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+8.62%
This Month
+6.69%
Year To Date
+39.18%
2 Years
-40.2%
5 Years
-40.2%
10 Years
-10.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs15.88%
- 🖥️ Technology Services11.69%
- 💰 Finance10.87%
- 💻 Electronic Technology7.33%
- 🍞 Consumer Non Durables7.14%
- 🪙 Cryptocurrencies5.25%
- 💵 Cash5.1%
- 🧬 Health Technology5.08%
- 🛍️ Retail Trade4.17%
- 🛠️ Producer Manufacturing4.02%
- 🚗 Consumer Durables3.61%
- 🧪 Process Industries3.02%
- 🪨 Non Energy Minerals2.84%
- 💇♀️ Consumer Services2.75%
- 🧩 Miscellaneous2.61%
- 🚚 Transportation2.5%
- 💼 Commercial Services1.1%
- 🏥 Health Services0.92%
- ⚡ Utilities0.72%
- 🏭 Industrial Services0.65%
- ⛏️ Energy Minerals0.37%
- 📡 Communications0.2%
- 📦 Distribution Services0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.03%
- 🇺🇸 Nasdaq21.48%
- 🇩🇪 FRA6.48%
- 🌍 Digital Currency5.25%
- 🇬🇧 LSE4.1%
- 🇫🇷 Euronext Paris3.91%
- 🇺🇸 Chicago Board Options Exchange3.06%
- 🇭🇰 Hong Kong Exchanges2.92%
- 🇳🇱 Euronext Amsterdam2.31%
- 🇨🇭 SIX1.76%
- 🇧🇪 Euronext Brussels1.03%
- 🇳🇴 Oslo Stock Exchange0.99%
- 🇩🇰 Copenhagen Stock Exchange0.81%
- 🇮🇹 Borsa Italiana0.75%
- 🇸🇪 Stockholm Stock Exchange0.73%
- 🇫🇮 Helsinki Stock Exchange0.55%
- 🇪🇸 Bolsa De Madrid0.51%
- 🇩🇪 Xetra ETFs0.14%
- 🇦🇺 Sydney0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.47%
- 🇩🇪 Germany7.34%
- 🇨🇳 China4.11%
- 🇳🇱 Netherlands3.8%
- 🇫🇷 France3.57%
- 🇬🇧 United Kingdom3.1%
- 🇨🇭 Switzerland1.81%
- 🇨🇦 Canada1.7%
- 🇮🇱 Israel1.43%
- 🇧🇪 Belgium1.03%
- 🇳🇴 Norway0.99%
- 🇩🇰 Denmark0.81%
- 🇸🇪 Sweden0.73%
- 🇯🇵 Japan0.56%
- 🇫🇮 Finland0.55%
- 🇪🇸 Spain0.51%
- 🇺🇾 Uruguay0.45%
- 🇸🇬 Singapore0.45%
- 🇱🇺 Luxembourg0.41%
- 🇿🇦 South Africa0.4%
- 🇧🇲 Bermuda0.36%
- 🇬🇷 Greece0.17%
- 🇮🇹 Italy0.11%
- 🇰🇷 South Korea0.08%
- 🇹🇼 Taiwan0.06%
- 🇲🇽 Mexico0.06%
- 🇦🇺 Australia0.03%
- 🇷🇺 Russia0.02%
Dividends
Dividend Yield
1.75%
194 out of 347 instruments pay dividend.
