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+1.52%
Today
+1.52%
This Month
-2.38%
Year To Date
+16.69%
2 Years
+45.41%
5 Years
+10.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance39%
- 💻 Electronic Technology20.67%
- 🖥️ Technology Services20.57%
- 🛍️ Retail Trade9.56%
- 🏥 Health Services5.47%
- 🪙 Cryptocurrencies3.74%
- 🧪 Process Industries0.95%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE62.88%
- 🇺🇸 Nasdaq22.89%
- 🇬🇧 LSE10.44%
- 🌍 Digital Currency3.74%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.15%
- 🇬🇧 United Kingdom17.09%
- 🇹🇼 Taiwan4.01%
- 🇰🇾 Cayman Islands3.97%
Dividends
Dividend Yield
1.28%
13 out of 19 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $C (3.11%)
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM | Ex-Dividend | Apr 4 | $1.40 |
 BCS | Pay Day | Apr 4 | $0.22 |
 DBRG | Pay Day | Apr 15 | $0.01 |
 DELL | Ex-Dividend | Apr 22 | $0.52 |
 HUM | Pay Day | Apr 25 | $0.88 |
JPM | Pay Day | Apr 30 | $1.40 |
DELL | Pay Day | May 2 | $0.52 |
 WMT | Ex-Dividend | May 9 | $0.24 |
 MSFT | Ex-Dividend | May 15 | $0.83 |
WMT | Pay Day | May 27 | $0.24 |
MSFT | Pay Day | Jun 12 | $0.83 |
 TSM | Ex-Dividend | Jun 12 | $0.68 |
TSM | Pay Day | Jul 10 | $0.68 |
Performance Metrics
Score 4.7/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
0.17
0.17
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
0.17
0.17
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.4
High:
CRDO
3,045.26CRDOLow:
SNOW
-38.7SNOWDetails
PEG Ratio
271.64
High:CRDO
2,717.66CRDOLow:
GS
17.35GSDetails
Price/Book
4.84
High:
NVDA
33.99NVDALow:
RR.L
-72.68RR.LDetails
Price/Sales
3.45
High:
LWLG
1,249.03LWLGLow:
HUM
0.27HUMDetails
Price/CF
15.62
High:CRDO
1,090.93CRDOLow:GS
2.57GSDetails
Price/FCF
26.94
High:
C
233.54CLow:GS
2.82GSDetails
P/E Ratio
23.4
High:CRDO
3,045.26CRDOLow:SNOW
-38.7SNOWDetails
PEG Ratio
271.64
High:CRDO
2,717.66CRDOLow:GS
17.35GSDetails
Price/Book
4.84
High:NVDA
33.99NVDALow:RR.L
-72.68RR.LDetails
Price/Sales
3.45
High:LWLG
1,249.03LWLGLow:HUM
0.27HUMDetails
Price/CF
15.62
High:CRDO
1,090.93CRDOLow:GS
2.57GSDetails
Price/FCF
26.94
High:C
233.54CLow:GS
2.82GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.43% | Nov 2021 | - | 42 |
-10.32% | Sep 2018 | Apr 2019 | 7 |
-6.91% | Feb 2020 | May 2020 | 3 |
-6.5% | Sep 2020 | Nov 2020 | 2 |
-6.3% | Sep 2021 | Oct 2021 | 1 |
-6.21% | Aug 2016 | Jan 2017 | 5 |
-5.53% | May 2019 | Nov 2019 | 6 |
-2.89% | Mar 2018 | May 2018 | 2 |
-1.62% | Dec 2017 | Jan 2018 | 1 |
-1.53% | May 2021 | Jun 2021 | 1 |
-0.27% | Jun 2017 | Jul 2017 | 1 |
-0.15% | Jul 2021 | Aug 2021 | 1 |
-0.04% | Jun 2018 | Jul 2018 | 1 |