Portfolio of JonSpurway on eToro

JonSpurway

🇬🇧 Stock Investor.

1 copier.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

+0.01%

Today

-0.6%

This Month

+4.87%

Year To Date

+17.93%

2 Years

+158.83%

5 Years

+25.21%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
28.82%
💰 Finance
11.88%
🛍️ Retail Trade
10.92%
🪨 Non Energy Minerals
9.24%
⚡ Utilities
6.12%
🍞 Consumer Non Durables
5.36%
🖥️ Technology Services
4.94%
🏭 Industrial Services
4.35%
⛏️ Energy Minerals
3.97%
💵 Cash
3.51%
💻 Electronic Technology
2.29%
💇‍♀️ Consumer Services
2.2%
📡 Communications
1.81%
🚚 Transportation
1.52%
🧬 Health Technology
1.49%
📦 Distribution Services
0.59%
🚗 Consumer Durables
0.59%
🧪 Process Industries
0.45%
🪙 Cryptocurrencies
0.31%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
59.31%
🇺🇸 Nasdaq
13.09%
🇬🇧 LSE
8.41%
🇫🇷 Euronext Paris
3.62%
🇺🇸 Chicago Board Options Exchange
3.58%
🇩🇪 FRA
2.63%
🇪🇸 Bolsa De Madrid
2.5%
🇮🇹 Borsa Italiana
2.3%
🇵🇹 Euronext Lisbon
0.79%
🇩🇰 Copenhagen Stock Exchange
0.34%
🌍 Digital Currency
0.31%

Countries Breakdown

Country
Total

🇺🇸 United States
32.81%
🇬🇧 United Kingdom
8.88%
🇨🇦 Canada
3.9%
🇧🇷 Brazil
3.3%
🇫🇷 France
2.72%
🇩🇪 Germany
2.63%
🇪🇸 Spain
2.5%
🇮🇹 Italy
2.3%
🇿🇦 South Africa
2.11%
🇮🇳 India
1.05%
🇳🇱 Netherlands
0.9%
🇵🇹 Portugal
0.79%
🇨🇴 Colombia
0.67%
🇨🇭 Switzerland
0.59%
🇱🇺 Luxembourg
0.59%
🇨🇱 Chile
0.45%
🇧🇲 Bermuda
0.42%
🇬🇷 Greece
0.39%
🇮🇱 Israel
0.38%
🇮🇪 Ireland
0.37%

Dividends

Dividend Yield

4.06%

84 out of 91 instruments pay dividend.

17 dividend payments in the next 30 days.

