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-0.44%
Today
+13.18%
This Month
+5.69%
Year To Date
+76.7%
2 Years
+335.84%
5 Years
+33.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs46.67%
- 💻 Electronic Technology18.7%
- 🛍️ Retail Trade10.89%
- 🖥️ Technology Services9.62%
- 💰 Finance3.58%
- 🍞 Consumer Non Durables2.83%
- ⛏️ Energy Minerals2.63%
- 🛠️ Producer Manufacturing1.78%
- 🧬 Health Technology0.9%
- 🏭 Industrial Services0.8%
- 🚗 Consumer Durables0.73%
- 💇♀️ Consumer Services0.73%
- 💵 Cash0.13%
- 🪙 Cryptocurrencies0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE47.5%
- 🇺🇸 Nasdaq37.1%
- 🇺🇸 NYSE15.26%
- 🌍 Digital Currency0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.59%
- 🇮🇪 Ireland4.79%
- 🇺🇾 Uruguay4.08%
- 🇬🇧 United Kingdom1.44%
- 🇱🇺 Luxembourg1.29%
Dividends
Dividend Yield
0.37%
12 out of 33 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $IMB.L (6.79%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 SLB | Ex-Dividend | Jun 4, 2025 | $0.28 |
 REGN | Pay Day | Jun 6, 2025 | $0.88 |
 XOM | Pay Day | Jun 10, 2025 | $0.99 |
 MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 RTX | Pay Day | Jun 12, 2025 | $0.68 |
 KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
 JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
SLB | Pay Day | Jul 10, 2025 | $0.28 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
 IMB.L | Ex-Dividend | Aug 21, 2025 | $0.53 |
IMB.L | Pay Day | Sep 30, 2025 | $0.53 |
Performance Metrics
Score 7.1/10
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.64
1.64
0
1
2
3
3
Jensen's Alpha
20.54
20.54
-2
0
2
21
21
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.91
1.91
0
0.75
1.25
2
2
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.64
1.64
0
1
2
3
3
Jensen's Alpha
20.54
20.54
-2
0
2
21
21
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.91
1.91
0
0.75
1.25
2
2
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.61
High:
PLTR
538.82PLTRLow:
QBTS
-29.04QBTSDetails
PEG Ratio
565.72
High:
KO
10,253.3KOLow:
PENN
-26.67PENNDetails
Price/Book
11.66
High:
MA
78.38MALow:
LUNR
-10.81LUNRDetails
Price/Sales
8.15
High:
RGTI
464.67RGTILow:
HTZ
0.26HTZDetails
Price/CF
26.98
High:
MSTR
7,511.07MSTRLow:HTZ
0.57HTZDetails
Price/FCF
55.79
High:MSTR
1,187.5MSTRLow:HTZ
0.31HTZDetails
P/E Ratio
34.61
High:PLTR
538.82PLTRLow:QBTS
-29.04QBTSDetails
PEG Ratio
565.72
High:KO
10,253.3KOLow:PENN
-26.67PENNDetails
Price/Book
11.66
High:MA
78.38MALow:LUNR
-10.81LUNRDetails
Price/Sales
8.15
High:RGTI
464.67RGTILow:HTZ
0.26HTZDetails
Price/CF
26.98
High:MSTR
7,511.07MSTRLow:HTZ
0.57HTZDetails
Price/FCF
55.79
High:MSTR
1,187.5MSTRLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.04% | Sep 2021 | Nov 2024 | 38 |
-29.33% | May 2019 | Apr 2020 | 11 |
-23.43% | Oct 2020 | Nov 2020 | 1 |
-21.47% | Jul 2020 | Aug 2020 | 1 |
-14.25% | May 2021 | Aug 2021 | 3 |
-10.68% | Feb 2025 | May 2025 | 3 |
-0.54% | Jan 2021 | Feb 2021 | 1 |