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+0.26%
Today
+2.5%
This Month
+2.03%
Year To Date
+50.25%
2 Years
+71.02%
5 Years
-79.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology26.83%
- 🖥️ Technology Services16.6%
- 🪙 Cryptocurrencies10.48%
- 💰 Finance10.05%
- 📊 ETFs8.34%
- 🛍️ Retail Trade5.43%
- 🍞 Consumer Non Durables4.05%
- 🚚 Transportation3.79%
- 💇♀️ Consumer Services3.14%
- 🧬 Health Technology1.88%
- ⚡ Utilities1.57%
- 🚗 Consumer Durables1.3%
- 🛠️ Producer Manufacturing1.29%
- 🏭 Industrial Services1.23%
- ⛏️ Energy Minerals0.74%
- 🧪 Process Industries0.55%
- 💼 Commercial Services0.53%
- 🪨 Non Energy Minerals0.4%
- 🏥 Health Services0.31%
- 📦 Distribution Services0.15%
- 📡 Communications0.13%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.08%
- 🇺🇸 NYSE34.1%
- 🌍 Digital Currency10.48%
- 🇬🇧 LSE2.58%
- 🇩🇪 Xetra ETFs2.46%
- 🇫🇷 Euronext Paris1.71%
- 🇩🇪 FRA1.18%
- 🇳🇱 Euronext Amsterdam0.8%
- 🇺🇸 Chicago Board Options Exchange0.69%
- 🇨🇭 SIX0.58%
- 🇳🇴 Oslo Stock Exchange0.54%
- 🇸🇪 Stockholm Stock Exchange0.25%
- 🇪🇸 Bolsa De Madrid0.18%
- 🇭🇰 Hong Kong Exchanges0.14%
- 🇮🇹 Borsa Italiana0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.92%
- 🇨🇳 China1.92%
- 🇫🇷 France1.71%
- 🇩🇪 Germany1.18%
- 🇮🇪 Ireland1.12%
- 🇬🇧 United Kingdom1.08%
- 🇳🇱 Netherlands1.08%
- 🇹🇼 Taiwan0.96%
- 🇨🇭 Switzerland0.67%
- 🇳🇴 Norway0.48%
- 🇨🇦 Canada0.48%
- 🇱🇺 Luxembourg0.43%
- 🇩🇰 Denmark0.43%
- 🇯🇵 Japan0.22%
- 🇭🇰 Hong Kong0.21%
- 🇸🇬 Singapore0.21%
- 🇪🇸 Spain0.18%
- 🇨🇾 Cyprus0.17%
- 🇮🇱 Israel0.16%
- 🇫🇮 Finland0.14%
- 🇸🇪 Sweden0.11%
- 🇰🇷 South Korea0.06%
- 🇧🇲 Bermuda0.05%
Dividends
Dividend Yield
1.08%
172 out of 301 instruments pay dividend.
63 dividend payments in the next 30 days.