Highest Dividend: $ZIM (51.78%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ABR	0.23%	15.59%	$1.72
ZIM	0.19%	51.78%	$0.23
PBR	0.17%	15.73%	$1.73
QYLD	0.16%	13.63%	-
SDIV	0.16%	11.05%	-
OHI	0.14%	6.95%	$2.68
AGNC	0.14%	17.27%	$1.44
BTI	0.13%	6.98%	$2.92
SRLN	0.12%	8.51%	-
TRMD-A.CO	0.12%	35.15%	-
CIG	0.11%	10.94%	$0.15
ENEL.MI	0.1%	5.84%	$0.43
DEC.L	0.09%	10.08%	$1.83
PBR.A	0.08%	12.36%	$2.21
RIO	0.08%	6.87%	$4.34
EC	0.07%	11.03%	$1.62
EWZ	0.07%	7.77%	-
GRG.L	0.07%	3.77%	$0.6
LGEN.L	0.06%	8.61%	$0.2
SBLK	0.06%	15.52%	$1.82
GOGL.US	0.06%	14.66%	$0.8
STWD	0.06%	10.34%	$1.92
TX	0.06%	9.86%	$3.3
EPD	0.05%	6.83%	$2.03
ENI.MI	0.05%	8.14%	$0.94
NLY	0.05%	14.8%	$2.6
MCD	0.05%	2.21%	$6.53
VALE	0.05%	8.2%	$1.33
EDP.LSB	0.05%	5.96%	$0.2
T	0.05%	4.09%	$1.11
WPC	0.04%	5.65%	$3.67
VZ	0.04%	6.13%	$2.66
DG.PA	0.04%	3.97%	$4.5
WMT	0.04%	1.01%	$0.81
BNP.PA	0.04%	6.76%	$4.6
CPT	0.04%	3.69%	$4.06
TSCO.L	0.04%	3.87%	$0.12
EWA	0.04%	3.78%	-
O	0.03%	5.42%	$3.09
BATS.L	0.03%	7.62%	$2.36
PEP	0.03%	3.79%	$5.15
ELE.MC	0.03%	4.2%	$0.81
GFI	0.03%	1.85%	$0.31
SRTY	0.03%	6.53%	-
OKE	0.03%	4.64%	$3.89
OMF	0.03%	9.37%	$4.04
MPW	0.03%	7.16%	$0.6
INFY	0.03%	2.57%	$0.39
GSK.L	0.03%	4.57%	$0.59
BTG.US	0.03%	4.07%	$0.16
SBSW	0.03%	6.83%	$0.3
SDS	0.03%	6.71%	-
C	0.03%	3.54%	$2.12
COST	0.02%	0.48%	$19.22
SBRY.L	0.02%	5.29%	$0.13
SAP.DE	0.02%	1.04%	$2.2
BBVA.MC	0.02%	4.77%	$0.45
GAW.L	0.02%	3.58%	$5.5
KMI	0.02%	4.26%	$1.14
WM	0.02%	1.33%	$2.9
SQM	0.02%	3.91%	$1.36
GLEN.L	0.02%	2.96%	$0.1
EWQ	0.02%	2.98%	-
GOLD.BARRICK	0.02%	1.91%	$0.4
INDA	0.02%	0.78%	-
TZA	0.02%	4.12%	-
BLK	0.02%	2.34%	$20.2
HO.PA	0.02%	1.46%	$3.4
AIR.PA	0.01%	1.47%	$1.8
IBE.MC	0.01%	1.24%	$0.45
WPM	0.01%	0.72%	$0.61
MDT.US	0.01%	3.39%	$2.77
CVS	0.01%	3.95%	$2.54
KO	0.01%	2.69%	$1.89
AEM	0.01%	1.27%	$1.6
MSFT	0.01%	0.88%	$3
ITA	0.01%	0.79%	-
ORCL	0.01%	1.32%	$1.6
MLM	0.01%	0.63%	$2.96
ENG.MC	0.01%	2.43%	$1.41
QQQ	0%	0.64%	-
PAVE	0%	0.58%	-
BAYN.DE	0%	0.52%	$0.11
DBRG	0%	0.5%	$0.04