50 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GSBD | 0.18% | 13.1% | - |
 GBDC | 0.1% | 11% | - |
 KHC | 0.07% | 7.21% | $1.6 |
 SOLB.BR | 0.06% | 6.12% | - |
 STLAM.MI | 0.06% | 9.25% | $1.55 |
 LIO.L | 0.04% | 21.31% | $0.72 |
 UPS | 0.04% | 6.13% | $6.5 |
 LIGHT.NV | 0.04% | 7.94% | $1.55 |
 NOVO-B.CO | 0.04% | 4.54% | $9.4 |
 TW.L | 0.03% | 10.95% | $0.1 |
 VOW3.DE | 0.03% | 7.05% | $9.06 |
 MBG.DE | 0.03% | 6.75% | $5.3 |
 HPQ | 0.03% | 6.01% | $1.1 |
 BME.L | 0.03% | 7.47% | $0.15 |
 CMCSA | 0.02% | 4.43% | $1.2 |
 WY | 0.02% | 3.32% | $0.78 |
 CNXC | 0.02% | 4.66% | $1.18 |
 PFE | 0.02% | 6.24% | $1.66 |
 AGN.NV | 0.02% | 5.55% | $0.3 |
 NKE | 0.02% | 3.48% | $1.45 |
 LHA.DE | 0.02% | 4.22% | $0.3 |
 SIX2.DE | 0.02% | 4.22% | $3.9 |
 NESN.ZU | 0.02% | 4.06% | $3 |
 BMW.DE | 0.02% | 5.28% | $6 |
 ULVR.L | 0.02% | 4.04% | $1.47 |
 AKZA.NV | 0.02% | 3.73% | $1.98 |
 FCC.MC | 0.02% | 3.72% | $0.41 |
 AES | 0.02% | 4.89% | $0.68 |
 DB | 0.02% | 3.52% | $0.49 |
 MDLZ | 0.02% | 3.45% | $1.7 |
 PAH3.DE | 0.01% | 5.8% | $2.56 |
 MC.PA | 0.01% | 2.66% | $13 |
 CAP.PA | 0.01% | 3.12% | $3.4 |
 BN.PA | 0.01% | 3.31% | $2.1 |
 IMB.L | 0.01% | 5.75% | $1.49 |
 IBM | 0.01% | 2.64% | $6.65 |
 HD | 0.01% | 2.65% | $8.52 |
 CDI.PA | 0.01% | 3.09% | $13 |
 HUN | 0.01% | 4.95% | $0.98 |
 HEIA.NV | 0.01% | 2.75% | $1.73 |
 BEI.DE | 0.01% | 1.29% | $1 |
 PG | 0.01% | 2.85% | $3.83 |
 QCOM | 0.01% | 2.55% | $3.25 |
 VZ | 0.01% | 5.94% | $2.66 |
 UNH | 0.01% | 2.72% | $7.74 |
 ATKR | 0.01% | 1.92% | $0.64 |
 OGZDL.L | 0.01% | 67.74% | - |
 UBSG.ZU | 0.01% | 2.52% | $0.64 |
 CVS | 0.01% | 3.48% | $2.54 |
 ABDN.L | 0.01% | 7% | $0.15 |
 BLK | 0.01% | 2.03% | $20.2 |
 BLMN | 0.01% | 6.77% | $0.96 |
 BAER.ZU | 0.01% | 4.11% | $2.6 |
 LMT | 0.01% | 2.32% | $12.45 |
 SKA-B.ST | 0.01% | 5.43% | $5.5 |
 AIR.PA | 0.01% | 1.81% | $1.8 |
 HEI.DE | 0.01% | 1.88% | $3 |
 KO | 0.01% | 2.73% | $1.89 |
 JPM | 0.01% | 1.86% | $4.4 |
 BAC | 0.01% | 2.04% | $0.96 |
 SBSW | 0.01% | 1.85% | $0.3 |
 TM | 0.01% | 2.62% | $4.64 |
 PM | 0.01% | 3.66% | $5.2 |
 VIV.PA | 0.01% | 1.81% | $0.25 |
 SIE.DE | 0.01% | 2.2% | $4.7 |
 DIS | 0.01% | 1.41% | $0.75 |
 SAMPO.HE | 0.01% | 3.85% | $1.6 |
 BOL.ST | 0.01% | 1.99% | $7.5 |
 BNP.PA | 0.01% | 5.56% | $4.6 |
 STERV.HE | 0.01% | 2.39% | $0.1 |
 ORCL | 0.01% | 1.01% | $1.6 |
 LLOY.L | 0.01% | 3.55% | $0.03 |
 0700.HK | 0.01% | 1.02% | $3.4 |
 RMR | 0.01% | 10.55% | $1.65 |
 O | 0.01% | 4.98% | $3.09 |
 SNY | 0.01% | 3.68% | $1.48 |
 SIG | 0% | 1.37% | $1.04 |
 KSS | 0% | 4.28% | $2 |
