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+5.38%
This Month
+10.13%
Year To Date
+58.59%
2 Years
+19.82%
5 Years
+1483.16%
10 Years
+62.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs44.49%
- 💻 Electronic Technology12.19%
- 🪨 Non Energy Minerals10.02%
- 🪙 Cryptocurrencies8.78%
- 🖥️ Technology Services6.39%
- 💵 Cash4.84%
- ❓ Other3.92%
- 💰 Finance3.18%
- 🏥 Health Services2.57%
- 💇♀️ Consumer Services2.2%
- 🚗 Consumer Durables1.83%
- 🧬 Health Technology1.73%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.99%
- 🇺🇸 Nasdaq18.59%
- 🌍 Digital Currency8.78%
- Regular Trading Hours - RTH3.92%
- 🇦🇺 Sydney2.2%
- 🇭🇰 Hong Kong Exchanges1.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.85%
- 🇦🇺 Australia2.2%
- 🇭🇰 Hong Kong1.83%
- 🇮🇳 India0.67%
- 🇩🇰 Denmark0.57%
Dividends
Dividend Yield
0.23%
11 out of 17 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $NVO (2.78%)
Next Dividends
Performance Metrics
Score 8.2/10
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
3.06
3.06
0
1
2
4
4
Jensen's Alpha
56.85
56.85
-2
0
2
57
57
Omega Ratio
2.59
2.59
0
1
1.5
3
3
Treynor Ratio
3.88
3.88
0
0.75
1.25
4
4
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
0.77
0.77
0
0.3
0.6
1
1
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
3.06
3.06
0
1
2
4
4
Jensen's Alpha
56.85
56.85
-2
0
2
57
57
Omega Ratio
2.59
2.59
0
1
1.5
3
3
Treynor Ratio
3.88
3.88
0
0.75
1.25
4
4
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
0.77
0.77
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.18
High:
ATI
55.65ATILow:
NVO
10.36NVODetails
PEG Ratio
391.75
High:ATI
1,111.87ATILow:
LLY
29.48LLYDetails
Price/Book
16.57
High:
MA
65.08MALow:
GNW
0.39GNWDetails
Price/Sales
13.14
High:
NVDA
20.67NVDALow:GNW
0.51GNWDetails
Price/CF
29.66
High:NVDA
40.43NVDALow:
00175.HK
3.1600175.HKDetails
Price/FCF
49.44
High:NVO
207.17NVOLow:00175.HK
4.4400175.HKDetails
P/E Ratio
31.18
High:ATI
55.65ATILow:NVO
10.36NVODetails
PEG Ratio
391.75
High:ATI
1,111.87ATILow:LLY
29.48LLYDetails
Price/Book
16.57
High:MA
65.08MALow:GNW
0.39GNWDetails
Price/Sales
13.14
High:NVDA
20.67NVDALow:GNW
0.51GNWDetails
Price/CF
29.66
High:NVDA
40.43NVDALow:00175.HK
3.1600175.HKDetails
Price/FCF
49.44
High:NVO
207.17NVOLow:00175.HK
4.4400175.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-71.3% | Sep 2021 | - | 57 |
-20.03% | Jun 2021 | Aug 2021 | 2 |
-7.06% | Sep 2020 | Nov 2020 | 2 |
-6.5% | Mar 2021 | Apr 2021 | 1 |