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+0.87%
This Month
-1.05%
Year To Date
+0.59%
2 Years
+3.69%
5 Years
+3.69%
10 Years
+0.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash57.29%
- 🍞 Consumer Non Durables7.97%
- 📊 ETFs7.37%
- 💰 Finance5.86%
- 🖥️ Technology Services4.81%
- 👥 Copy Trading3.1%
- 🧬 Health Technology2.25%
- 🛠️ Producer Manufacturing1.44%
- 💼 Commercial Services1.29%
- 🏥 Health Services0.5%
- 💻 Electronic Technology0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE24.6%
- 🇺🇸 Nasdaq6.4%
- 🇺🇸 Chicago Board Options Exchange3.17%
- 🇩🇪 FRA0.22%
- 🇪🇸 Bolsa De Madrid0.17%
- 🇬🇧 LSE0.12%
- 🇫🇷 Euronext Paris0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.45%
- 🇨🇳 China1.74%
- 🇩🇰 Denmark0.47%
- 🇩🇪 Germany0.22%
- 🇪🇸 Spain0.17%
- 🇮🇱 Israel0.13%
- 🇬🇧 United Kingdom0.12%
- 🇫🇷 France0.1%
Dividends
Dividend Yield
1.54%
12 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ORC (19.46%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4/10
Beta
-0.11
-0.11
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.1
-0.1
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.15
-0.15
-1
1
2
3
3
Jensen's Alpha
-0.72
-0.72
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
-0.11
-0.11
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.1
-0.1
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.15
-0.15
-1
1
2
3
3
Jensen's Alpha
-0.72
-0.72
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
16.82
High:
UPST
65.95UPSTLow:
IQ.US
-48.17IQ.USDetails
PEG Ratio
828.6
High:
BAH
3,452.87BAHLow:
ORC
10.01ORCDetails
Price/Book
2.52
High:
KMB
23.14KMBLow:
ALIT
0.48ALITDetails
Price/Sales
2.57
High:
CAT
5.08CATLow:ALIT
0.22ALITDetails
Price/CF
9.58
High:IQ.US
126.07IQ.USLow:ALIT
2.83ALITDetails
Price/FCF
12.72
High:KMB
1,882.62KMBLow:ALIT
6.22ALITDetails
P/E Ratio
16.82
High:UPST
65.95UPSTLow:IQ.US
-48.17IQ.USDetails
PEG Ratio
828.6
High:BAH
3,452.87BAHLow:ORC
10.01ORCDetails
Price/Book
2.52
High:KMB
23.14KMBLow:ALIT
0.48ALITDetails
Price/Sales
2.57
High:CAT
5.08CATLow:ALIT
0.22ALITDetails
Price/CF
9.58
High:IQ.US
126.07IQ.USLow:ALIT
2.83ALITDetails
Price/FCF
12.72
High:KMB
1,882.62KMBLow:ALIT
6.22ALITDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.28% | Mar 2023 | - | 37 |
-5.25% | Jun 2022 | Jul 2022 | 1 |
-2.7% | Sep 2022 | Nov 2022 | 2 |
-1.46% | Mar 2022 | May 2022 | 2 |
-0.54% | Dec 2022 | Jan 2023 | 1 |