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+2.8%
This Month
+2.8%
Year To Date
+62.51%
2 Years
+78.99%
5 Years
+151.9%
10 Years
+9.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables20.01%
- 🧪 Process Industries13.28%
- 🪙 Cryptocurrencies11.92%
- 🏭 Industrial Services11.45%
- ⚡ Utilities11.18%
- 🍞 Consumer Non Durables10.67%
- 💼 Commercial Services7.3%
- 🖥️ Technology Services6.29%
- 🧬 Health Technology3.52%
- 🛍️ Retail Trade1.03%
- 💰 Finance0.93%
- 💻 Electronic Technology0.33%
- 💵 Cash0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE44.44%
- 🇬🇧 LSE22.93%
- 🇺🇸 Nasdaq16.47%
- 🌍 Digital Currency11.92%
- 🇪🇸 Bolsa De Madrid1.42%
- 🇺🇸 OTC Markets Stock Exchange0.73%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.9%
- 🇬🇧 United Kingdom22.93%
- 🇨🇭 Switzerland10.03%
- 🇨🇳 China6.29%
- 🇯🇵 Japan5.65%
- 🇪🇸 Spain1.42%
- 🇨🇦 Canada0.78%
Dividends
Dividend Yield
1.94%
7 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HTZWW (19.59%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-3.3
-3.3
-4
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-3.3
-3.3
-4
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
14.33
High:
BIDU
47.91BIDULow:
JMAT.L
-29.94JMAT.LDetails
PEG Ratio
34.66
High:
TM
75.02TMLow:
OCDO.L
-18.46OCDO.LDetails
Price/Book
1.34
High:
RKT.L
6.57RKT.LLow:
HTZ
-5.28HTZDetails
Price/Sales
0.72
High:
SPCE
107.02SPCELow:
PFC.L
0.01PFC.LDetails
Price/CF
5.47
High:BIDU
25BIDULow:HTZ
1.34HTZDetails
Price/FCF
9.34
High:OCDO.L
2,021.77OCDO.LLow:HTZ
0.31HTZDetails
P/E Ratio
14.33
High:BIDU
47.91BIDULow:JMAT.L
-29.94JMAT.LDetails
PEG Ratio
34.66
High:TM
75.02TMLow:OCDO.L
-18.46OCDO.LDetails
Price/Book
1.34
High:RKT.L
6.57RKT.LLow:HTZ
-5.28HTZDetails
Price/Sales
0.72
High:SPCE
107.02SPCELow:PFC.L
0.01PFC.LDetails
Price/CF
5.47
High:BIDU
25BIDULow:HTZ
1.34HTZDetails
Price/FCF
9.34
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 |
-6.08% | Nov 2025 | - | 3 |
-2.56% | Apr 2024 | May 2024 | 1 |
-1.84% | Oct 2024 | Nov 2024 | 1 |
-1.78% | Feb 2025 | Apr 2025 | 2 |
-0.57% | Aug 2024 | Sep 2024 | 1 |