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+0.09%
This Month
+22.7%
Year To Date
+100.79%
2 Years
+46.97%
5 Years
+46.97%
10 Years
+10.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology26.19%
- 🪙 Cryptocurrencies23.21%
- 💵 Cash22.13%
- 🖥️ Technology Services8.74%
- 💰 Finance6.74%
- 🛍️ Retail Trade2.6%
- 🚚 Transportation2.49%
- 💇♀️ Consumer Services1.69%
- 🍞 Consumer Non Durables1.5%
- 🧬 Health Technology1.25%
- 🛠️ Producer Manufacturing1.21%
- 🪨 Non Energy Minerals1.12%
- 💼 Commercial Services0.98%
- 🚗 Consumer Durables0.94%
- 📊 ETFs0.72%
- 📦 Distribution Services0.34%
- ⛏️ Energy Minerals0.3%
- ⚡ Utilities0.24%
- 📈 Indexes0.12%
- 💹 Forex0.11%
- 🧪 Process Industries0.1%
- 🏥 Health Services0.09%
- 📡 Communications0.07%
- 🏭 Industrial Services0.06%
- 🌾 Commodities0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE23.94%
- 🌍 Digital Currency23.21%
- 🇺🇸 Nasdaq16.84%
- 🇺🇸 NYSE12.41%
- 🇫🇷 Euronext Paris1.03%
- 🇮🇹 Borsa Italiana0.91%
- 🇩🇪 FRA0.88%
- 🇭🇰 Hong Kong Exchanges0.47%
- 🇳🇱 Euronext Amsterdam0.29%
- 🇩🇰 Copenhagen Stock Exchange0.26%
- 🇪🇸 Bolsa De Madrid0.12%
- 🌍 CFD0.12%
- 🌍 FX0.11%
- 🇸🇪 Stockholm Stock Exchange0.09%
- 🇨🇭 SIX0.06%
- 🇳🇴 Oslo Stock Exchange0.05%
- 🌍 Commodity0.03%
- 🇺🇸 Chicago Board Options Exchange0.02%
- 🇦🇺 Sydney0.01%
- 🇫🇮 Helsinki Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom24.45%
- 🇺🇸 United States24.19%
- 🇨🇳 China1.27%
- 🇩🇪 Germany0.94%
- 🇺🇾 Uruguay0.93%
- 🇮🇹 Italy0.91%
- 🇫🇷 France0.76%
- 🇳🇱 Netherlands0.63%
- 🇨🇦 Canada0.42%
- 🇩🇰 Denmark0.29%
- 🇮🇪 Ireland0.27%
- 🇹🇼 Taiwan0.2%
- 🇨🇭 Switzerland0.2%
- 🇮🇱 Israel0.2%
- 🇧🇷 Brazil0.16%
- 🇭🇰 Hong Kong0.16%
- 🇪🇸 Spain0.12%
- 🇸🇪 Sweden0.1%
- 🇰🇾 Cayman Islands0.09%
- 🇸🇬 Singapore0.08%
- 🇯🇵 Japan0.05%
- 🇳🇴 Norway0.05%
- 🇿🇦 South Africa0.05%
- 🇨🇾 Cyprus0.05%
- 🇰🇷 South Korea0.03%
- 🇮🇳 India0.02%
- 🇱🇺 Luxembourg0.02%
- 🇦🇺 Australia0.01%
- 🇫🇮 Finland0%
- 🇬🇮 Gibraltar0%
Dividends
Dividend Yield
0.72%
221 out of 445 instruments pay dividend.
60 dividend payments in the next 30 days.
