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+1.88%
This Month
+1.88%
Year To Date
-5.16%
2 Years
+1.04%
5 Years
+2.51%
10 Years
+0.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash56.16%
- ❓ Other4.68%
- 🪙 Cryptocurrencies4.46%
- 🛠️ Producer Manufacturing2.93%
- 🛍️ Retail Trade2.51%
- 📈 Indexes1.84%
- 🖥️ Technology Services1.45%
- 💹 Forex1.27%
- ⚡ Utilities1.27%
- 💻 Electronic Technology0.87%
Exchanges Breakdown
- Exchange
- Total
- Regular Trading Hours - RTH5.94%
- 🇺🇸 Nasdaq4.83%
- 🌍 Digital Currency4.46%
- 🇩🇪 FRA2.93%
- 🌍 CFD1.84%
- 🌍 FX1.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.09%
- 🇩🇪 Germany2.93%
Dividends
Dividend Yield
0.01%
5 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ENR.DE (0.53%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.6/10
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
-0.12
-0.12
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.19
-0.19
-1
1
2
3
3
Jensen's Alpha
-7.28
-7.28
-8
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.3
-0.3
-1
0.75
1.25
2
2
Information Ratio
-0.83
-0.83
-1
0.3
0.6
1
1
Calmar Ratio
0
0
0
0.3
0.6
1
1
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
-0.12
-0.12
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.19
-0.19
-1
1
2
3
3
Jensen's Alpha
-7.28
-7.28
-8
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.3
-0.3
-1
0.75
1.25
2
2
Information Ratio
-0.83
-0.83
-1
0.3
0.6
1
1
Calmar Ratio
0
0
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.12
High:
TER
81.52TERLow:
ULTA
25.9ULTADetails
PEG Ratio
351.87
High:ULTA
605.59ULTALow:
GOOGL
92.7GOOGLDetails
Price/Book
10.09
High:TER
12.96TERLow:
CEG.RTH
8.43CEG.RTHDetails
Price/Sales
8.47
High:TER
12.47TERLow:ULTA
2.53ULTADetails
Price/CF
19.77
High:CEG.RTH
222.25CEG.RTHLow:
ENR.DE
16.38ENR.DEDetails
Price/FCF
43.45
High:TER
56.69TERLow:ULTA
22.43ULTADetails
P/E Ratio
33.12
High:TER
81.52TERLow:ULTA
25.9ULTADetails
PEG Ratio
351.87
High:ULTA
605.59ULTALow:GOOGL
92.7GOOGLDetails
Price/Book
10.09
High:TER
12.96TERLow:CEG.RTH
8.43CEG.RTHDetails
Price/Sales
8.47
High:TER
12.47TERLow:ULTA
2.53ULTADetails
Price/CF
19.77
High:CEG.RTH
222.25CEG.RTHLow:ENR.DE
16.38ENR.DEDetails
Price/FCF
43.45
High:TER
56.69TERLow:ULTA
22.43ULTADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.79% | Jan 2022 | Jun 2023 | 17 |
-11.96% | Aug 2023 | - | 30 |
-1.14% | May 2021 | Jun 2021 | 1 |
-0.12% | Sep 2021 | Oct 2021 | 1 |