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-0.69%
This Month
-0.69%
Year To Date
+6.18%
2 Years
+9.55%
5 Years
+106.48%
10 Years
+11.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash46.95%
- 💻 Electronic Technology18.65%
- 🖥️ Technology Services12.72%
- 📈 Indexes10.13%
- 💰 Finance4.83%
- 🏭 Industrial Services4.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq17.27%
- 🇬🇧 LSE14.92%
- 🌍 CFD10.13%
- 🇺🇸 NYSE8.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.47%
- 🇬🇧 United Kingdom14.92%
Dividends
Dividend Yield
0.38%
6 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BARC.L (1.8%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.2/10
Beta
0.42
0.42
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
0.85
0.85
-2
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.42
0.42
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
0.85
0.85
-2
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.88
High:
NFLX
36.45NFLXLow:
BARC.L
11.48BARC.LDetails
PEG Ratio
232.59
High:
META
433.38METALow:BARC.L
24.89BARC.LDetails
Price/Book
14.25
High:
AAPL
49.43AAPLLow:BARC.L
1.06BARC.LDetails
Price/Sales
7.59
High:AAPL
8.81AAPLLow:
BA.L
2.28BA.LDetails
Price/CF
25.72
High:NFLX
54.35NFLXLow:BARC.L
3.52BARC.LDetails
Price/FCF
47.44
High:NFLX
58.03NFLXLow:
RSG
39.71RSGDetails
P/E Ratio
30.88
High:NFLX
36.45NFLXLow:BARC.L
11.48BARC.LDetails
PEG Ratio
232.59
High:META
433.38METALow:BARC.L
24.89BARC.LDetails
Price/Book
14.25
High:AAPL
49.43AAPLLow:BARC.L
1.06BARC.LDetails
Price/Sales
7.59
High:AAPL
8.81AAPLLow:BA.L
2.28BA.LDetails
Price/CF
25.72
High:NFLX
54.35NFLXLow:BARC.L
3.52BARC.LDetails
Price/FCF
47.44
High:NFLX
58.03NFLXLow:RSG
39.71RSGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.76% | Jan 2022 | - | 49 |
-20.43% | Oct 2018 | Apr 2021 | 30 |
-12.18% | Feb 2014 | May 2014 | 3 |
-6.24% | Jan 2016 | May 2016 | 4 |
-5.21% | Feb 2018 | May 2018 | 3 |
-4.52% | Aug 2015 | Oct 2015 | 2 |
-3.39% | Dec 2014 | Jan 2015 | 1 |
-2.82% | Sep 2021 | Oct 2021 | 1 |
-2.19% | May 2021 | Jul 2021 | 2 |
-1.57% | Mar 2015 | Apr 2015 | 1 |
-1.33% | Nov 2017 | Jan 2018 | 2 |
-1.17% | Jun 2015 | Jul 2015 | 1 |
-1.15% | Jun 2016 | Jul 2016 | 1 |
-0.41% | Oct 2016 | Nov 2016 | 1 |
-0.15% | Jun 2018 | Jul 2018 | 1 |