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+2.64%
This Month
+2.64%
Year To Date
+73.73%
2 Years
-60.5%
5 Years
-25.88%
10 Years
-5.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology35.39%
- 🏭 Industrial Services18.73%
- 💰 Finance16.86%
- 🚚 Transportation14.01%
- 🪙 Cryptocurrencies5.09%
- 🖥️ Technology Services3.93%
- 🛍️ Retail Trade2.84%
- 🪨 Non Energy Minerals2.54%
- 💵 Cash0.85%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 OTC Markets Stock Exchange35.39%
- 🇬🇧 LSE18.73%
- 🇨🇭 SIX16.86%
- 🇺🇸 Nasdaq15.85%
- 🌍 Digital Currency5.09%
- 🇳🇴 Oslo Stock Exchange4.93%
- 🇫🇷 Euronext Paris2.54%
Countries Breakdown
- Country
- Total
- 🇨🇭 Switzerland52.25%
- 🇬🇧 United Kingdom18.73%
- 🇬🇷 Greece9.08%
- 🇳🇴 Norway4.93%
- 🇨🇳 China3.93%
- 🇺🇸 United States2.84%
- 🇫🇷 France2.54%
Dividends
Dividend Yield
2.01%
6 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VK.PA (8.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-17.01
-17.01
-18
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-17.01
-17.01
-18
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.1
High:
SDZNY
144.45SDZNYLow:
EH
-30.75EHDetails
PEG Ratio
-2.87
High:
AMZN
64.36AMZNLow:EH
-148.03EHDetails
Price/Book
3.69
High:AMZN
6.68AMZNLow:
SHIP
0.76SHIPDetails
Price/Sales
2.84
High:EH
16.55EHLow:
GFRD.L
0.29GFRD.LDetails
Price/CF
19.12
High:SDZNY
24.83SDZNYLow:
NAS.OL
2.28NAS.OLDetails
Price/FCF
170.81
High:AMZN
225.5AMZNLow:SHIP
7.9SHIPDetails
P/E Ratio
30.1
High:SDZNY
144.45SDZNYLow:EH
-30.75EHDetails
PEG Ratio
-2.87
High:AMZN
64.36AMZNLow:EH
-148.03EHDetails
Price/Book
3.69
High:AMZN
6.68AMZNLow:SHIP
0.76SHIPDetails
Price/Sales
2.84
High:EH
16.55EHLow:GFRD.L
0.29GFRD.LDetails
Price/CF
19.12
High:SDZNY
24.83SDZNYLow:NAS.OL
2.28NAS.OLDetails
Price/FCF
170.81
High:AMZN
225.5AMZNLow:SHIP
7.9SHIPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-85.28% | Nov 2021 | - | 51 |
-23.03% | May 2021 | Oct 2021 | 5 |
-21.44% | Jun 2020 | Nov 2020 | 5 |
-11.69% | Dec 2020 | Jan 2021 | 1 |