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+30.05%
This Month
+22.29%
Year To Date
-1.61%
2 Years
-88.49%
5 Years
-51.84%
10 Years
+8.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology53.35%
- 💵 Cash36.9%
- 💰 Finance19.94%
- 💻 Electronic Technology0.16%
- 🖥️ Technology Services0.04%
- 🪙 Cryptocurrencies0.02%
- 🚗 Consumer Durables0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.66%
- 🇺🇸 NYSE19.83%
- 🌍 Digital Currency0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States73.48%
- 🇹🇼 Taiwan0.01%
- 🇰🇾 Cayman Islands0.01%
Dividends
Dividend Yield
0.01%
10 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IBM (2.93%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.7/10
Beta
1.95
1.95
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
2.85
2.85
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Beta
1.95
1.95
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
2.85
2.85
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-4.2
High:
TSLA
372.52TSLALow:
IONQ
-250.35IONQDetails
PEG Ratio
-40.61
High:
SMCI
768.91SMCILow:IONQ
-236.75IONQDetails
Price/Book
1.55
High:
AAPL
45.67AAPLLow:
BMNR
0.68BMNRDetails
Price/Sales
19.8
High:
QBTS
593.26QBTSLow:
CYPH
-CYPHDetails
Price/CF
23.08
High:TSLA
79.58TSLALow:
MSFT
16.2MSFTDetails
Price/FCF
30.29
High:TSLA
187.89TSLALow:BMNR
19.22BMNRDetails
P/E Ratio
-4.2
High:TSLA
372.52TSLALow:IONQ
-250.35IONQDetails
PEG Ratio
-40.61
High:SMCI
768.91SMCILow:IONQ
-236.75IONQDetails
Price/Book
1.55
High:AAPL
45.67AAPLLow:BMNR
0.68BMNRDetails
Price/Sales
19.8
High:QBTS
593.26QBTSLow:CYPH
-CYPHDetails
Price/CF
23.08
High:TSLA
79.58TSLALow:MSFT
16.2MSFTDetails
Price/FCF
30.29
High:TSLA
187.89TSLALow:BMNR
19.22BMNRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.48% | May 2021 | - | 65 |
-90.57% | Jan 2018 | Apr 2021 | 39 |
-46.99% | Jul 2016 | Dec 2016 | 5 |
-31.05% | Feb 2015 | Oct 2015 | 8 |
-10.46% | Mar 2017 | Apr 2017 | 1 |
-10% | Sep 2017 | Nov 2017 | 2 |
-6.63% | Dec 2014 | Jan 2015 | 1 |
-5.07% | Jan 2016 | Feb 2016 | 1 |
-1.34% | Jul 2017 | Aug 2017 | 1 |
-0.34% | Mar 2016 | Apr 2016 | 1 |