Next Dividends

Stock	Type	Date	Pay Per Share
AIR.PA	Ex-Dividend	Apr 22, 2025	$1.04
DG.PA	Ex-Dividend	Apr 22, 2025	$4.21
CVS	Ex-Dividend	Apr 22, 2025	$0.66
ORCL	Pay Day	Apr 23, 2025	$0.50
AIR.PA	Pay Day	Apr 24, 2025	$1.04
DG.PA	Pay Day	Apr 24, 2025	$4.21
LGEN.L	Ex-Dividend	Apr 24, 2025	$0.20
QQQ	Pay Day	Apr 24, 2025	$0.72
BAYN.DE	Ex-Dividend	Apr 28, 2025	$0.12
AGNC	Ex-Dividend	Apr 30, 2025	$0.12
BAYN.DE	Pay Day	Apr 30, 2025	$0.12
EPD	Ex-Dividend	Apr 30, 2025	$0.54
KMI	Ex-Dividend	Apr 30, 2025	$0.29
NLY	Pay Day	Apr 30, 2025	$0.70
T	Pay Day	May 1, 2025	$0.28
VZ	Pay Day	May 1, 2025	$0.68
CVS	Pay Day	May 1, 2025	$0.66
GLEN.L	Ex-Dividend	May 1, 2025	$0.05
GRG.L	Ex-Dividend	May 1, 2025	$0.64
O	Ex-Dividend	May 1, 2025	$0.27
COST	Ex-Dividend	May 2, 2025	$1.30
C	Ex-Dividend	May 5, 2025	$0.56
GAW.L	Pay Day	May 7, 2025	$1.29
WMT	Ex-Dividend	May 9, 2025	$0.24
TX	Ex-Dividend	May 9, 2025	$0.90
AGNC	Pay Day	May 9, 2025	$0.12
TX	Pay Day	May 14, 2025	$0.90
SAP.DE	Ex-Dividend	May 14, 2025	$2.35
EPD	Pay Day	May 14, 2025	$0.54
MSFT	Ex-Dividend	May 15, 2025	$0.83
KMI	Pay Day	May 15, 2025	$0.29
TSCO.L	Ex-Dividend	May 15, 2025	$0.12
O	Pay Day	May 15, 2025	$0.27
SAP.DE	Pay Day	May 16, 2025	$2.35
COST	Pay Day	May 16, 2025	$1.30
BNP.PA	Ex-Dividend	May 19, 2025	$4.95
HO.PA	Ex-Dividend	May 20, 2025	$3.00
BNP.PA	Pay Day	May 21, 2025	$4.95
HO.PA	Pay Day	May 22, 2025	$3.00
C	Pay Day	May 23, 2025	$0.56
WMT	Pay Day	May 27, 2025	$0.24
GRG.L	Pay Day	May 30, 2025	$0.64
AEM	Ex-Dividend	May 30, 2025	$0.40
GLEN.L	Pay Day	Jun 4, 2025	$0.05
LGEN.L	Pay Day	Jun 5, 2025	$0.20
SBRY.L	Ex-Dividend	Jun 5, 2025	$0.13
MSFT	Pay Day	Jun 12, 2025	$0.83
AEM	Pay Day	Jun 16, 2025	$0.40
EWA	Pay Day	Jun 17, 2025	$0.47
EWQ	Pay Day	Jun 17, 2025	$0.92
EWZ	Pay Day	Jun 17, 2025	$0.91
ITA	Pay Day	Jun 17, 2025	$0.30
BATS.L	Ex-Dividend	Jun 26, 2025	$0.76
EC	Ex-Dividend	Jun 26, 2025	$0.52
ELE.MC	Ex-Dividend	Jun 27, 2025	$0.86
TSCO.L	Pay Day	Jun 27, 2025	$0.12
BTI	Ex-Dividend	Jun 27, 2025	$0.75
ELE.MC	Pay Day	Jul 1, 2025	$0.86
SRTY	Pay Day	Jul 3, 2025	$0.50
EC	Pay Day	Jul 7, 2025	$0.52
SBRY.L	Pay Day	Jul 11, 2025	$0.13
ENEL.MI	Ex-Dividend	Jul 21, 2025	$0.28
ENEL.MI	Pay Day	Jul 23, 2025	$0.28
BATS.L	Pay Day	Aug 1, 2025	$0.76
BTI	Pay Day	Aug 6, 2025	$0.75
INDA	Pay Day	Dec 20, 2025	$0.40

Performance Metrics

Score 6.9/10

Beta

-0.14

-1

0.8

1.2

-1

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

1.81

Jensen's Alpha

25.14

-2

Omega Ratio

1.28

1.5

2.5

Treynor Ratio

-12.17

-13

0.75

1.25

Information Ratio

0.29

0.3

0.6

Calmar Ratio

1.4

0.3

0.6

Beta

-0.14

-1

0.8

1.2

-1

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

1.81

Jensen's Alpha

25.14

-2

Omega Ratio

1.28

1.5

2.5

Treynor Ratio

-12.17

-13

0.75

1.25

Information Ratio

0.29

0.3

0.6

Calmar Ratio

1.4

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.14

High:

DBRG

175.66

Low:

-100.22

Details

PEG Ratio

181.79

High:

HO.PA

1,606.59

Low:

BAYN.DE

-61.25

Details

Price/Book

5.27

High:

ORCL

21.55

Low:

MCD

-58.64

Details

Price/Sales

1.8

High:

MSTR

151.67

Low:

GLEN.L

0.17

Details

Price/CF

16.23

High:

MSTR

7,511.07

Low:

ZIM

0.79

Details

Price/FCF

55.37

High:

PEP

5,253.35

Low:

