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-6.87%
This Month
+7.46%
Year To Date
+141.37%
2 Years
+335.24%
5 Years
+335.24%
10 Years
+38.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology64.82%
- 🛠️ Producer Manufacturing25.53%
- 🚗 Consumer Durables6.52%
- 🖥️ Technology Services2.2%
- 💰 Finance0.87%
- 💵 Cash0.25%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE48.35%
- 🇺🇸 NYSE34.72%
- 🇺🇸 Nasdaq16.01%
- 🇦🇺 Sydney0.87%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.72%
- 🇬🇧 United Kingdom48.35%
- 🇦🇺 Australia0.87%
Dividends
Dividend Yield
0.62%
7 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QBE.ASX (5.24%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9.2/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
1.56
1.56
0
0.5
1
2
2
Sortino Ratio
3.61
3.61
0
1
2
4
4
Jensen's Alpha
26.45
26.45
-2
0
2
27
27
Omega Ratio
3.47
3.47
0
1
1.5
4
4
Treynor Ratio
2.64
2.64
0
0.75
1.25
3
3
Information Ratio
1.74
1.74
0
0.3
0.6
2
2
Calmar Ratio
1.69
1.69
0
0.3
0.6
2
2
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
1.56
1.56
0
0.5
1
2
2
Sortino Ratio
3.61
3.61
0
1
2
4
4
Jensen's Alpha
26.45
26.45
-2
0
2
27
27
Omega Ratio
3.47
3.47
0
1
1.5
4
4
Treynor Ratio
2.64
2.64
0
0.75
1.25
3
3
Information Ratio
1.74
1.74
0
0.3
0.6
2
2
Calmar Ratio
1.69
1.69
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
35.38
High:
TSLA
377.27TSLALow:
QBE.ASX
9.5QBE.ASXDetails
PEG Ratio
41.8
High:
AAPL
129.82AAPLLow:
RR.L
14.85RR.LDetails
Price/Book
22.16
High:RR.L
47.86RR.LLow:QBE.ASX
1.79QBE.ASXDetails
Price/Sales
8.22
High:TSLA
15.15TSLALow:QBE.ASX
0.85QBE.ASXDetails
Price/CF
30.14
High:TSLA
107.92TSLALow:QBE.ASX
4.7QBE.ASXDetails
Price/FCF
45.6
High:TSLA
255.88TSLALow:QBE.ASX
5.85QBE.ASXDetails
P/E Ratio
35.38
High:TSLA
377.27TSLALow:QBE.ASX
9.5QBE.ASXDetails
PEG Ratio
41.8
High:AAPL
129.82AAPLLow:RR.L
14.85RR.LDetails
Price/Book
22.16
High:RR.L
47.86RR.LLow:QBE.ASX
1.79QBE.ASXDetails
Price/Sales
8.22
High:TSLA
15.15TSLALow:QBE.ASX
0.85QBE.ASXDetails
Price/CF
30.14
High:TSLA
107.92TSLALow:QBE.ASX
4.7QBE.ASXDetails
Price/FCF
45.6
High:TSLA
255.88TSLALow:QBE.ASX
5.85QBE.ASXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.18% | Nov 2021 | Jun 2023 | 19 |
-10.77% | Sep 2023 | Nov 2023 | 2 |
-6.87% | Mar 2026 | - | 1 |
-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 |