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-5.03%
This Month
-2.78%
Year To Date
+34.37%
2 Years
+2.24%
5 Years
+28.61%
10 Years
+3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading55.31%
- 🖥️ Technology Services23.07%
- 🪨 Non Energy Minerals12.07%
- ⛏️ Energy Minerals2.8%
- 💵 Cash2.38%
- 💻 Electronic Technology2.21%
- 🚗 Consumer Durables1.7%
- 🧪 Process Industries0.78%
- 🧬 Health Technology0.12%
- 🪙 Cryptocurrencies0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.83%
- 🇺🇸 NYSE23.07%
- 🇬🇧 LSE10.92%
- 🇫🇷 Euronext Paris4.78%
- 🇭🇰 Hong Kong Exchanges3.58%
- 🇨🇭 SIX2.92%
- 🇮🇹 Borsa Italiana2.4%
- 🇪🇸 Bolsa De Madrid1.71%
- 🇳🇱 Euronext Amsterdam0.64%
- Regular Trading Hours - RTH0.49%
- 🇸🇦 Tadawul0.4%
- 🇩🇪 FRA0.34%
- 🇸🇪 Stockholm Stock Exchange0.25%
- 🇩🇰 Copenhagen Stock Exchange0.17%
- 🌍 Digital Currency0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.22%
- 🇬🇧 United Kingdom9.35%
- 🇨🇦 Canada7.67%
- 🇨🇭 Switzerland6.92%
- 🇫🇷 France4.78%
- 🇨🇳 China3.78%
- 🇮🇪 Ireland3.33%
- 🇳🇱 Netherlands2.85%
- 🇮🇹 Italy2.4%
- 🇪🇸 Spain1.71%
- 🇱🇺 Luxembourg1.17%
- 🇺🇾 Uruguay0.89%
- 🇮🇱 Israel0.63%
- 🇰🇷 South Korea0.47%
- 🇸🇦 Saudi Arabia0.4%
- 🇩🇪 Germany0.34%
- 🇸🇪 Sweden0.25%
- 🇩🇰 Denmark0.17%
Dividends
Dividend Yield
0.87%
9 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $F (4.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.7/10
Beta
-0.1
-0.1
-1
0.8
1.2
-1
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
6.81
6.81
-2
0
2
7
7
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
-4.43
-4.43
-5
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
-0.1
-0.1
-1
0.8
1.2
-1
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
6.81
6.81
-2
0
2
7
7
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
-4.43
-4.43
-5
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.03
High:
SCCO
39.79SCCOLow:
PRE.L
-33.77PRE.LDetails
PEG Ratio
59.71
High:SCCO
149.04SCCOLow:
NIO
-132.09NIODetails
Price/Book
8.23
High:NIO
21.07NIOLow:
FXPO.L
0.61FXPO.LDetails
Price/Sales
8.32
High:SCCO
13.02SCCOLow:PRE.L
-PRE.LDetails
Price/CF
20.9
High:
EDIT
432.15EDITLow:
F
2.59FDetails
Price/FCF
54.97
High:
SAOC
326.13SAOCLow:F
5.83FDetails
P/E Ratio
28.03
High:SCCO
39.79SCCOLow:PRE.L
-33.77PRE.LDetails
PEG Ratio
59.71
High:SCCO
149.04SCCOLow:NIO
-132.09NIODetails
Price/Book
8.23
High:NIO
21.07NIOLow:FXPO.L
0.61FXPO.LDetails
Price/Sales
8.32
High:SCCO
13.02SCCOLow:PRE.L
-PRE.LDetails
Price/CF
20.9
High:EDIT
432.15EDITLow:F
2.59FDetails
Price/FCF
54.97
High:SAOC
326.13SAOCLow:F
5.83FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.76% | Feb 2021 | - | 62 |
-46.24% | Sep 2017 | Jun 2020 | 33 |
-10.56% | Apr 2017 | May 2017 | 1 |
-3.06% | Jul 2020 | Dec 2020 | 5 |
-0.9% | Jun 2017 | Jul 2017 | 1 |