 LDOS | 0% | 1.08% | $1.5 |
 HOLN.ZU | 0% | 2.35% | $2.8 |
 VIE.PA | 0% | 4.23% | $1.25 |
 WYNN | 0% | 0.92% | $1 |
 AXP | 0% | 1.03% | $2.6 |
 VPK.NV | 0% | 4.25% | $1.5 |
 ZURN.ZU | 0% | 5.34% | $26 |
 ROG.ZU | 0% | 3.08% | $9.6 |
 9988.HK | 0% | 0.75% | $0.98 |
 VOLV-A.ST | 0% | 2.63% | $7.5 |
 MSFT | 0% | 0.85% | $3 |
 V | 0% | 0.8% | $2.01 |
 ABT | 0% | 2.55% | $2.16 |
 SDR.L | 0% | 3.71% | $0.22 |
 PEP | 0% | 3.63% | $5.15 |
 SHL.DE | 0% | 2.62% | $0.95 |
 ABBV | 0% | 3.3% | $6.06 |
 AI.PA | 0% | 1.98% | $2.91 |
 RHM.DE | 0% | 0.78% | $5.7 |
 KNEBV.HE | 0% | 3.1% | $1.75 |
 MTX.DE | 0% | 1.08% | $2 |
 BABA | 0% | 0.73% | $0.98 |
 GSK.L | 0% | 3.08% | $0.59 |
 DHL.DE | 0% | 3.82% | $1.85 |
 GSL | 0% | 5.98% | $1.5 |
 GS | 0% | 1.65% | $11 |
 01211.HK | 0% | 0.33% | $3.41 |
 NXPI | 0% | 1.84% | $4.06 |
 XRX | 0% | 5.43% | $1 |
 PUM.DE | 0% | 2.34% | $0.82 |
 MA | 0% | 0.63% | $2.46 |
 UUP | 0% | 3.39% | - |
 PHG | 0% | 3.47% | - |
 B | 0% | 1.97% | $0.4 |
 DOW | 0% | 4.79% | $2.8 |
 MRO.L | 0% | 1.3% | $0.05 |
 MCD | 0% | 2.36% | $6.53 |
 SBLK | 0% | 2.34% | $1.82 |
 ENGI.PA | 0% | 4.78% | $1.43 |
 PYPL | 0% | 0.55% | - |
 SCHP.ZU | 0% | 2.19% | $4 |
 R3NK.DE | 0% | 1.06% | - |
 NOC | 0% | 1.41% | $7.67 |
 PRX.NV | 0% | 0.46% | $0.07 |
 TEP.PA | 0% | 8.19% | $3.85 |
 SAP.DE | 0% | 1.66% | $2.2 |
 EQT | 0% | 1.13% | $0.62 |
 UNP | 0% | 2.17% | $5.2 |
 UMC | 0% | 2.95% | $0.36 |
 WFC | 0% | 2.13% | $1.4 |
 2899.HK | 0% | 1.67% | $0.27 |
 RTX | 0% | 1.39% | $2.44 |
 BN.US | 0% | 0.54% | $0.3 |
 JNJ | 0% | 2.25% | $4.81 |
 AAPL | 0% | 0.38% | $0.97 |
 KNOP | 0% | 1.02% | $0.1 |
 CS.PA | 0% | 5.48% | $1.98 |
 INTU | 0% | 1.07% | $3.6 |
 MNDI.L | 0% | 2.87% | $0.62 |
 BATS.L | 0% | 5.82% | $2.36 |
 CA.PA | 0% | 5.78% | $0.87 |
 META | 0% | 0.31% | $1 |
 EA | 0% | 0.37% | $0.76 |
 SONY | 0% | 0.49% | $0.49 |
 ENG.MC | 0% | 4.87% | $1.41 |
 ADEN.ZU | 0% | 5.34% | $2.5 |
 ALV.DE | 0% | 4.39% | $13.8 |
 UCG.MI | 0% | 4.26% | $1.8 |
 BAS.DE | 0% | 4.24% | $3.4 |
 BAYN.DE | 0% | 0.27% | $0.11 |
 ENI.MI | 0% | 4.52% | $0.94 |
 BP.L | 0% | 4.43% | $0.23 |
 DG.PA | 0% | 3.66% | $4.5 |
 SCHW | 0% | 1.21% | $1 |
 SDF.DE | 0% | 0.48% | $0.7 |
 CHRD | 0% | 4.09% | $5 |
 REP.MC | 0% | 4.01% | $0.73 |
 CVX | 0% | 3.77% | $6.28 |
 RR.L | 0% | 0.75% | - |
 MAERSKB.CO | 0% | 3.21% | $515 |
 PAAS | 0% | 0.93% | $0.4 |
 GE | 0% | 0.51% | $0.44 |
 MRK | 0% | 2.84% | $3.04 |
 IBE.MC | 0% | 2.77% | $0.45 |
 AMGN | 0% | 2.8% | $8.76 |
 UBS | 0% | 2.47% | $0.71 |
 FNV | 0% | 0.61% | $1.41 |
 TMO | 0% | 0.33% | $1.48 |
 SZG.DE | 0% | 0.4% | $0.45 |
