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+6.54%
This Month
+2.51%
Year To Date
+167.62%
2 Years
+490.57%
5 Years
+483.07%
10 Years
+38.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology91.92%
- 💵 Cash22.5%
- 👥 Copy Trading2.62%
- 🪙 Cryptocurrencies1.96%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE89.51%
- 🇺🇸 Nasdaq4.05%
- 🌍 Digital Currency1.96%
- 🇺🇸 NYSE0.25%
- 🌍 CFD0.08%
- 🇺🇸 Chicago Board Options Exchange0.08%
- 🇩🇪 Xetra ETFs0.07%
- 🌍 FX0.01%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom88.38%
- 🇺🇸 United States3.54%
Dividends
Dividend Yield
0.7%
2 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RR.L (0.79%)
Performance Metrics
Score 9.4/10
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
1.57
1.57
0
0.5
1
2
2
Sortino Ratio
4.36
4.36
0
1
2
5
5
Jensen's Alpha
32.22
32.22
-2
0
2
33
33
Omega Ratio
2.59
2.59
0
1
1.5
3
3
Treynor Ratio
4.22
4.22
0
0.75
1.25
5
5
Information Ratio
1.2
1.2
0
0.3
0.6
2
2
Calmar Ratio
1.53
1.53
0
0.3
0.6
2
2
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
1.57
1.57
0
0.5
1
2
2
Sortino Ratio
4.36
4.36
0
1
2
5
5
Jensen's Alpha
32.22
32.22
-2
0
2
33
33
Omega Ratio
2.59
2.59
0
1
1.5
3
3
Treynor Ratio
4.22
4.22
0
0.75
1.25
5
5
Information Ratio
1.2
1.2
0
0.3
0.6
2
2
Calmar Ratio
1.53
1.53
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
24.48
High:
NVDA
35.86NVDALow:
RR.L
17.43RR.LDetails
PEG Ratio
14.77
High:NVDA
54.24NVDALow:RR.L
13.19RR.LDetails
Price/Book
30.87
High:RR.L
37.39RR.LLow:NVDA
27.16NVDADetails
Price/Sales
8.36
High:NVDA
19.89NVDALow:RR.L
4.81RR.LDetails
Price/CF
30.85
High:NVDA
44.64NVDALow:RR.L
22.14RR.LDetails
Price/FCF
43.21
High:NVDA
55.44NVDALow:RR.L
33.73RR.LDetails
P/E Ratio
24.48
High:NVDA
35.86NVDALow:RR.L
17.43RR.LDetails
PEG Ratio
14.77
High:NVDA
54.24NVDALow:RR.L
13.19RR.LDetails
Price/Book
30.87
High:RR.L
37.39RR.LLow:NVDA
27.16NVDADetails
Price/Sales
8.36
High:NVDA
19.89NVDALow:RR.L
4.81RR.LDetails
Price/CF
30.85
High:NVDA
44.64NVDALow:RR.L
22.14RR.LDetails
Price/FCF
43.21
High:NVDA
55.44NVDALow:RR.L
33.73RR.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.15% | Nov 2021 | Feb 2023 | 15 |
-16.81% | Mar 2026 | - | 2 |
-10.9% | Oct 2025 | Jan 2026 | 3 |
-4.88% | Sep 2021 | Oct 2021 | 1 |
-4.33% | Apr 2024 | May 2024 | 1 |
-3.69% | May 2023 | Jun 2023 | 1 |
-2.83% | Jan 2021 | Jun 2021 | 5 |
-2.57% | Sep 2023 | Nov 2023 | 2 |
-2.25% | Jul 2021 | Aug 2021 | 1 |
-0.5% | Jul 2024 | Aug 2024 | 1 |
-0.12% | Oct 2024 | Nov 2024 | 1 |
-0.07% | Dec 2024 | Jan 2025 | 1 |