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0%
Today
-0.97%
This Month
-7.4%
Year To Date
-4.25%
2 Years
+28.43%
5 Years
+5.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs60.59%
- 🛍️ Retail Trade15.2%
- 🪨 Non Energy Minerals13.76%
- 💻 Electronic Technology4.15%
- 💰 Finance3.83%
- 🚚 Transportation1.61%
- 💵 Cash0.75%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE58.95%
- 🇺🇸 Nasdaq19.42%
- 🇬🇧 LSE13.76%
- 🇺🇸 Chicago Board Options Exchange7.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.18%
- 🇬🇧 United Kingdom13.76%
- 🇮🇱 Israel1.61%
Dividends
Dividend Yield
5.83%
12 out of 13 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $ZIM (49.42%)
Performance Metrics
Score 4.4/10
Beta
0.39
0.39
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-0.34
-0.34
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Beta
0.39
0.39
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-0.34
-0.34
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.22
High:
AMZN
36.88AMZNLow:
EVR.L
0.61EVR.LDetails
PEG Ratio
153.36
High:
BLK
932.31BLKLow:EVR.L
0.26EVR.LDetails
Price/Book
5.87
High:AMZN
7.85AMZNLow:
ZIM
0.47ZIMDetails
Price/Sales
2.34
High:BLK
7.7BLKLow:
CVS
0.21CVSDetails
Price/CF
17.34
High:BLK
33.89BLKLow:ZIM
0.46ZIMDetails
Price/FCF
82.82
High:BLK
154.27BLKLow:ZIM
0.6ZIMDetails
P/E Ratio
30.22
High:AMZN
36.88AMZNLow:EVR.L
0.61EVR.LDetails
PEG Ratio
153.36
High:BLK
932.31BLKLow:EVR.L
0.26EVR.LDetails
Price/Book
5.87
High:AMZN
7.85AMZNLow:ZIM
0.47ZIMDetails
Price/Sales
2.34
High:BLK
7.7BLKLow:CVS
0.21CVSDetails
Price/CF
17.34
High:BLK
33.89BLKLow:ZIM
0.46ZIMDetails
Price/FCF
82.82
High:BLK
154.27BLKLow:ZIM
0.6ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.21% | Jun 2022 | Nov 2022 | 5 |
-8% | Feb 2025 | - | 6 |
-4.88% | May 2023 | Jul 2023 | 2 |
-4.87% | Oct 2023 | Apr 2024 | 6 |
-4.44% | May 2024 | Nov 2024 | 6 |
-3.03% | Nov 2021 | Dec 2021 | 1 |
-2.96% | Apr 2022 | May 2022 | 1 |
-2.67% | Dec 2022 | Jan 2023 | 1 |
-1.6% | Aug 2023 | Sep 2023 | 1 |
-1.42% | Aug 2021 | Sep 2021 | 1 |
-1.4% | Feb 2023 | Apr 2023 | 2 |
-0.73% | Apr 2021 | Jun 2021 | 2 |
-0.68% | Feb 2022 | Mar 2022 | 1 |