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-0.61%
This Month
+0.16%
Year To Date
+18.26%
2 Years
+51.71%
5 Years
+226.73%
10 Years
-7.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs58.16%
- 💵 Cash16.28%
- 💰 Finance9.09%
- 📈 Indexes7.64%
- 🖥️ Technology Services4.78%
- 🛍️ Retail Trade1.75%
- ⛏️ Energy Minerals0.83%
- 🪙 Cryptocurrencies0.77%
- 💼 Commercial Services0.3%
- 🏥 Health Services0.27%
- 💇♀️ Consumer Services0.18%
- 🧬 Health Technology0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE27.18%
- 🇺🇸 NYSE25.94%
- 🇩🇪 Xetra ETFs11.42%
- 🇺🇸 Nasdaq9.86%
- 🌍 CFD7.64%
- 🌍 Digital Currency0.77%
- 🇫🇷 Euronext Paris0.67%
- 🇮🇹 Borsa Italiana0.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.94%
- 🇬🇧 United Kingdom1.18%
- 🇫🇷 France0.67%
- 🇮🇹 Italy0.4%
- 🇩🇰 Denmark0.13%
Dividends
Dividend Yield
0.22%
13 out of 36 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ISP.MI (6.93%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.5/10
Beta
0.11
0.11
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
4.07
4.07
0
1
2
5
5
Jensen's Alpha
9.62
9.62
-2
0
2
10
10
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
8.13
8.13
0
0.75
1.25
9
9
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
2.56
2.56
0
0.3
0.6
3
3
Beta
0.11
0.11
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
4.07
4.07
0
1
2
5
5
Jensen's Alpha
9.62
9.62
-2
0
2
10
10
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
8.13
8.13
0
0.75
1.25
9
9
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
2.56
2.56
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
22.17
High:
O
56.73OLow:
MSTR
-7.96MSTRDetails
PEG Ratio
139.38
High:
V
564.33VLow:
SW.PA
3.02SW.PADetails
Price/Book
3.33
High:V
16VLow:
CCI
-24.25CCIDetails
Price/Sales
4.41
High:MSTR
90.21MSTRLow:SW.PA
0.28SW.PADetails
Price/CF
19.86
High:MSTR
7,511.07MSTRLow:
ISP.MI
3.47ISP.MIDetails
Price/FCF
57.47
High:MSTR
1,187.5MSTRLow:ISP.MI
3.91ISP.MIDetails
P/E Ratio
22.17
High:O
56.73OLow:MSTR
-7.96MSTRDetails
PEG Ratio
139.38
High:V
564.33VLow:SW.PA
3.02SW.PADetails
Price/Book
3.33
High:V
16VLow:CCI
-24.25CCIDetails
Price/Sales
4.41
High:MSTR
90.21MSTRLow:SW.PA
0.28SW.PADetails
Price/CF
19.86
High:MSTR
7,511.07MSTRLow:ISP.MI
3.47ISP.MIDetails
Price/FCF
57.47
High:MSTR
1,187.5MSTRLow:ISP.MI
3.91ISP.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-90.52% | Jun 2013 | - | 154 |
-38.67% | Oct 2012 | May 2013 | 7 |
-16.94% | Jan 2012 | Sep 2012 | 8 |