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-0.14%
This Month
-0.14%
Year To Date
+29.7%
2 Years
+6.17%
5 Years
+33.98%
10 Years
+5.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash52.02%
- 📊 ETFs27.81%
- 👥 Copy Trading10.5%
- 💻 Electronic Technology6.16%
- 🖥️ Technology Services3.73%
- 🛍️ Retail Trade3.17%
- 🍞 Consumer Non Durables2.98%
- 💰 Finance0.14%
- 🛠️ Producer Manufacturing0.04%
- 🚗 Consumer Durables0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE23.28%
- 🇺🇸 Nasdaq23.23%
- 🇺🇸 Chicago Board Options Exchange4.15%
- 🇬🇧 LSE3.67%
- 🇸🇪 Stockholm Stock Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.67%
- 🇨🇦 Canada6.34%
- 🇧🇪 Belgium1.94%
- 🇨🇳 China1.89%
- 🇬🇧 United Kingdom0.35%
- 🇮🇪 Ireland0.15%
- 🇳🇱 Netherlands0.14%
- 🇸🇪 Sweden0.04%
- 🇺🇾 Uruguay0.03%
- 🇫🇷 France0.03%
Dividends
Dividend Yield
0.09%
6 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TRIG.L (11.01%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-3.31
-3.31
-4
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-3.31
-3.31
-4
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
54.12
High:
CVS
193.44CVSLow:
CRWD
-371.37CRWDDetails
PEG Ratio
25.62
High:
BUD
92.19BUDLow:
TRIG.L
-9.56TRIG.LDetails
Price/Book
2.01
High:CRWD
29.45CRWDLow:
IDEXQ
-0.01IDEXQDetails
Price/Sales
0.64
High:CRWD
25.83CRWDLow:IDEXQ
0.01IDEXQDetails
Price/CF
14.75
High:CRWD
93.46CRWDLow:IDEXQ
0.73IDEXQDetails
Price/FCF
31.27
High:
NKE
947.69NKELow:IDEXQ
0.76IDEXQDetails
P/E Ratio
54.12
High:CVS
193.44CVSLow:CRWD
-371.37CRWDDetails
PEG Ratio
25.62
High:BUD
92.19BUDLow:TRIG.L
-9.56TRIG.LDetails
Price/Book
2.01
High:CRWD
29.45CRWDLow:IDEXQ
-0.01IDEXQDetails
Price/Sales
0.64
High:CRWD
25.83CRWDLow:IDEXQ
0.01IDEXQDetails
Price/CF
14.75
High:CRWD
93.46CRWDLow:IDEXQ
0.73IDEXQDetails
Price/FCF
31.27
High:NKE
947.69NKELow:IDEXQ
0.76IDEXQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.85% | Nov 2021 | - | 51 |
-6.46% | Sep 2021 | Oct 2021 | 1 |
-0.66% | May 2021 | Jul 2021 | 2 |