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+0.77%
This Month
-6.66%
Year To Date
+8.86%
2 Years
+152.29%
5 Years
+536.39%
10 Years
+22.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🍞 Consumer Non Durables32.99%
- 💰 Finance25.07%
- 🖥️ Technology Services24.44%
- 💇♀️ Consumer Services11.1%
- 📡 Communications3.77%
- 💵 Cash2.28%
- 💻 Electronic Technology0.44%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.53%
- 🇬🇧 LSE22.82%
- 🇸🇪 Stockholm Stock Exchange12.7%
- 🇭🇰 Hong Kong Exchanges3.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.38%
- 🇬🇧 United Kingdom22.82%
- 🇸🇪 Sweden12.7%
- 🇺🇾 Uruguay7.86%
- 🇨🇦 Canada5.29%
- 🇭🇰 Hong Kong3.77%
Dividends
Dividend Yield
0.95%
6 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $0941.HK (6.01%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.3/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
1.88
1.88
0
1
2
3
3
Jensen's Alpha
19.03
19.03
-2
0
2
20
20
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
3.43
3.43
0
0.75
1.25
4
4
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
1.88
1.88
0
1
2
3
3
Jensen's Alpha
19.03
19.03
-2
0
2
20
20
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
3.43
3.43
0
0.75
1.25
4
4
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.61
High:
CELH
469.31CELHLow:
NBN
8.71NBNDetails
PEG Ratio
449.83
High:
BKNG
892.35BKNGLow:NBN
22.66NBNDetails
Price/Book
7.17
High:
AAPL
56.24AAPLLow:BKNG
-34.29BKNGDetails
Price/Sales
5.95
High:AAPL
10.03AAPLLow:
CROX
1.17CROXDetails
Price/CF
16.47
High:AAPL
34.06AAPLLow:CROX
5.78CROXDetails
Price/FCF
39.46
High:
DLO
1,178.27DLOLow:CROX
6.3CROXDetails
P/E Ratio
26.61
High:CELH
469.31CELHLow:NBN
8.71NBNDetails
PEG Ratio
449.83
High:BKNG
892.35BKNGLow:NBN
22.66NBNDetails
Price/Book
7.17
High:AAPL
56.24AAPLLow:BKNG
-34.29BKNGDetails
Price/Sales
5.95
High:AAPL
10.03AAPLLow:CROX
1.17CROXDetails
Price/CF
16.47
High:AAPL
34.06AAPLLow:CROX
5.78CROXDetails
Price/FCF
39.46
High:DLO
1,178.27DLOLow:CROX
6.3CROXDetails
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 |
-14.26% | Sep 2025 | - | 4 |
-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 |