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-1.81%
This Month
-8.74%
Year To Date
+10.96%
2 Years
+9.44%
5 Years
+611.93%
10 Years
+21.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🍞 Consumer Non Durables33.1%
- 🚗 Consumer Durables15.91%
- 🛍️ Retail Trade14.18%
- 🪙 Cryptocurrencies11.49%
- 📊 ETFs10.5%
- 🖥️ Technology Services7.49%
- 🏥 Health Services4.81%
- 💼 Commercial Services1.33%
- 💵 Cash1.28%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE40.19%
- 🇺🇸 Nasdaq19.57%
- 🇺🇸 NYSE18.99%
- 🌍 Digital Currency11.49%
- 🇩🇪 FRA5.08%
- 🇸🇪 Stockholm Stock Exchange3.5%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom29.68%
- 🇺🇸 United States18.78%
- 🇨🇳 China14.18%
- 🇩🇪 Germany5.08%
- 🇮🇱 Israel3.99%
- 🇸🇪 Sweden3.79%
- 🇨🇾 Cyprus1.33%
Dividends
Dividend Yield
1.88%
6 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
20.21
20.21
-2
0
2
21
21
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
2.22
2.22
0
0.75
1.25
3
3
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
20.21
20.21
-2
0
2
21
21
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
2.22
2.22
0
0.75
1.25
3
3
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.46
High:
WIX
36.3WIXLow:
CROX
-66.44CROXDetails
PEG Ratio
81.52
High:
GAW.L
154.55GAW.LLow:
OTLY
-8.86OTLYDetails
Price/Book
1.7
High:OTLY
18.85OTLYLow:WIX
-16.73WIXDetails
Price/Sales
1
High:GAW.L
8.81GAW.LLow:
VOW3.DE
0.15VOW3.DEDetails
Price/CF
15.92
High:
QIWI
52.7QIWILow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
102.29
High:
BABA
1,196.17BABALow:CROX
6.71CROXDetails
P/E Ratio
17.46
High:WIX
36.3WIXLow:CROX
-66.44CROXDetails
PEG Ratio
81.52
High:GAW.L
154.55GAW.LLow:OTLY
-8.86OTLYDetails
Price/Book
1.7
High:OTLY
18.85OTLYLow:WIX
-16.73WIXDetails
Price/Sales
1
High:GAW.L
8.81GAW.LLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
15.92
High:QIWI
52.7QIWILow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
102.29
High:BABA
1,196.17BABALow:CROX
6.71CROXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-79.97% | Feb 2018 | - | 98 |
-21.16% | Jul 2017 | Aug 2017 | 1 |
-20.45% | Sep 2017 | Nov 2017 | 2 |
-16.91% | Jun 2015 | May 2016 | 11 |
-1.44% | Aug 2016 | Sep 2016 | 1 |
-1.18% | Nov 2016 | Dec 2016 | 1 |