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+0.88%
This Month
+5.21%
Year To Date
+259.28%
2 Years
+1131.84%
5 Years
+1131.84%
10 Years
+76.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology94.59%
- 🖥️ Technology Services5.07%
- 💵 Cash2.95%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE94.59%
- 🇺🇸 Nasdaq5.07%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom94.59%
- 🇺🇸 United States5.07%
Dividends
Dividend Yield
0.82%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RR.L (0.87%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.82% | 0.87% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9.4/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
1.67
1.67
0
0.5
1
2
2
Sortino Ratio
4.55
4.55
0
1
2
5
5
Jensen's Alpha
59.62
59.62
-2
0
2
60
60
Omega Ratio
3.67
3.67
0
1
1.5
4
4
Treynor Ratio
5.25
5.25
0
0.75
1.25
6
6
Information Ratio
1.52
1.52
0
0.3
0.6
2
2
Calmar Ratio
1.64
1.64
0
0.3
0.6
2
2
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
1.67
1.67
0
0.5
1
2
2
Sortino Ratio
4.55
4.55
0
1
2
5
5
Jensen's Alpha
59.62
59.62
-2
0
2
60
60
Omega Ratio
3.67
3.67
0
1
1.5
4
4
Treynor Ratio
5.25
5.25
0
0.75
1.25
6
6
Information Ratio
1.52
1.52
0
0.3
0.6
2
2
Calmar Ratio
1.64
1.64
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
19.89
High:
PLTR
342.82PLTRLow:RR.L
17.67RR.LDetails
PEG Ratio
26.41
High:PLTR
294.69PLTRLow:RR.L
12.04RR.LDetails
Price/Book
43.54
High:PLTR
53.01PLTRLow:RR.L
42.53RR.LDetails
Price/Sales
5.91
High:PLTR
96.73PLTRLow:RR.L
5.25RR.LDetails
Price/CF
23.35
High:PLTR
258.05PLTRLow:RR.L
20.82RR.LDetails
Price/FCF
27.4
High:PLTR
261.46PLTRLow:RR.L
24.47RR.LDetails
P/E Ratio
19.89
High:PLTR
342.82PLTRLow:RR.L
17.67RR.LDetails
PEG Ratio
26.41
High:PLTR
294.69PLTRLow:RR.L
12.04RR.LDetails
Price/Book
43.54
High:PLTR
53.01PLTRLow:RR.L
42.53RR.LDetails
Price/Sales
5.91
High:PLTR
96.73PLTRLow:RR.L
5.25RR.LDetails
Price/CF
23.35
High:PLTR
258.05PLTRLow:RR.L
20.82RR.LDetails
Price/FCF
27.4
High:PLTR
261.46PLTRLow:RR.L
24.47RR.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.28% | Oct 2021 | Feb 2023 | 16 |
-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 |