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-0.28%
This Month
+26.22%
Year To Date
+139.11%
2 Years
-47.84%
5 Years
-47.84%
10 Years
-16.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash71.42%
- 🖥️ Technology Services17.03%
- 💰 Finance0.91%
- 📡 Communications0.56%
- 🧪 Process Industries0.41%
- 🪙 Cryptocurrencies0.14%
- 🍞 Consumer Non Durables0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq17.11%
- 🇺🇸 NYSE0.91%
- 🇦🇺 Sydney0.56%
- 🇳🇴 Oslo Stock Exchange0.41%
- 🌍 Digital Currency0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.02%
- 🇦🇺 Australia0.56%
- 🇳🇴 Norway0.41%
Dividends
Dividend Yield
0%
0 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-7.73
-7.73
-8
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.19
0.19
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-7.73
-7.73
-8
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.19
0.19
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
14.57
High:
MAQ.ASX
47.02MAQ.ASXLow:
CTOS
-48.46CTOSDetails
PEG Ratio
3.32
High:
DUOL
3.33DUOLLow:
TBLT
-0.02TBLTDetails
Price/Book
3.47
High:DUOL
3.33DUOLLow:TBLT
-0.12TBLTDetails
Price/Sales
4.16
High:DUOL
4.62DUOLLow:TBLT
0.02TBLTDetails
Price/CF
20.69
High:DUOL
22.54DUOLLow:CTOS
3.74CTOSDetails
Price/FCF
23.69
High:MAQ.ASX
32.48MAQ.ASXLow:DUOL
23.64DUOLDetails
P/E Ratio
14.57
High:MAQ.ASX
47.02MAQ.ASXLow:CTOS
-48.46CTOSDetails
PEG Ratio
3.32
High:DUOL
3.33DUOLLow:TBLT
-0.02TBLTDetails
Price/Book
3.47
High:DUOL
3.33DUOLLow:TBLT
-0.12TBLTDetails
Price/Sales
4.16
High:DUOL
4.62DUOLLow:TBLT
0.02TBLTDetails
Price/CF
20.69
High:DUOL
22.54DUOLLow:CTOS
3.74CTOSDetails
Price/FCF
23.69
High:MAQ.ASX
32.48MAQ.ASXLow:DUOL
23.64DUOLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-88.24% | Mar 2022 | - | 50 |