ZIM

1.04

Details

Worst Drawdowns

Depth	Start	End	Total months
-16.19%	Sep 2020	Nov 2020	2
-15.9%	Oct 2022	Sep 2024	23
-11.48%	Mar 2022	Apr 2022	1
-8.08%	Feb 2021	Jan 2022	11
-5.98%	May 2022	Jun 2022	1
-5.81%	Jul 2022	Sep 2022	2
-4.03%	Oct 2024	Feb 2025	4
-0.61%	Apr 2025	-	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
28.82%
💰 Finance
11.88%
🛍️ Retail Trade
10.92%
🪨 Non Energy Minerals
9.24%
⚡ Utilities
6.12%
🍞 Consumer Non Durables
5.36%
🖥️ Technology Services
4.94%
🏭 Industrial Services
4.35%
⛏️ Energy Minerals
3.97%
💵 Cash
3.51%
💻 Electronic Technology
2.29%
💇‍♀️ Consumer Services
2.2%
📡 Communications
1.81%
🚚 Transportation
1.52%
🧬 Health Technology
1.49%
📦 Distribution Services
0.59%
🚗 Consumer Durables
0.59%
🧪 Process Industries
0.45%
🪙 Cryptocurrencies
0.31%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
59.31%
🇺🇸 Nasdaq
13.09%
🇬🇧 LSE
8.41%
🇫🇷 Euronext Paris
3.62%
🇺🇸 Chicago Board Options Exchange
3.58%
🇩🇪 FRA
2.63%
🇪🇸 Bolsa De Madrid
2.5%
🇮🇹 Borsa Italiana
2.3%
🇵🇹 Euronext Lisbon
0.79%
🇩🇰 Copenhagen Stock Exchange
0.34%
🌍 Digital Currency
0.31%

Countries Breakdown

Country
Total

🇺🇸 United States
32.81%
🇬🇧 United Kingdom
8.88%
🇨🇦 Canada
3.9%
🇧🇷 Brazil
3.3%
🇫🇷 France
2.72%
🇩🇪 Germany
2.63%
🇪🇸 Spain
2.5%
🇮🇹 Italy
2.3%
🇿🇦 South Africa
2.11%
🇮🇳 India
1.05%
🇳🇱 Netherlands
0.9%
🇵🇹 Portugal
0.79%
🇨🇴 Colombia
0.67%
🇨🇭 Switzerland
0.59%
🇱🇺 Luxembourg
0.59%
🇨🇱 Chile
0.45%
🇧🇲 Bermuda
0.42%
🇬🇷 Greece
0.39%
🇮🇱 Israel
0.38%
🇮🇪 Ireland
0.37%

Dividends

Dividend Yield

4.06%

84 out of 91 instruments pay dividend.

17 dividend payments in the next 30 days.

