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-1.81%
This Month
-6.88%
Year To Date
-0.56%
2 Years
-6.29%
5 Years
+646.02%
10 Years
+21.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance26.53%
- 🍞 Consumer Non Durables23.34%
- 💵 Cash19.34%
- 💇♀️ Consumer Services16.06%
- 🖥️ Technology Services12.3%
- 📡 Communications1.75%
- 💻 Electronic Technology0.41%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.12%
- 🇬🇧 LSE26.53%
- 🇭🇰 Hong Kong Exchanges1.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.7%
- 🇬🇧 United Kingdom26.53%
- 🇺🇾 Uruguay7.89%
- 🇨🇦 Canada4.91%
- 🇭🇰 Hong Kong1.75%
- 🇮🇱 Israel0.62%
Dividends
Dividend Yield
0.28%
4 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $0941.HK (6.68%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.5/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
2.18
2.18
0
1
2
3
3
Jensen's Alpha
20.21
20.21
-2
0
2
21
21
Omega Ratio
1.78
1.78
0
1
1.5
2.5
2.5
Treynor Ratio
3.26
3.26
0
0.75
1.25
4
4
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.73
0.73
0
0.3
0.6
1
1
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
2.18
2.18
0
1
2
3
3
Jensen's Alpha
20.21
20.21
-2
0
2
21
21
Omega Ratio
1.78
1.78
0
1
1.5
2.5
2.5
Treynor Ratio
3.26
3.26
0
0.75
1.25
4
4
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.73
0.73
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.79
High:
CELH
192.93CELHLow:
CROX
-66.44CROXDetails
PEG Ratio
179.96
High:
0941.HK
356.650941.HKLow:
DLO
42.24DLODetails
Price/Book
9.15
High:
AAPL
43.77AAPLLow:
BKNG
-24.32BKNGDetails
Price/Sales
6.21
High:AAPL
8.93AAPLLow:CROX
1.07CROXDetails
Price/CF
15.72
High:CELH
32.69CELHLow:CROX
6.23CROXDetails
Price/FCF
33.84
High:0941.HK
225.270941.HKLow:CROX
6.71CROXDetails
P/E Ratio
26.79
High:CELH
192.93CELHLow:CROX
-66.44CROXDetails
PEG Ratio
179.96
High:0941.HK
356.650941.HKLow:DLO
42.24DLODetails
Price/Book
9.15
High:AAPL
43.77AAPLLow:BKNG
-24.32BKNGDetails
Price/Sales
6.21
High:AAPL
8.93AAPLLow:CROX
1.07CROXDetails
Price/CF
15.72
High:CELH
32.69CELHLow:CROX
6.23CROXDetails
Price/FCF
33.84
High:0941.HK
225.270941.HKLow:CROX
6.71CROXDetails
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 |
-16.67% | Sep 2025 | - | 7 |
-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 |