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+2.99%
This Month
+4.25%
Year To Date
+35.23%
2 Years
+28.45%
5 Years
+65.08%
10 Years
+10.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💼 Commercial Services51.94%
- 🛍️ Retail Trade8.35%
- 🍞 Consumer Non Durables7.78%
- 🖥️ Technology Services7.76%
- 📊 ETFs7.52%
- 🧬 Health Technology5.83%
- 🚗 Consumer Durables4.88%
- 💰 Finance3.23%
- 🏥 Health Services2.12%
- 🪙 Cryptocurrencies0.36%
- 💵 Cash0.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.73%
- 🇺🇸 NYSE23.17%
- 🇬🇧 LSE12.83%
- 🇸🇪 Stockholm Stock Exchange3.67%
- 🌍 Digital Currency0.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.02%
- 🇬🇧 United Kingdom21.38%
- 🇺🇾 Uruguay11.58%
- 🇸🇪 Sweden3.67%
- 🇰🇿 Kazakhstan3.23%
Dividends
Dividend Yield
0.33%
1 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GRG.L (4.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GRG.L | 0.33% | 4.21% | $0.6 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
1.54
1.54
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
1.54
1.54
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
173.13
High:
TSLA
364.71TSLALow:
OSCR
-7.81OSCRDetails
PEG Ratio
276.31
High:
MELI
966.74MELILow:
CVNA
6.53CVNADetails
Price/Book
16.23
High:
PLTR
47.65PLTRLow:
GAMB
1.15GAMBDetails
Price/Sales
9.07
High:PLTR
84.66PLTRLow:OSCR
0.33OSCRDetails
Price/CF
48.22
High:PLTR
214.31PLTRLow:
KSPI
2.47KSPIDetails
Price/FCF
70.66
High:
SMTI
2,967.51SMTILow:KSPI
2.72KSPIDetails
P/E Ratio
173.13
High:TSLA
364.71TSLALow:OSCR
-7.81OSCRDetails
PEG Ratio
276.31
High:MELI
966.74MELILow:CVNA
6.53CVNADetails
Price/Book
16.23
High:PLTR
47.65PLTRLow:GAMB
1.15GAMBDetails
Price/Sales
9.07
High:PLTR
84.66PLTRLow:OSCR
0.33OSCRDetails
Price/CF
48.22
High:PLTR
214.31PLTRLow:KSPI
2.47KSPIDetails
Price/FCF
70.66
High:SMTI
2,967.51SMTILow:KSPI
2.72KSPIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.22% | Sep 2021 | - | 55 |
-9.69% | May 2021 | Aug 2021 | 3 |