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+0.44%
This Month
-6.89%
Year To Date
+32.92%
2 Years
+82.48%
5 Years
+82.48%
10 Years
+18.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous74.17%
- 💵 Cash22.99%
- 📈 Indexes3.49%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE41.27%
- 🇺🇸 Nasdaq26.97%
- 🇺🇸 NYSE5.92%
- 🌍 CFD3.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States5.92%
Dividends
Dividend Yield
0.13%
1 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QQQ (0.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.13% | 0.48% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.9/10
Beta
0.31
0.31
0
0.8
1.2
0
2
Sharpe Ratio
1.46
1.46
0
0.5
1
2
2
Sortino Ratio
3.12
3.12
0
1
2
4
4
Jensen's Alpha
12.53
12.53
-2
0
2
13
13
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
4.32
4.32
0
0.75
1.25
5
5
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
2.2
2.2
0
0.3
0.6
3
3
Beta
0.31
0.31
0
0.8
1.2
0
2
Sharpe Ratio
1.46
1.46
0
0.5
1
2
2
Sortino Ratio
3.12
3.12
0
1
2
4
4
Jensen's Alpha
12.53
12.53
-2
0
2
13
13
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
4.32
4.32
0
0.75
1.25
5
5
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
2.2
2.2
0
0.3
0.6
3
3
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 | - | 2 |
-2.81% | Nov 2022 | Mar 2023 | 4 |
-2.3% | Aug 2024 | Sep 2024 | 1 |
-1.89% | Aug 2023 | Oct 2023 | 2 |
-0.67% | Dec 2025 | Jan 2026 | 1 |