Loading...
+3.27%
This Month
+3.27%
Year To Date
+208.07%
2 Years
+642.28%
5 Years
-14.27%
10 Years
-1.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology56.11%
- 💵 Cash50.86%
- 🚗 Consumer Durables3.9%
- 🖥️ Technology Services1.56%
- 🛍️ Retail Trade1.16%
- 🪙 Cryptocurrencies1.08%
- 🚚 Transportation0.79%
- 🍞 Consumer Non Durables0.48%
- 💰 Finance0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE43.45%
- 🇺🇸 Nasdaq16.43%
- 🇺🇸 NYSE3.34%
- 🌍 Digital Currency1.08%
- 🇳🇴 Oslo Stock Exchange0.79%
- 🇪🇸 Bolsa De Madrid0.15%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom43.45%
- 🇺🇸 United States18.23%
- 🇮🇪 Ireland1.19%
- 🇳🇴 Norway0.79%
- 🇨🇳 China0.24%
- 🇪🇸 Spain0.15%
- 🇮🇱 Israel0.11%
Dividends
Dividend Yield
0.47%
7 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PLTK (11.49%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.7/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
1.79
1.79
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
1.79
1.79
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
41.39
High:
TSLA
280.13TSLALow:
MBLY
-25.44MBLYDetails
PEG Ratio
64.2
High:
ACN
1,887.5ACNLow:
NIO
-124.22NIODetails
Price/Book
32.68
High:
RR.L
44.98RR.LLow:
PLTK
-17.52PLTKDetails
Price/Sales
16.53
High:
NVDA
23.3NVDALow:
NAS.OL
0.46NAS.OLDetails
Price/CF
48.17
High:TSLA
99.57TSLALow:NAS.OL
2.28NAS.OLDetails
Price/FCF
54.82
High:
NKE
947.69NKELow:PLTK
5.63PLTKDetails
P/E Ratio
41.39
High:TSLA
280.13TSLALow:MBLY
-25.44MBLYDetails
PEG Ratio
64.2
High:ACN
1,887.5ACNLow:NIO
-124.22NIODetails
Price/Book
32.68
High:RR.L
44.98RR.LLow:PLTK
-17.52PLTKDetails
Price/Sales
16.53
High:NVDA
23.3NVDALow:NAS.OL
0.46NAS.OLDetails
Price/CF
48.17
High:TSLA
99.57TSLALow:NAS.OL
2.28NAS.OLDetails
Price/FCF
54.82
High:NKE
947.69NKELow:PLTK
5.63PLTKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-81.8% | Feb 2018 | Nov 2024 | 81 |
-4.81% | Oct 2025 | Jan 2026 | 3 |
-3.32% | Mar 2025 | May 2025 | 2 |
-2.97% | Dec 2024 | Feb 2025 | 2 |