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0%
This Month
-4.34%
Year To Date
+37.34%
2 Years
+316.43%
5 Years
+341.63%
10 Years
+28.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance37.53%
- ⛏️ Energy Minerals22.88%
- 🍞 Consumer Non Durables18.53%
- 🧬 Health Technology9.95%
- 💼 Commercial Services7.52%
- 💵 Cash3.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36%
- 🇺🇸 NYSE34.78%
- 🇬🇧 LSE25.62%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom33.14%
- 🇺🇸 United States30.43%
- 🇧🇷 Brazil17.39%
- 🇮🇱 Israel9.95%
- 🇨🇴 Colombia5.48%
Dividends
Dividend Yield
3.55%
3 out of 7 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $WU (10.84%)
Performance Metrics
Score 7.4/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
14.25
14.25
-2
0
2
15
15
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.99
1.99
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
14.25
14.25
-2
0
2
15
15
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.99
1.99
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
8.13
High:
WISE.L
26.37WISE.LLow:
WU
3.27WUDetails
PEG Ratio
94.05
High:WISE.L
166.05WISE.LLow:WU
5.27WUDetails
Price/Book
1.69
High:WISE.L
7.91WISE.LLow:
PBR.A
1.01PBR.ADetails
Price/Sales
1.29
High:WISE.L
6.19WISE.LLow:
GPRK
0.61GPRKDetails
Price/CF
3.73
High:WISE.L
23.58WISE.LLow:GPRK
1.59GPRKDetails
Price/FCF
17.39
High:WISE.L
25.69WISE.LLow:
CROX
7.35CROXDetails
P/E Ratio
8.13
High:WISE.L
26.37WISE.LLow:WU
3.27WUDetails
PEG Ratio
94.05
High:WISE.L
166.05WISE.LLow:WU
5.27WUDetails
Price/Book
1.69
High:WISE.L
7.91WISE.LLow:PBR.A
1.01PBR.ADetails
Price/Sales
1.29
High:WISE.L
6.19WISE.LLow:GPRK
0.61GPRKDetails
Price/CF
3.73
High:WISE.L
23.58WISE.LLow:GPRK
1.59GPRKDetails
Price/FCF
17.39
High:WISE.L
25.69WISE.LLow:CROX
7.35CROXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.68% | Jan 2020 | Feb 2021 | 13 |
-12.43% | Feb 2025 | - | 8 |
-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 |