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+6.12%
This Month
+6.12%
Year To Date
+42.02%
2 Years
-59.39%
5 Years
-2.4%
10 Years
-0.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs19.14%
- 🖥️ Technology Services17.47%
- 💻 Electronic Technology15.29%
- 💵 Cash15.28%
- 🪙 Cryptocurrencies4.86%
- 🏥 Health Services4.59%
- 🛍️ Retail Trade4.53%
- 🧬 Health Technology4.44%
- 💰 Finance4.23%
- ⛏️ Energy Minerals3.93%
- 🪨 Non Energy Minerals3.04%
- 📡 Communications2.48%
- 🛠️ Producer Manufacturing1.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.37%
- 🇺🇸 NYSE34.38%
- 🌍 Digital Currency4.86%
- 🇬🇧 LSE3.45%
- 🇩🇪 Xetra ETFs3.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.13%
- 🇧🇷 Brazil3.93%
Dividends
Dividend Yield
0.48%
7 out of 32 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PBR (8.24%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
3.75
3.75
0
0.8
1.2
0
4
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-7.54
-7.54
-8
0
2
4.5
4.5
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
3.75
3.75
0
0.8
1.2
0
4
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-7.54
-7.54
-8
0
2
4.5
4.5
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.28
High:
PLTR
394.13PLTRLow:
CRWD
-350.43CRWDDetails
PEG Ratio
99.02
High:
META
433.38METALow:
CRWV
-263.26CRWVDetails
Price/Book
10.04
High:
APP
129.89APPLow:
PBR
1.04PBRDetails
Price/Sales
4.88
High:
ASTS
1,655.45ASTSLow:
KOD
-KODDetails
Price/CF
23.78
High:PLTR
258.05PLTRLow:PBR
2.49PBRDetails
Price/FCF
63.95
High:PLTR
261.46PLTRLow:
UNH
32.91UNHDetails
P/E Ratio
35.28
High:PLTR
394.13PLTRLow:CRWD
-350.43CRWDDetails
PEG Ratio
99.02
High:META
433.38METALow:CRWV
-263.26CRWVDetails
Price/Book
10.04
High:APP
129.89APPLow:PBR
1.04PBRDetails
Price/Sales
4.88
High:ASTS
1,655.45ASTSLow:KOD
-KODDetails
Price/CF
23.78
High:PLTR
258.05PLTRLow:PBR
2.49PBRDetails
Price/FCF
63.95
High:PLTR
261.46PLTRLow:UNH
32.91UNHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-95.57% | Sep 2021 | - | 53 |
-36.94% | Sep 2020 | Dec 2020 | 3 |
-22.14% | Feb 2021 | Mar 2021 | 1 |
-1.33% | May 2021 | Jun 2021 | 1 |