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-0.71%
This Month
+4.73%
Year To Date
+1.29%
2 Years
-35.43%
5 Years
+0.82%
10 Years
+0.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash37.41%
- 📊 ETFs34.21%
- 🖥️ Technology Services7.27%
- 💰 Finance6.69%
- 🪙 Cryptocurrencies4.89%
- 🧩 Miscellaneous4.82%
- 💻 Electronic Technology4.07%
- 🛠️ Producer Manufacturing0.75%
- 🪨 Non Energy Minerals0.59%
- 📡 Communications0.53%
- ⛏️ Energy Minerals0.4%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.32%
- 🇺🇸 Nasdaq12.47%
- 🇩🇪 FRA5.82%
- 🌍 Digital Currency4.89%
- 🇩🇪 Xetra ETFs1.8%
- 🇳🇴 Oslo Stock Exchange0.75%
- 🇬🇧 LSE0.59%
- 🇺🇸 Chicago Board Options Exchange0.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.14%
- 🇩🇪 Germany5.82%
- 🇨🇦 Canada3.02%
- 🇳🇴 Norway0.75%
- 🇨🇭 Switzerland0.59%
Dividends
Dividend Yield
0.18%
6 out of 27 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FNTN.DE (6.77%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.6/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.01
0.01
0
1
2
3
3
Jensen's Alpha
-9.52
-9.52
-10
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
0.02
0.02
0
0.75
1.25
2
2
Information Ratio
-0.72
-0.72
-1
0.3
0.6
1
1
Calmar Ratio
0
0
0
0.3
0.6
1
1
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.01
0.01
0
1
2
3
3
Jensen's Alpha
-9.52
-9.52
-10
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
0.02
0.02
0
0.75
1.25
2
2
Information Ratio
-0.72
-0.72
-1
0.3
0.6
1
1
Calmar Ratio
0
0
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.87
High:
AXON
332.16AXONLow:
METC
-16.32METCDetails
PEG Ratio
448.41
High:
DB1.DE
826.19DB1.DELow:
ZAP.OL
2.72ZAP.OLDetails
Price/Book
6.56
High:AXON
12.53AXONLow:
FXPO.L
0.54FXPO.LDetails
Price/Sales
8.1
High:
MSTR
92.58MSTRLow:FXPO.L
0.45FXPO.LDetails
Price/CF
23.19
High:MSTR
7,511.07MSTRLow:
FNTN.DE
8FNTN.DEDetails
Price/FCF
54.72
High:MSTR
1,187.5MSTRLow:ZAP.OL
9.17ZAP.OLDetails
P/E Ratio
31.87
High:AXON
332.16AXONLow:METC
-16.32METCDetails
PEG Ratio
448.41
High:DB1.DE
826.19DB1.DELow:ZAP.OL
2.72ZAP.OLDetails
Price/Book
6.56
High:AXON
12.53AXONLow:FXPO.L
0.54FXPO.LDetails
Price/Sales
8.1
High:MSTR
92.58MSTRLow:FXPO.L
0.45FXPO.LDetails
Price/CF
23.19
High:MSTR
7,511.07MSTRLow:FNTN.DE
8FNTN.DEDetails
Price/FCF
54.72
High:MSTR
1,187.5MSTRLow:ZAP.OL
9.17ZAP.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.87% | Jan 2022 | - | 51 |
-8.61% | May 2021 | Oct 2021 | 5 |
-2.81% | Jun 2020 | Jul 2020 | 1 |
-2.18% | Oct 2020 | Nov 2020 | 1 |
-1.9% | Nov 2021 | Dec 2021 | 1 |