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0%
Today
-0.19%
This Month
-22.89%
Year To Date
+110.38%
2 Years
+359.22%
5 Years
+25.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash46.66%
- 📊 ETFs12.01%
- 🚚 Transportation0.11%
- 💇♀️ Consumer Services0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Chicago Board Options Exchange12.01%
- 🇬🇧 LSE0.11%
- 🇺🇸 NYSE0.05%
- 🌍 Commodity0%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom0.11%
- 🇺🇸 United States0.05%
Dividends
Dividend Yield
0%
1 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EZJ.L (2.43%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EZJ.L | 0% | 2.43% | $0.05 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.8/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
38.18
38.18
-2
0
2
39
39
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
3.82
3.82
0
0.75
1.25
4
4
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
38.18
38.18
-2
0
2
39
39
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
3.82
3.82
0
0.75
1.25
4
4
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
13.53
High:
CCL
16.02CCLLow:
EZJ.L
9.11EZJ.LDetails
PEG Ratio
62.37
High:EZJ.L
84.01EZJ.LLow:CCL
9.12CCLDetails
Price/Book
2.73
High:CCL
3.87CCLLow:EZJ.L
1.42EZJ.LDetails
Price/Sales
0.91
High:CCL
1.59CCLLow:EZJ.L
0.39EZJ.LDetails
Price/CF
4.06
High:CCL
5.98CCLLow:EZJ.L
2.03EZJ.LDetails
Price/FCF
8.39
High:CCL
11.59CCLLow:EZJ.L
4.51EZJ.LDetails
P/E Ratio
13.53
High:CCL
16.02CCLLow:EZJ.L
9.11EZJ.LDetails
PEG Ratio
62.37
High:EZJ.L
84.01EZJ.LLow:CCL
9.12CCLDetails
Price/Book
2.73
High:CCL
3.87CCLLow:EZJ.L
1.42EZJ.LDetails
Price/Sales
0.91
High:CCL
1.59CCLLow:EZJ.L
0.39EZJ.LDetails
Price/CF
4.06
High:CCL
5.98CCLLow:EZJ.L
2.03EZJ.LDetails
Price/FCF
8.39
High:CCL
11.59CCLLow:EZJ.L
4.51EZJ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.07% | Nov 2024 | - | 9 |
-59.43% | Apr 2021 | Aug 2023 | 28 |
-50.95% | Mar 2024 | Aug 2024 | 5 |
-22.84% | Oct 2023 | Nov 2023 | 1 |
-17.19% | Oct 2020 | Nov 2020 | 1 |
-16.83% | Apr 2020 | Sep 2020 | 5 |
-15.21% | Jul 2019 | Mar 2020 | 8 |
-6.13% | Jan 2021 | Feb 2021 | 1 |
-0.84% | Sep 2024 | Oct 2024 | 1 |