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-1.61%
This Month
+0.95%
Year To Date
+24.64%
2 Years
+28.53%
5 Years
+114.16%
10 Years
+14.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs58.23%
- 💻 Electronic Technology10.12%
- 💰 Finance9.32%
- ⛏️ Energy Minerals9.26%
- 🪙 Cryptocurrencies3.64%
- 🏭 Industrial Services3.05%
- 🧬 Health Technology2.17%
- 🚗 Consumer Durables1.97%
- 🖥️ Technology Services1.46%
- 💵 Cash0.74%
- 🛠️ Producer Manufacturing0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE77.11%
- 🇺🇸 Nasdaq11.35%
- 🇫🇷 Euronext Paris4.91%
- 🌍 Digital Currency3.64%
- 🇭🇰 Hong Kong Exchanges2.43%
- 🇬🇧 LSE0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.9%
- 🇬🇧 United Kingdom12.11%
- 🇳🇱 Netherlands4.91%
- 🇨🇦 Canada3.05%
- 🇨🇳 China2.43%
- 🇩🇰 Denmark2.17%
- 🇷🇺 Russia0.01%
Dividends
Dividend Yield
1.09%
11 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.21
1.21
0
1
2
3
3
Jensen's Alpha
2.83
2.83
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.21
1.21
0
1
2
3
3
Jensen's Alpha
2.83
2.83
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.2
High:
TSLA
377.27TSLALow:
OGZDL.L
0.27OGZDL.LDetails
PEG Ratio
121.13
High:
O
297.48OLow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
7.74
High:
NVDA
28.28NVDALow:OGZDL.L
0.03OGZDL.LDetails
Price/Sales
6.2
High:NVDA
20.71NVDALow:
00857.HK
0.6100857.HKDetails
Price/CF
20.32
High:TSLA
107.92TSLALow:00857.HK
2.5800857.HKDetails
Price/FCF
38.49
High:TSLA
255.88TSLALow:
HSBC
5.09HSBCDetails
P/E Ratio
31.2
High:TSLA
377.27TSLALow:OGZDL.L
0.27OGZDL.LDetails
PEG Ratio
121.13
High:O
297.48OLow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
7.74
High:NVDA
28.28NVDALow:OGZDL.L
0.03OGZDL.LDetails
Price/Sales
6.2
High:NVDA
20.71NVDALow:00857.HK
0.6100857.HKDetails
Price/CF
20.32
High:TSLA
107.92TSLALow:00857.HK
2.5800857.HKDetails
Price/FCF
38.49
High:TSLA
255.88TSLALow:HSBC
5.09HSBCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.39% | Nov 2021 | Nov 2024 | 36 |
-6.74% | Apr 2020 | Jul 2020 | 3 |
-6.27% | Mar 2025 | May 2025 | 2 |
-4.01% | Sep 2021 | Oct 2021 | 1 |
-2.61% | Jul 2021 | Aug 2021 | 1 |
-2.43% | Dec 2024 | Jan 2025 | 1 |
-2.25% | Feb 2026 | - | 2 |
-1.55% | Nov 2025 | Jan 2026 | 2 |
-1.04% | Mar 2021 | Apr 2021 | 1 |
-0.99% | Sep 2020 | Oct 2020 | 1 |