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-0.15%
This Month
+2.96%
Year To Date
+38.67%
2 Years
-2.47%
5 Years
-100.44%
10 Years
-66.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs68.78%
- 🖥️ Technology Services14.21%
- 🪙 Cryptocurrencies6.11%
- 🛠️ Producer Manufacturing1.96%
- 💰 Finance1.88%
- 💇♀️ Consumer Services1.78%
- 💻 Electronic Technology1.72%
- ⛏️ Energy Minerals1.59%
- 🛍️ Retail Trade1.03%
- 🧬 Health Technology0.72%
- 🧪 Process Industries0.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE48.35%
- 🇺🇸 Nasdaq24.49%
- 🇩🇪 Xetra ETFs10.61%
- 🇺🇸 Chicago Board Options Exchange6.42%
- 🌍 Digital Currency6.11%
- 🇬🇧 LSE4.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.17%
- 🇩🇰 Denmark0.72%
- 🇨🇦 Canada0.23%
Dividends
Dividend Yield
0.19%
7 out of 26 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVO (3.48%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
-0.32
-0.32
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.37
-0.37
-1
1
2
3
3
Jensen's Alpha
-25.08
-25.08
-26
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
-1.35
-1.35
-2
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
-0.99
-0.99
-1
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
-0.32
-0.32
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.37
-0.37
-1
1
2
3
3
Jensen's Alpha
-25.08
-25.08
-26
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
-1.35
-1.35
-2
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
-0.99
-0.99
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.33
High:
AVGO
69.8AVGOLow:
TLRY
-0.35TLRYDetails
PEG Ratio
135.64
High:
CMG
1,372.17CMGLow:
AMSC
0.32AMSCDetails
Price/Book
7.83
High:AVGO
19.38AVGOLow:TLRY
0.58TLRYDetails
Price/Sales
8.61
High:AVGO
25.43AVGOLow:TLRY
1.03TLRYDetails
Price/CF
23.55
High:AVGO
65.63AVGOLow:
OXY
3.86OXYDetails
Price/FCF
71.18
High:
AMZN
325.85AMZNLow:OXY
16.18OXYDetails
P/E Ratio
27.33
High:AVGO
69.8AVGOLow:TLRY
-0.35TLRYDetails
PEG Ratio
135.64
High:CMG
1,372.17CMGLow:AMSC
0.32AMSCDetails
Price/Book
7.83
High:AVGO
19.38AVGOLow:TLRY
0.58TLRYDetails
Price/Sales
8.61
High:AVGO
25.43AVGOLow:TLRY
1.03TLRYDetails
Price/CF
23.55
High:AVGO
65.63AVGOLow:OXY
3.86OXYDetails
Price/FCF
71.18
High:AMZN
325.85AMZNLow:OXY
16.18OXYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100.81% | Apr 2016 | - | 120 |