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-0.66%
This Month
-11%
Year To Date
-10.03%
2 Years
-83.87%
5 Years
-73.8%
10 Years
-21.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies27.51%
- 🧬 Health Technology24.51%
- 💇♀️ Consumer Services19.22%
- 💰 Finance14.92%
- 🖥️ Technology Services5.75%
- 💵 Cash3.41%
- 🛠️ Producer Manufacturing1.75%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE58.64%
- 🌍 Digital Currency27.51%
- 🇺🇸 Nasdaq5.75%
- 🇭🇰 Hong Kong Exchanges1.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.39%
- 🇨🇳 China1.75%
Dividends
Dividend Yield
2.4%
4 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.48%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.3/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
-0.63
-0.63
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.71
-0.71
-1
1
2
3
3
Jensen's Alpha
-29.29
-29.29
-30
0
2
4.5
4.5
Omega Ratio
0.32
0.32
0
1
1.5
2.5
2.5
Treynor Ratio
-1.53
-1.53
-2
0.75
1.25
2
2
Information Ratio
-1.2
-1.2
-2
0.3
0.6
1
1
Calmar Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
-0.63
-0.63
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.71
-0.71
-1
1
2
3
3
Jensen's Alpha
-29.29
-29.29
-30
0
2
4.5
4.5
Omega Ratio
0.32
0.32
0
1
1.5
2.5
2.5
Treynor Ratio
-1.53
-1.53
-2
0.75
1.25
2
2
Information Ratio
-1.2
-1.2
-2
0.3
0.6
1
1
Calmar Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.64
High:
WY
55.44WYLow:
CRSR
-50CRSRDetails
PEG Ratio
-2.09
High:
DIS
12.61DISLow:CRSR
-57.18CRSRDetails
Price/Book
1.72
High:WY
1.9WYLow:
BMBL
0.5BMBLDetails
Price/Sales
2.16
High:WY
2.59WYLow:CRSR
0.45CRSRDetails
Price/CF
12.8
High:WY
30.43WYLow:BMBL
5.09BMBLDetails
Price/FCF
68.16
High:WY
336.34WYLow:BMBL
5.45BMBLDetails
P/E Ratio
17.64
High:WY
55.44WYLow:CRSR
-50CRSRDetails
PEG Ratio
-2.09
High:DIS
12.61DISLow:CRSR
-57.18CRSRDetails
Price/Book
1.72
High:WY
1.9WYLow:BMBL
0.5BMBLDetails
Price/Sales
2.16
High:WY
2.59WYLow:CRSR
0.45CRSRDetails
Price/CF
12.8
High:WY
30.43WYLow:BMBL
5.09BMBLDetails
Price/FCF
68.16
High:WY
336.34WYLow:BMBL
5.45BMBLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-86.03% | Apr 2021 | - | 60 |