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-2.33%
This Month
-0.02%
Year To Date
+37.1%
2 Years
-46.64%
5 Years
-46.64%
10 Years
-13.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs44.03%
- 💰 Finance19.8%
- 🖥️ Technology Services19.03%
- 🛍️ Retail Trade6.21%
- ⛏️ Energy Minerals3.51%
- 💵 Cash2.97%
- 🍞 Consumer Non Durables1.79%
- 🏥 Health Services1.68%
- 🧬 Health Technology1.34%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE44.47%
- 🇺🇸 NYSE25.26%
- 🇺🇸 Nasdaq25.24%
- 🇩🇪 Xetra ETFs2.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.5%
- 🇬🇧 United Kingdom2.85%
Dividends
Dividend Yield
0.8%
10 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $O (4.98%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.2/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
-0.24
-0.24
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.32
-0.32
-1
1
2
3
3
Jensen's Alpha
-17.61
-17.61
-18
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.58
-0.58
-1
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
-0.24
-0.24
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.32
-0.32
-1
1
2
3
3
Jensen's Alpha
-17.61
-17.61
-18
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.58
-0.58
-1
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.09
High:
O
55.8OLow:
MRK
15.87MRKDetails
PEG Ratio
232.58
High:
V
546.12VLow:
GOOG
82.39GOOGDetails
Price/Book
7.2
High:V
15.48VLow:O
1.54ODetails
Price/Sales
5.93
High:V
14.48VLow:
UNH
0.58UNHDetails
Price/CF
20.62
High:
NFLX
39.88NFLXLow:
XOM
9.81XOMDetails
Price/FCF
66.8
High:
AMZN
325.85AMZNLow:
WISE.L
18WISE.LDetails
P/E Ratio
28.09
High:O
55.8OLow:MRK
15.87MRKDetails
PEG Ratio
232.58
High:V
546.12VLow:GOOG
82.39GOOGDetails
Price/Book
7.2
High:V
15.48VLow:O
1.54ODetails
Price/Sales
5.93
High:V
14.48VLow:UNH
0.58UNHDetails
Price/CF
20.62
High:NFLX
39.88NFLXLow:XOM
9.81XOMDetails
Price/FCF
66.8
High:AMZN
325.85AMZNLow:WISE.L
18WISE.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-79.76% | Dec 2021 | - | 52 |