Highest Dividend: $ZIM (43.56%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.07% | 43.56% | $0.23 |
 DHL.DE | 0.03% | 4.54% | $1.85 |
 JPM | 0.02% | 1.99% | $4.4 |
 F | 0.02% | 7.31% | $0.78 |
 BBY | 0.02% | 5.18% | $3.72 |
 AGNC | 0.02% | 15.79% | $1.44 |
 UPS | 0.02% | 6.66% | $6.5 |
 NKE | 0.02% | 2.5% | $1.45 |
 PNL.NV | 0.02% | 8.13% | $0.09 |
 SBUX | 0.02% | 2.68% | $2.24 |
 CVX | 0.02% | 4.76% | $6.28 |
 JNJ | 0.02% | 3.24% | $4.81 |
 IYR | 0.02% | 2.55% | - |
 CMCSA | 0.01% | 3.69% | $1.2 |
 MSFT | 0.01% | 0.69% | $3 |
 INTC | 0.01% | 2.49% | $0.5 |
 NEE | 0.01% | 3% | $1.97 |
 FRO | 0.01% | 7.6% | $2.17 |
 PEP | 0.01% | 4.22% | $5.15 |
 DLR | 0.01% | 2.76% | $4.88 |
 AMT | 0.01% | 3.12% | $6.56 |
 ORCL | 0.01% | 0.98% | $1.6 |
 KO | 0.01% | 2.79% | $1.89 |
 ABBN.ZU | 0.01% | 1.9% | $0.87 |
 WM | 0.01% | 1.33% | $2.9 |
 ABN.NV | 0.01% | 5.83% | $1.51 |
 NDA_SE.ST | 0.01% | 7.36% | $10.62 |
 STX.US | 0.01% | 2.24% | $2.8 |
 LOW | 0.01% | 2.06% | $4.45 |
 TSM | 0.01% | 1.1% | $1.74 |
 CNQ | 0.01% | 4.98% | $1.48 |
 HRL | 0.01% | 3.76% | $1.12 |
 AAPL | 0.01% | 0.5% | $0.97 |
 CDI.PA | 0.01% | 2.97% | $13 |
 PG | 0.01% | 2.49% | $3.83 |
 UNH | 0.01% | 2.81% | $7.74 |
 SCHD | 0.01% | 3.97% | - |
 HST | 0.01% | 5.08% | $0.78 |
 UNA.NV | 0.01% | 3.3% | - |
 BLK | 0.01% | 2.08% | $20.2 |
 XOM | 0.01% | 3.76% | $3.76 |
 SO | 0.01% | 3.29% | $2.82 |
 TGT | 0.01% | 4.6% | $4.42 |
 JD.US | 0.01% | 2.96% | $0.74 |
 GOOGL | 0.01% | 0.47% | $0.2 |
 SLB | 0.01% | 3.31% | $1.05 |
 ES | 0.01% | 4.48% | $2.78 |
 ULVR.L | 0.01% | 3.25% | $1.47 |
 NVO | 0.01% | 1.58% | $0.98 |
 DOC | 0.01% | 7.01% | $1.2 |
 MPW | 0.01% | 7.05% | $0.6 |
 BABA | 0.01% | 0.86% | $0.98 |
 SPY | 0.01% | 1.21% | - |
 HIMX | 0.01% | 8.4% | $0.28 |
 EVRG | 0.01% | 4.05% | $2.54 |
 CCI | 0.01% | 5.82% | $6.26 |
 VICI | 0.01% | 5.44% | $1.66 |
 GOGL.OL | 0.01% | 10.84% | $8.68 |
 2331.HK | 0.01% | 4.21% | $0.6 |
 AVGO | 0.01% | 0.91% | $19.7 |
 O | 0.01% | 5.65% | $3.09 |
 PK | 0.01% | 9.74% | $0.8 |
 OHI | 0.01% | 7.16% | $2.68 |
 XEL | 0.01% | 3.26% | $2.13 |
 DIS | 0.01% | 0.88% | $0.75 |
 EIX | 0.01% | 5.98% | $3.04 |
 IRM | 0.01% | 2.94% | $2.6 |
 QCOM | 0.01% | 2.31% | $3.25 |
 BXP | 0.01% | 5.29% | $3.92 |
 ITX.MC | 0.01% | 2.83% | $1.11 |
 SWKS | 0.01% | 3.91% | $2.72 |
 T | 0.01% | 3.95% | $1.11 |
 PFE | 0% | 7.28% | $1.66 |
 B | 0% | 1.95% | $0.4 |
 KMB | 0% | 3.71% | $4.8 |
 MCD | 0% | 2.27% | $6.53 |
 MDT.US | 0% | 3.21% | $2.77 |
 LHA.DE | 0% | 4.19% | $0.3 |
 LMT | 0% | 2.71% | $12.45 |
