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+8.42%
This Month
+8.42%
Year To Date
+32.83%
2 Years
+20.41%
5 Years
+142.86%
10 Years
+15.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs37.86%
- 💻 Electronic Technology31.5%
- 🖥️ Technology Services7.23%
- 💹 Forex6.94%
- 🛠️ Producer Manufacturing4.01%
- 🚗 Consumer Durables3.09%
- 🧬 Health Technology2.96%
- 🚚 Transportation1.85%
- 🧪 Process Industries1.59%
- 🏥 Health Services1.37%
- 🌾 Commodities0.78%
- 🍞 Consumer Non Durables0.45%
- 💵 Cash0.39%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq70.51%
- 🇺🇸 NYSE13.3%
- 🌍 FX6.94%
- 🇩🇪 FRA4.14%
- 🇮🇹 Borsa Italiana2.33%
- 🇺🇸 Chicago Board Options Exchange1.62%
- 🌍 Commodity0.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.8%
- 🇩🇪 Germany4.14%
- 🇮🇱 Israel3.74%
- 🇨🇭 Switzerland2.33%
- 🇮🇪 Ireland1.85%
- 🇨🇦 Canada0.18%
Dividends
Dividend Yield
0.07%
4 out of 28 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $STMMI.MI (1.24%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.1/10
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
4.02
4.02
-2
0
2
5
5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
4.02
4.02
-2
0
2
5
5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
373.07
High:
TSLA
288.29TSLALow:
INTC
-595.6INTCDetails
PEG Ratio
-154.9
High:
BA
112.77BALow:INTC
-606.5INTCDetails
Price/Book
5.89
High:
LMRI
52.06LMRILow:
LUNR
-6.65LUNRDetails
Price/Sales
6.69
High:
FLY
38.44FLYLow:
BYND
0.22BYNDDetails
Price/CF
42.11
High:
DDD
462.65DDDLow:
VSAT
3.74VSATDetails
Price/FCF
104.23
High:TSLA
229.45TSLALow:
HRMY
5.45HRMYDetails
P/E Ratio
373.07
High:TSLA
288.29TSLALow:INTC
-595.6INTCDetails
PEG Ratio
-154.9
High:BA
112.77BALow:INTC
-606.5INTCDetails
Price/Book
5.89
High:LMRI
52.06LMRILow:LUNR
-6.65LUNRDetails
Price/Sales
6.69
High:FLY
38.44FLYLow:BYND
0.22BYNDDetails
Price/CF
42.11
High:DDD
462.65DDDLow:VSAT
3.74VSATDetails
Price/FCF
104.23
High:TSLA
229.45TSLALow:HRMY
5.45HRMYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.79% | Jun 2021 | Jan 2026 | 55 |
-8.3% | Sep 2020 | Nov 2020 | 2 |
-7.39% | Aug 2019 | Sep 2019 | 1 |
-0.37% | Jul 2020 | Aug 2020 | 1 |
-0.24% | May 2020 | Jun 2020 | 1 |