Loading...
-2.16%
This Month
-5.84%
Year To Date
+17.91%
2 Years
-94.84%
5 Years
-94.84%
10 Years
-48.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services33.43%
- 💻 Electronic Technology28.25%
- 📊 ETFs14.05%
- 💼 Commercial Services9.76%
- 🧬 Health Technology7.5%
- 🚗 Consumer Durables2.77%
- 🍞 Consumer Non Durables2.52%
- 🪙 Cryptocurrencies1.71%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.1%
- 🇩🇪 Xetra ETFs14.05%
- 🇺🇸 NYSE9.45%
- 🇭🇰 Hong Kong Exchanges6.89%
- 🇬🇧 LSE6.61%
- 🇩🇰 Copenhagen Stock Exchange5.36%
- 🇩🇪 FRA3.69%
- 🇦🇺 Sydney2.14%
- 🌍 Digital Currency1.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.55%
- 🇨🇳 China6.89%
- 🇰🇷 South Korea6.61%
- 🇩🇰 Denmark5.36%
- 🇩🇪 Germany3.69%
- 🇦🇺 Australia2.14%
Dividends
Dividend Yield
0.58%
12 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NOVO-B.CO (4.69%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 1.9/10
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
-0.54
-0.54
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.58
-0.58
-1
1
2
3
3
Jensen's Alpha
-35.74
-35.74
-36
0
2
4.5
4.5
Omega Ratio
0.32
0.32
0
1
1.5
2.5
2.5
Treynor Ratio
-1.24
-1.24
-2
0.75
1.25
2
2
Information Ratio
-0.82
-0.82
-1
0.3
0.6
1
1
Calmar Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
-0.54
-0.54
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.58
-0.58
-1
1
2
3
3
Jensen's Alpha
-35.74
-35.74
-36
0
2
4.5
4.5
Omega Ratio
0.32
0.32
0
1
1.5
2.5
2.5
Treynor Ratio
-1.24
-1.24
-2
0.75
1.25
2
2
Information Ratio
-0.82
-0.82
-1
0.3
0.6
1
1
Calmar Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.37
High:
AMD
76.4AMDLow:
NOVO-B.CO
10.66NOVO-B.CODetails
PEG Ratio
131.1
High:NOVO-B.CO
684.96NOVO-B.COLow:
ADS.DE
11.09ADS.DEDetails
Price/Book
8.41
High:
FTNT
49.71FTNTLow:
TOL
1.73TOLDetails
Price/Sales
9.12
High:
NVDA
20.71NVDALow:ADS.DE
1.03ADS.DEDetails
Price/CF
22.18
High:AMD
45.99AMDLow:TOL
9.05TOLDetails
Price/FCF
52.18
High:NOVO-B.CO
201.02NOVO-B.COLow:TOL
10.29TOLDetails
P/E Ratio
29.37
High:AMD
76.4AMDLow:NOVO-B.CO
10.66NOVO-B.CODetails
PEG Ratio
131.1
High:NOVO-B.CO
684.96NOVO-B.COLow:ADS.DE
11.09ADS.DEDetails
Price/Book
8.41
High:FTNT
49.71FTNTLow:TOL
1.73TOLDetails
Price/Sales
9.12
High:NVDA
20.71NVDALow:ADS.DE
1.03ADS.DEDetails
Price/CF
22.18
High:AMD
45.99AMDLow:TOL
9.05TOLDetails
Price/FCF
52.18
High:NOVO-B.CO
201.02NOVO-B.COLow:TOL
10.29TOLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-97.19% | Sep 2021 | - | 55 |