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-0.02%
This Month
+100.66%
Year To Date
+427.55%
2 Years
+980.18%
5 Years
+980.18%
10 Years
+81.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology93.57%
- 🖥️ Technology Services6.43%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE93.57%
- 🇺🇸 Nasdaq6.43%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom93.57%
- 🇺🇸 United States6.43%
Dividends
Dividend Yield
0.92%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RR.L (0.98%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.92% | 0.98% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9.3/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
1.72
1.72
0
0.5
1
2
2
Sortino Ratio
4.84
4.84
0
1
2
5
5
Jensen's Alpha
64.44
64.44
-2
0
2
65
65
Omega Ratio
4.15
4.15
0
1
1.5
5
5
Treynor Ratio
5.49
5.49
0
0.75
1.25
6
6
Information Ratio
1.6
1.6
0
0.3
0.6
2
2
Calmar Ratio
1.73
1.73
0
0.3
0.6
2
2
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
1.72
1.72
0
0.5
1
2
2
Sortino Ratio
4.84
4.84
0
1
2
5
5
Jensen's Alpha
64.44
64.44
-2
0
2
65
65
Omega Ratio
4.15
4.15
0
1
1.5
5
5
Treynor Ratio
5.49
5.49
0
0.75
1.25
6
6
Information Ratio
1.6
1.6
0
0.3
0.6
2
2
Calmar Ratio
1.73
1.73
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
18.75
High:
PLTR
518.91PLTRLow:
RR.L
15.61RR.LDetails
PEG Ratio
52.53
High:PLTR
662.17PLTRLow:RR.L
10.64RR.LDetails
Price/Book
40.34
High:PLTR
62.46PLTRLow:RR.L
37.56RR.LDetails
Price/Sales
5.56
High:PLTR
116.31PLTRLow:RR.L
4.64RR.LDetails
Price/CF
24.64
High:PLTR
202PLTRLow:RR.L
20.82RR.LDetails
Price/FCF
28.86
High:PLTR
204.47PLTRLow:RR.L
24.47RR.LDetails
P/E Ratio
18.75
High:PLTR
518.91PLTRLow:RR.L
15.61RR.LDetails
PEG Ratio
52.53
High:PLTR
662.17PLTRLow:RR.L
10.64RR.LDetails
Price/Book
40.34
High:PLTR
62.46PLTRLow:RR.L
37.56RR.LDetails
Price/Sales
5.56
High:PLTR
116.31PLTRLow:RR.L
4.64RR.LDetails
Price/CF
24.64
High:PLTR
202PLTRLow:RR.L
20.82RR.LDetails
Price/FCF
28.86
High:PLTR
204.47PLTRLow:RR.L
24.47RR.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.28% | Oct 2021 | Feb 2023 | 16 |
-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 |
-0.02% | Sep 2025 | - | 1 |