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+4.85%
This Month
+4.85%
Year To Date
+61.48%
2 Years
-40.59%
5 Years
-23.13%
10 Years
-0.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services44.37%
- 🪙 Cryptocurrencies25.35%
- 🛍️ Retail Trade10.95%
- 🚗 Consumer Durables7.48%
- 🛠️ Producer Manufacturing6.51%
- 💻 Electronic Technology1.72%
- 🧬 Health Technology1.54%
- 💇♀️ Consumer Services0.65%
- ⛏️ Energy Minerals0.62%
- 🪨 Non Energy Minerals0.52%
- 🏥 Health Services0.13%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.09%
- 🇺🇸 NYSE28.66%
- 🌍 Digital Currency25.35%
- 🇭🇰 Hong Kong Exchanges6.51%
- 🇸🇦 Tadawul0.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.96%
- 🇨🇳 China21.61%
- 🇮🇪 Ireland0.69%
- 🇸🇦 Saudi Arabia0.24%
Dividends
Dividend Yield
0.22%
8 out of 39 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TGT (4.47%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.6/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.01
0.01
0
1
2
3
3
Jensen's Alpha
-10.29
-10.29
-11
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.02
0.02
0
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.01
0.01
0
1
2
3
3
Jensen's Alpha
-10.29
-10.29
-11
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.02
0.02
0
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
46.12
High:
TSLA
288.29TSLALow:
0968.HK
-176.80968.HKDetails
PEG Ratio
42.29
High:
FCX
1,238.14FCXLow:
NIO
-125.34NIODetails
Price/Book
4.23
High:
SNOW
34.64SNOWLow:
PTON
-7.03PTONDetails
Price/Sales
4.33
High:SNOW
16.72SNOWLow:
SUNWQ
-SUNWQDetails
Price/CF
31.24
High:
DDD
462.65DDDLow:
TDOC
4.74TDOCDetails
Price/FCF
158.94
High:
BABA
1,196.17BABALow:TDOC
4.96TDOCDetails
P/E Ratio
46.12
High:TSLA
288.29TSLALow:0968.HK
-176.80968.HKDetails
PEG Ratio
42.29
High:FCX
1,238.14FCXLow:NIO
-125.34NIODetails
Price/Book
4.23
High:SNOW
34.64SNOWLow:PTON
-7.03PTONDetails
Price/Sales
4.33
High:SNOW
16.72SNOWLow:SUNWQ
-SUNWQDetails
Price/CF
31.24
High:DDD
462.65DDDLow:TDOC
4.74TDOCDetails
Price/FCF
158.94
High:BABA
1,196.17BABALow:TDOC
4.96TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.38% | Feb 2021 | - | 60 |
-26.92% | Feb 2014 | Nov 2020 | 81 |
-3.98% | Aug 2013 | Sep 2013 | 1 |
-0.72% | Dec 2020 | Jan 2021 | 1 |
-0.06% | Jun 2013 | Jul 2013 | 1 |