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+3.8%
This Month
+19.99%
Year To Date
+67.31%
2 Years
+7.94%
5 Years
+144.47%
10 Years
+17.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services99.5%
- 💵 Cash0.62%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.5%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.5%
Dividends
Dividend Yield
0.21%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GOOG (0.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOOG | 0.21% | 0.21% | $0.2 |
Performance Metrics
Score 4.8/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
0.86
0.86
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
0.86
0.86
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.93
High:GOOG
30.93GOOGLow:GOOG
30.93GOOGDetails
PEG Ratio
66.91
High:GOOG
66.91GOOGLow:GOOG
66.91GOOGDetails
Price/Book
10
High:GOOG
10GOOGLow:GOOG
10GOOGDetails
Price/Sales
12.21
High:GOOG
12.21GOOGLow:GOOG
12.21GOOGDetails
Price/CF
20.13
High:GOOG
20.13GOOGLow:GOOG
20.13GOOGDetails
Price/FCF
64.69
High:GOOG
64.69GOOGLow:GOOG
64.69GOOGDetails
P/E Ratio
30.93
High:GOOG
30.93GOOGLow:GOOG
30.93GOOGDetails
PEG Ratio
66.91
High:GOOG
66.91GOOGLow:GOOG
66.91GOOGDetails
Price/Book
10
High:GOOG
10GOOGLow:GOOG
10GOOGDetails
Price/Sales
12.21
High:GOOG
12.21GOOGLow:GOOG
12.21GOOGDetails
Price/CF
20.13
High:GOOG
20.13GOOGLow:GOOG
20.13GOOGDetails
Price/FCF
64.69
High:GOOG
64.69GOOGLow:GOOG
64.69GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.24% | Jul 2021 | - | 59 |
-17.48% | Dec 2020 | Jun 2021 | 6 |