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0%
This Month
+9.62%
Year To Date
+34.63%
2 Years
+66.74%
5 Years
+212.57%
10 Years
+22.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.62%
- 🧩 Miscellaneous22.71%
- 💻 Electronic Technology14.5%
- 🛍️ Retail Trade11.45%
- 🖥️ Technology Services10.53%
- 💰 Finance5.2%
- 🛠️ Producer Manufacturing2.11%
- 🚚 Transportation0.82%
- 💵 Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.43%
- 🇺🇸 NYSE30.79%
- 🇬🇧 LSE30.54%
- 🇺🇸 Chicago Board Options Exchange5.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.27%
- 🇬🇧 United Kingdom14.56%
- 🇹🇼 Taiwan0.93%
- 🇨🇳 China0.85%
Dividends
Dividend Yield
0.6%
18 out of 36 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $LLOY.L (3.55%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSCO.L | 0.28% | 2.94% | $0.12 |
 LLOY.L | 0.18% | 3.55% | $0.03 |
 SPY | 0.07% | 1.04% | - |
 ORCL | 0.01% | 1.01% | $1.6 |
 AVGO | 0.01% | 0.62% | $19.7 |
 MSFT | 0.01% | 0.85% | $3 |
 CRM | 0.01% | 0.9% | $0.4 |
 BABA | 0.01% | 0.73% | $0.98 |
 TSM | 0.01% | 0.62% | $1.74 |
 AMAT | 0.01% | 0.49% | $1.44 |
 LRCX | 0% | 0.38% | $8 |
 META | 0% | 0.31% | $1 |
 AAPL | 0% | 0.38% | $0.97 |
 MU | 0% | 0.11% | $0.46 |
 GOOGL | 0% | 0.25% | $0.2 |
 MRVL | 0% | 0.16% | $0.24 |
 ISF.L | 0% | 0.03% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Performance Metrics
Score 6.4/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
2.35
2.35
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
2.35
2.35
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.88
High:
DDOG
427.45DDOGLow:
INTC
-836.39INTCDetails
PEG Ratio
46.75
High:
UBER
561.2UBERLow:INTC
-851.7INTCDetails
Price/Book
9.93
High:
APP
77.81APPLow:LLOY.L
1.45LLOY.LDetails
Price/Sales
7.84
High:
PLTR
84.18PLTRLow:TSCO.L
0.43TSCO.LDetails
Price/CF
24.99
High:PLTR
214.31PLTRLow:LLOY.L
7.03LLOY.LDetails
Price/FCF
58.79
High:BABA
1,196.17BABALow:CRM
15.57CRMDetails
P/E Ratio
35.88
High:DDOG
427.45DDOGLow:INTC
-836.39INTCDetails
PEG Ratio
46.75
High:UBER
561.2UBERLow:INTC
-851.7INTCDetails
Price/Book
9.93
High:APP
77.81APPLow:LLOY.L
1.45LLOY.LDetails
Price/Sales
7.84
High:PLTR
84.18PLTRLow:TSCO.L
0.43TSCO.LDetails
Price/CF
24.99
High:PLTR
214.31PLTRLow:LLOY.L
7.03LLOY.LDetails
Price/FCF
58.79
High:BABA
1,196.17BABALow:CRM
15.57CRMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.05% | Jan 2022 | Feb 2024 | 25 |
-14.67% | Feb 2025 | Sep 2025 | 7 |
-9.33% | Sep 2021 | Nov 2021 | 2 |
-8.39% | Feb 2026 | Apr 2026 | 2 |
-6.8% | Sep 2020 | Nov 2020 | 2 |
-5.41% | Apr 2024 | Jun 2024 | 2 |
-3.98% | Nov 2025 | Jan 2026 | 2 |
-2.27% | Oct 2024 | Nov 2024 | 1 |
-1.36% | Jul 2024 | Aug 2024 | 1 |
-0.15% | Mar 2021 | Apr 2021 | 1 |