Highest Dividend: $SBNY (449.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.17% | 0.98% | - |
 NWG.L | 0.04% | 4.94% | $0.17 |
 IAG.L | 0.03% | 1.84% | - |
 LLOY.L | 0.03% | 4.19% | $0.03 |
 LGEN.L | 0.02% | 9.16% | $0.2 |
 UCG.MI | 0.02% | 3.69% | $1.8 |
 F | 0.02% | 6.41% | $0.78 |
 RIO | 0.02% | 5.81% | $4.34 |
 ULVR.L | 0.01% | 3.2% | $1.47 |
 IMB.L | 0.01% | 6.03% | $1.49 |
 KO | 0.01% | 2.97% | $1.89 |
 ABDN.L | 0.01% | 7.81% | $0.15 |
 INGA.NV | 0.01% | 5.15% | $1.11 |
 AGNC | 0.01% | 13.97% | $1.44 |
 GRG.L | 0.01% | 4.25% | $0.6 |
 NEE | 0.01% | 3.14% | $1.97 |
 STEM | 0.01% | 15.54% | - |
 NLY | 0.01% | 12.26% | $2.6 |
 TTE.PA | 0.01% | 6.33% | $3.06 |
 MAERSKB.CO | 0.01% | 8.31% | $515 |
 LHA.DE | 0.01% | 3.98% | $0.3 |
 PFE | 0.01% | 6.92% | $1.66 |
 BARC.L | 0.01% | 2.35% | $0.08 |
 ABBV | 0.01% | 3.06% | $6.06 |
 V | 0.01% | 0.69% | $2.01 |
 GOOG | 0% | 0.35% | $0.2 |
 AZN | 0% | 1.88% | $1.42 |
 IBM | 0% | 2.7% | $6.65 |
 O | 0% | 5.41% | $3.09 |
 VALE | 0% | 6.95% | $1.33 |
 CI | 0% | 1.95% | $5.26 |
 DIS | 0% | 0.85% | $0.75 |
 ITV.L | 0% | 6.09% | $0.05 |
 AAPL | 0% | 0.43% | $0.97 |
 BLK | 0% | 1.89% | $20.2 |
 RTX | 0% | 1.66% | $2.44 |
 GLEN.L | 0% | 2.61% | $0.1 |
 LMT | 0% | 2.86% | $12.45 |
 CRM | 0% | 0.65% | $0.4 |
 META | 0% | 0.27% | $1 |
 EZJ.L | 0% | 2.59% | $0.05 |
 EVR.L | 0% | 17.85% | - |
 STAN.L | 0% | 2.26% | $0.22 |
 JPM | 0% | 1.8% | $4.4 |
 MSFT | 0% | 0.67% | $3 |
 CAP.PA | 0% | 2.73% | $3.4 |
 AIR.PA | 0% | 1.09% | $1.8 |
 MU | 0% | 0.35% | $0.46 |
 FANG | 0% | 2.84% | $9.26 |
 AEM | 0% | 1.08% | $1.6 |
 CVS | 0% | 3.62% | $2.54 |
 VOD | 0% | 4% | $0.94 |
 IRM | 0% | 3.34% | $2.6 |
 RCL | 0% | 0.7% | - |
 WHR | 0% | 6.5% | $7 |
 IIPR | 0% | 13.34% | $7.34 |
 PSN.L | 0% | 5.49% | $0.6 |
 ETN | 0% | 1.17% | $3.6 |
 TSM | 0% | 1.01% | $1.74 |
 0939.HK | 0% | 5.34% | $0.43 |
 EOG | 0% | 3.37% | $5.06 |
 ISP.MI | 0% | 6.44% | $0.3 |
 AAL.L | 0% | 1.06% | $0.77 |
 TGT | 0% | 4.84% | $4.42 |
 MOS | 0% | 2.69% | $0.82 |
 AEO | 0% | 2.68% | $0.48 |
 BIL | 0% | 4.58% | - |
 LDO.MI | 0% | 1.1% | $0.28 |
 1288.HK | 0% | 4.83% | $0.25 |
 BNP.PA | 0% | 6.26% | $4.6 |
 INTU | 0% | 0.64% | $3.6 |
 BABA | 0% | 0.76% | $0.98 |
 CNQ | 0% | 5.62% | $1.48 |
 3328.HK | 0% | 6.04% | $0.4 |
 BA.L | 0% | 1.92% | $0.3 |
 3968.HK | 0% | 4.63% | $2.13 |
 1398.HK | 0% | 5.59% | $0.33 |
 BRFS | 0% | 2.39% | - |
