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+3.56%
This Month
-1.48%
Year To Date
+27.7%
2 Years
+3.72%
5 Years
+935.36%
10 Years
+12.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash40.25%
- 🧩 Miscellaneous16.53%
- 🪙 Cryptocurrencies13.79%
- 💰 Finance6.58%
- 📊 ETFs6.16%
- 🚚 Transportation5.85%
- 🚗 Consumer Durables4.74%
- 💹 Forex4.31%
- 📦 Distribution Services3.25%
- ⛏️ Energy Minerals2.54%
- 💻 Electronic Technology0.99%
- 🛍️ Retail Trade0.77%
- 🖥️ Technology Services0.49%
- 🍞 Consumer Non Durables0.47%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.84%
- 🌍 Digital Currency13.79%
- 🇺🇸 Nasdaq10.32%
- 🇬🇧 LSE4.74%
- 🌍 FX4.31%
- 🇨🇭 SIX0.47%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.95%
- 🇬🇧 United Kingdom4.74%
- 🇧🇲 Bermuda3.52%
- 🇨🇭 Switzerland0.47%
Dividends
Dividend Yield
0.18%
5 out of 29 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NESN.ZU (4.06%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GAW.L | Pay Day | May 27, 2026 | $1.48 |
Performance Metrics
Score 8.1/10
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
2.24
2.24
0
1
2
3
3
Jensen's Alpha
19.27
19.27
-2
0
2
20
20
Omega Ratio
1.63
1.63
0
1
1.5
2.5
2.5
Treynor Ratio
3.42
3.42
0
0.75
1.25
4
4
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
0.88
0.88
0
0.3
0.6
1
1
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
2.24
2.24
0
1
2
3
3
Jensen's Alpha
19.27
19.27
-2
0
2
20
20
Omega Ratio
1.63
1.63
0
1
1.5
2.5
2.5
Treynor Ratio
3.42
3.42
0
0.75
1.25
4
4
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
0.88
0.88
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.78
High:
LHX
41.07LHXLow:
BTU
-57.27BTUDetails
PEG Ratio
193.2
High:
UBER
561.2UBERLow:
GME
13.13GMEDetails
Price/Book
6.25
High:GAW.L
20.35GAW.LLow:BTU
0.88BTUDetails
Price/Sales
4.49
High:GAW.L
10.01GAW.LLow:
SCSC
0.29SCSCDetails
Price/CF
14.67
High:GME
22.99GMELow:
TK
1.32TKDetails
Price/FCF
28.57
High:GAW.L
89.33GAW.LLow:TK
2TKDetails
P/E Ratio
23.78
High:LHX
41.07LHXLow:BTU
-57.27BTUDetails
PEG Ratio
193.2
High:UBER
561.2UBERLow:GME
13.13GMEDetails
Price/Book
6.25
High:GAW.L
20.35GAW.LLow:BTU
0.88BTUDetails
Price/Sales
4.49
High:GAW.L
10.01GAW.LLow:SCSC
0.29SCSCDetails
Price/CF
14.67
High:GME
22.99GMELow:TK
1.32TKDetails
Price/FCF
28.57
High:GAW.L
89.33GAW.LLow:TK
2TKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.27% | Oct 2013 | Apr 2017 | 42 |
-29.61% | Feb 2018 | Jul 2020 | 29 |
-27.1% | May 2021 | Jul 2025 | 50 |
-11.97% | Sep 2017 | Nov 2017 | 2 |
-10.55% | Jul 2017 | Aug 2017 | 1 |
-6.17% | Oct 2025 | - | 7 |
-4.47% | Sep 2020 | Nov 2020 | 2 |