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+1.1%
This Month
+5.75%
Year To Date
+36.01%
2 Years
+43.74%
5 Years
+187.42%
10 Years
+0.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash61.65%
- 📡 Communications38.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.15%
Dividends
Dividend Yield
1.48%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $T (3.87%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 T | 1.48% | 3.87% | $1.11 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
6.51
6.51
-2
0
2
7
7
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
2.52
2.52
0
0.75
1.25
3
3
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
6.51
6.51
-2
0
2
7
7
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
2.52
2.52
0
0.75
1.25
3
3
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
9.4
High:T
9.4TLow:T
9.4TDetails
PEG Ratio
8.99
High:T
8.99TLow:T
8.99TDetails
Price/Book
1.83
High:T
1.83TLow:T
1.83TDetails
Price/Sales
1.62
High:T
1.62TLow:T
1.62TDetails
Price/CF
4.38
High:T
4.38TLow:T
4.38TDetails
Price/FCF
15.68
High:T
15.68TLow:T
15.68TDetails
P/E Ratio
9.4
High:T
9.4TLow:T
9.4TDetails
PEG Ratio
8.99
High:T
8.99TLow:T
8.99TDetails
Price/Book
1.83
High:T
1.83TLow:T
1.83TDetails
Price/Sales
1.62
High:T
1.62TLow:T
1.62TDetails
Price/CF
4.38
High:T
4.38TLow:T
4.38TDetails
Price/FCF
15.68
High:T
15.68TLow:T
15.68TDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.2% | Jan 2013 | - | 159 |
-0.3% | Nov 2012 | Dec 2012 | 1 |