 ACN | 0% | 1.8% | $4.99 |
 GLPI | 0% | 6.59% | $2.98 |
 VIG | 0% | 1.79% | - |
 ARE | 0% | 7.46% | $5.02 |
 NVDA | 0% | 0.03% | $0.02 |
 AXP | 0% | 0.97% | $2.6 |
 SYY | 0% | 2.78% | $2.01 |
 NTES | 0% | 2.17% | $2.58 |
 APD | 0% | 2.54% | $7.04 |
 KRC | 0% | 6.19% | $2.16 |
 CAT | 0% | 1.6% | $5.31 |
 PLD | 0% | 3.62% | $3.66 |
 ELS | 0% | 3.13% | $1.85 |
 VTI | 0% | 1.29% | - |
 TXN | 0% | 2.8% | $5.14 |
 ADC | 0% | 4.08% | $2.96 |
 FRT | 0% | 4.56% | $4.36 |
 SPG | 0% | 5.15% | $7.75 |
 VTR | 0% | 2.92% | $1.8 |
 UDR | 0% | 4.15% | $1.69 |
 ASML | 0% | 0.78% | $5.57 |
 IEUR | 0% | 2.91% | - |
 SPLV | 0% | 1.72% | - |
 KIM | 0% | 4.72% | $0.95 |
 MKC | 0% | 2.34% | $1.62 |
 RHP | 0% | 4.7% | $4.3 |
 CPT | 0% | 3.57% | $4.06 |
 BRX | 0% | 4.44% | $1.08 |
 DELL | 0% | 1.64% | $1.63 |
 REXR | 0% | 4.7% | $1.6 |
 PSA | 0% | 3.96% | $12 |
 NOC | 0% | 1.73% | $7.67 |
 MAA | 0% | 4.01% | $5.81 |
 VOO | 0% | 1.29% | - |
 ATO | 0% | 2.24% | $3.16 |
 SLG | 0% | 4.71% | $3.17 |
 SBAC | 0% | 1.85% | $3.66 |
 EQR | 0% | 3.97% | $2.66 |
 EXR | 0% | 4.32% | $6.48 |
 REG | 0% | 3.87% | $2.66 |
 INVH | 0% | 3.43% | $1.36 |
 LHX | 0% | 1.93% | $4.6 |
 CL | 0% | 2.24% | $1.96 |
 GD | 0% | 2.11% | $5.48 |
 WMT | 0% | 0.96% | $0.81 |
 STLAM.MI | 0% | 7.83% | $1.55 |
 ABBV | 0% | 3.36% | $6.06 |
 ADI | 0% | 1.72% | $3.56 |
 AVB | 0% | 3.4% | $6.7 |
 ESS | 0% | 3.6% | $9.52 |
 CHRW | 0% | 2.59% | $2.44 |
 MU | 0% | 0.42% | $0.46 |
 ADP | 0% | 1.84% | $5.45 |
 CSCO | 0% | 2.45% | $1.58 |
 ISF.L | 0% | 3.54% | - |
 EWJ | 0% | 2.12% | - |
 BDX | 0% | 2.35% | $3.76 |
 SUI.US | 0% | 3.1% | $3.74 |
 RMS.PA | 0% | 1.12% | $25 |
 AMH | 0% | 3.05% | $0.96 |
 LIN | 0% | 1.22% | $5.33 |
 MC.PA | 0% | 2.76% | $13 |
 HD | 0% | 2.48% | $8.52 |
 EQIX | 0% | 1.96% | $16.19 |
 HEI.DE | 0% | 1.84% | $3 |
 SAP.DE | 0% | 0.86% | $2.2 |
 GS | 0% | 1.95% | $11 |
 ATCO-A.ST | 0% | 1.91% | $2.8 |
 WELL | 0% | 1.74% | $2.44 |
 V | 0% | 0.62% | $2.01 |
 CRM | 0% | 0.59% | $0.4 |
 FDX | 0% | 2.51% | $5.16 |
 AMAT | 0% | 1% | $1.44 |
 AJAX.NV | 0% | 0.91% | - |
 META | 0% | 0.29% | $1 |
 RSG | 0% | 0.92% | $2.14 |
 CHD | 0% | 1.17% | $1.11 |
 SHW | 0% | 0.84% | $2.64 |
 ADS.DE | 0% | 0.95% | $0.7 |
 MPWR | 0% | 0.77% | $4.5 |
 VST | 0% | 0.51% | $0.85 |
 SPGI | 0% | 0.72% | $3.62 |
 RR.L | 0% | 0.68% | - |
 EXPE | 0% | 0.45% | - |
 SYK | 0% | 0.86% | $3.15 |
 SONY | 0% | 0.37% | $0.49 |
 COST | 0% | 0.47% | $19.22 |
 BRO | 0% | 0.52% | $0.51 |
 WDC | 0% | 0.18% | - |
 CASY | 0% | 0.45% | $1.79 |
 H | 0% | 0.45% | $0.6 |
