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-4.18%
This Month
-4.18%
Year To Date
+43.29%
2 Years
-18.63%
5 Years
-19.93%
10 Years
-4.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.26%
- 🧬 Health Technology13.1%
- 💰 Finance12.84%
- 🪙 Cryptocurrencies12.32%
- 🛍️ Retail Trade6.73%
- ❓ Other6.66%
- 💻 Electronic Technology6.13%
- 🍞 Consumer Non Durables3.8%
- 🛠️ Producer Manufacturing2.41%
- 📊 ETFs1.54%
- 💵 Cash0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.17%
- 🇺🇸 Nasdaq31.99%
- 🌍 Digital Currency12.32%
- 🇨🇭 SIX6.67%
- Regular Trading Hours - RTH6.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.61%
- 🇨🇭 Switzerland6.67%
Dividends
Dividend Yield
0.67%
9 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PG (2.89%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.6/10
Beta
1.69
1.69
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-11.9
-11.9
-12
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.32
0.32
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
1.69
1.69
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-11.9
-11.9
-12
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.32
0.32
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.59
High:
NOW
75.82NOWLow:
ABT
15.19ABTDetails
PEG Ratio
365.39
High:
V
1,166.53VLow:ABT
10.67ABTDetails
Price/Book
13.81
High:
FTNT
76.26FTNTLow:ABT
4.13ABTDetails
Price/Sales
10.17
High:
NVDA
23.3NVDALow:
HD
2.25HDDetails
Price/CF
28.03
High:NVDA
54.84NVDALow:
META
17.56METADetails
Price/FCF
54.32
High:
LONN.ZU
1,437.6LONN.ZULow:FTNT
31.55FTNTDetails
P/E Ratio
32.59
High:NOW
75.82NOWLow:ABT
15.19ABTDetails
PEG Ratio
365.39
High:V
1,166.53VLow:ABT
10.67ABTDetails
Price/Book
13.81
High:FTNT
76.26FTNTLow:ABT
4.13ABTDetails
Price/Sales
10.17
High:NVDA
23.3NVDALow:HD
2.25HDDetails
Price/CF
28.03
High:NVDA
54.84NVDALow:META
17.56METADetails
Price/FCF
54.32
High:LONN.ZU
1,437.6LONN.ZULow:FTNT
31.55FTNTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.57% | Nov 2021 | - | 51 |
-13.02% | Feb 2021 | Aug 2021 | 6 |
-7.7% | Sep 2021 | Oct 2021 | 1 |