 LRCX | 0% | 0.92% | $8 |
 FCX | 0% | 1.3% | $0.6 |
 RHM.DE | 0% | 0.47% | $5.7 |
 MMM | 0% | 1.86% | $5.21 |
 3988.HK | 0% | 5.53% | $0.26 |
 TLT | 0% | 4.3% | - |
 MRO.L | 0% | 1.04% | $0.05 |
 HO.PA | 0% | 1.67% | $3.4 |
 GE | 0% | 0.46% | $0.44 |
 WMT | 0% | 0.94% | $0.81 |
 NOVO-B.CO | 0% | 3.33% | $9.4 |
 B | 0% | 1.63% | $0.4 |
 ATE.PA | 0% | 2.36% | $1.5 |
 NEXI.MI | 0% | 4.77% | - |
 AVGO | 0% | 0.69% | $19.7 |
 C | 0% | 2.39% | $2.12 |
 SRP.L | 0% | 1.93% | $0.03 |
 COST | 0% | 0.51% | $19.22 |
 MA | 0% | 0.5% | $2.46 |
 SAF.PA | 0% | 1.04% | $2.2 |
 TFC | 0% | 4.48% | $2.08 |
 2318.HK | 0% | 5.04% | $2.63 |
 WFC | 0% | 2.09% | $1.4 |
 GLE.PA | 0% | 2.18% | $0.9 |
 PSKY | 0% | 1.33% | $0.2 |
 AM.PA | 0% | 1.76% | $3.37 |
 DEO | 0% | 3.71% | $3.99 |
 SAN.MC | 0% | 2.1% | $0.14 |
 1988.HK | 0% | 4.9% | $0.22 |
 GOOGL | 0% | 0.35% | $0.2 |
 FL | 0% | 1.89% | $1.6 |
 BMO | 0% | 3.66% | $4.4 |
 SHG | 0% | 2.64% | $1.23 |
 9988.HK | 0% | 0.78% | $0.98 |
 FINV | 0% | 3.26% | $0.24 |
 NUS | 0% | 2.1% | $0.9 |
 XLU | 0% | 2.79% | - |
 QFIN | 0% | 5.03% | $1.06 |
 NVDA | 0% | 0.02% | $0.02 |
 USB | 0% | 4.1% | $1.94 |
 SPY | 0% | 1.16% | - |
 CBK.DE | 0% | 2% | $0.35 |
 LFUS | 0% | 1.09% | $2.6 |
 SNR.L | 0% | 1.29% | $0.02 |
 DBK.DE | 0% | 2.28% | $0.45 |
 LTC.US | 0% | 6.23% | $2.28 |
 MDT.US | 0% | 3.04% | $2.77 |
 RY | 0% | 2.97% | $4.03 |
 THEON.NV | 0% | 1.47% | - |
 BAC | 0% | 2.14% | $0.96 |
 TME | 0% | 0.71% | $0.12 |
 MUFG | 0% | 2.3% | $0.23 |
 PEP | 0% | 3.81% | $5.15 |
 VWS.CO | 0% | 0.44% | - |
 ALLFG.NV | 0% | 2.22% | - |
 ROG.ZU | 0% | 3.54% | $9.6 |
 PNC | 0% | 3.18% | $6.2 |
 PRY.MI | 0% | 1.05% | $0.7 |
 SMFG | 0% | 2.38% | $0.29 |
 NESN.ZU | 0% | 4.04% | $3 |
 GS | 0% | 1.76% | $11 |
 R3NK.DE | 0% | 0.63% | - |
 AV.L | 0% | 5.65% | $0.33 |
 VACN.ZU | 0% | 2.26% | $6.25 |
 AMAT | 0% | 1.06% | $1.44 |
 NVO | 0% | 2.23% | $0.98 |
 URA | 0% | 1.91% | - |
 IDR.MC | 0% | 0.62% | $0.2 |
 XLF | 0% | 1.38% | - |
 MTX.DE | 0% | 0.61% | $2 |
 IEF | 0% | 3.7% | - |
 BAB.L | 0% | 0.6% | $0.02 |
 CAT | 0% | 1.36% | $5.31 |
 MC.PA | 0% | 2.63% | $13 |
 FII.PA | 0% | 0.98% | - |
 ORA.PA | 0% | 5.52% | $0.72 |
 TRIG.L | 0% | 8.79% | $0.07 |
 VFC | 0% | 2.42% | $0.57 |
 HAG.DE | 0% | 0.56% | $0.4 |
 FIS | 0% | 2.28% | $1.76 |
 OSB.L | 0% | 6.39% | $0.32 |
 AU | 0% | 2.72% | $0.22 |
 KOG.OL | 0% | 0.83% | - |
