Loading...
-13.13%
This Month
-15.7%
Year To Date
-17.58%
2 Years
-5.76%
5 Years
-43.8%
10 Years
-6.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ❓ Other34.29%
- 💵 Cash20.13%
- 💻 Electronic Technology19.02%
- 🪨 Non Energy Minerals7.4%
- 🚗 Consumer Durables5.51%
- 📊 ETFs4.06%
- 🖥️ Technology Services4.03%
- ⚡ Utilities2.77%
- 🛠️ Producer Manufacturing2.13%
Exchanges Breakdown
- Exchange
- Total
- Regular Trading Hours - RTH42.55%
- 🇺🇸 Nasdaq20.26%
- 🇺🇸 NYSE14%
- 🇺🇸 Chicago Board Options Exchange2.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.95%
- 🇦🇺 Australia3.14%
- 🇨🇦 Canada1.9%
- 🇬🇧 United Kingdom1.21%
- 🇳🇱 Netherlands0.65%
Dividends
Dividend Yield
0.15%
7 out of 34 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RIO (4.34%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.7/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.05
0.05
0
1
2
3
3
Jensen's Alpha
-8.28
-8.28
-9
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.13
0.13
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.05
0.05
0
1
2
3
3
Jensen's Alpha
-8.28
-8.28
-9
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.13
0.13
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
72.42
High:
AMD.RTH
480.68AMD.RTHLow:
RKLB
-245.35RKLBDetails
PEG Ratio
-354.72
High:
CEG.RTH
137.75CEG.RTHLow:RKLB
-1,227.64RKLBDetails
Price/Book
11.13
High:
PL
20.92PLLow:
CSIQ
0.36CSIQDetails
Price/Sales
11.5
High:
ACHR
1,997.85ACHRLow:
OKLO
-OKLODetails
Price/CF
39.6
High:CEG.RTH
222.25CEG.RTHLow:
RIO
7.68RIODetails
Price/FCF
91.23
High:PL
274.41PLLow:
UEC
18.94UECDetails
P/E Ratio
72.42
High:AMD.RTH
480.68AMD.RTHLow:RKLB
-245.35RKLBDetails
PEG Ratio
-354.72
High:CEG.RTH
137.75CEG.RTHLow:RKLB
-1,227.64RKLBDetails
Price/Book
11.13
High:PL
20.92PLLow:CSIQ
0.36CSIQDetails
Price/Sales
11.5
High:ACHR
1,997.85ACHRLow:OKLO
-OKLODetails
Price/CF
39.6
High:CEG.RTH
222.25CEG.RTHLow:RIO
7.68RIODetails
Price/FCF
91.23
High:PL
274.41PLLow:UEC
18.94UECDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.51% | Jan 2018 | - | 103 |