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-2.59%
This Month
+1.89%
Year To Date
+69.92%
2 Years
+62.11%
5 Years
+299.87%
10 Years
+29.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs41.48%
- 🪙 Cryptocurrencies18.6%
- 🖥️ Technology Services11.48%
- 💻 Electronic Technology8.85%
- 🧬 Health Technology7.28%
- 💰 Finance4.95%
- ⛏️ Energy Minerals4.72%
- 🛍️ Retail Trade1.46%
- 🏥 Health Services0.71%
- 🚗 Consumer Durables0.47%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE34.6%
- 🇺🇸 Nasdaq24.77%
- 🇺🇸 NYSE19.7%
- 🌍 Digital Currency18.6%
- 🇭🇰 Hong Kong Exchanges1.46%
- 🇺🇸 Chicago Board Options Exchange0.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.35%
- 🇬🇧 United Kingdom11.79%
- 🇰🇷 South Korea8.85%
- 🇨🇳 China1.46%
- 🇯🇵 Japan0.47%
Dividends
Dividend Yield
0.44%
6 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SHEL.L (3.48%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
2.05
2.05
0
1
2
3
3
Jensen's Alpha
21.34
21.34
-2
0
2
22
22
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
2.6
2.6
0
0.75
1.25
3
3
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
2.05
2.05
0
1
2
3
3
Jensen's Alpha
21.34
21.34
-2
0
2
22
22
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
2.6
2.6
0
0.75
1.25
3
3
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.5
High:
PLTR
242.08PLTRLow:
CLSK
-9.95CLSKDetails
PEG Ratio
67.63
High:PLTR
104.1PLTRLow:
VRTX
3.67VRTXDetails
Price/Book
2.63
High:PLTR
49.59PLTRLow:
MARA
1.02MARADetails
Price/Sales
2.92
High:
MSTR
90.21MSTRLow:
SPI.L
0.51SPI.LDetails
Price/CF
9.9
High:MSTR
7,511.07MSTRLow:SPI.L
4.14SPI.LDetails
Price/FCF
28.74
High:
9988.HK
2,771.019988.HKLow:SPI.L
9.77SPI.LDetails
P/E Ratio
26.5
High:PLTR
242.08PLTRLow:CLSK
-9.95CLSKDetails
PEG Ratio
67.63
High:PLTR
104.1PLTRLow:VRTX
3.67VRTXDetails
Price/Book
2.63
High:PLTR
49.59PLTRLow:MARA
1.02MARADetails
Price/Sales
2.92
High:MSTR
90.21MSTRLow:SPI.L
0.51SPI.LDetails
Price/CF
9.9
High:MSTR
7,511.07MSTRLow:SPI.L
4.14SPI.LDetails
Price/FCF
28.74
High:9988.HK
2,771.019988.HKLow:SPI.L
9.77SPI.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.37% | Nov 2021 | Jun 2025 | 43 |
-11.85% | Nov 2025 | - | 5 |
-10.36% | Sep 2021 | Oct 2021 | 1 |
-9.57% | Jun 2021 | Aug 2021 | 2 |
-0.13% | Aug 2025 | Sep 2025 | 1 |