Loading...
+4.57%
This Month
+38.45%
Year To Date
+88.43%
2 Years
+305.85%
5 Years
+439.45%
10 Years
+14.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧪 Process Industries39.22%
- ⛏️ Energy Minerals22.43%
- 🖥️ Technology Services12.75%
- 💵 Cash11.35%
- 💼 Commercial Services5.83%
- 🏭 Industrial Services3.81%
- 🚚 Transportation3.78%
- 🛍️ Retail Trade2.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE57.64%
- 🇺🇸 Nasdaq18.54%
- 🇬🇧 LSE11.56%
- 🇫🇷 Euronext Paris2.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.51%
- 🇬🇧 United Kingdom26.67%
- 🇧🇲 Bermuda11.56%
- 🇫🇷 France2.33%
Dividends
Dividend Yield
3.59%
8 out of 12 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $GKP.L (8.45%)
Performance Metrics
Score 7/10
Beta
0.4
0.4
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
13.19
13.19
-2
0
2
14
14
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
3.53
3.53
0
0.75
1.25
4
4
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
0.4
0.4
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
13.19
13.19
-2
0
2
14
14
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
3.53
3.53
0
0.75
1.25
4
4
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.23
High:
RDDT
51.14RDDTLow:
LYB
-32.5LYBDetails
PEG Ratio
90.48
High:
UBER
523.92UBERLow:
DUOL
3.38DUOLDetails
Price/Book
5
High:RDDT
8.87RDDTLow:
GKP.L
1.26GKP.LDetails
Price/Sales
3.4
High:RDDT
12.54RDDTLow:
DOW
0.69DOWDetails
Price/CF
12.55
High:RDDT
67.52RDDTLow:
VG
2.55VGDetails
Price/FCF
49.05
High:
AMZN
325.85AMZNLow:
PYPL
10.09PYPLDetails
P/E Ratio
28.23
High:RDDT
51.14RDDTLow:LYB
-32.5LYBDetails
PEG Ratio
90.48
High:UBER
523.92UBERLow:DUOL
3.38DUOLDetails
Price/Book
5
High:RDDT
8.87RDDTLow:GKP.L
1.26GKP.LDetails
Price/Sales
3.4
High:RDDT
12.54RDDTLow:DOW
0.69DOWDetails
Price/CF
12.55
High:RDDT
67.52RDDTLow:VG
2.55VGDetails
Price/FCF
49.05
High:AMZN
325.85AMZNLow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.8% | Nov 2021 | Mar 2022 | 4 |
-20.65% | May 2022 | Jan 2023 | 8 |
-14.12% | Oct 2024 | Aug 2025 | 10 |
-13.04% | Jun 2020 | Nov 2020 | 5 |
-2.97% | May 2023 | Jun 2023 | 1 |
-2.52% | Aug 2023 | Sep 2023 | 1 |
-2.41% | Jun 2024 | Jul 2024 | 1 |
-1.5% | Feb 2024 | Mar 2024 | 1 |
-1.42% | Dec 2025 | Jan 2026 | 1 |
-0.88% | Aug 2021 | Sep 2021 | 1 |