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0%
This Month
-3.18%
Year To Date
+10.95%
2 Years
+12.67%
5 Years
+896.41%
10 Years
+41.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs44.1%
- 💵 Cash39.02%
- 🍞 Consumer Non Durables13.61%
- 💰 Finance4.88%
- 💇♀️ Consumer Services2.35%
- 🧬 Health Technology2.14%
- 🚗 Consumer Durables0.7%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.98%
- 🇬🇧 LSE13.61%
- 🇩🇪 FRA2.14%
- Regular Trading Hours - RTH1.06%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom13.61%
- 🇺🇸 United States7.24%
- 🇩🇪 Germany2.14%
- 🇨🇳 China0.7%
Dividends
Dividend Yield
0.87%
4 out of 10 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $O (4.98%)
Performance Metrics
Score 7.9/10
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
2.4
2.4
0
1
2
3
3
Jensen's Alpha
33.3
33.3
-2
0
2
34
34
Omega Ratio
2.03
2.03
0
1
1.5
3
3
Treynor Ratio
2.84
2.84
0
0.75
1.25
3
3
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
2.4
2.4
0
1
2
3
3
Jensen's Alpha
33.3
33.3
-2
0
2
34
34
Omega Ratio
2.03
2.03
0
1
1.5
3
3
Treynor Ratio
2.84
2.84
0
0.75
1.25
3
3
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.4
High:
O
55.8OLow:
NIO
-6.85NIODetails
PEG Ratio
215.36
High:
SHL.DE
306.78SHL.DELow:NIO
-18.88NIODetails
Price/Book
3.48
High:NIO
27.69NIOLow:O
1.54ODetails
Price/Sales
2.31
High:O
10.41OLow:NIO
1.37NIODetails
Price/CF
15.36
High:
DIS.RTH
27.33DIS.RTHLow:O
13.03ODetails
Price/FCF
58.23
High:DIS.RTH
131.43DIS.RTHLow:
DIS
38.73DISDetails
P/E Ratio
20.4
High:O
55.8OLow:NIO
-6.85NIODetails
PEG Ratio
215.36
High:SHL.DE
306.78SHL.DELow:NIO
-18.88NIODetails
Price/Book
3.48
High:NIO
27.69NIOLow:O
1.54ODetails
Price/Sales
2.31
High:O
10.41OLow:NIO
1.37NIODetails
Price/CF
15.36
High:DIS.RTH
27.33DIS.RTHLow:O
13.03ODetails
Price/FCF
58.23
High:DIS.RTH
131.43DIS.RTHLow:DIS
38.73DISDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.9% | Sep 2021 | Jul 2025 | 46 |
-20.82% | Sep 2025 | - | 8 |
-16.25% | Oct 2019 | Mar 2020 | 5 |
-10.68% | Sep 2020 | Nov 2020 | 2 |
-4.46% | Jun 2021 | Aug 2021 | 2 |
-0.36% | Jul 2020 | Aug 2020 | 1 |