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+2.47%
This Month
+2.47%
Year To Date
+17.27%
2 Years
-11.82%
5 Years
+136.74%
10 Years
+7.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash20.09%
- 💻 Electronic Technology18.11%
- 🖥️ Technology Services17.63%
- 🪙 Cryptocurrencies12.73%
- 📊 ETFs11.54%
- 🏭 Industrial Services7.6%
- 🛍️ Retail Trade6.38%
- 🛠️ Producer Manufacturing4.31%
- 💼 Commercial Services2.3%
- 💰 Finance1.56%
- 🧬 Health Technology1.15%
- 🚚 Transportation0.91%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.72%
- 🇺🇸 Nasdaq34.87%
- 🌍 Digital Currency12.73%
- 🇭🇰 Hong Kong Exchanges0.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.71%
- 🇺🇾 Uruguay4.44%
- 🇳🇱 Netherlands3.1%
- 🇨🇦 Canada2.3%
- 🇨🇳 China1.98%
- 🇰🇾 Cayman Islands1.56%
- 🇸🇬 Singapore0.87%
Dividends
Dividend Yield
0.04%
5 out of 29 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ODFL (0.67%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.4/10
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
-0.44
-0.44
-2
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
-0.44
-0.44
-2
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
58.04
High:
AXON
196.43AXONLow:
NET
-596.57NETDetails
PEG Ratio
99.44
High:
SHOP
379.47SHOPLow:
OKLO
-192.45OKLODetails
Price/Book
9.06
High:
FTNT
76.26FTNTLow:
MRNA
1.8MRNADetails
Price/Sales
8.52
High:NET
30.78NETLow:OKLO
-OKLODetails
Price/CF
33.28
High:AXON
230.38AXONLow:
NU
8.21NUDetails
Price/FCF
42.05
High:AXON
388.05AXONLow:NU
8.22NUDetails
P/E Ratio
58.04
High:AXON
196.43AXONLow:NET
-596.57NETDetails
PEG Ratio
99.44
High:SHOP
379.47SHOPLow:OKLO
-192.45OKLODetails
Price/Book
9.06
High:FTNT
76.26FTNTLow:MRNA
1.8MRNADetails
Price/Sales
8.52
High:NET
30.78NETLow:OKLO
-OKLODetails
Price/CF
33.28
High:AXON
230.38AXONLow:NU
8.21NUDetails
Price/FCF
42.05
High:AXON
388.05AXONLow:NU
8.22NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.86% | Sep 2013 | Jul 2020 | 82 |
-40.82% | Nov 2021 | - | 51 |
-11.16% | May 2013 | Jul 2013 | 2 |
-6.97% | Mar 2021 | Jun 2021 | 3 |
-6.04% | Sep 2021 | Oct 2021 | 1 |
-0.71% | Oct 2020 | Nov 2020 | 1 |
-0.12% | Jul 2021 | Aug 2021 | 1 |