MRCAT8709 avatar

MRCAT8709
🇬🇧 Stock Investor.

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

0%
Today
-6.75%
This Month
+5.67%
Year To Date
+188.21%
2 Years
+152.74%
5 Years
+43.18%
Annualized
  • MRCAT8709
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 🚗 Consumer Durables
    98.58%
  • 💵 Cash
    1.42%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇬🇧 LSE
    98.58%

Countries Breakdown

  • Country
  • Total
  • 🇬🇧 United Kingdom
    98.58%

Dividends

Dividend Yield

3.92%

1 out of 1 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $GAW.L (3.98%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
GAW.L
GAW.L
3.92%
3.98%
$5.5

Next Dividends

Instrument
Type
Date
Pay Per Share
GAW.L
GAW.L
Pay Day
May 7
$1.29

Performance Metrics

Score 8.3/10

Beta

0.61
0.61
0
0.8
1.2
0
2

Sharpe Ratio

0.7
0.7
0
0.5
1
1.5
1.5

Sortino Ratio

2.86
2.86
0
1
2
3
3

Jensen's Alpha

41.91
41.91
-2
0
2
42
42

Omega Ratio

3.59
3.59
0
1
1.5
4
4

Treynor Ratio

5.3
5.3
0
0.75
1.25
6
6

Information Ratio

0.61
0.61
0
0.3
0.6
1
1

Calmar Ratio

1.35
1.35
0
0.3
0.6
2
2

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

24.78

High:avatarGAW.L
24.78
Low:avatarGAW.L
24.78
Details

PEG Ratio

98.53

High:avatarGAW.L
98.53
Low:avatarGAW.L
98.53
Details

Price/Book

15.01

High:avatarGAW.L
15.01
Low:avatarGAW.L
15.01
Details

Price/Sales

7.52

High:avatarGAW.L
7.52
Low:avatarGAW.L
7.52
Details

Price/CF

23.04

High:avatarGAW.L
23.04
Low:avatarGAW.L
23.04
Details

Price/FCF

102.07

High:avatarGAW.L
102.07
Low:avatarGAW.L
102.07
Details

Drawdowns

  • MRCAT8709
  • S&P 500
  • + Add Benchmark

Worst Drawdowns

Depth
Start
End
Total months
-26.7%
Apr 2022Mar 202423
-6.75%
Apr 2025-1

Monthly Performance