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-1.62%
This Month
+10.31%
Year To Date
+87.53%
2 Years
+101.59%
5 Years
+270.42%
10 Years
+25.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology37.34%
- 💰 Finance37%
- 📊 ETFs11.94%
- 💵 Cash5.56%
- 🛠️ Producer Manufacturing3.92%
- 📡 Communications3.19%
- 🖥️ Technology Services1.34%
- 🍞 Consumer Non Durables0.98%
- ❓ Other0.77%
- 🏥 Health Services0.47%
- 🚗 Consumer Durables0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE33.64%
- 🇺🇸 NYSE27.83%
- 🇭🇰 Hong Kong Exchanges20.16%
- 🇺🇸 Nasdaq14.55%
- Regular Trading Hours - RTH0.77%
- 🇺🇸 OTC Markets Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom33.58%
- 🇨🇳 China20.16%
- 🇪🇸 Spain14.35%
- 🇺🇸 United States13.88%
- 🇰🇷 South Korea2.25%
- 🇳🇱 Netherlands0.06%
Dividends
Dividend Yield
1.91%
10 out of 20 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SDLF.L (6.25%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 VOD.L | Pay Day | Jul 30, 2026 | $0.03 |
Performance Metrics
Score 7.5/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
2.07
2.07
0
1
2
3
3
Jensen's Alpha
11.55
11.55
-2
0
2
12
12
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
2.44
2.44
0
0.75
1.25
3
3
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
0
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
2.07
2.07
0
1
2
3
3
Jensen's Alpha
11.55
11.55
-2
0
2
12
12
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
2.44
2.44
0
0.75
1.25
3
3
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
15.43
High:
BA
114.28BALow:
INTC
-175.38INTCDetails
PEG Ratio
19.32
High:
ULVR.L
232.48ULVR.LLow:INTC
-203.76INTCDetails
Price/Book
2.17
High:
RR.L
44.55RR.LLow:
TSPH
0.32TSPHDetails
Price/Sales
2.31
High:TSPH
528.22TSPHLow:
LPL
0.21LPLDetails
Price/CF
5.43
High:
SOLV
75.9SOLVLow:
2318.HK
1.522318.HKDetails
Price/FCF
9.08
High:SOLV
256.08SOLVLow:2318.HK
1.722318.HKDetails
P/E Ratio
15.43
High:BA
114.28BALow:INTC
-175.38INTCDetails
PEG Ratio
19.32
High:ULVR.L
232.48ULVR.LLow:INTC
-203.76INTCDetails
Price/Book
2.17
High:RR.L
44.55RR.LLow:TSPH
0.32TSPHDetails
Price/Sales
2.31
High:TSPH
528.22TSPHLow:LPL
0.21LPLDetails
Price/CF
5.43
High:SOLV
75.9SOLVLow:2318.HK
1.522318.HKDetails
Price/FCF
9.08
High:SOLV
256.08SOLVLow:2318.HK
1.722318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.06% | Nov 2021 | May 2024 | 30 |
-10.42% | Mar 2026 | May 2026 | 2 |
-9.34% | Sep 2020 | Nov 2020 | 2 |
-5.78% | Jul 2020 | Aug 2020 | 1 |
-5.53% | Jul 2021 | Oct 2021 | 3 |
-4.76% | Oct 2024 | Feb 2025 | 4 |
-1.81% | Jun 2024 | Aug 2024 | 2 |
-1.62% | Jul 2026 | - | 1 |
-0.84% | Jan 2021 | Feb 2021 | 1 |
-0.54% | Nov 2025 | Dec 2025 | 1 |
-0.28% | Apr 2025 | May 2025 | 1 |