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-5.5%
This Month
+2.9%
Year To Date
+35.42%
2 Years
+69.98%
5 Years
+81.74%
10 Years
-86.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services39.83%
- 💻 Electronic Technology32.22%
- 🛍️ Retail Trade13.35%
- 🪙 Cryptocurrencies6.35%
- 🧩 Miscellaneous5.74%
- 💰 Finance2.3%
- 💵 Cash0.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq85.41%
- 🌍 Digital Currency6.35%
- 🇬🇧 LSE4.42%
- 🇺🇸 NYSE2.3%
- 🇩🇪 Xetra ETFs1.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States87.71%
Dividends
Dividend Yield
0.25%
7 out of 17 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $WMT (0.84%)
Performance Metrics
Score 3.5/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-3.12
-3.12
-4
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-3.12
-3.12
-4
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.95
High:
AVGO
69.73AVGOLow:
INTC
-178.48INTCDetails
PEG Ratio
99.17
High:
META
376.16METALow:INTC
-207.36INTCDetails
Price/Book
11.38
High:
AAPL
42.87AAPLLow:
BRK.B
1.42BRK.BDetails
Price/Sales
9.16
High:AVGO
27.07AVGOLow:
WMT
1.3WMTDetails
Price/CF
22.4
High:AVGO
61.1AVGOLow:META
11.83METADetails
Price/FCF
53.06
High:
AMZN
325.85AMZNLow:AAPL
32.24AAPLDetails
P/E Ratio
30.95
High:AVGO
69.73AVGOLow:INTC
-178.48INTCDetails
PEG Ratio
99.17
High:META
376.16METALow:INTC
-207.36INTCDetails
Price/Book
11.38
High:AAPL
42.87AAPLLow:BRK.B
1.42BRK.BDetails
Price/Sales
9.16
High:AVGO
27.07AVGOLow:WMT
1.3WMTDetails
Price/CF
22.4
High:AVGO
61.1AVGOLow:META
11.83METADetails
Price/FCF
53.06
High:AMZN
325.85AMZNLow:AAPL
32.24AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100% | Sep 2013 | - | 154 |