Highest Dividend: $ZIM (51.78%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ABR	0.23%	15.59%	$1.72
ZIM	0.19%	51.78%	$0.23
PBR	0.17%	15.73%	$1.73
QYLD	0.16%	13.63%	-
SDIV	0.16%	11.05%	-
OHI	0.14%	6.95%	$2.68
AGNC	0.14%	17.27%	$1.44
BTI	0.13%	6.98%	$2.92
SRLN	0.12%	8.51%	-
TRMD-A.CO	0.12%	35.15%	-
CIG	0.11%	10.94%	$0.15
ENEL.MI	0.1%	5.84%	$0.43
DEC.L	0.09%	10.08%	$1.83
PBR.A	0.08%	12.36%	$2.21
RIO	0.08%	6.87%	$4.34
EC	0.07%	11.03%	$1.62
EWZ	0.07%	7.77%	-
GRG.L	0.07%	3.77%	$0.6
LGEN.L	0.06%	8.61%	$0.2
SBLK	0.06%	15.52%	$1.82
GOGL.US	0.06%	14.66%	$0.8
STWD	0.06%	10.34%	$1.92
TX	0.06%	9.86%	$3.3
EPD	0.05%	6.83%	$2.03
ENI.MI	0.05%	8.14%	$0.94
NLY	0.05%	14.8%	$2.6
MCD	0.05%	2.21%	$6.53
VALE	0.05%	8.2%	$1.33
EDP.LSB	0.05%	5.96%	$0.2
T	0.05%	4.09%	$1.11
WPC	0.04%	5.65%	$3.67
VZ	0.04%	6.13%	$2.66
DG.PA	0.04%	3.97%	$4.5
WMT	0.04%	1.01%	$0.81
BNP.PA	0.04%	6.76%	$4.6
CPT	0.04%	3.69%	$4.06
TSCO.L	0.04%	3.87%	$0.12
EWA	0.04%	3.78%	-
O	0.03%	5.42%	$3.09
BATS.L	0.03%	7.62%	$2.36
PEP	0.03%	3.79%	$5.15
ELE.MC	0.03%	4.2%	$0.81
GFI	0.03%	1.85%	$0.31
SRTY	0.03%	6.53%	-
OKE	0.03%	4.64%	$3.89
OMF	0.03%	9.37%	$4.04
MPW	0.03%	7.16%	$0.6
INFY	0.03%	2.57%	$0.39
GSK.L	0.03%	4.57%	$0.59
BTG.US	0.03%	4.07%	$0.16
SBSW	0.03%	6.83%	$0.3
SDS	0.03%	6.71%	-
C	0.03%	3.54%	$2.12
COST	0.02%	0.48%	$19.22
SBRY.L	0.02%	5.29%	$0.13
SAP.DE	0.02%	1.04%	$2.2
BBVA.MC	0.02%	4.77%	$0.45
GAW.L	0.02%	3.58%	$5.5
KMI	0.02%	4.26%	$1.14
WM	0.02%	1.33%	$2.9
SQM	0.02%	3.91%	$1.36
GLEN.L	0.02%	2.96%	$0.1
EWQ	0.02%	2.98%	-
GOLD.BARRICK	0.02%	1.91%	$0.4
INDA	0.02%	0.78%	-
TZA	0.02%	4.12%	-
BLK	0.02%	2.34%	$20.2
HO.PA	0.02%	1.46%	$3.4
AIR.PA	0.01%	1.47%	$1.8
IBE.MC	0.01%	1.24%	$0.45
WPM	0.01%	0.72%	$0.61
MDT.US	0.01%	3.39%	$2.77
CVS	0.01%	3.95%	$2.54
KO	0.01%	2.69%	$1.89
AEM	0.01%	1.27%	$1.6
MSFT	0.01%	0.88%	$3
ITA	0.01%	0.79%	-
ORCL	0.01%	1.32%	$1.6
MLM	0.01%	0.63%	$2.96
ENG.MC	0.01%	2.43%	$1.41
QQQ	0%	0.64%	-
PAVE	0%	0.58%	-
BAYN.DE	0%	0.52%	$0.11
DBRG	0%	0.5%	$0.04

