer Manufacturing3.26%
- 💇♀️ Consumer Services2.59%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.22%
- 🇺🇸 Nasdaq16.3%
- 🌍 Digital Currency12.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.26%
- 🇮🇱 Israel3.26%
Dividends
Dividend Yield
1.74%
4 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.72%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.3/10
Beta
0.23
0.23
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-0.38
-0.38
-2
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-0.63
-0.63
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.23
0.23
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-0.38
-0.38
-2
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-0.63
-0.63
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
21.23
High:
PEP
28.17PEPLow:
BIO
-13.18BIODetails
PEG Ratio
-48.09
High:
CHTR
40.92CHTRLow:BIO
-120.61BIODetails
Price/Book
3.4
High:PEP
10.45PEPLow:BIO
1.28BIODetails
Price/Sales
2.17
High:
PAYC
4.64PAYCLow:CHTR
0.5CHTRDetails
Price/CF
9.46
High:
SEDG
34.29SEDGLow:CHTR
2.38CHTRDetails
Price/FCF
28.78
High:PEP
5,253.35PEPLow:CHTR
8.55CHTRDetails
P/E Ratio
21.23
High:PEP
28.17PEPLow:BIO
-13.18BIODetails
PEG Ratio
-48.09
High:CHTR
40.92CHTRLow:BIO
-120.61BIODetails
Price/Book
3.4
High:PEP
10.45PEPLow:BIO
1.28BIODetails
Price/Sales
2.17
High:PAYC
4.64PAYCLow:CHTR
0.5CHTRDetails
Price/CF
9.46
High:SEDG
34.29SEDGLow:CHTR
2.38CHTRDetails
Price/FCF
28.78
High:PEP
5,253.35PEPLow:CHTR
8.55CHTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.98% | Aug 2023 | Feb 2025 | 18 |
-8.74% | Jul 2019 | Jul 2020 | 12 |
-8.21% | Feb 2018 | May 2019 | 15 |
-6.85% | Mar 2025 | - | 10 |
-4.31% | Jan 2022 | Jan 2023 | 12 |
-1.88% | Sep 2020 | Nov 2020 | 2 |
-1% | Sep 2021 | Dec 2021 | 3 |
-0.81% | Dec 2020 | Jan 2021 | 1 |
-0.46% | Nov 2017 | Dec 2017 | 1 |
-0.19% | Feb 2021 | Mar 2021 | 1 |
-0.04% | May 2021 | Jun 2021 | 1 |
-0.01% | Apr 2023 | May 2023 | 1 |