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-0.12%
This Month
+33.99%
Year To Date
+163.84%
2 Years
+45.59%
5 Years
+45.59%
10 Years
+8.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services41.24%
- 🪙 Cryptocurrencies30.84%
- 💻 Electronic Technology16.31%
- 💵 Cash4.31%
- ⚡ Utilities3.54%
- 🛍️ Retail Trade3.39%
- 💇♀️ Consumer Services2.47%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.42%
- 🌍 Digital Currency30.84%
- 🇺🇸 NYSE3.99%
- 🇬🇧 LSE3.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.41%
- 🇬🇧 United Kingdom3.54%
Dividends
Dividend Yield
0.32%
11 out of 15 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $DRX.L (4.18%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
 IBM | Pay Day | Sep 10, 2025 | $1.68 |
 MSFT | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
 MCD | Pay Day | Sep 16, 2025 | $1.77 |
 DRX.L | Ex-Dividend | Sep 25, 2025 | $0.15 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
DRX.L | Pay Day | Oct 24, 2025 | $0.15 |
Performance Metrics
Score 3.3/10
Beta
2.07
2.07
0
0.8
1.2
0
3
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-2.98
-2.98
-3
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
2.07
2.07
0
0.8
1.2
0
3
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-2.98
-2.98
-3
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.07
High:
PLTR
518.91PLTRLow:
DRX.L
5.8DRX.LDetails
PEG Ratio
1,609.39
High:
AAPL
24,779.06AAPLLow:
DIS
12.88DISDetails
Price/Book
15.1
High:PLTR
62.46PLTRLow:
MCD
-81.96MCDDetails
Price/Sales
11.48
High:PLTR
116.31PLTRLow:DRX.L
0.42DRX.LDetails
Price/CF
28.79
High:PLTR
202PLTRLow:DRX.L
3.01DRX.LDetails
Price/FCF
55.33
High:PLTR
204.47PLTRLow:DRX.L
6.04DRX.LDetails
P/E Ratio
38.07
High:PLTR
518.91PLTRLow:DRX.L
5.8DRX.LDetails
PEG Ratio
1,609.39
High:AAPL
24,779.06AAPLLow:DIS
12.88DISDetails
Price/Book
15.1
High:PLTR
62.46PLTRLow:MCD
-81.96MCDDetails
Price/Sales
11.48
High:PLTR
116.31PLTRLow:DRX.L
0.42DRX.LDetails
Price/CF
28.79
High:PLTR
202PLTRLow:DRX.L
3.01DRX.LDetails
Price/FCF
55.33
High:PLTR
204.47PLTRLow:DRX.L
6.04DRX.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.24% | Sep 2021 | - | 49 |
-32.06% | May 2021 | Aug 2021 | 3 |