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+8.57%
This Month
+11.25%
Year To Date
+60.69%
2 Years
+216.73%
5 Years
+216.73%
10 Years
+36.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology41.87%
- 🚗 Consumer Durables23.56%
- 🖥️ Technology Services15.56%
- 💰 Finance9.37%
- 💵 Cash3.34%
- 🛍️ Retail Trade3.1%
- 🪙 Cryptocurrencies2.39%
- 🍞 Consumer Non Durables1.08%
- 🏥 Health Services0.73%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.24%
- 🇬🇧 LSE26.34%
- 🇺🇸 NYSE9.69%
- 🌍 Digital Currency2.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.93%
- 🇬🇧 United Kingdom26.28%
- 🇳🇱 Netherlands0.06%
Dividends
Dividend Yield
0.56%
12 out of 23 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $ULVR.L (3.97%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ULVR.L | Ex-Dividend | May 14, 2026 | $0.55 |
 LLOY.L | Pay Day | May 19, 2026 | $0.03 |
 MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
 RR.L | Pay Day | Jun 3, 2026 | $0.07 |
 BAC | Ex-Dividend | Jun 5, 2026 | $0.28 |
 GOOGL | Ex-Dividend | Jun 8, 2026 | $0.22 |
 IBM | Pay Day | Jun 10, 2026 | $1.69 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
BAC | Pay Day | Jun 26, 2026 | $0.28 |
ULVR.L | Pay Day | Jun 26, 2026 | $0.55 |
Performance Metrics
Score 8/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.66
1.66
0
1
2
3
3
Jensen's Alpha
15.77
15.77
-2
0
2
16
16
Omega Ratio
2.05
2.05
0
1
1.5
3
3
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.95
0.95
0
0.3
0.6
1
1
Calmar Ratio
1
1
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.66
1.66
0
1
2
3
3
Jensen's Alpha
15.77
15.77
-2
0
2
16
16
Omega Ratio
2.05
2.05
0
1
1.5
3
3
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.95
0.95
0
0.3
0.6
1
1
Calmar Ratio
1
1
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
42.89
High:
TSLA
376.2TSLALow:
INTC
-175.03INTCDetails
PEG Ratio
106.35
High:
SMCI
915.18SMCILow:INTC
-203.35INTCDetails
Price/Book
9.36
High:RR.L
39RR.LLow:LLOY.L
1.19LLOY.LDetails
Price/Sales
9.01
High:
NVDA
23.93NVDALow:SMCI
0.69SMCIDetails
Price/CF
22.11
High:TSLA
79.58TSLALow:
JPM
5.39JPMDetails
Price/FCF
48.88
High:
BLK
570.8BLKLow:JPM
6.1JPMDetails
P/E Ratio
42.89
High:TSLA
376.2TSLALow:INTC
-175.03INTCDetails
PEG Ratio
106.35
High:SMCI
915.18SMCILow:INTC
-203.35INTCDetails
Price/Book
9.36
High:RR.L
39RR.LLow:LLOY.L
1.19LLOY.LDetails
Price/Sales
9.01
High:NVDA
23.93NVDALow:SMCI
0.69SMCIDetails
Price/CF
22.11
High:TSLA
79.58TSLALow:JPM
5.39JPMDetails
Price/FCF
48.88
High:BLK
570.8BLKLow:JPM
6.1JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.66% | Jan 2025 | Sep 2025 | 8 |
-12.37% | Nov 2025 | May 2026 | 6 |
-11.49% | Aug 2023 | Nov 2023 | 3 |
-8.42% | Aug 2022 | Nov 2022 | 3 |
-6.04% | Dec 2022 | Jan 2023 | 1 |
-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 |