 XOM | 0% | 2.73% | $3.76 |
 SHEL.L | 0% | 2.48% | $0.8 |
 SAF.PA | 0% | 1.11% | $2.2 |
 GILD | 0% | 2.35% | $3.04 |
 SLB | 0% | 2.21% | $1.05 |
 AGRO | 0% | 2.77% | $0.33 |
 KER.PA | 0% | 1.21% | $14 |
 NG.L | 0% | 2.26% | $0.57 |
 LDO.MI | 0% | 1.09% | $0.28 |
 ASML | 0% | 0.51% | $5.57 |
 BARC.L | 0% | 1.94% | $0.08 |
 ALC.ZU | 0% | 0.45% | $0.24 |
 CX | 0% | 0.75% | - |
 SRP.L | 0% | 1.53% | $0.03 |
 AG | 0% | 0.11% | $0.02 |
 FRA.DE | 0% | 1.33% | - |
 CB | 0% | 1.18% | $3.49 |
 SAABB.ST | 0% | 0.37% | $1.6 |
 DE | 0% | 1.09% | $5.76 |
 WMT | 0% | 0.77% | $0.81 |
 NESTE.HE | 0% | 0.83% | $1.2 |
 LLY | 0% | 0.68% | $4.86 |
 WPM | 0% | 0.47% | $0.61 |
 COST | 0% | 0.51% | $19.22 |
 TXT | 0% | 0.09% | $0.08 |
 EQX | 0% | 0.1% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AIR.PA | Pay Day | Apr 23, 2026 | $3.78 |
DG.PA | Pay Day | Apr 23, 2026 | $4.66 |
CVS | Ex-Dividend | Apr 23, 2026 | $0.67 |
RR.L | Ex-Dividend | Apr 23, 2026 | $0.07 |
SDR.L | Pay Day | Apr 23, 2026 | $0.20 |
SAMPO.HE | Ex-Dividend | Apr 23, 2026 | $0.42 |
UBS | Pay Day | Apr 23, 2026 | $1.10 |
PG | Ex-Dividend | Apr 24, 2026 | $1.09 |
ORCL | Pay Day | Apr 24, 2026 | $0.50 |
VIV.PA | Pay Day | Apr 24, 2026 | $0.05 |
SIG | Ex-Dividend | Apr 24, 2026 | $0.35 |
VPK.NV | Ex-Dividend | Apr 24, 2026 | $2.12 |
CNXC | Ex-Dividend | Apr 24, 2026 | $0.36 |
GE | Pay Day | Apr 27, 2026 | $0.47 |
AKZA.NV | Ex-Dividend | Apr 27, 2026 | $1.80 |
HEIA.NV | Ex-Dividend | Apr 27, 2026 | $1.37 |
KNOP | Ex-Dividend | Apr 27, 2026 | $0.05 |
MC.PA | Ex-Dividend | Apr 28, 2026 | $8.60 |
CDI.PA | Ex-Dividend | Apr 28, 2026 | $9.76 |
GSBD | Pay Day | Apr 28, 2026 | $0.32 |
BOL.ST | Ex-Dividend | Apr 29, 2026 | $1.18 |
JPM | Pay Day | Apr 30, 2026 | $1.50 |
MC.PA | Pay Day | Apr 30, 2026 | $8.60 |
XRX | Pay Day | Apr 30, 2026 | $0.03 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
LIGHT.NV | Ex-Dividend | Apr 30, 2026 | $1.87 |
VPK.NV | Pay Day | Apr 30, 2026 | $2.12 |
CDI.PA | Pay Day | Apr 30, 2026 | $9.76 |
VZ | Pay Day | May 1, 2026 | $0.71 |
COST | Ex-Dividend | May 1, 2026 | $1.47 |
AES | Ex-Dividend | May 1, 2026 | $0.18 |
BAS.DE | Ex-Dividend | May 4, 2026 | $2.62 |
BN.PA | Ex-Dividend | May 4, 2026 | $2.25 |
CVS | Pay Day | May 4, 2026 | $0.67 |
MRO.L | Pay Day | May 5, 2026 | $0.07 |
SAMPO.HE | Pay Day | May 5, 2026 | $0.42 |
HEIA.NV | Pay Day | May 5, 2026 | $1.37 |
ALC.ZU | Ex-Dividend | May 5, 2026 | $0.35 |
CNXC | Pay Day | May 5, 2026 | $0.36 |
BAS.DE | Pay Day | May 6, 2026 | $2.62 |
SAP.DE | Ex-Dividend | May 6, 2026 | $2.95 |
