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+2.8%
This Month
+5.39%
Year To Date
+177.7%
2 Years
+1251.33%
5 Years
+1251.33%
10 Years
+76.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies57.69%
- 🧪 Process Industries28.1%
- 💻 Electronic Technology13.65%
- 🛠️ Producer Manufacturing0.53%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency57.69%
- 🇬🇧 LSE28.51%
- 🇺🇸 Nasdaq13.65%
- 🇭🇰 Hong Kong Exchanges0.13%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom28.51%
- 🇺🇸 United States13.65%
- 🇨🇳 China0.13%
Dividends
Dividend Yield
0.62%
4 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ESNT.L (2.16%)
Performance Metrics
Score 9.1/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
1.46
1.46
0
0.5
1
2
2
Sortino Ratio
3.33
3.33
0
1
2
4
4
Jensen's Alpha
62.37
62.37
-2
0
2
63
63
Omega Ratio
2.91
2.91
0
1
1.5
3
3
Treynor Ratio
4.49
4.49
0
0.75
1.25
5
5
Information Ratio
1.36
1.36
0
0.3
0.6
2
2
Calmar Ratio
1.23
1.23
0
0.3
0.6
2
2
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
1.46
1.46
0
0.5
1
2
2
Sortino Ratio
3.33
3.33
0
1
2
4
4
Jensen's Alpha
62.37
62.37
-2
0
2
63
63
Omega Ratio
2.91
2.91
0
1
1.5
3
3
Treynor Ratio
4.49
4.49
0
0.75
1.25
5
5
Information Ratio
1.36
1.36
0
0.3
0.6
2
2
Calmar Ratio
1.23
1.23
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
36.34
High:
ESNT.L
118.65ESNT.LLow:
0968.HK
29.90968.HKDetails
PEG Ratio
54.96
High:
NVDA
54.96NVDALow:NVDA
54.96NVDADetails
Price/Book
27.38
High:NVDA
27.52NVDALow:0968.HK
0.830968.HKDetails
Price/Sales
20.07
High:NVDA
20.15NVDALow:ESNT.L
0.84ESNT.LDetails
Price/CF
44.62
High:NVDA
44.64NVDALow:0968.HK
13.330968.HKDetails
Price/FCF
55.43
High:0968.HK
99.420968.HKLow:ESNT.L
30.69ESNT.LDetails
P/E Ratio
36.34
High:ESNT.L
118.65ESNT.LLow:0968.HK
29.90968.HKDetails
PEG Ratio
54.96
High:NVDA
54.96NVDALow:NVDA
54.96NVDADetails
Price/Book
27.38
High:NVDA
27.52NVDALow:0968.HK
0.830968.HKDetails
Price/Sales
20.07
High:NVDA
20.15NVDALow:ESNT.L
0.84ESNT.LDetails
Price/CF
44.62
High:NVDA
44.64NVDALow:0968.HK
13.330968.HKDetails
Price/FCF
55.43
High:0968.HK
99.420968.HKLow:ESNT.L
30.69ESNT.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.48% | Nov 2021 | Feb 2023 | 15 |
-20.29% | Oct 2025 | - | 7 |
-6.36% | May 2023 | Jul 2023 | 2 |
-5.51% | Sep 2023 | Nov 2023 | 2 |
-3.35% | Apr 2024 | May 2024 | 1 |
-3.19% | Oct 2024 | Jan 2025 | 3 |
-1.64% | Jun 2024 | Aug 2024 | 2 |
-1.23% | Jul 2021 | Aug 2021 | 1 |
-0.82% | Jan 2024 | Feb 2024 | 1 |