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-2.3%
This Month
+27.25%
Year To Date
+85.3%
2 Years
+151.28%
5 Years
+153.85%
10 Years
+9.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables17.97%
- 🪙 Cryptocurrencies15.88%
- 🧪 Process Industries12.54%
- ⚡ Utilities12.16%
- 🍞 Consumer Non Durables11.02%
- 🏭 Industrial Services9.65%
- 💼 Commercial Services8.98%
- 🖥️ Technology Services4.81%
- 🧬 Health Technology2.84%
- 💰 Finance0.94%
- 🛍️ Retail Trade0.91%
- 💻 Electronic Technology0.45%
- 💵 Cash0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.62%
- 🇬🇧 LSE21.46%
- 🇺🇸 Nasdaq16.39%
- 🌍 Digital Currency15.88%
- 🇪🇸 Bolsa De Madrid2.04%
- 🇺🇸 OTC Markets Stock Exchange0.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.26%
- 🇬🇧 United Kingdom21.46%
- 🇨🇭 Switzerland7.6%
- 🇯🇵 Japan5.1%
- 🇨🇳 China4.81%
- 🇪🇸 Spain2.04%
- 🇨🇦 Canada1%
Dividends
Dividend Yield
1.91%
6 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HTZWW (19.03%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.9/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-1.55
-1.55
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-1.55
-1.55
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
13.8
High:
RKT.L
32.42RKT.LLow:
ACB
-22.2ACBDetails
PEG Ratio
23.93
High:
PYPL
107.03PYPLLow:ACB
-44.14ACBDetails
Price/Book
1.32
High:RKT.L
6.34RKT.LLow:
HTZ
-3.08HTZDetails
Price/Sales
0.72
High:
SPCE
111.28SPCELow:
PFC.L
0.01PFC.LDetails
Price/CF
5.29
High:
XYZ
34.86XYZLow:
OHLA.MC
0.36OHLA.MCDetails
Price/FCF
10.11
High:
OCDO.L
2,021.77OCDO.LLow:HTZ
0.31HTZDetails
P/E Ratio
13.8
High:RKT.L
32.42RKT.LLow:ACB
-22.2ACBDetails
PEG Ratio
23.93
High:PYPL
107.03PYPLLow:ACB
-44.14ACBDetails
Price/Book
1.32
High:RKT.L
6.34RKT.LLow:HTZ
-3.08HTZDetails
Price/Sales
0.72
High:SPCE
111.28SPCELow:PFC.L
0.01PFC.LDetails
Price/CF
5.29
High:XYZ
34.86XYZLow:OHLA.MC
0.36OHLA.MCDetails
Price/FCF
10.11
High:OCDO.L
2,021.77OCDO.LLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.76% | Oct 2018 | Oct 2021 | 36 |
-32.45% | Dec 2021 | Mar 2024 | 27 |
-23.15% | Mar 2016 | Dec 2017 | 21 |
-8.95% | Feb 2018 | Aug 2018 | 6 |
-2.56% | Apr 2024 | May 2024 | 1 |
-2.3% | Oct 2025 | - | 1 |
-1.84% | Oct 2024 | Nov 2024 | 1 |
-1.78% | Feb 2025 | Apr 2025 | 2 |
-0.57% | Aug 2024 | Sep 2024 | 1 |