Loading...
+7.04%
This Month
+32.07%
Year To Date
+227.91%
2 Years
+1303.01%
5 Years
+1446.33%
10 Years
+74.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology94.95%
- 🖥️ Technology Services5.04%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE94.95%
- 🇺🇸 Nasdaq5.04%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom94.95%
- 🇺🇸 United States5.04%
Dividends
Dividend Yield
0.59%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RR.L (0.62%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.59% | 0.62% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9.3/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
1.61
1.61
0
0.5
1
2
2
Sortino Ratio
3.86
3.86
0
1
2
4
4
Jensen's Alpha
55.13
55.13
-2
0
2
56
56
Omega Ratio
3.27
3.27
0
1
1.5
4
4
Treynor Ratio
5.02
5.02
0
0.75
1.25
6
6
Information Ratio
1.42
1.42
0
0.3
0.6
2
2
Calmar Ratio
1.57
1.57
0
0.3
0.6
2
2
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
1.61
1.61
0
0.5
1
2
2
Sortino Ratio
3.86
3.86
0
1
2
4
4
Jensen's Alpha
55.13
55.13
-2
0
2
56
56
Omega Ratio
3.27
3.27
0
1
1.5
4
4
Treynor Ratio
5.02
5.02
0
0.75
1.25
6
6
Information Ratio
1.42
1.42
0
0.3
0.6
2
2
Calmar Ratio
1.57
1.57
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
22.51
High:
PLTR
142.85PLTRLow:RR.L
20.77RR.LDetails
PEG Ratio
17.47
High:PLTR
50.33PLTRLow:RR.L
15.72RR.LDetails
Price/Book
43.61
High:RR.L
44.55RR.LLow:PLTR
35.97PLTRDetails
Price/Sales
6.24
High:PLTR
62.4PLTRLow:RR.L
5.73RR.LDetails
Price/CF
23.96
High:PLTR
138.09PLTRLow:RR.L
22.14RR.LDetails
Price/FCF
36.21
High:PLTR
139.89PLTRLow:RR.L
33.73RR.LDetails
P/E Ratio
22.51
High:PLTR
142.85PLTRLow:RR.L
20.77RR.LDetails
PEG Ratio
17.47
High:PLTR
50.33PLTRLow:RR.L
15.72RR.LDetails
Price/Book
43.61
High:RR.L
44.55RR.LLow:PLTR
35.97PLTRDetails
Price/Sales
6.24
High:PLTR
62.4PLTRLow:RR.L
5.73RR.LDetails
Price/CF
23.96
High:PLTR
138.09PLTRLow:RR.L
22.14RR.LDetails
Price/FCF
36.21
High:PLTR
139.89PLTRLow:RR.L
33.73RR.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.28% | Oct 2021 | Feb 2023 | 16 |
-17.25% | Mar 2026 | Jun 2026 | 3 |
-11.1% | Oct 2025 | Jan 2026 | 3 |
-4.61% | Sep 2023 | Nov 2023 | 2 |
-4.2% | Jun 2021 | Aug 2021 | 2 |
-3.95% | May 2023 | Jun 2023 | 1 |
-3.95% | Apr 2024 | May 2024 | 1 |
-0.33% | Oct 2024 | Nov 2024 | 1 |
-0.3% | Jul 2024 | Aug 2024 | 1 |