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-2.29%
This Month
+17.36%
Year To Date
+228.01%
2 Years
+1310.52%
5 Years
+1274.17%
10 Years
+71.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology95.05%
- 💵 Cash6.01%
- 🖥️ Technology Services4.3%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE95.05%
- 🇺🇸 Nasdaq4.3%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom95.05%
- 🇺🇸 United States4.3%
Dividends
Dividend Yield
0.64%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RR.L (0.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.64% | 0.67% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9.3/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
1.55
1.55
0
0.5
1
2
2
Sortino Ratio
3.69
3.69
0
1
2
4
4
Jensen's Alpha
54.5
54.5
-2
0
2
55
55
Omega Ratio
3.18
3.18
0
1
1.5
4
4
Treynor Ratio
4.89
4.89
0
0.75
1.25
5
5
Information Ratio
1.39
1.39
0
0.3
0.6
2
2
Calmar Ratio
1.52
1.52
0
0.3
0.6
2
2
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
1.55
1.55
0
0.5
1
2
2
Sortino Ratio
3.69
3.69
0
1
2
4
4
Jensen's Alpha
54.5
54.5
-2
0
2
55
55
Omega Ratio
3.18
3.18
0
1
1.5
4
4
Treynor Ratio
4.89
4.89
0
0.75
1.25
5
5
Information Ratio
1.39
1.39
0
0.3
0.6
2
2
Calmar Ratio
1.52
1.52
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
22.28
High:
PLTR
142.85PLTRLow:RR.L
20.77RR.LDetails
PEG Ratio
17.22
High:PLTR
50.33PLTRLow:RR.L
15.72RR.LDetails
Price/Book
43.73
High:RR.L
44.55RR.LLow:PLTR
35.97PLTRDetails
Price/Sales
6.17
High:PLTR
62.4PLTRLow:RR.L
5.73RR.LDetails
Price/CF
23.72
High:PLTR
138.09PLTRLow:RR.L
22.14RR.LDetails
Price/FCF
35.89
High:PLTR
139.89PLTRLow:RR.L
33.73RR.LDetails
P/E Ratio
22.28
High:PLTR
142.85PLTRLow:RR.L
20.77RR.LDetails
PEG Ratio
17.22
High:PLTR
50.33PLTRLow:RR.L
15.72RR.LDetails
Price/Book
43.73
High:RR.L
44.55RR.LLow:PLTR
35.97PLTRDetails
Price/Sales
6.17
High:PLTR
62.4PLTRLow:RR.L
5.73RR.LDetails
Price/CF
23.72
High:PLTR
138.09PLTRLow:RR.L
22.14RR.LDetails
Price/FCF
35.89
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 |
-2.29% | Jul 2026 | - | 1 |
-0.33% | Oct 2024 | Nov 2024 | 1 |
-0.3% | Jul 2024 | Aug 2024 | 1 |