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+5.64%
This Month
+5.64%
Year To Date
+41.2%
2 Years
+37.21%
5 Years
+1095.36%
10 Years
+13.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash40.13%
- 📊 ETFs23.89%
- 🪙 Cryptocurrencies16.06%
- 💰 Finance7.26%
- 🚚 Transportation4.79%
- 🚗 Consumer Durables4.04%
- 💹 Forex3.9%
- ⛏️ Energy Minerals3.44%
- 📦 Distribution Services3.05%
- 💻 Electronic Technology0.91%
- 🛍️ Retail Trade0.62%
- 🍞 Consumer Non Durables0.42%
- 🖥️ Technology Services0.41%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.65%
- 🌍 Digital Currency16.06%
- 🇺🇸 Nasdaq10.72%
- 🇬🇧 LSE4.04%
- 🌍 FX3.9%
- 🇨🇭 SIX0.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.03%
- 🇬🇧 United Kingdom4.04%
- 🇧🇲 Bermuda2.44%
- 🇨🇭 Switzerland0.42%
Dividends
Dividend Yield
0.17%
5 out of 29 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NESN.ZU (4.18%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.2/10
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
2.39
2.39
0
1
2
3
3
Jensen's Alpha
20.09
20.09
-2
0
2
21
21
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
3.64
3.64
0
0.75
1.25
4
4
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
0.94
0.94
0
0.3
0.6
1
1
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
2.39
2.39
0
1
2
3
3
Jensen's Alpha
20.09
20.09
-2
0
2
21
21
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
3.64
3.64
0
0.75
1.25
4
4
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
0.94
0.94
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.84
High:
LHX
36.76LHXLow:
BTU
-128.2BTUDetails
PEG Ratio
346.49
High:
SKWD
612.3SKWDLow:
UBER
3.88UBERDetails
Price/Book
6.15
High:
GAW.L
18.64GAW.LLow:
SCSC
0.95SCSCDetails
Price/Sales
4.3
High:GAW.L
9.17GAW.LLow:SCSC
0.29SCSCDetails
Price/CF
17.46
High:LHX
24.61LHXLow:
TK
1.32TKDetails
Price/FCF
32.02
High:
NESN.ZU
135.85NESN.ZULow:TK
2TKDetails
P/E Ratio
17.84
High:LHX
36.76LHXLow:BTU
-128.2BTUDetails
PEG Ratio
346.49
High:SKWD
612.3SKWDLow:UBER
3.88UBERDetails
Price/Book
6.15
High:GAW.L
18.64GAW.LLow:SCSC
0.95SCSCDetails
Price/Sales
4.3
High:GAW.L
9.17GAW.LLow:SCSC
0.29SCSCDetails
Price/CF
17.46
High:LHX
24.61LHXLow:TK
1.32TKDetails
Price/FCF
32.02
High:NESN.ZU
135.85NESN.ZULow: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 |
-4.47% | Sep 2020 | Nov 2020 | 2 |
-2.97% | Oct 2025 | Jan 2026 | 3 |