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+3.17%
This Month
+13.89%
Year To Date
+35.08%
2 Years
+17.34%
5 Years
+176.98%
10 Years
+11.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology49.74%
- 🚗 Consumer Durables22.05%
- 📊 ETFs15.99%
- 🖥️ Technology Services3.48%
- 🧪 Process Industries0.62%
- 🪙 Cryptocurrencies0.33%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.68%
- 🇺🇸 NYSE24.73%
- 🇺🇸 Chicago Board Options Exchange15.99%
- 🇭🇰 Hong Kong Exchanges3.48%
- 🌍 Digital Currency0.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.74%
- 🇨🇳 China25.54%
- 🇨🇦 Canada0.62%
Dividends
Dividend Yield
0%
0 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
-1.7
-1.7
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
-1.7
-1.7
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-6.2
High:
SRNE
-SRNELow:
03690.HK
-200.0803690.HKDetails
PEG Ratio
-109.09
High:SRNE
-SRNELow:
NIO
-125.34NIODetails
Price/Book
4.86
High:
OCGN
164.46OCGNLow:
SCLX
-0.3SCLXDetails
Price/Sales
1.22
High:OCGN
105.3OCGNLow:SRNE
0.03SRNEDetails
Price/CF
64.22
High:03690.HK
64.3903690.HKLow:SCLX
9.48SCLXDetails
Price/FCF
380.84
High:03690.HK
387.8103690.HKLow:SCLX
9.48SCLXDetails
P/E Ratio
-6.2
High:SRNE
-SRNELow:03690.HK
-200.0803690.HKDetails
PEG Ratio
-109.09
High:SRNE
-SRNELow:NIO
-125.34NIODetails
Price/Book
4.86
High:OCGN
164.46OCGNLow:SCLX
-0.3SCLXDetails
Price/Sales
1.22
High:OCGN
105.3OCGNLow:SRNE
0.03SRNEDetails
Price/CF
64.22
High:03690.HK
64.3903690.HKLow:SCLX
9.48SCLXDetails
Price/FCF
380.84
High:03690.HK
387.8103690.HKLow:SCLX
9.48SCLXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.58% | Nov 2021 | Sep 2025 | 46 |
-37.82% | Sep 2018 | Nov 2020 | 26 |
-20.6% | Nov 2025 | - | 5 |
-20.06% | Feb 2017 | Jan 2018 | 11 |
-13.94% | Feb 2018 | Aug 2018 | 6 |
-5.43% | Sep 2021 | Oct 2021 | 1 |
-2.95% | Jul 2021 | Aug 2021 | 1 |
-1.65% | Dec 2020 | Jan 2021 | 1 |