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-1.25%
This Month
+25.16%
Year To Date
+53.73%
2 Years
+85.62%
5 Years
+149.69%
10 Years
+9.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables20.62%
- 🪙 Cryptocurrencies12.88%
- 🧪 Process Industries12.22%
- ⚡ Utilities11.35%
- 🏭 Industrial Services11.34%
- 🍞 Consumer Non Durables10.99%
- 💼 Commercial Services8.1%
- 🖥️ Technology Services5.1%
- 🧬 Health Technology3.17%
- 💰 Finance0.97%
- 🛍️ Retail Trade0.78%
- 💻 Electronic Technology0.36%
- 💵 Cash0.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.26%
- 🇬🇧 LSE21.4%
- 🇺🇸 Nasdaq16.13%
- 🌍 Digital Currency12.88%
- 🇪🇸 Bolsa De Madrid1.46%
- 🇺🇸 OTC Markets Stock Exchange0.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.68%
- 🇬🇧 United Kingdom21.4%
- 🇨🇭 Switzerland9.89%
- 🇯🇵 Japan5.45%
- 🇨🇳 China5.1%
- 🇪🇸 Spain1.46%
- 🇨🇦 Canada1.04%
Dividends
Dividend Yield
1.97%
7 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HTZWW (19.37%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-2.12
-2.12
-3
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-2.12
-2.12
-3
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
14.02
High:
BIDU
37.95BIDULow:
JMAT.L
-26.64JMAT.LDetails
PEG Ratio
35.74
High:
TM
73.09TMLow:
OHLA.MC
-18.05OHLA.MCDetails
Price/Book
1.33
High:
RKT.L
6.43RKT.LLow:
HTZ
-4.94HTZDetails
Price/Sales
0.7
High:
SPCE
107.73SPCELow:
PFC.L
0.01PFC.LDetails
Price/CF
5.25
High:BIDU
25BIDULow:HTZ
1.34HTZDetails
Price/FCF
9.14
High:
OCDO.L
2,021.77OCDO.LLow:HTZ
0.31HTZDetails
P/E Ratio
14.02
High:BIDU
37.95BIDULow:JMAT.L
-26.64JMAT.LDetails
PEG Ratio
35.74
High:TM
73.09TMLow:OHLA.MC
-18.05OHLA.MCDetails
Price/Book
1.33
High:RKT.L
6.43RKT.LLow:HTZ
-4.94HTZDetails
Price/Sales
0.7
High:SPCE
107.73SPCELow:PFC.L
0.01PFC.LDetails
Price/CF
5.25
High:BIDU
25BIDULow:HTZ
1.34HTZDetails
Price/FCF
9.14
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 |
-5.86% | Nov 2025 | - | 2 |
-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 |