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+0.58%
This Month
-10.26%
Year To Date
+43.38%
2 Years
+117.55%
5 Years
+117.55%
10 Years
+35.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash45.89%
- 💻 Electronic Technology22.64%
- 🧩 Miscellaneous16.15%
- 🛍️ Retail Trade8.52%
- 🚚 Transportation8.32%
- 🪙 Cryptocurrencies7.25%
- 📊 ETFs4.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.16%
- 🇺🇸 NYSE20.5%
- 🇬🇧 LSE8.32%
- 🌍 Digital Currency7.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.16%
- 🇬🇧 United Kingdom8.32%
Dividends
Dividend Yield
0.52%
4 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QCOM (2.81%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.8/10
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
1.56
1.56
0
0.5
1
2
2
Sortino Ratio
3.14
3.14
0
1
2
4
4
Jensen's Alpha
9.09
9.09
-2
0
2
10
10
Omega Ratio
2.56
2.56
0
1
1.5
3
3
Treynor Ratio
1.81
1.81
0
0.75
1.25
2
2
Information Ratio
1.27
1.27
0
0.3
0.6
2
2
Calmar Ratio
2.48
2.48
0
0.3
0.6
3
3
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
1.56
1.56
0
0.5
1
2
2
Sortino Ratio
3.14
3.14
0
1
2
4
4
Jensen's Alpha
9.09
9.09
-2
0
2
10
10
Omega Ratio
2.56
2.56
0
1
1.5
3
3
Treynor Ratio
1.81
1.81
0
0.75
1.25
2
2
Information Ratio
1.27
1.27
0
0.3
0.6
2
2
Calmar Ratio
2.48
2.48
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
31.52
High:
AMD
82.24AMDLow:
IAG.L
5.99IAG.LDetails
PEG Ratio
90.83
High:
AAPL
126.57AAPLLow:IAG.L
19.75IAG.LDetails
Price/Book
16.07
High:AAPL
42.67AAPLLow:IAG.L
2.53IAG.LDetails
Price/Sales
6.12
High:AMD
10.35AMDLow:IAG.L
0.64IAG.LDetails
Price/CF
25.65
High:AMD
45.99AMDLow:IAG.L
3.6IAG.LDetails
Price/FCF
46.43
High:
AMZN
325.85AMZNLow:IAG.L
8.86IAG.LDetails
P/E Ratio
31.52
High:AMD
82.24AMDLow:IAG.L
5.99IAG.LDetails
PEG Ratio
90.83
High:AAPL
126.57AAPLLow:IAG.L
19.75IAG.LDetails
Price/Book
16.07
High:AAPL
42.67AAPLLow:IAG.L
2.53IAG.LDetails
Price/Sales
6.12
High:AMD
10.35AMDLow:IAG.L
0.64IAG.LDetails
Price/CF
25.65
High:AMD
45.99AMDLow:IAG.L
3.6IAG.LDetails
Price/FCF
46.43
High:AMZN
325.85AMZNLow:IAG.L
8.86IAG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.9% | Feb 2025 | Jul 2025 | 5 |
-12.3% | Nov 2025 | - | 6 |
-7.02% | Aug 2023 | Nov 2023 | 3 |
-3.46% | Apr 2024 | May 2024 | 1 |
-2.65% | Jul 2024 | Nov 2024 | 4 |