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+0.42%
Today
+2.41%
This Month
+12.18%
Year To Date
+16.95%
2 Years
+30.65%
5 Years
+7.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash47.49%
- 🚗 Consumer Durables16.72%
- 📊 ETFs5.92%
- 💻 Electronic Technology4.29%
- 💇♀️ Consumer Services3.39%
- 🛍️ Retail Trade2.82%
- 💰 Finance2.45%
- 🚚 Transportation2.35%
- 🖥️ Technology Services0.42%
Exchanges Breakdown
- Exchange
- Total
- 🇮🇹 Borsa Italiana16.72%
- 🇺🇸 NYSE12.97%
- 🇺🇸 Nasdaq8.67%
Countries Breakdown
- Country
- Total
- 🇳🇱 Netherlands16.72%
- 🇺🇸 United States13.37%
- 🇬🇷 Greece2.35%
Dividends
Dividend Yield
2.47%
5 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SDIV (10.78%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.2/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-0.17
-0.17
-2
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-0.17
-0.17
-2
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
24.81
High:
NEGG
663.48NEGGLow:
INTC
-5.2INTCDetails
PEG Ratio
48.99
High:NEGG
650.56NEGGLow:
FCEL
-318.58FCELDetails
Price/Book
0.41
High:NEGG
3.47NEGGLow:
SUNWQ
-SUNWQDetails
Price/Sales
0.25
High:NEGG
9.4NEGGLow:SUNWQ
-SUNWQDetails
Price/CF
9.3
High:
LXP
11.62LXPLow:
DSX
3.03DSXDetails
Price/FCF
13.03
High:LXP
63.37LXPLow:
STLAM.MI
8.12STLAM.MIDetails
P/E Ratio
24.81
High:NEGG
663.48NEGGLow:INTC
-5.2INTCDetails
PEG Ratio
48.99
High:NEGG
650.56NEGGLow:FCEL
-318.58FCELDetails
Price/Book
0.41
High:NEGG
3.47NEGGLow:SUNWQ
-SUNWQDetails
Price/Sales
0.25
High:NEGG
9.4NEGGLow:SUNWQ
-SUNWQDetails
Price/CF
9.3
High:LXP
11.62LXPLow:DSX
3.03DSXDetails
Price/FCF
13.03
High:LXP
63.37LXPLow:STLAM.MI
8.12STLAM.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.62% | Apr 2022 | Jul 2023 | 15 |
-7.6% | Aug 2023 | Dec 2023 | 4 |
-6.17% | Apr 2024 | Sep 2024 | 5 |
-4.76% | Mar 2025 | May 2025 | 2 |
-3.42% | Jan 2024 | Feb 2024 | 1 |
-3.38% | Nov 2021 | Dec 2021 | 1 |
-1.37% | Feb 2022 | Mar 2022 | 1 |
-0.75% | Dec 2024 | Jan 2025 | 1 |
-0.17% | Oct 2024 | Nov 2024 | 1 |