Next Dividends

Stock	Type	Date	Pay Per Share
AIR.PA	Ex-Dividend	Apr 22, 2025	$1.04
DG.PA	Ex-Dividend	Apr 22, 2025	$4.21
CVS	Ex-Dividend	Apr 22, 2025	$0.66
ORCL	Pay Day	Apr 23, 2025	$0.50
AIR.PA	Pay Day	Apr 24, 2025	$1.04
DG.PA	Pay Day	Apr 24, 2025	$4.21
LGEN.L	Ex-Dividend	Apr 24, 2025	$0.20
QQQ	Pay Day	Apr 24, 2025	$0.72
BAYN.DE	Ex-Dividend	Apr 28, 2025	$0.12
AGNC	Ex-Dividend	Apr 30, 2025	$0.12
BAYN.DE	Pay Day	Apr 30, 2025	$0.12
EPD	Ex-Dividend	Apr 30, 2025	$0.54
KMI	Ex-Dividend	Apr 30, 2025	$0.29
NLY	Pay Day	Apr 30, 2025	$0.70
T	Pay Day	May 1, 2025	$0.28
VZ	Pay Day	May 1, 2025	$0.68
CVS	Pay Day	May 1, 2025	$0.66
GLEN.L	Ex-Dividend	May 1, 2025	$0.05
GRG.L	Ex-Dividend	May 1, 2025	$0.64
O	Ex-Dividend	May 1, 2025	$0.27
COST	Ex-Dividend	May 2, 2025	$1.30
C	Ex-Dividend	May 5, 2025	$0.56
GAW.L	Pay Day	May 7, 2025	$1.29
WMT	Ex-Dividend	May 9, 2025	$0.24
TX	Ex-Dividend	May 9, 2025	$0.90
AGNC	Pay Day	May 9, 2025	$0.12
TX	Pay Day	May 14, 2025	$0.90
SAP.DE	Ex-Dividend	May 14, 2025	$2.35
EPD	Pay Day	May 14, 2025	$0.54
MSFT	Ex-Dividend	May 15, 2025	$0.83
KMI	Pay Day	May 15, 2025	$0.29
TSCO.L	Ex-Dividend	May 15, 2025	$0.12
O	Pay Day	May 15, 2025	$0.27
SAP.DE	Pay Day	May 16, 2025	$2.35
COST	Pay Day	May 16, 2025	$1.30
BNP.PA	Ex-Dividend	May 19, 2025	$4.95
HO.PA	Ex-Dividend	May 20, 2025	$3.00
BNP.PA	Pay Day	May 21, 2025	$4.95
HO.PA	Pay Day	May 22, 2025	$3.00
C	Pay Day	May 23, 2025	$0.56
WMT	Pay Day	May 27, 2025	$0.24
GRG.L	Pay Day	May 30, 2025	$0.64
AEM	Ex-Dividend	May 30, 2025	$0.40
GLEN.L	Pay Day	Jun 4, 2025	$0.05
LGEN.L	Pay Day	Jun 5, 2025	$0.20
SBRY.L	Ex-Dividend	Jun 5, 2025	$0.13
MSFT	Pay Day	Jun 12, 2025	$0.83
AEM	Pay Day	Jun 16, 2025	$0.40
EWA	Pay Day	Jun 17, 2025	$0.47
EWQ	Pay Day	Jun 17, 2025	$0.92
EWZ	Pay Day	Jun 17, 2025	$0.91
ITA	Pay Day	Jun 17, 2025	$0.30
BATS.L	Ex-Dividend	Jun 26, 2025	$0.76
EC	Ex-Dividend	Jun 26, 2025	$0.52
ELE.MC	Ex-Dividend	Jun 27, 2025	$0.86
TSCO.L	Pay Day	Jun 27, 2025	$0.12
BTI	Ex-Dividend	Jun 27, 2025	$0.75
ELE.MC	Pay Day	Jul 1, 2025	$0.86
SRTY	Pay Day	Jul 3, 2025	$0.50
EC	Pay Day	Jul 7, 2025	$0.52
SBRY.L	Pay Day	Jul 11, 2025	$0.13
ENEL.MI	Ex-Dividend	Jul 21, 2025	$0.28
ENEL.MI	Pay Day	Jul 23, 2025	$0.28
BATS.L	Pay Day	Aug 1, 2025	$0.76
BTI	Pay Day	Aug 6, 2025	$0.75
INDA	Pay Day	Dec 20, 2025	$0.40

Performance Metrics

Score 6.9/10

Beta

-0.14

-1

0.8

1.2

-1

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

1.81

Jensen's Alpha

25.14

-2

Omega Ratio

1.28

1.5

2.5

Treynor Ratio

-12.17

-13

0.75

1.25

Information Ratio

0.29

0.3

0.6

Calmar Ratio

1.4

0.3

0.6

Beta

-0.14

-1

0.8

1.2

-1

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

1.81

Jensen's Alpha

25.14

-2

Omega Ratio

1.28

1.5

2.5

Treynor Ratio

-12.17

-13

0.75

1.25

Information Ratio

0.29

0.3

0.6

Calmar Ratio

1.4

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

30.14

High:

DBRG

175.66

Low:

-100.22

Details

PEG Ratio

181.79

High:

HO.PA

1,606.59

Low:

BAYN.DE

-61.25

Details

Price/Book

5.27

High:

ORCL

21.55

Low:

MCD

-58.64

Details

Price/Sales

1.8

High:

MSTR

151.67

Low:

GLEN.L

0.17

Details

Price/CF

16.23

High:

MSTR

7,511.07

Low:

ZIM

0.79

Details

Price/FCF

55.37

High:

PEP

5,253.35

Low:

ZIM

1.04

Details

Depth

Start

End

Total months

-16.19%

Sep 2020

Nov 2020

-15.9%

Oct 2022

Sep 2024

-11.48%

Mar 2022

Apr 2022

-8.08%

Feb 2021

Jan 2022

-5.98%

May 2022

Jun 2022

-5.81%

Jul 2022

Sep 2022

-4.03%

Oct 2024

Feb 2025

-0.61%

Apr 2025

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics