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+2.05%
This Month
+2.05%
Year To Date
+18.5%
2 Years
-10.81%
5 Years
-10.81%
10 Years
-2.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs55.42%
- 💵 Cash12.91%
- 💰 Finance10.07%
- 💻 Electronic Technology8.75%
- 🛠️ Producer Manufacturing3.86%
- 🖥️ Technology Services3.57%
- 🪨 Non Energy Minerals1.54%
- ⛏️ Energy Minerals1.23%
- 🛍️ Retail Trade0.82%
- 📡 Communications0.75%
- ⚡ Utilities0.71%
- 🧬 Health Technology0.71%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.38%
- 🇺🇸 NYSE35.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.73%
- 🇨🇦 Canada1.51%
- 🇱🇺 Luxembourg0.75%
- 🇮🇱 Israel0.02%
Dividends
Dividend Yield
0.72%
10 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AGNC (12.34%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.2/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
-0.31
-0.31
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.39
-0.39
-1
1
2
3
3
Jensen's Alpha
-12.46
-12.46
-13
0
2
4.5
4.5
Omega Ratio
0.23
0.23
0
1
1.5
2.5
2.5
Treynor Ratio
-0.44
-0.44
-1
0.75
1.25
2
2
Information Ratio
-1.82
-1.82
-2
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
-0.31
-0.31
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.39
-0.39
-1
1
2
3
3
Jensen's Alpha
-12.46
-12.46
-13
0
2
4.5
4.5
Omega Ratio
0.23
0.23
0
1
1.5
2.5
2.5
Treynor Ratio
-0.44
-0.44
-1
0.75
1.25
2
2
Information Ratio
-1.82
-1.82
-2
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.44
High:
AMD
114.62AMDLow:
BE
-5,214.78BEDetails
PEG Ratio
532.97
High:
O
3,157.55OLow:BE
-4,622.6BEDetails
Price/Book
12
High:BE
54.92BELow:
VICI
1.11VICIDetails
Price/Sales
12.5
High:
SMR
43.92SMRLow:
PARR
0.25PARRDetails
Price/CF
34.05
High:BE
112.4BELow:
TIGO
4.52TIGODetails
Price/FCF
65.72
High:
AMZN
225.5AMZNLow:TIGO
7.02TIGODetails
P/E Ratio
38.44
High:AMD
114.62AMDLow:BE
-5,214.78BEDetails
PEG Ratio
532.97
High:O
3,157.55OLow:BE
-4,622.6BEDetails
Price/Book
12
High:BE
54.92BELow:VICI
1.11VICIDetails
Price/Sales
12.5
High:SMR
43.92SMRLow:PARR
0.25PARRDetails
Price/CF
34.05
High:BE
112.4BELow:TIGO
4.52TIGODetails
Price/FCF
65.72
High:AMZN
225.5AMZNLow:TIGO
7.02TIGODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.18% | Jun 2021 | - | 56 |