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-3.54%
This Month
-0.35%
Year To Date
-0.38%
2 Years
-3.13%
5 Years
-79.64%
10 Years
-17.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🍞 Consumer Non Durables22.56%
- 📊 ETFs16.89%
- 💵 Cash12.97%
- 💰 Finance7.82%
- 🪙 Cryptocurrencies7.48%
- 📦 Distribution Services6.5%
- 💻 Electronic Technology6.19%
- 🚗 Consumer Durables5.66%
- 💼 Commercial Services5.35%
- ⚡ Utilities4.35%
- 🪨 Non Energy Minerals4.25%
- 🖥️ Technology Services1.51%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE35.9%
- 🇫🇷 Euronext Paris13.95%
- 🇺🇸 NYSE13.84%
- 🇺🇸 Nasdaq13.13%
- 🌍 Digital Currency7.48%
- 🇦🇺 Sydney4.25%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom22.24%
- 🇺🇸 United States17.25%
- 🇫🇷 France13.95%
- 🇨🇭 Switzerland6.5%
- 🇦🇺 Australia4.25%
Dividends
Dividend Yield
1.58%
8 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TRIG.L (10.96%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
-0.6
-0.6
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.66
-0.66
-1
1
2
3
3
Jensen's Alpha
-21.2
-21.2
-22
0
2
4.5
4.5
Omega Ratio
0.33
0.33
0
1
1.5
2.5
2.5
Treynor Ratio
-2.12
-2.12
-3
0.75
1.25
2
2
Information Ratio
-1.04
-1.04
-2
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
-0.6
-0.6
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.66
-0.66
-1
1
2
3
3
Jensen's Alpha
-21.2
-21.2
-22
0
2
4.5
4.5
Omega Ratio
0.33
0.33
0
1
1.5
2.5
2.5
Treynor Ratio
-2.12
-2.12
-3
0.75
1.25
2
2
Information Ratio
-1.04
-1.04
-2
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
54.76
High:
KER.PA
430.9KER.PALow:
CNA.L
-170.84CNA.LDetails
PEG Ratio
111.86
High:
ANET
213.09ANETLow:
DVP.ASX
3.23DVP.ASXDetails
Price/Book
11.33
High:
CL
1,413.65CLLow:
TRIG.L
0.65TRIG.LDetails
Price/Sales
6.23
High:
MSTR
90.21MSTRLow:
GLEN.L
0.33GLEN.LDetails
Price/CF
40.04
High:MSTR
7,511.07MSTRLow:
BRBY.L
7.63BRBY.LDetails
Price/FCF
64.02
High:MSTR
1,187.5MSTRLow:BRBY.L
8.87BRBY.LDetails
P/E Ratio
54.76
High:KER.PA
430.9KER.PALow:CNA.L
-170.84CNA.LDetails
PEG Ratio
111.86
High:ANET
213.09ANETLow:DVP.ASX
3.23DVP.ASXDetails
Price/Book
11.33
High:CL
1,413.65CLLow:TRIG.L
0.65TRIG.LDetails
Price/Sales
6.23
High:MSTR
90.21MSTRLow:GLEN.L
0.33GLEN.LDetails
Price/CF
40.04
High:MSTR
7,511.07MSTRLow:BRBY.L
7.63BRBY.LDetails
Price/FCF
64.02
High:MSTR
1,187.5MSTRLow:BRBY.L
8.87BRBY.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.97% | Jan 2018 | - | 99 |