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+11.13%
This Month
+14.44%
Year To Date
+172.9%
2 Years
+562.57%
5 Years
+550.89%
10 Years
+40.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology92.55%
- 💵 Cash22.38%
- 🪙 Cryptocurrencies1.95%
- 🧩 Miscellaneous1%
- 📊 ETFs0.9%
- 📈 Indexes0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE89.69%
- 🇺🇸 Nasdaq4.01%
- 🌍 Digital Currency1.95%
- 🇺🇸 NYSE0.47%
- 🇩🇪 Xetra ETFs0.18%
- 🌍 CFD0.11%
- 🇺🇸 Chicago Board Options Exchange0.09%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom88.7%
- 🇺🇸 United States3.85%
Dividends
Dividend Yield
0.67%
2 out of 28 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $RR.L (0.75%)
Performance Metrics
Score 9.2/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
1.36
1.36
0
0.5
1
2
2
Sortino Ratio
3
3
0
1
2
3
3
Jensen's Alpha
29.67
29.67
-2
0
2
30
30
Omega Ratio
2.38
2.38
0
1
1.5
3
3
Treynor Ratio
3.61
3.61
0
0.75
1.25
4
4
Information Ratio
1.11
1.11
0
0.3
0.6
2
2
Calmar Ratio
1.37
1.37
0
0.3
0.6
2
2
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
1.36
1.36
0
0.5
1
2
2
Sortino Ratio
3
3
0
1
2
3
3
Jensen's Alpha
29.67
29.67
-2
0
2
30
30
Omega Ratio
2.38
2.38
0
1
1.5
3
3
Treynor Ratio
3.61
3.61
0
0.75
1.25
4
4
Information Ratio
1.11
1.11
0
0.3
0.6
2
2
Calmar Ratio
1.37
1.37
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
25.08
High:
NVDA
32.9NVDALow:
RR.L
18.21RR.LDetails
PEG Ratio
14.46
High:NVDA
30.03NVDALow:RR.L
13.78RR.LDetails
Price/Book
30.36
High:RR.L
39.07RR.LLow:NVDA
26.62NVDADetails
Price/Sales
9.38
High:NVDA
20.67NVDALow:RR.L
5.02RR.LDetails
Price/CF
30.65
High:NVDA
40.43NVDALow:RR.L
22.14RR.LDetails
Price/FCF
41.41
High:NVDA
48.33NVDALow:RR.L
33.73RR.LDetails
P/E Ratio
25.08
High:NVDA
32.9NVDALow:RR.L
18.21RR.LDetails
PEG Ratio
14.46
High:NVDA
30.03NVDALow:RR.L
13.78RR.LDetails
Price/Book
30.36
High:RR.L
39.07RR.LLow:NVDA
26.62NVDADetails
Price/Sales
9.38
High:NVDA
20.67NVDALow:RR.L
5.02RR.LDetails
Price/CF
30.65
High:NVDA
40.43NVDALow:RR.L
22.14RR.LDetails
Price/FCF
41.41
High:NVDA
48.33NVDALow:RR.L
33.73RR.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.15% | Nov 2021 | Feb 2023 | 15 |
-16.81% | Mar 2026 | - | 3 |
-10.9% | Oct 2025 | Jan 2026 | 3 |
-4.88% | Sep 2021 | Oct 2021 | 1 |
-4.33% | Apr 2024 | May 2024 | 1 |
-3.69% | May 2023 | Jun 2023 | 1 |
-2.83% | Jan 2021 | Jun 2021 | 5 |
-2.57% | Sep 2023 | Nov 2023 | 2 |
-2.25% | Jul 2021 | Aug 2021 | 1 |
-0.5% | Jul 2024 | Aug 2024 | 1 |
-0.12% | Oct 2024 | Nov 2024 | 1 |
-0.07% | Dec 2024 | Jan 2025 | 1 |