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-2.76%
This Month
-1.23%
Year To Date
+51.08%
2 Years
+39.4%
5 Years
-85.17%
10 Years
-20.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.36%
- 🪙 Cryptocurrencies19.56%
- 💵 Cash11.05%
- 🖥️ Technology Services8.23%
- 🛠️ Producer Manufacturing5.41%
- 🪨 Non Energy Minerals4.17%
- 🧬 Health Technology3.61%
- 🧪 Process Industries2.4%
- 📦 Distribution Services1.86%
- 💰 Finance1.81%
- ⚡ Utilities1.73%
- 🚚 Transportation1.42%
- ⛏️ Energy Minerals1.27%
- 🏭 Industrial Services0.98%
- 💻 Electronic Technology0.84%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.14%
- 🌍 Digital Currency19.56%
- 🇺🇸 Nasdaq17.81%
- 🇳🇱 Euronext Amsterdam2.77%
- 🇬🇧 LSE2.5%
- 🇪🇸 Bolsa De Madrid1.73%
- 🇺🇸 Chicago Board Options Exchange1%
- 🇸🇦 Tadawul0.92%
- 🇫🇷 Euronext Paris0.86%
- 🇳🇴 Oslo Stock Exchange0.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.57%
- 🇩🇪 Germany7.7%
- 🇧🇷 Brazil3.28%
- 🇳🇱 Netherlands2.77%
- 🇨🇭 Switzerland2.5%
- 🇪🇸 Spain1.73%
- 🇮🇱 Israel1.05%
- 🇸🇦 Saudi Arabia0.92%
- 🇫🇷 France0.53%
- 🇳🇴 Norway0.36%
- 🇧🇪 Belgium0.32%
Dividends
Dividend Yield
1%
11 out of 30 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ZIM (14.84%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.4/10
Beta
2.47
2.47
0
0.8
1.2
0
3
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
24.96
24.96
-2
0
2
25
25
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
2.47
2.47
0
0.8
1.2
0
3
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
24.96
24.96
-2
0
2
25
25
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.33
High:
GLEN.L
246.92GLEN.LLow:
PNL.NV
-32.72PNL.NVDetails
PEG Ratio
185.84
High:
TROW
1,107.77TROWLow:
ATO.PA
0.45ATO.PADetails
Price/Book
3.09
High:
VAR.OL
281.2VAR.OLLow:
USAR
-35.55USARDetails
Price/Sales
2.42
High:
SAP
5.51SAPLow:USAR
-USARDetails
Price/CF
15.78
High:ATO.PA
180.72ATO.PALow:
ZIM
0.61ZIMDetails
Price/FCF
43.85
High:
VALE
565.82VALELow:ZIM
1.1ZIMDetails
P/E Ratio
27.33
High:GLEN.L
246.92GLEN.LLow:PNL.NV
-32.72PNL.NVDetails
PEG Ratio
185.84
High:TROW
1,107.77TROWLow:ATO.PA
0.45ATO.PADetails
Price/Book
3.09
High:VAR.OL
281.2VAR.OLLow:USAR
-35.55USARDetails
Price/Sales
2.42
High:SAP
5.51SAPLow:USAR
-USARDetails
Price/CF
15.78
High:ATO.PA
180.72ATO.PALow:ZIM
0.61ZIMDetails
Price/FCF
43.85
High:VALE
565.82VALELow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-98.5% | Jan 2018 | - | 99 |
-34.01% | Jun 2017 | Dec 2017 | 6 |