BN.PA | Pay Day | May 6, 2026 | $2.25 |
ABDN.L | Pay Day | May 6, 2026 | $0.10 |
BOL.ST | Pay Day | May 6, 2026 | $1.18 |
AKZA.NV | Pay Day | May 6, 2026 | $1.80 |
EQT | Ex-Dividend | May 6, 2026 | $0.17 |
MNDI.L | Pay Day | May 7, 2026 | $0.06 |
ALC.ZU | Pay Day | May 7, 2026 | $0.35 |
AXP | Pay Day | May 8, 2026 | $0.95 |
WMT | Ex-Dividend | May 8, 2026 | $0.25 |
MA | Pay Day | May 8, 2026 | $0.87 |
SAP.DE | Pay Day | May 8, 2026 | $2.95 |
DE | Pay Day | May 8, 2026 | $1.62 |
SRP.L | Pay Day | May 8, 2026 | $0.04 |
CS.PA | Ex-Dividend | May 11, 2026 | $2.74 |
VIE.PA | Ex-Dividend | May 11, 2026 | $1.77 |
LIGHT.NV | Pay Day | May 11, 2026 | $1.87 |
CS.PA | Pay Day | May 13, 2026 | $2.74 |
VIE.PA | Pay Day | May 13, 2026 | $1.77 |
PHG | Ex-Dividend | May 13, 2026 | $1.01 |
HEI.DE | Ex-Dividend | May 14, 2026 | $4.15 |
RMR | Pay Day | May 14, 2026 | $0.45 |
KNOP | Pay Day | May 14, 2026 | $0.05 |
PG | Pay Day | May 15, 2026 | $1.09 |
AMGN | Ex-Dividend | May 15, 2026 | $2.52 |
ABBV | Pay Day | May 15, 2026 | $1.73 |
COST | Pay Day | May 15, 2026 | $1.47 |
ABT | Pay Day | May 15, 2026 | $0.63 |
AES | Pay Day | May 15, 2026 | $0.18 |
TW.L | Pay Day | May 15, 2026 | $0.04 |
0700.HK | Ex-Dividend | May 15, 2026 | $0.68 |
O | Pay Day | May 15, 2026 | $0.27 |
HEI.DE | Pay Day | May 18, 2026 | $4.15 |
AI.PA | Ex-Dividend | May 18, 2026 | $4.35 |
BNP.PA | Ex-Dividend | May 18, 2026 | $3.06 |
SOLB.BR | Ex-Dividend | May 18, 2026 | $1.72 |
HOLN.ZU | Ex-Dividend | May 19, 2026 | $2.20 |
LLOY.L | Pay Day | May 19, 2026 | $0.03 |
AI.PA | Pay Day | May 20, 2026 | $4.35 |
BNP.PA | Pay Day | May 20, 2026 | $3.06 |
SOLB.BR | Pay Day | May 20, 2026 | $1.72 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
HOLN.ZU | Pay Day | May 21, 2026 | $2.20 |
SIG | Pay Day | May 22, 2026 | $0.35 |
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
WMT | Pay Day | May 26, 2026 | $0.25 |
CA.PA | Ex-Dividend | May 26, 2026 | $1.15 |
TEP.PA | Ex-Dividend | May 26, 2026 | $5.23 |
CA.PA | Pay Day | May 28, 2026 | $1.15 |
IBE.MC | Ex-Dividend | May 28, 2026 | $0.01 |
TEP.PA | Pay Day | May 28, 2026 | $5.23 |
DOW | Ex-Dividend | May 29, 2026 | $0.35 |
IBE.MC | Pay Day | Jun 1, 2026 | $0.01 |
GS | Ex-Dividend | Jun 1, 2026 | $4.50 |
0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
EQT | Pay Day | Jun 1, 2026 | $0.17 |
CAP.PA | Ex-Dividend | Jun 2, 2026 | $4.03 |
KER.PA | Ex-Dividend | Jun 2, 2026 | $2.08 |
RR.L | Pay Day | Jun 3, 2026 | $0.07 |
PHG | Pay Day | Jun 3, 2026 | $1.01 |
CAP.PA | Pay Day | Jun 4, 2026 | $4.03 |
