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-6.86%
This Month
+3.42%
Year To Date
+28.79%
2 Years
-10.07%
5 Years
-10.07%
10 Years
-2.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs37.2%
- 🧩 Miscellaneous20.15%
- 🏭 Industrial Services16.23%
- 💰 Finance9.9%
- 🚗 Consumer Durables5%
- 🖥️ Technology Services3.47%
- 💻 Electronic Technology2.69%
- 🏥 Health Services2.06%
- 🍞 Consumer Non Durables1.6%
- 🪙 Cryptocurrencies1.58%
- 💵 Cash0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE69.51%
- 🇺🇸 Nasdaq13.11%
- 🇬🇧 LSE12.73%
- 🇺🇸 Chicago Board Options Exchange2.95%
- 🌍 Digital Currency1.58%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.51%
- 🇬🇧 United Kingdom12.73%
- 🇨🇦 Canada11.72%
- 🇯🇵 Japan3.67%
- 🇨🇳 China1.87%
- 🇮🇱 Israel1.6%
Dividends
Dividend Yield
0.22%
5 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $III.L (2.55%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
0.24
0.24
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.03
0.03
0
1
2
3
3
Jensen's Alpha
-1.44
-1.44
-2
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.21
0.21
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
0.24
0.24
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.03
0.03
0
1
2
3
3
Jensen's Alpha
-1.44
-1.44
-2
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.21
0.21
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
15.04
High:
FIX
49.5FIXLow:
EH
-26.55EHDetails
PEG Ratio
128.11
High:
MUFG
418.08MUFGLow:EH
-127.7EHDetails
Price/Book
2.17
High:FIX
20.55FIXLow:
SMT.L
0.97SMT.LDetails
Price/Sales
3.45
High:
ACHR
16,098.64ACHRLow:
PHM
1.49PHMDetails
Price/CF
25.53
High:
III.L
96.48III.LLow:
ETOR
9.08ETORDetails
Price/FCF
26.61
High:
HIMS
140.31HIMSLow:ETOR
9.25ETORDetails
P/E Ratio
15.04
High:FIX
49.5FIXLow:EH
-26.55EHDetails
PEG Ratio
128.11
High:MUFG
418.08MUFGLow:EH
-127.7EHDetails
Price/Book
2.17
High:FIX
20.55FIXLow:SMT.L
0.97SMT.LDetails
Price/Sales
3.45
High:ACHR
16,098.64ACHRLow:PHM
1.49PHMDetails
Price/CF
25.53
High:III.L
96.48III.LLow:ETOR
9.08ETORDetails
Price/FCF
26.61
High:HIMS
140.31HIMSLow:ETOR
9.25ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.51% | Jul 2021 | - | 57 |