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-1.51%
This Month
-3.97%
Year To Date
+18.73%
2 Years
+38.32%
5 Years
-69.27%
10 Years
-13.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology23.53%
- 🖥️ Technology Services16.78%
- 💵 Cash15.14%
- 🛍️ Retail Trade12.56%
- 🚗 Consumer Durables11.68%
- 💇♀️ Consumer Services11.27%
- 🧪 Process Industries6.21%
- 💰 Finance3.11%
- 🪙 Cryptocurrencies0.67%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.68%
- 🇺🇸 NYSE14.38%
- 🇫🇷 Euronext Paris3.54%
- 🇭🇰 Hong Kong Exchanges2.55%
- 🌍 Digital Currency0.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.95%
- 🇫🇷 France3.54%
- 🇨🇦 Canada2.67%
- 🇨🇳 China2.55%
- 🇯🇵 Japan1.43%
Dividends
Dividend Yield
0.47%
7 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MUFG (2.25%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.3/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
-0.07
-0.07
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.09
-0.09
-1
1
2
3
3
Jensen's Alpha
-16.95
-16.95
-17
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
-0.19
-0.19
-1
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
-0.07
-0.07
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.09
-0.09
-1
1
2
3
3
Jensen's Alpha
-16.95
-16.95
-17
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
-0.19
-0.19
-1
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.86
High:
TSLA
377.27TSLALow:
ACB
-3.23ACBDetails
PEG Ratio
186.94
High:
MCD
571.79MCDLow:
1810.HK
13.991810.HKDetails
Price/Book
10.72
High:
AAPL
43.77AAPLLow:MCD
-131.7MCDDetails
Price/Sales
8.22
High:
NVDA
20.71NVDALow:ACB
0.78ACBDetails
Price/CF
28.66
High:TSLA
107.92TSLALow:
AI.PA
16.19AI.PADetails
Price/FCF
69.7
High:
AMZN
325.85AMZNLow:AAPL
37.55AAPLDetails
P/E Ratio
33.86
High:TSLA
377.27TSLALow:ACB
-3.23ACBDetails
PEG Ratio
186.94
High:MCD
571.79MCDLow:1810.HK
13.991810.HKDetails
Price/Book
10.72
High:AAPL
43.77AAPLLow:MCD
-131.7MCDDetails
Price/Sales
8.22
High:NVDA
20.71NVDALow:ACB
0.78ACBDetails
Price/CF
28.66
High:TSLA
107.92TSLALow:AI.PA
16.19AI.PADetails
Price/FCF
69.7
High:AMZN
325.85AMZNLow:AAPL
37.55AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-88.63% | Feb 2018 | - | 98 |