 XIFR | 0% | 17.64% | $3.49 |
 JNJ | 0% | 2.86% | $4.81 |
 RIO.L | 0% | 6.06% | $3.41 |
 WKL.NV | 0% | 2.24% | $2.08 |
 SAP.DE | 0% | 1.03% | $2.2 |
 SAABB.ST | 0% | 0.39% | $1.6 |
 SBNY | 0% | 449.06% | $2.38 |
 SHEL.L | 0% | 4.09% | $0.8 |
 XLE | 0% | 3.37% | - |
 MIDD.L | 0% | 3.42% | - |
 EXPN.L | 0% | 1.21% | $0.46 |
 PG | 0% | 2.59% | $3.83 |
 MKTX | 0% | 1.62% | $2.92 |
 CSCO | 0% | 2.44% | $1.58 |
 JKHY | 0% | 1.42% | $2.14 |
 IJR | 0% | 2.16% | - |
 TSCO.L | 0% | 3.11% | $0.12 |
 WTW | 0% | 1.1% | $3.44 |
 ACN | 0% | 2.33% | $4.99 |
 SPNS | 0% | 0.7% | $0.54 |
 HDB | 0% | 0.91% | $0.6 |
 ISF.L | 0% | 3.5% | - |
 ASML | 0% | 0.78% | $5.57 |
 GFI | 0% | 1.83% | $0.31 |
 IJH | 0% | 1.38% | - |
 BBWI | 0% | 2.71% | $0.8 |
 KRE | 0% | 2.63% | - |
 SAN.PA | 0% | 4.94% | $3.76 |
 SSE.L | 0% | 3.91% | $0.6 |
 AER | 0% | 0.86% | $0.25 |
 INDA | 0% | 0.72% | - |
 PUK | 0% | 1.78% | $0.41 |
 EFX | 0% | 0.71% | $1.56 |
 IBKR | 0% | 0.47% | $0.55 |
 AZN.L | 0% | 2.03% | $2.28 |
 VRSK | 0% | 0.65% | $1.46 |
 SSRM | 0% | 0.63% | $0.28 |
 EXENS.PA | 0% | 0.27% | - |
 NXT.L | 0% | 1.9% | $2.07 |
 QCOM | 0% | 2.18% | $3.25 |
 INTC | 0% | 0.51% | $0.5 |
 ADS.DE | 0% | 1.14% | $0.7 |
 SPGI | 0% | 0.71% | $3.62 |
 XLV | 0% | 1.78% | - |
 DGE.L | 0% | 3.89% | $0.81 |
 TW | 0% | 0.39% | $0.38 |
 NKE | 0% | 2.17% | $1.45 |
 MCK | 0% | 0.43% | $2.48 |
 AGX | 0% | 0.72% | $1.15 |
 CIBR | 0% | 0.25% | - |
 0700.HK | 0% | 0.74% | $3.4 |
 0968.HK | 0% | 1.14% | $0.23 |
 NESTE.HE | 0% | 1.2% | $1.2 |
 XLY | 0% | 0.84% | - |
 XLK | 0% | 0.61% | - |
 XBI | 0% | 0.04% | - |
 XP | 0% | 0% | $0 |
 GEHC | 0% | -0.18% | $-0.12 |
 GEV | 0% | -0.13% | - |
 VALT.L | 0% | -0.52% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
MOS | Ex-Dividend | Sep 8, 2025 | $0.22 |
AZN.L | Pay Day | Sep 8, 2025 | $1.03 |
AZN | Pay Day | Sep 8, 2025 | $0.52 |
QFIN | Ex-Dividend | Sep 8, 2025 | $0.76 |
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
IBM | Pay Day | Sep 10, 2025 | $1.68 |
AGNC | Pay Day | Sep 10, 2025 | $0.12 |
VFC | Ex-Dividend | Sep 10, 2025 | $0.09 |
FIS | Ex-Dividend | Sep 10, 2025 | $0.40 |
SPGI | Pay Day | Sep 10, 2025 | $0.96 |
2318.HK | Ex-Dividend | Sep 10, 2025 | $0.13 |
NUS | Pay Day | Sep 10, 2025 | $0.06 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
AMAT | Pay Day | Sep 11, 2025 | $0.46 |
GRG.L | Ex-Dividend | Sep 11, 2025 | $0.25 |
