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-1.12%
Today
-1.12%
This Month
-2.66%
Year To Date
+56.81%
2 Years
+349.38%
5 Years
+29.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance38.92%
- ⛏️ Energy Minerals26.96%
- 🍞 Consumer Non Durables14.81%
- 🧬 Health Technology9.49%
- 💼 Commercial Services8%
- 💵 Cash1.83%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.11%
- 🇺🇸 Nasdaq32.3%
- 🇬🇧 LSE31.77%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom32.03%
- 🇺🇸 United States21.96%
- 🇧🇷 Brazil19.18%
- 🇮🇱 Israel17.23%
- 🇨🇴 Colombia7.78%
Dividends
Dividend Yield
4.18%
4 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WU (11.77%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.5/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
16.14
16.14
-2
0
2
17
17
Omega Ratio
1.71
1.71
0
1
1.5
2.5
2.5
Treynor Ratio
2.07
2.07
0
0.75
1.25
3
3
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.7
0.7
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
16.14
16.14
-2
0
2
17
17
Omega Ratio
1.71
1.71
0
1
1.5
2.5
2.5
Treynor Ratio
2.07
2.07
0
0.75
1.25
3
3
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.7
0.7
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
10.3
High:
WISE.L
26.3WISE.LLow:
WU
3.01WUDetails
PEG Ratio
84.97
High:WISE.L
165.6WISE.LLow:WU
5.05WUDetails
Price/Book
1.69
High:WISE.L
7.89WISE.LLow:
PBR.A
1.06PBR.ADetails
Price/Sales
1.25
High:WISE.L
5.92WISE.LLow:
GPRK
0.55GPRKDetails
Price/CF
3.8
High:WISE.L
23.03WISE.LLow:GPRK
1.53GPRKDetails
Price/FCF
22.66
High:PBR.A
63.92PBR.ALow:GPRK
5.22GPRKDetails
P/E Ratio
10.3
High:WISE.L
26.3WISE.LLow:WU
3.01WUDetails
PEG Ratio
84.97
High:WISE.L
165.6WISE.LLow:WU
5.05WUDetails
Price/Book
1.69
High:WISE.L
7.89WISE.LLow:PBR.A
1.06PBR.ADetails
Price/Sales
1.25
High:WISE.L
5.92WISE.LLow:GPRK
0.55GPRKDetails
Price/CF
3.8
High:WISE.L
23.03WISE.LLow:GPRK
1.53GPRKDetails
Price/FCF
22.66
High:PBR.A
63.92PBR.ALow:GPRK
5.22GPRKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.68% | Jan 2020 | Feb 2021 | 13 |
-12.43% | Feb 2025 | - | 6 |
-10.32% | Aug 2022 | Jan 2023 | 5 |
-9.43% | Apr 2022 | Jul 2022 | 3 |
-7.83% | Aug 2021 | Jan 2022 | 5 |
-6.05% | Jun 2024 | Nov 2024 | 5 |
-4.85% | Feb 2024 | Apr 2024 | 2 |
-3.34% | Oct 2023 | Nov 2023 | 1 |
-1.12% | Aug 2019 | Sep 2019 | 1 |
-0.78% | Feb 2023 | Mar 2023 | 1 |
-0.35% | Aug 2023 | Sep 2023 | 1 |