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-1.34%
This Month
-1.34%
Year To Date
+63.34%
2 Years
-2.62%
5 Years
+68.27%
10 Years
+10.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services21.37%
- 💻 Electronic Technology18.44%
- 💵 Cash13.09%
- 🌾 Commodities10.87%
- 🪙 Cryptocurrencies10.24%
- 📡 Communications7.79%
- 🏥 Health Services5.77%
- 🛍️ Retail Trade5.58%
- 💰 Finance4.09%
- 📈 Indexes2.79%
- 🛠️ Producer Manufacturing1.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.56%
- 🇺🇸 NYSE17.48%
- 🌍 Commodity10.87%
- 🌍 Digital Currency10.24%
- 🌍 CFD2.79%
- 🇳🇱 Euronext Amsterdam1.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.19%
- 🇳🇱 Netherlands3.52%
- 🇹🇼 Taiwan2.87%
- 🇨🇳 China2.1%
- 🇸🇬 Singapore0.88%
Dividends
Dividend Yield
0.67%
13 out of 31 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CCOI (13.19%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-4.49
-4.49
-5
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-4.49
-4.49
-5
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.89
High:
PLTR
394.13PLTRLow:
CRWD
-350.43CRWDDetails
PEG Ratio
82.87
High:
META
433.38METALow:
ASTS
-216.57ASTSDetails
Price/Book
9.54
High:PLTR
60.95PLTRLow:
CCOI
-28.99CCOIDetails
Price/Sales
7.03
High:ASTS
1,655.45ASTSLow:
UNH
0.71UNHDetails
Price/CF
25.55
High:PLTR
258.05PLTRLow:
PGR
8.36PGRDetails
Price/FCF
57.05
High:PLTR
261.46PLTRLow:PGR
10.25PGRDetails
P/E Ratio
32.89
High:PLTR
394.13PLTRLow:CRWD
-350.43CRWDDetails
PEG Ratio
82.87
High:META
433.38METALow:ASTS
-216.57ASTSDetails
Price/Book
9.54
High:PLTR
60.95PLTRLow:CCOI
-28.99CCOIDetails
Price/Sales
7.03
High:ASTS
1,655.45ASTSLow:UNH
0.71UNHDetails
Price/CF
25.55
High:PLTR
258.05PLTRLow:PGR
8.36PGRDetails
Price/FCF
57.05
High:PLTR
261.46PLTRLow:PGR
10.25PGRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.33% | Jul 2021 | - | 55 |
-8.5% | Feb 2021 | Jun 2021 | 4 |
-0.32% | Sep 2020 | Oct 2020 | 1 |