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-6.2%
This Month
+109.96%
Year To Date
+466.74%
2 Years
+1030.26%
5 Years
+1030.26%
10 Years
+81.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology92.16%
- 🖥️ Technology Services7.47%
- 💵 Cash2.95%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE92.16%
- 🇺🇸 Nasdaq7.47%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom92.16%
- 🇺🇸 United States7.47%
Dividends
Dividend Yield
0.87%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RR.L (0.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.87% | 0.94% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9.4/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
1.77
1.77
0
0.5
1
2
2
Sortino Ratio
5.01
5.01
0
1
2
6
6
Jensen's Alpha
65.94
65.94
-2
0
2
66
66
Omega Ratio
4.27
4.27
0
1
1.5
5
5
Treynor Ratio
5.57
5.57
0
0.75
1.25
6
6
Information Ratio
1.64
1.64
0
0.3
0.6
2
2
Calmar Ratio
1.79
1.79
0
0.3
0.6
2
2
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
1.77
1.77
0
0.5
1
2
2
Sortino Ratio
5.01
5.01
0
1
2
6
6
Jensen's Alpha
65.94
65.94
-2
0
2
66
66
Omega Ratio
4.27
4.27
0
1
1.5
5
5
Treynor Ratio
5.57
5.57
0
0.75
1.25
6
6
Information Ratio
1.64
1.64
0
0.3
0.6
2
2
Calmar Ratio
1.79
1.79
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.83
High:
PLTR
613.59PLTRLow:
RR.L
16.36RR.LDetails
PEG Ratio
68.99
High:PLTR
782.99PLTRLow:RR.L
11.15RR.LDetails
Price/Book
43.88
High:PLTR
73.86PLTRLow:RR.L
39.37RR.LDetails
Price/Sales
6.17
High:PLTR
137.53PLTRLow:RR.L
4.86RR.LDetails
Price/CF
25.95
High:PLTR
202PLTRLow:RR.L
20.82RR.LDetails
Price/FCF
30.36
High:PLTR
204.47PLTRLow:RR.L
24.47RR.LDetails
P/E Ratio
20.83
High:PLTR
613.59PLTRLow:RR.L
16.36RR.LDetails
PEG Ratio
68.99
High:PLTR
782.99PLTRLow:RR.L
11.15RR.LDetails
Price/Book
43.88
High:PLTR
73.86PLTRLow:RR.L
39.37RR.LDetails
Price/Sales
6.17
High:PLTR
137.53PLTRLow:RR.L
4.86RR.LDetails
Price/CF
25.95
High:PLTR
202PLTRLow:RR.L
20.82RR.LDetails
Price/FCF
30.36
High:PLTR
204.47PLTRLow:RR.L
24.47RR.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.28% | Oct 2021 | Feb 2023 | 16 |
-6.2% | Oct 2025 | - | 1 |
-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 |