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+6.29%
This Month
+39.75%
Year To Date
+234.96%
2 Years
+1023.17%
5 Years
+1019.35%
10 Years
+60.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services56.6%
- 💻 Electronic Technology25.84%
- 🪨 Non Energy Minerals14.37%
- 📡 Communications3.16%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq85.6%
- 🇦🇺 Sydney14.37%
Countries Breakdown
- Country
- Total
- 🇮🇱 Israel45.38%
- 🇺🇸 United States40.22%
- 🇦🇺 Australia14.37%
Dividends
Dividend Yield
0.1%
1 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ILU.ASX (0.93%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ILU.ASX | 0.1% | 0.93% | $0.07 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.5/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
3.08
3.08
0
1
2
4
4
Jensen's Alpha
76.02
76.02
-2
0
2
77
77
Omega Ratio
2.63
2.63
0
1
1.5
3
3
Treynor Ratio
6.73
6.73
0
0.75
1.25
7
7
Information Ratio
0.68
0.68
0
0.3
0.6
1
1
Calmar Ratio
1.52
1.52
0
0.3
0.6
2
2
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
3.08
3.08
0
1
2
4
4
Jensen's Alpha
76.02
76.02
-2
0
2
77
77
Omega Ratio
2.63
2.63
0
1
1.5
3
3
Treynor Ratio
6.73
6.73
0
0.75
1.25
7
7
Information Ratio
0.68
0.68
0
0.3
0.6
1
1
Calmar Ratio
1.52
1.52
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-81.13
High:
LYC.ASX
1,644.19LYC.ASXLow:
RKLB
-126.53RKLBDetails
PEG Ratio
-125.01
High:
FSLR
165.19FSLRLow:
AUR
-181.51AURDetails
Price/Book
6.27
High:RKLB
19RKLBLow:
ILU.ASX
1.13ILU.ASXDetails
Price/Sales
26.2
High:AUR
4,216.93AURLow:ILU.ASX
2.5ILU.ASXDetails
Price/CF
20.94
High:LYC.ASX
69.03LYC.ASXLow:FSLR
14.58FSLRDetails
Price/FCF
22.31
High:FSLR
38.59FSLRLow:ILU.ASX
11.98ILU.ASXDetails
P/E Ratio
-81.13
High:LYC.ASX
1,644.19LYC.ASXLow:RKLB
-126.53RKLBDetails
PEG Ratio
-125.01
High:FSLR
165.19FSLRLow:AUR
-181.51AURDetails
Price/Book
6.27
High:RKLB
19RKLBLow:ILU.ASX
1.13ILU.ASXDetails
Price/Sales
26.2
High:AUR
4,216.93AURLow:ILU.ASX
2.5ILU.ASXDetails
Price/CF
20.94
High:LYC.ASX
69.03LYC.ASXLow:FSLR
14.58FSLRDetails
Price/FCF
22.31
High:FSLR
38.59FSLRLow:ILU.ASX
11.98ILU.ASXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.57% | Feb 2021 | Mar 2023 | 25 |
-22.21% | Aug 2023 | Dec 2023 | 4 |
-19.29% | Dec 2024 | May 2025 | 5 |
-14.13% | Jan 2024 | Sep 2024 | 8 |
-6.52% | Nov 2025 | - | 2 |
-4.49% | Jul 2025 | Oct 2025 | 3 |