Loading...
+5.55%
This Month
+5.55%
Year To Date
+186.93%
2 Years
+327.49%
5 Years
+327.49%
10 Years
+39.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology65.91%
- 🛠️ Producer Manufacturing23.59%
- 🚗 Consumer Durables7.11%
- 🖥️ Technology Services2.56%
- 💰 Finance0.82%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE49.44%
- 🇺🇸 NYSE32.81%
- 🇺🇸 Nasdaq16.91%
- 🇦🇺 Sydney0.82%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.73%
- 🇬🇧 United Kingdom49.44%
- 🇦🇺 Australia0.82%
Dividends
Dividend Yield
0.71%
7 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QBE.ASX (4.8%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9.1/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
1.46
1.46
0
0.5
1
2
2
Sortino Ratio
3.32
3.32
0
1
2
4
4
Jensen's Alpha
23.38
23.38
-2
0
2
24
24
Omega Ratio
3.15
3.15
0
1
1.5
4
4
Treynor Ratio
2.44
2.44
0
0.75
1.25
3
3
Information Ratio
1.62
1.62
0
0.3
0.6
2
2
Calmar Ratio
1.57
1.57
0
0.3
0.6
2
2
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
1.46
1.46
0
0.5
1
2
2
Sortino Ratio
3.32
3.32
0
1
2
4
4
Jensen's Alpha
23.38
23.38
-2
0
2
24
24
Omega Ratio
3.15
3.15
0
1
1.5
4
4
Treynor Ratio
2.44
2.44
0
0.75
1.25
3
3
Information Ratio
1.62
1.62
0
0.3
0.6
2
2
Calmar Ratio
1.57
1.57
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
35.49
High:
TSLA
280.13TSLALow:
QBE.ASX
9.79QBE.ASXDetails
PEG Ratio
67.79
High:
GEV
312.1GEVLow:
RR.L
12.74RR.LDetails
Price/Book
21.96
High:
AAPL
49.43AAPLLow:QBE.ASX
1.78QBE.ASXDetails
Price/Sales
8.24
High:TSLA
15.46TSLALow:QBE.ASX
0.83QBE.ASXDetails
Price/CF
32.07
High:TSLA
99.57TSLALow:QBE.ASX
7.39QBE.ASXDetails
Price/FCF
50.75
High:TSLA
229.45TSLALow:QBE.ASX
9.91QBE.ASXDetails
P/E Ratio
35.49
High:TSLA
280.13TSLALow:QBE.ASX
9.79QBE.ASXDetails
PEG Ratio
67.79
High:GEV
312.1GEVLow:RR.L
12.74RR.LDetails
Price/Book
21.96
High:AAPL
49.43AAPLLow:QBE.ASX
1.78QBE.ASXDetails
Price/Sales
8.24
High:TSLA
15.46TSLALow:QBE.ASX
0.83QBE.ASXDetails
Price/CF
32.07
High:TSLA
99.57TSLALow:QBE.ASX
7.39QBE.ASXDetails
Price/FCF
50.75
High:TSLA
229.45TSLALow:QBE.ASX
9.91QBE.ASXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.18% | Nov 2021 | Jun 2023 | 19 |
-10.77% | Sep 2023 | Nov 2023 | 2 |
-4.32% | Nov 2025 | Dec 2025 | 1 |
-2.24% | Oct 2024 | Nov 2024 | 1 |
-2.19% | Apr 2024 | May 2024 | 1 |
-2.17% | Jan 2024 | Feb 2024 | 1 |
-2.14% | Mar 2025 | May 2025 | 2 |
-0.51% | Dec 2024 | Jan 2025 | 1 |