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-1.12%
This Month
-12.97%
Year To Date
-14.84%
2 Years
-14.84%
5 Years
-14.84%
10 Years
-10.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies62.38%
- 🏥 Health Services17.93%
- 🖥️ Technology Services6.51%
- 💇♀️ Consumer Services6.06%
- 💵 Cash4.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency62.38%
- 🇺🇸 NYSE17.93%
- 🇺🇸 Nasdaq12.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.51%
Dividends
Dividend Yield
0.55%
1 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (3.04%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UNH | 0.55% | 3.04% | $7.74 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 1.9/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
-0.75
-0.75
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.9
-0.9
-1
1
2
3
3
Jensen's Alpha
-20.93
-20.93
-21
0
2
4.5
4.5
Omega Ratio
0.29
0.29
0
1
1.5
2.5
2.5
Treynor Ratio
-1.06
-1.06
-2
0.75
1.25
2
2
Information Ratio
-1.79
-1.79
-2
0.3
0.6
1
1
Calmar Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
-0.75
-0.75
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.9
-0.9
-1
1
2
3
3
Jensen's Alpha
-20.93
-20.93
-21
0
2
4.5
4.5
Omega Ratio
0.29
0.29
0
1
1.5
2.5
2.5
Treynor Ratio
-1.06
-1.06
-2
0.75
1.25
2
2
Information Ratio
-1.79
-1.79
-2
0.3
0.6
1
1
Calmar Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.25
High:UNH
22.13UNHLow:
AMCI
-12.07AMCIDetails
PEG Ratio
N/A
Details
Price/Book
2.81
High:UNH
2.81UNHLow:
SG
1.84SGDetails
Price/Sales
0.59
High:SG
0.96SGLow:AMCI
-AMCIDetails
Price/CF
15.26
High:SG
464.13SGLow:UNH
15.25UNHDetails
Price/FCF
36.82
High:UNH
36.82UNHLow:UNH
36.82UNHDetails
P/E Ratio
22.25
High:UNH
22.13UNHLow:AMCI
-12.07AMCIDetails
PEG Ratio
N/A
Details
Price/Book
2.81
High:UNH
2.81UNHLow:SG
1.84SGDetails
Price/Sales
0.59
High:SG
0.96SGLow:AMCI
-AMCIDetails
Price/CF
15.26
High:SG
464.13SGLow:UNH
15.25UNHDetails
Price/FCF
36.82
High:UNH
36.82UNHLow:UNH
36.82UNHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.46% | Dec 2024 | - | 16 |
-0.1% | Oct 2024 | Nov 2024 | 1 |