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+4.51%
This Month
+4.51%
Year To Date
+8.05%
2 Years
+50.88%
5 Years
+148.01%
10 Years
+18.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash33.55%
- ⛏️ Energy Minerals15.83%
- 💻 Electronic Technology14.35%
- 🚗 Consumer Durables12.89%
- 🛍️ Retail Trade7.92%
- 📡 Communications5.99%
- 📊 ETFs3.85%
- 🧪 Process Industries2.48%
- 🪙 Cryptocurrencies2.01%
- 🧬 Health Technology1.87%
- 💇♀️ Consumer Services1.67%
- 🪨 Non Energy Minerals1.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.13%
- 🇺🇸 Nasdaq21.32%
- 🇩🇪 FRA4.53%
- 🌍 Digital Currency2.01%
- 🇨🇭 SIX1.87%
- 🇬🇧 LSE1.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.33%
- 🇩🇪 Germany4.53%
- 🇨🇳 China4.27%
- 🇨🇭 Switzerland1.87%
- 🇬🇧 United Kingdom1.05%
Dividends
Dividend Yield
1.52%
6 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $F (5.49%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.1/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
2.6
2.6
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
2.6
2.6
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.76
High:
WBD
149.15WBDLow:
PBF
-7.06PBFDetails
PEG Ratio
77.79
High:
AMD
155.26AMDLow:
NIO
-125.34NIODetails
Price/Book
4.9
High:NIO
19.99NIOLow:
PDL.L
0.41PDL.LDetails
Price/Sales
2.96
High:AMD
12.95AMDLow:
KSS
0.13KSSDetails
Price/CF
15.57
High:PBF
68.12PBFLow:PDL.L
1.13PDL.LDetails
Price/FCF
61.29
High:
AMZN
225.5AMZNLow:PDL.L
1.85PDL.LDetails
P/E Ratio
33.76
High:WBD
149.15WBDLow:PBF
-7.06PBFDetails
PEG Ratio
77.79
High:AMD
155.26AMDLow:NIO
-125.34NIODetails
Price/Book
4.9
High:NIO
19.99NIOLow:PDL.L
0.41PDL.LDetails
Price/Sales
2.96
High:AMD
12.95AMDLow:KSS
0.13KSSDetails
Price/CF
15.57
High:PBF
68.12PBFLow:PDL.L
1.13PDL.LDetails
Price/FCF
61.29
High:AMZN
225.5AMZNLow:PDL.L
1.85PDL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.41% | Apr 2024 | - | 22 |
-19.5% | Apr 2022 | Mar 2024 | 23 |
-13.49% | Jul 2020 | Nov 2020 | 4 |
-6.53% | Nov 2021 | Mar 2022 | 4 |
-5.99% | Jul 2021 | Aug 2021 | 1 |
-5.19% | Sep 2021 | Oct 2021 | 1 |