 EA | 0% | 0.51% | $0.76 |
 ACLN.ZU | 0% | -2.52% | $-0.85 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
BDX | Ex-Dividend | Jun 9, 2025 | $1.04 |
ATO | Pay Day | Jun 9, 2025 | $0.87 |
SPG | Ex-Dividend | Jun 9, 2025 | $2.10 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
ZIM | Pay Day | Jun 9, 2025 | $0.74 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
XOM | Pay Day | Jun 10, 2025 | $0.99 |
AGNC | Pay Day | Jun 10, 2025 | $0.12 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
SPGI | Pay Day | Jun 11, 2025 | $0.96 |
H | Pay Day | Jun 11, 2025 | $0.15 |
REG | Ex-Dividend | Jun 11, 2025 | $0.70 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
PSA | Ex-Dividend | Jun 12, 2025 | $3.00 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
FRO | Ex-Dividend | Jun 12, 2025 | $0.18 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
NTES | Pay Day | Jun 13, 2025 | $0.68 |
ADP | Ex-Dividend | Jun 13, 2025 | $1.54 |
XEL | Ex-Dividend | Jun 13, 2025 | $0.57 |
AMT | Ex-Dividend | Jun 13, 2025 | $1.70 |
ULVR.L | Pay Day | Jun 13, 2025 | $0.52 |
GLPI | Ex-Dividend | Jun 13, 2025 | $0.78 |
CCI | Ex-Dividend | Jun 13, 2025 | $1.06 |
DLR | Ex-Dividend | Jun 13, 2025 | $1.22 |
O | Pay Day | Jun 13, 2025 | $0.27 |
ADC | Pay Day | Jun 13, 2025 | $0.26 |
AMH | Ex-Dividend | Jun 13, 2025 | $0.30 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
NEE | Pay Day | Jun 16, 2025 | $0.57 |
B | Pay Day | Jun 16, 2025 | $0.10 |
EXR | Ex-Dividend | Jun 16, 2025 | $1.62 |
IRM | Ex-Dividend | Jun 16, 2025 | $0.78 |
2331.HK | Ex-Dividend | Jun 16, 2025 | $0.03 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
DOC | Ex-Dividend | Jun 16, 2025 | $0.10 |
SLG | Pay Day | Jun 16, 2025 | $0.26 |
SBAC | Pay Day | Jun 17, 2025 | $1.11 |
SWKS | Pay Day | Jun 17, 2025 | $0.70 |
PLD | Ex-Dividend | Jun 17, 2025 | $1.01 |
HD | Pay Day | Jun 18, 2025 | $2.30 |
EA | Pay Day | Jun 18, 2025 | $0.19 |
WDC | Pay Day | Jun 18, 2025 | $0.10 |
BBY | Ex-Dividend | Jun 18, 2025 | $0.95 |
NOC | Pay Day | Jun 18, 2025 | $2.31 |
CRM | Ex-Dividend | Jun 18, 2025 | $0.42 |
LHX | Pay Day | Jun 18, 2025 | $1.20 |
LIN | Pay Day | Jun 18, 2025 | $1.50 |
ADI | Pay Day | Jun 18, 2025 | $0.99 |
EQIX | Pay Day | Jun 18, 2025 | $4.69 |
VST | Ex-Dividend | Jun 18, 2025 | $0.22 |
MPW | Ex-Dividend | Jun 18, 2025 | $0.08 |
VICI | Ex-Dividend | Jun 18, 2025 | $0.43 |
WM | Pay Day | Jun 20, 2025 | $0.82 |
AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
EVRG | Pay Day | Jun 20, 2025 | $0.67 |
