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+1.78%
This Month
+37.71%
Year To Date
+223.51%
2 Years
-43.96%
5 Years
-43.96%
10 Years
-12.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology54.86%
- 📊 ETFs26.99%
- 🧪 Process Industries10.55%
- 🪙 Cryptocurrencies2.36%
- 🚗 Consumer Durables2.24%
- 💵 Cash1.27%
- 🪨 Non Energy Minerals0.88%
- 🏥 Health Services0.56%
- 💰 Finance0.52%
- ⛏️ Energy Minerals0.05%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.1%
- 🇬🇧 LSE27.5%
- 🇺🇸 NYSE12.05%
- 🌍 Digital Currency2.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.73%
- 🇬🇧 United Kingdom0.46%
- 🇨🇦 Canada0.42%
- 🇷🇺 Russia0.05%
Dividends
Dividend Yield
0.24%
10 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MNODL.L (473.72%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.8/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-1.91
-1.91
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-1.91
-1.91
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.47
High:
TSLA
353.95TSLALow:
INTC
-537.36INTCDetails
PEG Ratio
-41.93
High:
WDC
19.8WDCLow:INTC
-547.2INTCDetails
Price/Book
6.34
High:TSLA
17.39TSLALow:
LKOD.L
0.01LKOD.LDetails
Price/Sales
7.39
High:TSLA
14.21TSLALow:
UNH
0.55UNHDetails
Price/CF
22.94
High:TSLA
107.92TSLALow:
MNODL.L
0.75MNODL.LDetails
Price/FCF
49.06
High:TSLA
255.88TSLALow:
OGZDL.L
12.78OGZDL.LDetails
P/E Ratio
40.47
High:TSLA
353.95TSLALow:INTC
-537.36INTCDetails
PEG Ratio
-41.93
High:WDC
19.8WDCLow:INTC
-547.2INTCDetails
Price/Book
6.34
High:TSLA
17.39TSLALow:LKOD.L
0.01LKOD.LDetails
Price/Sales
7.39
High:TSLA
14.21TSLALow:UNH
0.55UNHDetails
Price/CF
22.94
High:TSLA
107.92TSLALow:MNODL.L
0.75MNODL.LDetails
Price/FCF
49.06
High:TSLA
255.88TSLALow:OGZDL.L
12.78OGZDL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-93.92% | Jan 2022 | - | 51 |