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-0.59%
This Month
-12.89%
Year To Date
+23.27%
2 Years
-17.54%
5 Years
+15.5%
10 Years
+2.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade39.76%
- 🖥️ Technology Services25.07%
- ⛏️ Energy Minerals12.02%
- 💻 Electronic Technology11.36%
- 🧬 Health Technology7.67%
- 💵 Cash3.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.54%
- 🇭🇰 Hong Kong Exchanges24.7%
- 🇺🇸 NYSE18.97%
- 🇩🇰 Copenhagen Stock Exchange7.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.5%
- 🇨🇳 China24.7%
- 🇺🇾 Uruguay13.06%
- 🇩🇰 Denmark7.67%
- 🇸🇬 Singapore6.95%
Dividends
Dividend Yield
0.9%
4 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NOVO-B.CO (4.69%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.16
0.16
0
1
2
3
3
Jensen's Alpha
-4.52
-4.52
-5
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.16
0.16
0
1
2
3
3
Jensen's Alpha
-4.52
-4.52
-5
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.36
High:
PLTR
242.08PLTRLow:
03690.HK
-199.4203690.HKDetails
PEG Ratio
332.29
High:
MELI
997.84MELILow:
SE
2.82SEDetails
Price/Book
5.17
High:PLTR
49.59PLTRLow:
OXY
1.91OXYDetails
Price/Sales
3.3
High:PLTR
88.09PLTRLow:03690.HK
1.1803690.HKDetails
Price/CF
18.5
High:PLTR
214.31PLTRLow:OXY
3.86OXYDetails
Price/FCF
141.66
High:
9988.HK
2,771.019988.HKLow:MELI
12.83MELIDetails
P/E Ratio
30.36
High:PLTR
242.08PLTRLow:03690.HK
-199.4203690.HKDetails
PEG Ratio
332.29
High:MELI
997.84MELILow:SE
2.82SEDetails
Price/Book
5.17
High:PLTR
49.59PLTRLow:OXY
1.91OXYDetails
Price/Sales
3.3
High:PLTR
88.09PLTRLow:03690.HK
1.1803690.HKDetails
Price/CF
18.5
High:PLTR
214.31PLTRLow:OXY
3.86OXYDetails
Price/FCF
141.66
High:9988.HK
2,771.019988.HKLow:MELI
12.83MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.38% | Nov 2021 | - | 53 |
-2.55% | Sep 2021 | Oct 2021 | 1 |
-1.38% | Jul 2021 | Aug 2021 | 1 |
-1.33% | May 2021 | Jun 2021 | 1 |