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+10.42%
This Month
+10.42%
Year To Date
+63.05%
2 Years
+56.68%
5 Years
+76.22%
10 Years
-75.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance28.41%
- 🖥️ Technology Services17.27%
- 📊 ETFs12.69%
- 💻 Electronic Technology12.25%
- 🧬 Health Technology9.11%
- ⛏️ Energy Minerals6.94%
- 🪨 Non Energy Minerals4.39%
- 🍞 Consumer Non Durables3.82%
- 🛍️ Retail Trade2.28%
- 💵 Cash2.04%
- 💼 Commercial Services0.73%
- 🚚 Transportation0.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE69.06%
- 🇺🇸 Nasdaq17.72%
- 🇬🇧 LSE6.9%
- 🇭🇰 Hong Kong Exchanges4.16%
- 🇫🇷 Euronext Paris0.35%
- 🇺🇸 Chicago Board Options Exchange0.03%
- 🇩🇪 FRA0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.12%
- 🇰🇷 South Korea6.9%
- 🇨🇳 China4.16%
- 🇫🇷 France0.35%
- 🇩🇪 Germany0%
Dividends
Dividend Yield
1.6%
12 out of 26 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (2352.94%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-1.32
-1.32
-2
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-1.32
-1.32
-2
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.04
High:
IRM
172.51IRMLow:
INTC
-595.6INTCDetails
PEG Ratio
599.24
High:
O
3,078.06OLow:INTC
-606.5INTCDetails
Price/Book
3.8
High:
BA
34.8BALow:IRM
-30.91IRMDetails
Price/Sales
4.64
High:O
9.79OLow:
WDI.DE
0.03WDI.DEDetails
Price/CF
15.74
High:BA
163.87BALow:
AF.PA
0.76AF.PADetails
Price/FCF
51.66
High:
9988.HK
2,771.019988.HKLow:WDI.DE
17.6WDI.DEDetails
P/E Ratio
25.04
High:IRM
172.51IRMLow:INTC
-595.6INTCDetails
PEG Ratio
599.24
High:O
3,078.06OLow:INTC
-606.5INTCDetails
Price/Book
3.8
High:BA
34.8BALow:IRM
-30.91IRMDetails
Price/Sales
4.64
High:O
9.79OLow:WDI.DE
0.03WDI.DEDetails
Price/CF
15.74
High:BA
163.87BALow:AF.PA
0.76AF.PADetails
Price/FCF
51.66
High:9988.HK
2,771.019988.HKLow:WDI.DE
17.6WDI.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100.06% | Apr 2011 | - | 178 |