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+3.35%
This Month
-5.07%
Year To Date
-6.39%
2 Years
-11.81%
5 Years
+1065.3%
10 Years
+18.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies52.99%
- 💵 Cash20.6%
- 🖥️ Technology Services9.48%
- 💻 Electronic Technology5.79%
- 🍞 Consumer Non Durables5.78%
- 💇♀️ Consumer Services1.4%
- 🛍️ Retail Trade0.91%
- 💼 Commercial Services0.5%
- 🧬 Health Technology0.48%
- 🛠️ Producer Manufacturing0.25%
- 🚗 Consumer Durables0.15%
- ⚡ Utilities0.11%
- 📊 ETFs0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency52.99%
- 🇺🇸 Nasdaq17.55%
- 🇺🇸 NYSE6.97%
- 🇭🇰 Hong Kong Exchanges0.22%
- 🇩🇰 Copenhagen Stock Exchange0.11%
- 🇬🇧 LSE0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.55%
- 🇨🇳 China2.18%
- 🇮🇱 Israel0.5%
- 🇨🇦 Canada0.32%
- 🇨🇭 Switzerland0.17%
- 🇩🇰 Denmark0.11%
- 🇬🇧 United Kingdom0.02%
Dividends
Dividend Yield
0.18%
5 out of 35 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KO (2.62%)
Performance Metrics
Score 7.1/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.64
1.64
0
1
2
3
3
Jensen's Alpha
21.4
21.4
-2
0
2
22
22
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
2.46
2.46
0
0.75
1.25
3
3
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.64
1.64
0
1
2
3
3
Jensen's Alpha
21.4
21.4
-2
0
2
22
22
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
2.46
2.46
0
0.75
1.25
3
3
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.38
High:
AMD
138.22AMDLow:
CRON
-106.5CRONDetails
PEG Ratio
76.06
High:AMD
111.58AMDLow:
CRSR
-66.74CRSRDetails
Price/Book
7.43
High:AMD
10.9AMDLow:
WIX
-11.24WIXDetails
Price/Sales
10.02
High:
CRSP
1,226.22CRSPLow:
LOVE
0.33LOVEDetails
Price/CF
20.65
High:
MSTR
7,511.07MSTRLow:
FVRR
3.53FVRRDetails
Price/FCF
63.14
High:CRON
6,729.01CRONLow:FVRR
3.55FVRRDetails
P/E Ratio
33.38
High:AMD
138.22AMDLow:CRON
-106.5CRONDetails
PEG Ratio
76.06
High:AMD
111.58AMDLow:CRSR
-66.74CRSRDetails
Price/Book
7.43
High:AMD
10.9AMDLow:WIX
-11.24WIXDetails
Price/Sales
10.02
High:CRSP
1,226.22CRSPLow:LOVE
0.33LOVEDetails
Price/CF
20.65
High:MSTR
7,511.07MSTRLow:FVRR
3.53FVRRDetails
Price/FCF
63.14
High:CRON
6,729.01CRONLow:FVRR
3.55FVRRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-66.83% | Jul 2014 | Mar 2017 | 32 |
-51.78% | Jan 2018 | Feb 2021 | 37 |
-47.74% | Nov 2021 | - | 55 |
-18.9% | Mar 2014 | May 2014 | 2 |
-9.69% | May 2021 | Oct 2021 | 5 |
-6.03% | Sep 2017 | Oct 2017 | 1 |
-3.3% | Jul 2017 | Aug 2017 | 1 |