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-1.62%
This Month
+0.56%
Year To Date
+33.72%
2 Years
+97.09%
5 Years
+97.09%
10 Years
+19.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous89.43%
- 💵 Cash11.56%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.92%
- 🇬🇧 LSE38.66%
- 🇺🇸 NYSE4.85%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.85%
Dividends
Dividend Yield
0.18%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QQQ (0.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.18% | 0.4% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.5/10
Beta
0.39
0.39
0
0.8
1.2
0
2
Sharpe Ratio
1.19
1.19
0
0.5
1
2
2
Sortino Ratio
2.12
2.12
0
1
2
3
3
Jensen's Alpha
9.27
9.27
-2
0
2
10
10
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
3.04
3.04
0
0.75
1.25
4
4
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
1.99
1.99
0
0.3
0.6
2
2
Beta
0.39
0.39
0
0.8
1.2
0
2
Sharpe Ratio
1.19
1.19
0
0.5
1
2
2
Sortino Ratio
2.12
2.12
0
1
2
3
3
Jensen's Alpha
9.27
9.27
-2
0
2
10
10
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
3.04
3.04
0
0.75
1.25
4
4
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
1.99
1.99
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.82% | Jan 2025 | Sep 2025 | 8 |
-8.4% | Mar 2026 | May 2026 | 2 |
-2.81% | Nov 2022 | Mar 2023 | 4 |
-2.3% | Aug 2024 | Sep 2024 | 1 |
-2.21% | Jun 2026 | - | 2 |
-1.89% | Aug 2023 | Oct 2023 | 2 |
-0.67% | Dec 2025 | Jan 2026 | 1 |