Loading...
-2.21%
This Month
-7.95%
Year To Date
-14.6%
2 Years
+6.66%
5 Years
+73.71%
10 Years
+10.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash18.31%
- 🍞 Consumer Non Durables15.25%
- 🧬 Health Technology13.83%
- 💼 Commercial Services12.11%
- 🪙 Cryptocurrencies11.86%
- 🖥️ Technology Services11.65%
- 🛍️ Retail Trade8.07%
- 🏥 Health Services0.29%
Exchanges Breakdown
- Exchange
- Total
- 🇳🇱 Euronext Amsterdam13.83%
- 🇬🇧 LSE13.12%
- 🇫🇷 Euronext Paris12.11%
- 🌍 Digital Currency11.86%
- 🇺🇸 Nasdaq11.65%
- 🇺🇸 NYSE10.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.06%
- 🇧🇪 Belgium13.83%
- 🇬🇧 United Kingdom12.52%
- 🇫🇷 France12.11%
- 🇨🇳 China8.07%
- 🇳🇱 Netherlands0.6%
Dividends
Dividend Yield
1.1%
5 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TEP.PA (7.36%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.7/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
-0.29
-0.29
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
-0.29
-0.29
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.76
High:
VFC
33.94VFCLow:
EMEIS.PA
-7.81EMEIS.PADetails
PEG Ratio
98.02
High:
ULVR.L
260.61ULVR.LLow:
TDOC
-5.58TDOCDetails
Price/Book
5.96
High:ULVR.L
8.22ULVR.LLow:
WLN.PA
0.11WLN.PADetails
Price/Sales
5.69
High:
META
8.52METALow:WLN.PA
0.09WLN.PADetails
Price/CF
15.14
High:
BABA
23.87BABALow:WLN.PA
1.79WLN.PADetails
Price/FCF
46.03
High:BABA
1,196.17BABALow:WLN.PA
3.3WLN.PADetails
P/E Ratio
26.76
High:VFC
33.94VFCLow:EMEIS.PA
-7.81EMEIS.PADetails
PEG Ratio
98.02
High:ULVR.L
260.61ULVR.LLow:TDOC
-5.58TDOCDetails
Price/Book
5.96
High:ULVR.L
8.22ULVR.LLow:WLN.PA
0.11WLN.PADetails
Price/Sales
5.69
High:META
8.52METALow:WLN.PA
0.09WLN.PADetails
Price/CF
15.14
High:BABA
23.87BABALow:WLN.PA
1.79WLN.PADetails
Price/FCF
46.03
High:BABA
1,196.17BABALow:WLN.PA
3.3WLN.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.39% | Mar 2025 | - | 13 |
-22.49% | Nov 2021 | Feb 2024 | 27 |
-11.34% | Apr 2024 | Jan 2025 | 9 |
-4.28% | Sep 2021 | Oct 2021 | 1 |
-2.95% | May 2021 | Aug 2021 | 3 |