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-3.1%
This Month
+1.04%
Year To Date
+31.92%
2 Years
+239.06%
5 Years
+588.95%
10 Years
+23.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🍞 Consumer Non Durables32.65%
- 💰 Finance27.59%
- 🖥️ Technology Services23.78%
- 💇♀️ Consumer Services9.42%
- 📡 Communications4.3%
- 💵 Cash2.15%
- 💻 Electronic Technology0.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.86%
- 🇬🇧 LSE22.56%
- 🇸🇪 Stockholm Stock Exchange13.42%
- 🇭🇰 Hong Kong Exchanges4.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.85%
- 🇬🇧 United Kingdom22.56%
- 🇸🇪 Sweden13.42%
- 🇺🇾 Uruguay6.42%
- 🇨🇦 Canada4.59%
- 🇭🇰 Hong Kong4.3%
Dividends
Dividend Yield
0.93%
6 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $0941.HK (6.17%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.5/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
2.04
2.04
0
1
2
3
3
Jensen's Alpha
21
21
-2
0
2
22
22
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
3.64
3.64
0
0.75
1.25
4
4
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.73
0.73
0
0.3
0.6
1
1
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
2.04
2.04
0
1
2
3
3
Jensen's Alpha
21
21
-2
0
2
22
22
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
3.64
3.64
0
0.75
1.25
4
4
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.73
0.73
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.2
High:
CELH
177.7CELHLow:
NBN
9.35NBNDetails
PEG Ratio
1,213.59
High:
AAPL
27,104.01AAPLLow:NBN
27.7NBNDetails
Price/Book
6.96
High:AAPL
59.18AAPLLow:
BKNG.RTH
-25.04BKNG.RTHDetails
Price/Sales
6.35
High:
META
10.52METALow:
CROX
1.11CROXDetails
Price/CF
16.4
High:CELH
51.22CELHLow:
0941.HK
6.230941.HKDetails
Price/FCF
36.92
High:
DLO
1,178.27DLOLow:CROX
7.35CROXDetails
P/E Ratio
25.2
High:CELH
177.7CELHLow:NBN
9.35NBNDetails
PEG Ratio
1,213.59
High:AAPL
27,104.01AAPLLow:NBN
27.7NBNDetails
Price/Book
6.96
High:AAPL
59.18AAPLLow:BKNG.RTH
-25.04BKNG.RTHDetails
Price/Sales
6.35
High:META
10.52METALow:CROX
1.11CROXDetails
Price/CF
16.4
High:CELH
51.22CELHLow:0941.HK
6.230941.HKDetails
Price/FCF
36.92
High:DLO
1,178.27DLOLow:CROX
7.35CROXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.06% | Jun 2021 | Jan 2025 | 43 |
-24.84% | Feb 2018 | Jul 2020 | 29 |
-17.49% | Sep 2016 | May 2017 | 8 |
-6.46% | Sep 2025 | - | 2 |
-4.7% | Sep 2017 | Oct 2017 | 1 |
-4.67% | Feb 2025 | May 2025 | 3 |
-3.52% | Jul 2017 | Aug 2017 | 1 |
-2.9% | Jul 2025 | Aug 2025 | 1 |
-2.16% | May 2016 | Jul 2016 | 2 |
-0.26% | Sep 2020 | Nov 2020 | 2 |