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-0.02%
Today
+8.48%
This Month
+13.92%
Year To Date
+60.98%
2 Years
+59.96%
5 Years
+30.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies23.58%
- 📊 ETFs18.16%
- 🖥️ Technology Services16.55%
- 💰 Finance10.87%
- 💻 Electronic Technology8.57%
- 💇♀️ Consumer Services8.06%
- 🛍️ Retail Trade5.85%
- ⛏️ Energy Minerals5.24%
- 💵 Cash0.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.31%
- 🇺🇸 NYSE28.73%
- 🌍 Digital Currency23.58%
- 🇬🇧 LSE8.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.77%
- 🇮🇱 Israel21.65%
- 🇨🇳 China0.39%
- 🇹🇼 Taiwan0.18%
- 🇱🇺 Luxembourg0.1%
- 🇮🇪 Ireland0.05%
Dividends
Dividend Yield
1.06%
16 out of 49 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $VNOM (6.55%)
Dividend Yield Breakdown
Performance Metrics
Score 6.9/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
30.96
30.96
-2
0
2
31
31
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
2.55
2.55
0
0.75
1.25
3
3
Information Ratio
0.5
0.5
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
30.96
30.96
-2
0
2
31
31
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
2.55
2.55
0
0.75
1.25
3
3
Information Ratio
0.5
0.5
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
46.6
High:
PLTR
675.24PLTRLow:
BILL
-2,205.69BILLDetails
PEG Ratio
86.06
High:
ADSK
5,228.21ADSKLow:
ZS
-2,266.63ZSDetails
Price/Book
18.1
High:
MA
76.68MALow:
BIDU
0.86BIDUDetails
Price/Sales
9.6
High:PLTR
126.72PLTRLow:
SMCI
1.49SMCIDetails
Price/CF
26.54
High:PLTR
161.45PLTRLow:
MU
7.16MUDetails
Price/FCF
46.44
High:SMCI
598.42SMCILow:
VNOM
10.41VNOMDetails
P/E Ratio
46.6
High:PLTR
675.24PLTRLow:BILL
-2,205.69BILLDetails
PEG Ratio
86.06
High:ADSK
5,228.21ADSKLow:ZS
-2,266.63ZSDetails
Price/Book
18.1
High:MA
76.68MALow:BIDU
0.86BIDUDetails
Price/Sales
9.6
High:PLTR
126.72PLTRLow:SMCI
1.49SMCIDetails
Price/CF
26.54
High:PLTR
161.45PLTRLow:MU
7.16MUDetails
Price/FCF
46.44
High:SMCI
598.42SMCILow:VNOM
10.41VNOMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-73.06% | Nov 2021 | - | 45 |
-47.69% | Jan 2018 | Aug 2020 | 31 |
-47.08% | Sep 2014 | Dec 2015 | 15 |
-38.84% | Jul 2016 | Apr 2017 | 9 |
-25.54% | May 2021 | Oct 2021 | 5 |
-20.78% | Sep 2017 | Nov 2017 | 2 |
-19.52% | Jul 2017 | Aug 2017 | 1 |
-19.41% | Mar 2014 | Aug 2014 | 5 |
-14.75% | Jan 2016 | Feb 2016 | 1 |
-4.89% | Mar 2016 | Apr 2016 | 1 |
-3.18% | Sep 2020 | Nov 2020 | 2 |