KER.PA | Pay Day | Jun 4, 2026 | $2.08 |
QCOM | Ex-Dividend | Jun 4, 2026 | $0.92 |
AMGN | Pay Day | Jun 5, 2026 | $2.52 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
R3NK.DE | Ex-Dividend | Jun 11, 2026 | $0.67 |
AGN.NV | Ex-Dividend | Jun 12, 2026 | $0.25 |
DOW | Pay Day | Jun 12, 2026 | $0.35 |
R3NK.DE | Pay Day | Jun 15, 2026 | $0.67 |
 HUYA.US | Ex-Dividend | Jun 17, 2026 | $0.14 |
LDO.MI | Ex-Dividend | Jun 22, 2026 | $0.73 |
LDO.MI | Pay Day | Jun 24, 2026 | $0.73 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
GS | Pay Day | Jun 29, 2026 | $4.50 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
HUYA.US | Pay Day | Jun 30, 2026 | $0.14 |
REP.MC | Ex-Dividend | Jul 6, 2026 | $0.59 |
AGN.NV | Pay Day | Jul 6, 2026 | $0.25 |
REP.MC | Pay Day | Jul 8, 2026 | $0.59 |
BATS.L | Ex-Dividend | Jul 9, 2026 | $0.83 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
BATS.L | Pay Day | Aug 14, 2026 | $0.83 |
STERV.HE | Ex-Dividend | Sep 24, 2026 | $0.14 |
STERV.HE | Pay Day | Oct 2, 2026 | $0.14 |
Performance Metrics
Score 2.2/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
-0.59
-0.59
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.66
-0.66
-1
1
2
3
3
Jensen's Alpha
-18.18
-18.18
-19
0
2
4.5
4.5
Omega Ratio
0.33
0.33
0
1
1.5
2.5
2.5
Treynor Ratio
-1.18
-1.18
-2
0.75
1.25
2
2
Information Ratio
-1.08
-1.08
-2
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
-0.59
-0.59
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.66
-0.66
-1
1
2
3
3
Jensen's Alpha
-18.18
-18.18
-19
0
2
4.5
4.5
Omega Ratio
0.33
0.33
0
1
1.5
2.5
2.5
Treynor Ratio
-1.18
-1.18
-2
0.75
1.25
2
2
Information Ratio
-1.08
-1.08
-2
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.36
High:BP.L
7,955.71BP.LLow:
CRWD
-573.06CRWDDetails
PEG Ratio
170.77
High:
ULTA
2,237.59ULTALow:SBSW
-122.48SBSWDetails
Price/Book
4.54
High:MA
60.24MALow:
BYND
-373.91BYNDDetails
Price/Sales
3.22
High:
MSTR
105.23MSTRLow:
FULC
-FULCDetails
Price/CF
17.82
High:MSTR
7,511.07MSTRLow:
QVCGA
0.31QVCGADetails
Price/FCF
37.28
High:HOLN.ZU
3,308.54HOLN.ZULow:QVCGA
0.72QVCGADetails
P/E Ratio
28.36
High:BP.L
7,955.71BP.LLow:CRWD
-573.06CRWDDetails
PEG Ratio
170.77
High:ULTA
2,237.59ULTALow:SBSW
-122.48SBSWDetails
Price/Book
4.54
High:MA
60.24MALow:BYND
-373.91BYNDDetails
Price/Sales
3.22
High:MSTR
105.23MSTRLow:FULC
-FULCDetails
Price/CF
17.82
High:MSTR
7,511.07MSTRLow:QVCGA
0.31QVCGADetails
Price/FCF
37.28
High:HOLN.ZU
3,308.54HOLN.ZULow:QVCGA
0.72QVCGADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.72% | Dec 2021 | - | 53 |