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+6.83%
This Month
+2.19%
Year To Date
+216.81%
2 Years
+1096.49%
5 Years
+1096.49%
10 Years
+71.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology93.91%
- 🖥️ Technology Services5.73%
- 💵 Cash2.95%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE93.91%
- 🇺🇸 Nasdaq5.73%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom93.91%
- 🇺🇸 United States5.73%
Dividends
Dividend Yield
0.74%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RR.L (0.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.74% | 0.79% | - |
Performance Metrics
Score 9.4/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
1.72
1.72
0
0.5
1
2
2
Sortino Ratio
4.69
4.69
0
1
2
5
5
Jensen's Alpha
62.28
62.28
-2
0
2
63
63
Omega Ratio
3.81
3.81
0
1
1.5
4
4
Treynor Ratio
5.46
5.46
0
0.75
1.25
6
6
Information Ratio
1.57
1.57
0
0.3
0.6
2
2
Calmar Ratio
1.69
1.69
0
0.3
0.6
2
2
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
1.72
1.72
0
0.5
1
2
2
Sortino Ratio
4.69
4.69
0
1
2
5
5
Jensen's Alpha
62.28
62.28
-2
0
2
63
63
Omega Ratio
3.81
3.81
0
1
1.5
4
4
Treynor Ratio
5.46
5.46
0
0.75
1.25
6
6
Information Ratio
1.57
1.57
0
0.3
0.6
2
2
Calmar Ratio
1.69
1.69
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
19.97
High:
PLTR
231.49PLTRLow:RR.L
17.43RR.LDetails
PEG Ratio
18.16
High:PLTR
99.54PLTRLow:RR.L
13.19RR.LDetails
Price/Book
38.51
High:PLTR
47.42PLTRLow:RR.L
37.39RR.LDetails
Price/Sales
5.52
High:PLTR
84.24PLTRLow:RR.L
4.81RR.LDetails
Price/CF
25.26
High:PLTR
214.31PLTRLow:RR.L
22.14RR.LDetails
Price/FCF
38.17
High:PLTR
217.77PLTRLow:RR.L
33.73RR.LDetails
P/E Ratio
19.97
High:PLTR
231.49PLTRLow:RR.L
17.43RR.LDetails
PEG Ratio
18.16
High:PLTR
99.54PLTRLow:RR.L
13.19RR.LDetails
Price/Book
38.51
High:PLTR
47.42PLTRLow:RR.L
37.39RR.LDetails
Price/Sales
5.52
High:PLTR
84.24PLTRLow:RR.L
4.81RR.LDetails
Price/CF
25.26
High:PLTR
214.31PLTRLow:RR.L
22.14RR.LDetails
Price/FCF
38.17
High:PLTR
217.77PLTRLow:RR.L
33.73RR.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.28% | Oct 2021 | Feb 2023 | 16 |
-17.25% | Mar 2026 | - | 2 |
-11.1% | Oct 2025 | Jan 2026 | 3 |
-4.61% | Sep 2023 | Nov 2023 | 2 |
-4.2% | Jun 2021 | Aug 2021 | 2 |
-3.95% | May 2023 | Jun 2023 | 1 |
-3.95% | Apr 2024 | May 2024 | 1 |
-0.33% | Oct 2024 | Nov 2024 | 1 |
-0.3% | Jul 2024 | Aug 2024 | 1 |