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+0.03%
This Month
-9.18%
Year To Date
+26.83%
2 Years
-16.08%
5 Years
+53.88%
10 Years
+6.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services24.07%
- 🍞 Consumer Non Durables19.73%
- 💰 Finance12.88%
- 🪙 Cryptocurrencies11.4%
- 🛍️ Retail Trade11.13%
- 💻 Electronic Technology8.59%
- 🧬 Health Technology4.57%
- 🚗 Consumer Durables2.51%
- 💵 Cash2.44%
- 💼 Commercial Services1.9%
- 🛠️ Producer Manufacturing0.8%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.42%
- 🇺🇸 NYSE30.09%
- 🌍 Digital Currency11.4%
- 🇭🇰 Hong Kong Exchanges6.18%
- 🇩🇰 Copenhagen Stock Exchange4.57%
- 🇬🇧 LSE1.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.92%
- 🇨🇳 China17.24%
- 🇧🇷 Brazil5.39%
- 🇨🇦 Canada4.81%
- 🇮🇱 Israel4.76%
- 🇩🇰 Denmark4.57%
- 🇸🇬 Singapore2.57%
- 🇬🇧 United Kingdom1.9%
Dividends
Dividend Yield
0.5%
5 out of 24 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NOVO-B.CO (4.05%)
Performance Metrics
Score 3.4/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-2.05
-2.05
-3
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-2.05
-2.05
-3
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
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
27.76
High:
AMD
153.44AMDLow:
SYM
-1,047.09SYMDetails
PEG Ratio
75.32
High:
META
365.78METALow:SYM
-3,831.66SYMDetails
Price/Book
5.28
High:AMD
11.82AMDLow:
NIU
0.86NIUDetails
Price/Sales
5.88
High:AMD
20.6AMDLow:NIU
0.3NIUDetails
Price/CF
16.27
High:AMD
34.27AMDLow:SYM
8.02SYMDetails
Price/FCF
37.28
High:
BABA
1,196.17BABALow:
NU
8.56NUDetails
P/E Ratio
27.76
High:AMD
153.44AMDLow:SYM
-1,047.09SYMDetails
PEG Ratio
75.32
High:META
365.78METALow:SYM
-3,831.66SYMDetails
Price/Book
5.28
High:AMD
11.82AMDLow:NIU
0.86NIUDetails
Price/Sales
5.88
High:AMD
20.6AMDLow:NIU
0.3NIUDetails
Price/CF
16.27
High:AMD
34.27AMDLow:SYM
8.02SYMDetails
Price/FCF
37.28
High:BABA
1,196.17BABALow:NU
8.56NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.29% | Jul 2021 | - | 59 |
-3.27% | Feb 2021 | Mar 2021 | 1 |
-3.08% | Feb 2020 | Apr 2020 | 2 |
-2.22% | Sep 2020 | Nov 2020 | 2 |
-1.21% | Apr 2021 | May 2021 | 1 |