Loading...
+0.53%
This Month
+28.3%
Year To Date
+180.83%
2 Years
+305.18%
5 Years
+329.61%
10 Years
+23.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash42.74%
- 📊 ETFs38.6%
- 🛍️ Retail Trade9.53%
- 🖥️ Technology Services5.63%
- 💰 Finance3.4%
- 🪙 Cryptocurrencies1.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.18%
- 🇺🇸 Nasdaq22.95%
- 🇬🇧 LSE8.03%
- 🌍 Digital Currency1.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.16%
- 🇬🇧 United Kingdom3.4%
Dividends
Dividend Yield
0.02%
1 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GOOGL (0.32%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOOGL | 0.02% | 0.32% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.3/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.78
1.78
0
1
2
3
3
Jensen's Alpha
13.8
13.8
-2
0
2
14
14
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
2.52
2.52
0
0.75
1.25
3
3
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.78
1.78
0
1
2
3
3
Jensen's Alpha
13.8
13.8
-2
0
2
14
14
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
2.52
2.52
0
0.75
1.25
3
3
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.79
High:
AMZN
32.51AMZNLow:
WISE.L
23.44WISE.LDetails
PEG Ratio
80.49
High:WISE.L
147.6WISE.LLow:AMZN
57.92AMZNDetails
Price/Book
7.45
High:
GOOGL
8.45GOOGLLow:AMZN
6.8AMZNDetails
Price/Sales
4.65
High:GOOGL
8.32GOOGLLow:AMZN
3.44AMZNDetails
Price/CF
17.86
High:WISE.L
23.58WISE.LLow:GOOGL
16.08GOOGLDetails
Price/FCF
67.04
High:AMZN
175.86AMZNLow:WISE.L
25.69WISE.LDetails
P/E Ratio
29.79
High:AMZN
32.51AMZNLow:WISE.L
23.44WISE.LDetails
PEG Ratio
80.49
High:WISE.L
147.6WISE.LLow:AMZN
57.92AMZNDetails
Price/Book
7.45
High:GOOGL
8.45GOOGLLow:AMZN
6.8AMZNDetails
Price/Sales
4.65
High:GOOGL
8.32GOOGLLow:AMZN
3.44AMZNDetails
Price/CF
17.86
High:WISE.L
23.58WISE.LLow:GOOGL
16.08GOOGLDetails
Price/FCF
67.04
High:AMZN
175.86AMZNLow:WISE.L
25.69WISE.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.78% | Nov 2021 | Feb 2024 | 27 |
-7.56% | Sep 2020 | Nov 2020 | 2 |
-4.41% | Feb 2025 | Apr 2025 | 2 |
-3% | Jul 2021 | Aug 2021 | 1 |
-1.63% | Mar 2021 | Jun 2021 | 3 |
-1.48% | Mar 2024 | Jun 2024 | 3 |
-1.23% | Jun 2020 | Aug 2020 | 2 |