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+4.78%
This Month
-3.65%
Year To Date
+22.04%
2 Years
+86.3%
5 Years
+57.43%
10 Years
+7.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs91.48%
- 🪙 Cryptocurrencies3.71%
- 🖥️ Technology Services3.1%
- 💼 Commercial Services0.62%
- 🛍️ Retail Trade0.36%
- 💻 Electronic Technology0.29%
- 💇♀️ Consumer Services0.23%
- 💰 Finance0.22%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE93.6%
- 🌍 Digital Currency3.71%
- 🇺🇸 Nasdaq2.69%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.19%
- 🇮🇱 Israel0.33%
- 🇳🇱 Netherlands0.29%
Dividends
Dividend Yield
16.45%
16 out of 20 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $SVOL (18.27%)
Dividend Yield Breakdown
Performance Metrics
Score 3.4/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-4.8
-4.8
-5
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.57
0.57
0
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-4.8
-4.8
-5
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.57
0.57
0
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.65
High:
DUOL
118.48DUOLLow:
TXRH
25.19TXRHDetails
PEG Ratio
336.92
High:
MSCI
3,896.77MSCILow:
META
68.16METADetails
Price/Book
6.21
High:
MCO
23.11MCOLow:MSCI
-50.34MSCIDetails
Price/Sales
4.66
High:
FICO
19.81FICOLow:
COST
1.59COSTDetails
Price/CF
21.72
High:DUOL
59.81DUOLLow:
O
14.22ODetails
Price/FCF
34.07
High:COST
77.67COSTLow:
CRM
22.73CRMDetails
P/E Ratio
35.65
High:DUOL
118.48DUOLLow:TXRH
25.19TXRHDetails
PEG Ratio
336.92
High:MSCI
3,896.77MSCILow:META
68.16METADetails
Price/Book
6.21
High:MCO
23.11MCOLow:MSCI
-50.34MSCIDetails
Price/Sales
4.66
High:FICO
19.81FICOLow:COST
1.59COSTDetails
Price/CF
21.72
High:DUOL
59.81DUOLLow:O
14.22ODetails
Price/FCF
34.07
High:COST
77.67COSTLow:CRM
22.73CRMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.58% | Dec 2019 | Dec 2020 | 12 |
-19.09% | Feb 2025 | - | 8 |
-17.23% | Jun 2022 | Dec 2023 | 18 |
-3.58% | Apr 2022 | May 2022 | 1 |
-3.38% | Nov 2021 | Dec 2021 | 1 |
-3.02% | Oct 2024 | Nov 2024 | 1 |
-3.01% | Apr 2024 | Jul 2024 | 3 |
-2.54% | Jun 2021 | Oct 2021 | 4 |
-2.37% | Feb 2022 | Mar 2022 | 1 |
-1.3% | Dec 2024 | Jan 2025 | 1 |
-0.18% | Jan 2024 | Feb 2024 | 1 |