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+4.42%
This Month
-0.97%
Year To Date
-52.23%
2 Years
-86.67%
5 Years
-76.08%
10 Years
-15.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies23.54%
- 📈 Indexes15.88%
- 💵 Cash14.18%
- 💰 Finance8.71%
- 🖥️ Technology Services8.65%
- 💻 Electronic Technology8.17%
- 🛍️ Retail Trade5.27%
- 💼 Commercial Services3.44%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency23.54%
- 🇺🇸 Nasdaq20.2%
- 🌍 CFD15.88%
- 🇺🇸 NYSE8.77%
- 🇨🇭 SIX5.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.97%
- 🇨🇭 Switzerland3.38%
- 🇦🇹 Austria1.89%
Dividends
Dividend Yield
0.21%
5 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UBSG.ZU (2.79%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
1.96
1.96
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-14
-14
-14
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.27
0.27
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Beta
1.96
1.96
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-14
-14
-14
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.27
0.27
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.1
High:
ADSK
49.26ADSKLow:
AMS.ZU
-6.65AMS.ZUDetails
PEG Ratio
410.39
High:ADSK
2,357.05ADSKLow:AMS.ZU
-7.94AMS.ZUDetails
Price/Book
11.25
High:
MA
60.42MALow:
GPN
0.8GPNDetails
Price/Sales
6.05
High:MA
14.3MALow:AMS.ZU
0.26AMS.ZUDetails
Price/CF
21.86
High:
AAPL
29.89AAPLLow:AMS.ZU
6.02AMS.ZUDetails
Price/FCF
49.35
High:
AMZN
325.85AMZNLow:GPN
10.4GPNDetails
P/E Ratio
31.1
High:ADSK
49.26ADSKLow:AMS.ZU
-6.65AMS.ZUDetails
PEG Ratio
410.39
High:ADSK
2,357.05ADSKLow:AMS.ZU
-7.94AMS.ZUDetails
Price/Book
11.25
High:MA
60.42MALow:GPN
0.8GPNDetails
Price/Sales
6.05
High:MA
14.3MALow:AMS.ZU
0.26AMS.ZUDetails
Price/CF
21.86
High:AAPL
29.89AAPLLow:AMS.ZU
6.02AMS.ZUDetails
Price/FCF
49.35
High:AMZN
325.85AMZNLow:GPN
10.4GPNDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-92.54% | Feb 2021 | - | 62 |
-78.86% | Jan 2018 | Jan 2021 | 36 |