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+0.81%
This Month
+0.81%
Year To Date
+6.96%
2 Years
+17.61%
5 Years
+42.1%
10 Years
+4.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology46.66%
- 💵 Cash13.64%
- 🪙 Cryptocurrencies12.31%
- 🍞 Consumer Non Durables10.59%
- 🖥️ Technology Services7.42%
- 🛠️ Producer Manufacturing3.36%
- 💇♀️ Consumer Services2.44%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.08%
- 🇺🇸 Nasdaq16.4%
- 🌍 Digital Currency12.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.12%
- 🇮🇱 Israel3.36%
Dividends
Dividend Yield
1.77%
4 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.77%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.1/10
Beta
0.23
0.23
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-0.65
-0.65
-2
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.23
0.23
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-0.65
-0.65
-2
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21.47
High:
PEP
28.09PEPLow:
BIO
-12.87BIODetails
PEG Ratio
-45.74
High:
CHTR
37.73CHTRLow:BIO
-117.77BIODetails
Price/Book
3.48
High:PEP
10.43PEPLow:BIO
1.25BIODetails
Price/Sales
2.2
High:
PAYC
4.16PAYCLow:CHTR
0.46CHTRDetails
Price/CF
9.3
High:
SEDG
34.29SEDGLow:CHTR
2.38CHTRDetails
Price/FCF
27.07
High:PEP
5,253.35PEPLow:CHTR
8.55CHTRDetails
P/E Ratio
21.47
High:PEP
28.09PEPLow:BIO
-12.87BIODetails
PEG Ratio
-45.74
High:CHTR
37.73CHTRLow:BIO
-117.77BIODetails
Price/Book
3.48
High:PEP
10.43PEPLow:BIO
1.25BIODetails
Price/Sales
2.2
High:PAYC
4.16PAYCLow:CHTR
0.46CHTRDetails
Price/CF
9.3
High:SEDG
34.29SEDGLow:CHTR
2.38CHTRDetails
Price/FCF
27.07
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 | - | 11 |
-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 |