Loading...
-2.15%
This Month
-2.15%
Year To Date
+22.65%
2 Years
+37.1%
5 Years
+67.05%
10 Years
+5.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs53.4%
- 💰 Finance23.95%
- ⛏️ Energy Minerals5.95%
- 🧬 Health Technology4.48%
- 🖥️ Technology Services4.14%
- 🛍️ Retail Trade3.32%
- 🪙 Cryptocurrencies3.01%
- 💵 Cash1.73%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.19%
- 🇺🇸 NYSE24.72%
- 🇬🇧 LSE5.95%
- 🇸🇪 Stockholm Stock Exchange5.24%
- 🇳🇱 Euronext Amsterdam4.14%
- 🌍 Digital Currency3.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.18%
- 🇮🇳 India5.95%
- 🇸🇪 Sweden5.24%
- 🇳🇱 Netherlands4.14%
- 🇮🇪 Ireland3.32%
Dividends
Dividend Yield
0.15%
4 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $INVEB.ST (1.63%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-2.12
-2.12
-3
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-2.12
-2.12
-3
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
15.43
High:
DHR
44.48DHRLow:
INVEB.ST
6.6INVEB.STDetails
PEG Ratio
26.54
High:
RIGD.L
45.26RIGD.LLow:
PRX.NV
11.78PRX.NVDetails
Price/Book
1.58
High:DHR
3.02DHRLow:INVEB.ST
1.09INVEB.STDetails
Price/Sales
2.68
High:PRX.NV
18.21PRX.NVLow:
MKL
1.56MKLDetails
Price/CF
26.87
High:PRX.NV
75.23PRX.NVLow:MKL
9.29MKLDetails
Price/FCF
54.71
High:INVEB.ST
270.75INVEB.STLow:MKL
10.3MKLDetails
P/E Ratio
15.43
High:DHR
44.48DHRLow:INVEB.ST
6.6INVEB.STDetails
PEG Ratio
26.54
High:RIGD.L
45.26RIGD.LLow:PRX.NV
11.78PRX.NVDetails
Price/Book
1.58
High:DHR
3.02DHRLow:INVEB.ST
1.09INVEB.STDetails
Price/Sales
2.68
High:PRX.NV
18.21PRX.NVLow:MKL
1.56MKLDetails
Price/CF
26.87
High:PRX.NV
75.23PRX.NVLow:MKL
9.29MKLDetails
Price/FCF
54.71
High:INVEB.ST
270.75INVEB.STLow:MKL
10.3MKLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.03% | Feb 2018 | Apr 2021 | 38 |
-29.91% | May 2021 | - | 57 |
-16.03% | Oct 2016 | May 2017 | 7 |
-5.58% | Sep 2017 | Oct 2017 | 1 |