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-6.34%
This Month
-2.24%
Year To Date
+33.07%
2 Years
+33.75%
5 Years
+33.75%
10 Years
+6.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology46.4%
- 🖥️ Technology Services21.69%
- 📈 Indexes17.77%
- 📊 ETFs7.5%
- 💰 Finance2.31%
- 🪙 Cryptocurrencies1.55%
- 🛠️ Producer Manufacturing0.72%
- 💵 Cash0.6%
- 🍞 Consumer Non Durables0.5%
- 🧬 Health Technology0.49%
- 📡 Communications0.27%
- 🪨 Non Energy Minerals0.23%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE44.4%
- 🇺🇸 Nasdaq20.95%
- 🌍 CFD17.77%
- 🇺🇸 NYSE14.76%
- 🌍 Digital Currency1.55%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom44.4%
- 🇺🇸 United States27.74%
- 🇨🇭 Switzerland0.24%
- 🇦🇺 Australia0.23%
Dividends
Dividend Yield
0.53%
16 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VZ (5.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.34% | 0.77% | - |
 JPM | 0.05% | 2.03% | $4.4 |
 ORCL | 0.04% | 1.28% | $1.6 |
 GOOG | 0.02% | 0.28% | $0.2 |
 META | 0.02% | 0.34% | $1 |
 GOOGL | 0.02% | 0.28% | $0.2 |
 VZ | 0.01% | 5.42% | $2.66 |
 BHP | 0.01% | 3.74% | $3.01 |
 PG | 0.01% | 2.79% | $3.83 |
 KO | 0.01% | 2.65% | $1.89 |
 ABT | 0.01% | 2.25% | $2.16 |
 NVS | 0% | 1.99% | $3.2 |
 CAT | 0% | 0.85% | $5.31 |
 AMAT | 0% | 0.55% | $1.44 |
 GEV | 0% | 0.18% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-3.44
-3.44
-4
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-3.44
-3.44
-4
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.62
High:GEV
45.25GEVLow:VZ
12.65VZDetails
PEG Ratio
70.81
High:JPM
1,058.61JPMLow:RR.L
13.44RR.LDetails
Price/Book
9.26
High:RR.L
38.1RR.LLow:VZ
2.07VZDetails
Price/Sales
8.39
High:NVDA
20.39NVDALow:VZ
1.58VZDetails
Price/CF
22
High:NVDA
44.64NVDALow:VZ
4.65VZDetails
Price/FCF
49.64
High:ORCL
348.36ORCLLow:JPM
10.48JPMDetails
P/E Ratio
26.62
High:GEV
45.25GEVLow:VZ
12.65VZDetails
PEG Ratio
70.81
High:JPM
1,058.61JPMLow:RR.L
13.44RR.LDetails
Price/Book
9.26
High:RR.L
38.1RR.LLow:VZ
2.07VZDetails
Price/Sales
8.39
High:NVDA
20.39NVDALow:VZ
1.58VZDetails
Price/CF
22
High:NVDA
44.64NVDALow:VZ
4.65VZDetails
Price/FCF
49.64
High:ORCL
348.36ORCLLow:JPM
10.48JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.67% | Nov 2021 | Sep 2024 | 34 |
-7.9% | Feb 2025 | Jun 2025 | 4 |
-6.34% | Mar 2026 | - | 1 |
-4.2% | Sep 2021 | Oct 2021 | 1 |
-3.52% | Nov 2025 | Jan 2026 | 2 |
-1.79% | Dec 2024 | Jan 2025 | 1 |
-0.78% | Oct 2024 | Nov 2024 | 1 |
-0.73% | Jul 2021 | Aug 2021 | 1 |