Loading...
+5.68%
This Month
+130.28%
Year To Date
+454.38%
2 Years
+454.38%
5 Years
+454.38%
10 Years
+135.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous35.07%
- 💵 Cash19.71%
- 💰 Finance16.04%
- 💻 Electronic Technology6.92%
- 🏥 Health Services5.31%
- 🖥️ Technology Services5.22%
- 🧬 Health Technology5.22%
- ⚡ Utilities4.78%
- 🚚 Transportation4.32%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE35.07%
- 🇺🇸 Nasdaq31.35%
- 🇺🇸 NYSE11.69%
- 🇪🇸 Bolsa De Madrid4.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.01%
- 🇬🇧 United Kingdom35.07%
- 🇪🇸 Spain4.78%
- 🇸🇬 Singapore4.32%
- 🇨🇦 Canada2.71%
Dividends
Dividend Yield
0.07%
1 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ANE.MC (1.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ANE.MC | 0.07% | 1.46% | $0.39 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.3/10
Beta
3
3
0
0.8
1.2
0
3
Sharpe Ratio
1.45
1.45
0
0.5
1
2
2
Sortino Ratio
3.66
3.66
0
1
2
4
4
Jensen's Alpha
53.69
53.69
-2
0
2
54
54
Omega Ratio
3.11
3.11
0
1
1.5
4
4
Treynor Ratio
3
3
0
0.75
1.25
3
3
Information Ratio
1.25
1.25
0
0.3
0.6
2
2
Calmar Ratio
4.47
4.47
0
0.3
0.6
5
5
Beta
3
3
0
0.8
1.2
0
3
Sharpe Ratio
1.45
1.45
0
0.5
1
2
2
Sortino Ratio
3.66
3.66
0
1
2
4
4
Jensen's Alpha
53.69
53.69
-2
0
2
54
54
Omega Ratio
3.11
3.11
0
1
1.5
4
4
Treynor Ratio
3
3
0
0.75
1.25
3
3
Information Ratio
1.25
1.25
0
0.3
0.6
2
2
Calmar Ratio
4.47
4.47
0
0.3
0.6
5
5
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
120.63
High:
GRAB
205.09GRABLow:
TEM.US
-74.12TEM.USDetails
PEG Ratio
-20.66
High:GRAB
136.06GRABLow:
LMND
-344.61LMNDDetails
Price/Book
5.89
High:TEM.US
49.23TEM.USLow:
ANE.MC
1.36ANE.MCDetails
Price/Sales
11.17
High:
ABCL
50.76ABCLLow:ANE.MC
2.49ANE.MCDetails
Price/CF
37.38
High:
EDIT
432.15EDITLow:
TBBK
7.55TBBKDetails
Price/FCF
46.52
High:
HIMS
109.91HIMSLow:TBBK
7.62TBBKDetails
P/E Ratio
120.63
High:GRAB
205.09GRABLow:TEM.US
-74.12TEM.USDetails
PEG Ratio
-20.66
High:GRAB
136.06GRABLow:LMND
-344.61LMNDDetails
Price/Book
5.89
High:TEM.US
49.23TEM.USLow:ANE.MC
1.36ANE.MCDetails
Price/Sales
11.17
High:ABCL
50.76ABCLLow:ANE.MC
2.49ANE.MCDetails
Price/CF
37.38
High:EDIT
432.15EDITLow:TBBK
7.55TBBKDetails
Price/FCF
46.52
High:HIMS
109.91HIMSLow:TBBK
7.62TBBKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.74% | Aug 2024 | Nov 2024 | 3 |
-20.56% | Apr 2024 | May 2024 | 1 |
-10.02% | Jan 2024 | Feb 2024 | 1 |
-9.32% | Dec 2024 | Jan 2025 | 1 |
-6.38% | Mar 2025 | Apr 2025 | 1 |
-1.67% | Aug 2025 | Sep 2025 | 1 |