KIM | Pay Day | Jun 20, 2025 | $0.25 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
FRO | Pay Day | Jun 24, 2025 | $0.18 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
GLPI | Pay Day | Jun 27, 2025 | $0.78 |
PSA | Pay Day | Jun 27, 2025 | $3.00 |
2331.HK | Pay Day | Jun 27, 2025 | $0.03 |
ELS | Ex-Dividend | Jun 27, 2025 | $0.52 |
DOC | Pay Day | Jun 27, 2025 | $0.10 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
SYK | Ex-Dividend | Jun 30, 2025 | $0.84 |
BDX | Pay Day | Jun 30, 2025 | $1.04 |
ES | Pay Day | Jun 30, 2025 | $0.75 |
SPG | Pay Day | Jun 30, 2025 | $2.10 |
HIMX | Ex-Dividend | Jun 30, 2025 | $0.37 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
CCI | Pay Day | Jun 30, 2025 | $1.06 |
PLD | Pay Day | Jun 30, 2025 | $1.01 |
AVB | Ex-Dividend | Jun 30, 2025 | $1.75 |
DLR | Pay Day | Jun 30, 2025 | $1.22 |
VTR | Ex-Dividend | Jun 30, 2025 | $0.48 |
VST | Pay Day | Jun 30, 2025 | $0.22 |
ARE | Ex-Dividend | Jun 30, 2025 | $1.32 |
ESS | Ex-Dividend | Jun 30, 2025 | $2.57 |
EXR | Pay Day | Jun 30, 2025 | $1.62 |
REXR | Ex-Dividend | Jun 30, 2025 | $0.43 |
AMH | Pay Day | Jun 30, 2025 | $0.30 |
KRC | Ex-Dividend | Jun 30, 2025 | $0.54 |
PK | Ex-Dividend | Jun 30, 2025 | $0.25 |
RHP | Ex-Dividend | Jun 30, 2025 | $1.15 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
CHRW | Pay Day | Jul 1, 2025 | $0.62 |
ADP | Pay Day | Jul 1, 2025 | $1.54 |
APD | Ex-Dividend | Jul 1, 2025 | $1.79 |
FRT | Ex-Dividend | Jul 1, 2025 | $1.10 |
CMCSA | Ex-Dividend | Jul 2, 2025 | $0.33 |
KMB | Pay Day | Jul 2, 2025 | $1.26 |
RSG | Ex-Dividend | Jul 2, 2025 | $0.58 |
REG | Pay Day | Jul 2, 2025 | $0.70 |
BRX | Ex-Dividend | Jul 2, 2025 | $0.29 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
SYY | Ex-Dividend | Jul 3, 2025 | $0.54 |
GD | Ex-Dividend | Jul 3, 2025 | $1.50 |
IRM | Pay Day | Jul 3, 2025 | $0.78 |
KRC | Pay Day | Jul 9, 2025 | $0.54 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
BBY | Pay Day | Jul 10, 2025 | $0.95 |
CRM | Pay Day | Jul 10, 2025 | $0.42 |
SLB | Pay Day | Jul 10, 2025 | $0.28 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
VICI | Pay Day | Jul 10, 2025 | $0.43 |
AMT | Pay Day | Jul 11, 2025 | $1.70 |
HIMX | Pay Day | Jul 11, 2025 | $0.37 |
ELS | Pay Day | Jul 11, 2025 | $0.52 |
HRL | Ex-Dividend | Jul 14, 2025 | $0.29 |
RSG | Pay Day | Jul 15, 2025 | $0.58 |
MAA | Ex-Dividend | Jul 15, 2025 | $1.52 |
AVB | Pay Day | Jul 15, 2025 | $1.75 |
ARE | Pay Day | Jul 15, 2025 | $1.32 |
