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-1.8%
This Month
-5.62%
Year To Date
+11.98%
2 Years
-13.28%
5 Years
+469.2%
10 Years
-25.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies25.02%
- 🖥️ Technology Services22.4%
- 💵 Cash13.44%
- 🚗 Consumer Durables13.06%
- 💰 Finance6.11%
- 💇♀️ Consumer Services4.81%
- 💹 Forex0.62%
- 🚚 Transportation0.58%
- 🧬 Health Technology0.44%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.74%
- 🌍 Digital Currency25.02%
- 🇺🇸 NYSE13.66%
- 🌍 FX0.62%
Countries Breakdown
- Country
- Total
- 🇮🇱 Israel20.37%
- 🇺🇸 United States16.06%
- 🇨🇳 China9.74%
- 🇬🇧 United Kingdom1.22%
Dividends
Dividend Yield
0.58%
4 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AGNC (13.13%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
14.46
14.46
-2
0
2
15
15
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
2.3
2.3
0
0.75
1.25
3
3
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
14.46
14.46
-2
0
2
15
15
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
2.3
2.3
0
0.75
1.25
3
3
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
46.59
High:
TSLA
377.27TSLALow:
NIO
-3.33NIODetails
PEG Ratio
37.49
High:
UBER
555.04UBERLow:NIO
-132.09NIODetails
Price/Book
9.74
High:NIO
21.07NIOLow:
ZOMDF
1.02ZOMDFDetails
Price/Sales
9.54
High:TSLA
15.15TSLALow:NIO
1.17NIODetails
Price/CF
32.09
High:TSLA
107.92TSLALow:
ETOR
9.08ETORDetails
Price/FCF
73.86
High:TSLA
255.88TSLALow:ETOR
9.25ETORDetails
P/E Ratio
46.59
High:TSLA
377.27TSLALow:NIO
-3.33NIODetails
PEG Ratio
37.49
High:UBER
555.04UBERLow:NIO
-132.09NIODetails
Price/Book
9.74
High:NIO
21.07NIOLow:ZOMDF
1.02ZOMDFDetails
Price/Sales
9.54
High:TSLA
15.15TSLALow:NIO
1.17NIODetails
Price/CF
32.09
High:TSLA
107.92TSLALow:ETOR
9.08ETORDetails
Price/FCF
73.86
High:TSLA
255.88TSLALow:ETOR
9.25ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.86% | Nov 2012 | - | 161 |