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+1.49%
Today
-1.92%
This Month
+15.88%
Year To Date
+40.41%
2 Years
+58.37%
5 Years
+17.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📡 Communications24.13%
- 🖥️ Technology Services23.16%
- 💰 Finance10.12%
- 🛍️ Retail Trade9.82%
- 🏥 Health Services8.71%
- 💇♀️ Consumer Services6.02%
- ⛏️ Energy Minerals5.46%
- 🍞 Consumer Non Durables4.67%
- 🪨 Non Energy Minerals3.63%
- 💼 Commercial Services1.73%
- 💻 Electronic Technology1.38%
- 💵 Cash1.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.36%
- 🇺🇸 NYSE36.18%
- 🇬🇧 LSE13.94%
- 🇭🇰 Hong Kong Exchanges2.71%
- 🇫🇷 Euronext Paris1.58%
- 🇩🇪 FRA1.06%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom36.69%
- 🇺🇸 United States30.6%
- 🇨🇳 China17.48%
- 🇨🇦 Canada3.63%
- 🇮🇱 Israel2.64%
- 🇦🇪 United Arab Emirates2.04%
- 🇧🇷 Brazil1.73%
- 🇫🇷 France1.58%
- 🇰🇷 South Korea1.38%
- 🇩🇪 Germany1.06%
Dividends
Dividend Yield
1.9%
8 out of 20 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $HBR.L (10.25%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 VOD | Pay Day | Aug 1, 2025 | $0.25 |
Performance Metrics
Score 6.5/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.21
1.21
0
1
2
3
3
Jensen's Alpha
5.67
5.67
-2
0
2
6
6
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
1.25
1.25
0
0.3
0.6
2
2
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.21
1.21
0
1
2
3
3
Jensen's Alpha
5.67
5.67
-2
0
2
6
6
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
1.25
1.25
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-114.01
High:
FVRR
54.66FVRRLow:
ZH
-410.53ZHDetails
PEG Ratio
-46.4
High:
YALA
103.6YALALow:ZH
-414.58ZHDetails
Price/Book
0.87
High:
APPS
3.82APPSLow:
EHTH
0.19EHTHDetails
Price/Sales
1.08
High:YALA
4.09YALALow:
AMCX
0.15AMCXDetails
Price/CF
3.48
High:
UA
1,391.74UALow:AMCX
1.21AMCXDetails
Price/FCF
6.69
High:APPS
55.31APPSLow:AMCX
1.44AMCXDetails
P/E Ratio
-114.01
High:FVRR
54.66FVRRLow:ZH
-410.53ZHDetails
PEG Ratio
-46.4
High:YALA
103.6YALALow:ZH
-414.58ZHDetails
Price/Book
0.87
High:APPS
3.82APPSLow:EHTH
0.19EHTHDetails
Price/Sales
1.08
High:YALA
4.09YALALow:AMCX
0.15AMCXDetails
Price/CF
3.48
High:UA
1,391.74UALow:AMCX
1.21AMCXDetails
Price/FCF
6.69
High:APPS
55.31APPSLow:AMCX
1.44AMCXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.84% | Aug 2023 | Dec 2023 | 4 |
-9.77% | Mar 2024 | May 2024 | 2 |
-9.6% | Feb 2023 | Jul 2023 | 5 |
-6.33% | Jan 2024 | Feb 2024 | 1 |
-5.89% | Jun 2024 | Jul 2024 | 1 |
-3.99% | Sep 2022 | Nov 2022 | 2 |
-3.45% | Feb 2025 | Apr 2025 | 2 |
-3.36% | Jul 2025 | - | 1 |
-3.05% | Aug 2024 | Sep 2024 | 1 |
-1.76% | Oct 2024 | Dec 2024 | 2 |
-0.16% | Dec 2022 | Jan 2023 | 1 |