ESS | Pay Day | Jul 15, 2025 | $2.57 |
FRT | Pay Day | Jul 15, 2025 | $1.10 |
REXR | Pay Day | Jul 15, 2025 | $0.43 |
BRX | Pay Day | Jul 15, 2025 | $0.29 |
PK | Pay Day | Jul 15, 2025 | $0.25 |
RHP | Pay Day | Jul 15, 2025 | $1.15 |
VTR | Pay Day | Jul 17, 2025 | $0.48 |
MPW | Pay Day | Jul 17, 2025 | $0.08 |
XEL | Pay Day | Jul 20, 2025 | $0.57 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
CMCSA | Pay Day | Jul 23, 2025 | $0.33 |
LOW | Ex-Dividend | Jul 23, 2025 | $1.20 |
SYY | Pay Day | Jul 25, 2025 | $0.54 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
SYK | Pay Day | Jul 31, 2025 | $0.84 |
MAA | Pay Day | Jul 31, 2025 | $1.52 |
LOW | Pay Day | Aug 6, 2025 | $1.20 |
GD | Pay Day | Aug 8, 2025 | $1.50 |
APD | Pay Day | Aug 11, 2025 | $1.79 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
HRL | Pay Day | Aug 15, 2025 | $0.29 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
ATCO-A.ST | Ex-Dividend | Oct 20, 2025 | $0.14 |
ATCO-A.ST | Pay Day | Oct 24, 2025 | $0.14 |
ITX.MC | Ex-Dividend | Oct 30, 2025 | $0.92 |
ITX.MC | Pay Day | Nov 3, 2025 | $0.92 |
EWJ | Pay Day | Dec 20, 2025 | $1.06 |
IEUR | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.3/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
-0.39
-0.39
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.42
-0.42
-1
1
2
3
3
Jensen's Alpha
-27.98
-27.98
-28
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-1.61
-1.61
-2
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
-0.39
-0.39
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.42
-0.42
-1
1
2
3
3
Jensen's Alpha
-27.98
-27.98
-28
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-1.61
-1.61
-2
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.08
High:
GRAB
923.21GRABLow:
LAC
-13,500LACDetails
PEG Ratio
189.46
High:
KO
10,192.65KOLow:LAC
-18,899.99LACDetails
Price/Book
14.7
High:LAC
1,011.24LACLow:
NIO
-139.72NIODetails
Price/Sales
10.8
High:
IONQ
207.31IONQLow:
CRBP
-CRBPDetails
Price/CF
28.66
High:
TTWO
18,296.3TTWOLow:
ZIM
0.46ZIMDetails
Price/FCF
40.8
High:
PEP
5,253.35PEPLow:ZIM
0.6ZIMDetails
P/E Ratio
37.08
High:GRAB
923.21GRABLow:LAC
-13,500LACDetails
PEG Ratio
189.46
High:KO
10,192.65KOLow:LAC
-18,899.99LACDetails
Price/Book
14.7
High:LAC
1,011.24LACLow:NIO
-139.72NIODetails
Price/Sales
10.8
High:IONQ
207.31IONQLow:CRBP
-CRBPDetails
Price/CF
28.66
High:TTWO
18,296.3TTWOLow:ZIM
0.46ZIMDetails
Price/FCF
40.8
High:PEP
5,253.35PEPLow:ZIM
0.6ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100.12% | Jun 2015 | - | 121 |