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+1.47%
This Month
-2.3%
Year To Date
+16.03%
2 Years
+16.03%
5 Years
+16.03%
10 Years
+11.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs51.62%
- 🧩 Miscellaneous46.9%
- 💻 Electronic Technology1.48%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE46.9%
- 🇩🇪 Xetra ETFs36.42%
- 🇺🇸 NYSE15.3%
- 🇺🇸 Nasdaq1.07%
- 🇺🇸 Chicago Board Options Exchange0.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States1.48%
Dividends
Dividend Yield
0%
1 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.6/10
Beta
0.51
0.51
0
0.8
1.2
0
2
Sharpe Ratio
2.04
2.04
0
0.5
1
3
3
Sortino Ratio
4.86
4.86
0
1
2
5
5
Jensen's Alpha
9.3
9.3
-2
0
2
10
10
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
2.2
2.2
0
0.75
1.25
3
3
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
6.31
6.31
0
0.3
0.6
7
7
Beta
0.51
0.51
0
0.8
1.2
0
2
Sharpe Ratio
2.04
2.04
0
0.5
1
3
3
Sortino Ratio
4.86
4.86
0
1
2
5
5
Jensen's Alpha
9.3
9.3
-2
0
2
10
10
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
2.2
2.2
0
0.75
1.25
3
3
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
6.31
6.31
0
0.3
0.6
7
7
Portfolio Valuation
Based on current positions
P/E Ratio
35.92
High:NVDA
35.86NVDALow:
QBTS
-12.44QBTSDetails
PEG Ratio
54.24
High:NVDA
54.24NVDALow:NVDA
54.24NVDADetails
Price/Book
27.11
High:NVDA
27.16NVDALow:QBTS
5.77QBTSDetails
Price/Sales
19.89
High:QBTS
196.66QBTSLow:NVDA
19.89NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
P/E Ratio
35.92
High:NVDA
35.86NVDALow:QBTS
-12.44QBTSDetails
PEG Ratio
54.24
High:NVDA
54.24NVDALow:NVDA
54.24NVDADetails
Price/Book
27.11
High:NVDA
27.16NVDALow:QBTS
5.77QBTSDetails
Price/Sales
19.89
High:QBTS
196.66QBTSLow:NVDA
19.89NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.55% | Mar 2026 | - | 2 |
-2.94% | Feb 2025 | May 2025 | 3 |
-0.46% | Nov 2025 | Dec 2025 | 1 |