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-0.25%
This Month
-7.28%
Year To Date
-6.96%
2 Years
-8.01%
5 Years
-38.9%
10 Years
-5.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading58.97%
- 💰 Finance23.71%
- 📊 ETFs6.2%
- 💵 Cash5.64%
- 💇♀️ Consumer Services4.86%
- 🪙 Cryptocurrencies0.09%
- 🪨 Non Energy Minerals0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.99%
- 🇺🇸 Nasdaq22.84%
- 🌍 Digital Currency17.27%
- 🇬🇧 LSE1.85%
- 🇫🇷 Euronext Paris0.8%
- 🇦🇪 Dubai Financial Market0.66%
- 🇳🇱 Euronext Amsterdam0.57%
- 🇮🇹 Borsa Italiana0.37%
- 🇩🇪 FRA0.25%
- 🇸🇪 Stockholm Stock Exchange0.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.55%
- 🇬🇧 United Kingdom2.1%
- 🇩🇪 Germany1.28%
- 🇫🇷 France0.8%
- 🇨🇿 Czech Republic0.57%
- 🇮🇱 Israel0.53%
- 🇮🇹 Italy0.37%
- 🇮🇪 Ireland0.3%
- 🇸🇪 Sweden0.2%
- 🇨🇳 China0.14%
- 🇧🇷 Brazil0.01%
Dividends
Dividend Yield
0.57%
4 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DIS (1.43%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.6/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.02
-0.02
-1
1
2
3
3
Jensen's Alpha
-9.47
-9.47
-10
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
-0.06
-0.06
-1
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.02
-0.02
-1
1
2
3
3
Jensen's Alpha
-9.47
-9.47
-10
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
-0.06
-0.06
-1
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.63
High:
GGB
35.84GGBLow:
DIS
15.48DISDetails
PEG Ratio
137.34
High:
MA
162.88MALow:DIS
12.86DISDetails
Price/Book
16.46
High:MA
58.86MALow:GGB
0.84GGBDetails
Price/Sales
9.47
High:MA
13.93MALow:GGB
0.66GGBDetails
Price/CF
26.84
High:MA
29.46MALow:GGB
5.24GGBDetails
Price/FCF
36.4
High:DIS
38.73DISLow:GGB
35.46GGBDetails
P/E Ratio
28.63
High:GGB
35.84GGBLow:DIS
15.48DISDetails
PEG Ratio
137.34
High:MA
162.88MALow:DIS
12.86DISDetails
Price/Book
16.46
High:MA
58.86MALow:GGB
0.84GGBDetails
Price/Sales
9.47
High:MA
13.93MALow:GGB
0.66GGBDetails
Price/CF
26.84
High:MA
29.46MALow:GGB
5.24GGBDetails
Price/FCF
36.4
High:DIS
38.73DISLow:GGB
35.46GGBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.76% | Jan 2018 | - | 99 |
-20.34% | Jun 2017 | Oct 2017 | 4 |
-5.58% | Apr 2017 | May 2017 | 1 |