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-1.9%
This Month
+3.8%
Year To Date
+9.05%
2 Years
-62.33%
5 Years
-92.12%
10 Years
-36.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs25.93%
- 🍞 Consumer Non Durables15.84%
- 🧬 Health Technology15.05%
- ⛏️ Energy Minerals12.32%
- 🖥️ Technology Services7.85%
- 📡 Communications7.84%
- 💻 Electronic Technology6.25%
- ⚡ Utilities5.11%
- 🪨 Non Energy Minerals3.35%
- 🪙 Cryptocurrencies0.3%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.29%
- 🇺🇸 Nasdaq33.68%
- 🇮🇹 Borsa Italiana13.06%
- 🇫🇷 Euronext Paris7.81%
- 🇩🇪 FRA4.7%
- 🌍 Digital Currency0.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.25%
- 🇮🇹 Italy13.06%
- 🇬🇧 United Kingdom8.24%
- 🇫🇷 France7.81%
- 🇮🇱 Israel6.2%
- 🇩🇪 Germany4.7%
- 🇦🇺 Australia3.35%
Dividends
Dividend Yield
3.33%
11 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.48%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
-0.69
-0.69
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.43
-0.43
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.51
-0.51
-1
1
2
3
3
Jensen's Alpha
-15.63
-15.63
-16
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
2.95
2.95
0
0.75
1.25
3
3
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Beta
-0.69
-0.69
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.43
-0.43
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.51
-0.51
-1
1
2
3
3
Jensen's Alpha
-15.63
-15.63
-16
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
2.95
2.95
0
0.75
1.25
3
3
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.43
High:
ORA.PA
87.27ORA.PALow:
PLUG
-1.87PLUGDetails
PEG Ratio
212.15
High:
ENI.MI
702.41ENI.MILow:PLUG
-3.95PLUGDetails
Price/Book
2.35
High:
RHM.DE
16.09RHM.DELow:
MO
-32.57MODetails
Price/Sales
1.95
High:RHM.DE
6.98RHM.DELow:ENI.MI
0.74ENI.MIDetails
Price/CF
8.01
High:RHM.DE
91.83RHM.DELow:ORA.PA
3.37ORA.PADetails
Price/FCF
50.59
High:RHM.DE
5,198.92RHM.DELow:
ETOR
9.25ETORDetails
P/E Ratio
17.43
High:ORA.PA
87.27ORA.PALow:PLUG
-1.87PLUGDetails
PEG Ratio
212.15
High:ENI.MI
702.41ENI.MILow:PLUG
-3.95PLUGDetails
Price/Book
2.35
High:RHM.DE
16.09RHM.DELow:MO
-32.57MODetails
Price/Sales
1.95
High:RHM.DE
6.98RHM.DELow:ENI.MI
0.74ENI.MIDetails
Price/CF
8.01
High:RHM.DE
91.83RHM.DELow:ORA.PA
3.37ORA.PADetails
Price/FCF
50.59
High:RHM.DE
5,198.92RHM.DELow:ETOR
9.25ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-94.07% | Oct 2020 | - | 66 |