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-0.2%
This Month
+7.75%
Year To Date
+30.95%
2 Years
+32.51%
5 Years
-92.39%
10 Years
-29.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs85.5%
- 🛠️ Producer Manufacturing8.9%
- 💼 Commercial Services4.18%
- 💵 Cash1.64%
- 🖥️ Technology Services0.08%
- ⛏️ Energy Minerals0.01%
- 💰 Finance0%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE28.65%
- 🇺🇸 Nasdaq27.17%
- 🇺🇸 NYSE25.8%
- 🇸🇪 Stockholm Stock Exchange8.89%
- 🇩🇪 Xetra ETFs8.17%
- 🇭🇰 Hong Kong Exchanges0%
Countries Breakdown
- Country
- Total
- 🇸🇪 Sweden8.89%
- 🇺🇸 United States4.23%
- 🇮🇱 Israel0.04%
- 🇷🇺 Russia0.01%
- 🇨🇳 China0%
Dividends
Dividend Yield
0.25%
5 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SGGD.L (12.46%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.8/10
Beta
0.33
0.33
0
0.8
1.2
0
2
Sharpe Ratio
-0.14
-0.14
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.18
-0.18
-1
1
2
3
3
Jensen's Alpha
-9.96
-9.96
-10
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
-1.79
-1.79
-2
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Beta
0.33
0.33
0
0.8
1.2
0
2
Sharpe Ratio
-0.14
-0.14
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.18
-0.18
-1
1
2
3
3
Jensen's Alpha
-9.96
-9.96
-10
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
-1.79
-1.79
-2
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.64
High:
MCO
33.88MCOLow:
NWL
-6.69NWLDetails
PEG Ratio
157.69
High:
ETOR
162.02ETORLow:
03333.HK
-0.0303333.HKDetails
Price/Book
5.41
High:MCO
20.29MCOLow:
HPQ
-21.8HPQDetails
Price/Sales
2.07
High:MCO
10.73MCOLow:03333.HK
0.0103333.HKDetails
Price/CF
16.34
High:MCO
31.47MCOLow:03333.HK
1.7403333.HKDetails
Price/FCF
86.34
High:
VOLV-A.ST
139.96VOLV-A.STLow:
SGGD.L
4.24SGGD.LDetails
P/E Ratio
23.64
High:MCO
33.88MCOLow:NWL
-6.69NWLDetails
PEG Ratio
157.69
High:ETOR
162.02ETORLow:03333.HK
-0.0303333.HKDetails
Price/Book
5.41
High:MCO
20.29MCOLow:HPQ
-21.8HPQDetails
Price/Sales
2.07
High:MCO
10.73MCOLow:03333.HK
0.0103333.HKDetails
Price/CF
16.34
High:MCO
31.47MCOLow:03333.HK
1.7403333.HKDetails
Price/FCF
86.34
High:VOLV-A.ST
139.96VOLV-A.STLow:SGGD.L
4.24SGGD.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.85% | Mar 2018 | - | 97 |