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+1.8%
This Month
+3.4%
Year To Date
+73.2%
2 Years
+182.88%
5 Years
+182.88%
10 Years
+37.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology31.53%
- 🚗 Consumer Durables30.9%
- 🖥️ Technology Services17.52%
- 💰 Finance10.6%
- 🪙 Cryptocurrencies4.45%
- 🛍️ Retail Trade2.89%
- 🍞 Consumer Non Durables1.28%
- 💵 Cash1.02%
- 🪨 Non Energy Minerals0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.22%
- 🇬🇧 LSE25.52%
- 🇺🇸 NYSE11.05%
- 🌍 Digital Currency4.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.27%
- 🇬🇧 United Kingdom25.52%
Dividends
Dividend Yield
0.59%
11 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ULVR.L (3.6%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.6/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
1.1
1.1
0
0.5
1
2
2
Sortino Ratio
2.06
2.06
0
1
2
3
3
Jensen's Alpha
18.49
18.49
-2
0
2
19
19
Omega Ratio
2.23
2.23
0
1
1.5
3
3
Treynor Ratio
2.03
2.03
0
0.75
1.25
3
3
Information Ratio
1.06
1.06
0
0.3
0.6
2
2
Calmar Ratio
1.21
1.21
0
0.3
0.6
2
2
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
1.1
1.1
0
0.5
1
2
2
Sortino Ratio
2.06
2.06
0
1
2
3
3
Jensen's Alpha
18.49
18.49
-2
0
2
19
19
Omega Ratio
2.23
2.23
0
1
1.5
3
3
Treynor Ratio
2.03
2.03
0
0.75
1.25
3
3
Information Ratio
1.06
1.06
0
0.3
0.6
2
2
Calmar Ratio
1.21
1.21
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
45.89
High:
INTC
3,566.98INTCLow:
Dormant11249
14.19Dormant11249Details
PEG Ratio
351.76
High:INTC
3,553.58INTCLow:Dormant11249
6.5Dormant11249Details
Price/Book
10.14
High:
RR.L
38.5RR.LLow:Dormant11249
1.2Dormant11249Details
Price/Sales
9.2
High:
NVDA
22.9NVDALow:
SMCI
1.02SMCIDetails
Price/CF
31.55
High:
TSLA
99.57TSLALow:Dormant11249
4.28Dormant11249Details
Price/FCF
71.91
High:
BLK
262.72BLKLow:
BAC
11.87BACDetails
P/E Ratio
45.89
High:INTC
3,566.98INTCLow:Dormant11249
14.19Dormant11249Details
PEG Ratio
351.76
High:INTC
3,553.58INTCLow:Dormant11249
6.5Dormant11249Details
Price/Book
10.14
High:RR.L
38.5RR.LLow:Dormant11249
1.2Dormant11249Details
Price/Sales
9.2
High:NVDA
22.9NVDALow:SMCI
1.02SMCIDetails
Price/CF
31.55
High:TSLA
99.57TSLALow:Dormant11249
4.28Dormant11249Details
Price/FCF
71.91
High:BLK
262.72BLKLow:BAC
11.87BACDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.66% | Jan 2025 | Sep 2025 | 8 |
-11.49% | Aug 2023 | Nov 2023 | 3 |
-8.42% | Aug 2022 | Nov 2022 | 3 |
-6.04% | Dec 2022 | Jan 2023 | 1 |
-5.16% | Nov 2025 | - | 2 |
-4.81% | Apr 2024 | May 2024 | 1 |
-3.72% | Jan 2024 | Feb 2024 | 1 |
-3.19% | Jun 2022 | Jul 2022 | 1 |
-3.02% | Apr 2023 | May 2023 | 1 |