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-2.88%
This Month
-6.55%
Year To Date
+45.9%
2 Years
+85.63%
5 Years
+109.13%
10 Years
+9.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services29.56%
- 🛍️ Retail Trade20.2%
- 🏥 Health Services8.78%
- 💻 Electronic Technology8.49%
- 💰 Finance8.28%
- 🧩 Miscellaneous5.13%
- 🪙 Cryptocurrencies4.29%
- 🍞 Consumer Non Durables4.24%
- 💼 Commercial Services4.18%
- 🛠️ Producer Manufacturing3.94%
- 💵 Cash1.94%
- 🚗 Consumer Durables1.3%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.98%
- 🇺🇸 NYSE31.05%
- 🇩🇪 Xetra ETFs5.13%
- 🌍 Digital Currency4.29%
- 🇫🇷 Euronext Paris4.24%
- 🇸🇪 Stockholm Stock Exchange3.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.32%
- 🇨🇳 China11.15%
- 🇨🇦 Canada6.52%
- 🇱🇺 Luxembourg5.03%
- 🇫🇷 France4.24%
- 🇸🇪 Sweden3.71%
Dividends
Dividend Yield
0.88%
10 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VICI (5.93%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
24.14
24.14
-2
0
2
25
25
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
2.85
2.85
0
0.75
1.25
3
3
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
24.14
24.14
-2
0
2
25
25
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
2.85
2.85
0
0.75
1.25
3
3
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.4
High:
BN.US
85.04BN.USLow:
JD.US
8.58JD.USDetails
PEG Ratio
75.37
High:
VICI
541.31VICILow:
PYPL
24.44PYPLDetails
Price/Book
6.38
High:
SPOT
11.24SPOTLow:VICI
1.15VICIDetails
Price/Sales
4.65
High:
AMD
9.62AMDLow:JD.US
0.21JD.USDetails
Price/CF
20.04
High:
ACMR
60.36ACMRLow:PYPL
8.54PYPLDetails
Price/FCF
68.13
High:
BABA
1,196.17BABALow:JD.US
9.2JD.USDetails
P/E Ratio
28.4
High:BN.US
85.04BN.USLow:JD.US
8.58JD.USDetails
PEG Ratio
75.37
High:VICI
541.31VICILow:PYPL
24.44PYPLDetails
Price/Book
6.38
High:SPOT
11.24SPOTLow:VICI
1.15VICIDetails
Price/Sales
4.65
High:AMD
9.62AMDLow:JD.US
0.21JD.USDetails
Price/CF
20.04
High:ACMR
60.36ACMRLow:PYPL
8.54PYPLDetails
Price/FCF
68.13
High:BABA
1,196.17BABALow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-89.83% | Feb 2018 | - | 98 |
-66.23% | Sep 2017 | Jan 2018 | 4 |
-13.09% | Jul 2017 | Aug 2017 | 1 |