MMM | Pay Day | Sep 12, 2025 | $0.73 |
NWG.L | Pay Day | Sep 12, 2025 | $0.13 |
ULVR.L | Pay Day | Sep 12, 2025 | $0.52 |
IBKR | Pay Day | Sep 12, 2025 | $0.08 |
 TDG | Pay Day | Sep 12, 2025 | $90.00 |
GFI | Ex-Dividend | Sep 12, 2025 | $0.40 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
WHR | Pay Day | Sep 15, 2025 | $0.90 |
NEE | Pay Day | Sep 15, 2025 | $0.57 |
MRO.L | Pay Day | Sep 15, 2025 | $0.03 |
B | Pay Day | Sep 15, 2025 | $0.15 |
VRSK | Ex-Dividend | Sep 15, 2025 | $0.45 |
O | Pay Day | Sep 15, 2025 | $0.27 |
EFX | Pay Day | Sep 15, 2025 | $0.50 |
IRM | Ex-Dividend | Sep 15, 2025 | $0.78 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
BARC.L | Pay Day | Sep 16, 2025 | $0.04 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TW | Pay Day | Sep 16, 2025 | $0.12 |
MOS | Pay Day | Sep 18, 2025 | $0.22 |
CI | Pay Day | Sep 18, 2025 | $1.51 |
VFC | Pay Day | Sep 18, 2025 | $0.09 |
SSE.L | Pay Day | Sep 18, 2025 | $0.58 |
WKL.NV | Pay Day | Sep 18, 2025 | $1.08 |
GLEN.L | Pay Day | Sep 19, 2025 | $0.05 |
OSB.L | Pay Day | Sep 19, 2025 | $0.15 |
SHEL.L | Pay Day | Sep 22, 2025 | $0.36 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
ABDN.L | Pay Day | Sep 23, 2025 | $0.10 |
FIS | Pay Day | Sep 24, 2025 | $0.40 |
LRCX | Ex-Dividend | Sep 24, 2025 | $0.26 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
RIO.L | Pay Day | Sep 25, 2025 | $1.48 |
RIO | Pay Day | Sep 25, 2025 | $1.48 |
QFIN | Pay Day | Sep 25, 2025 | $0.76 |
GFI | Pay Day | Sep 25, 2025 | $0.40 |
BAC | Pay Day | Sep 26, 2025 | $0.28 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
BNP.PA | Ex-Dividend | Sep 26, 2025 | $3.05 |
LGEN.L | Pay Day | Sep 26, 2025 | $0.08 |
JKHY | Pay Day | Sep 26, 2025 | $0.58 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
BNP.PA | Pay Day | Sep 30, 2025 | $3.05 |
AAL.L | Pay Day | Sep 30, 2025 | $0.07 |
BAB.L | Pay Day | Sep 30, 2025 | $0.06 |
IMB.L | Pay Day | Sep 30, 2025 | $0.53 |
STAN.L | Pay Day | Sep 30, 2025 | $0.12 |
VRSK | Pay Day | Sep 30, 2025 | $0.45 |
WTW | Ex-Dividend | Sep 30, 2025 | $0.92 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
TTE.PA | Ex-Dividend | Oct 1, 2025 | $0.97 |
MCK | Pay Day | Oct 1, 2025 | $0.82 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
CSCO | Ex-Dividend | Oct 3, 2025 | $0.41 |
TTE.PA | Pay Day | Oct 3, 2025 | $0.97 |
SRP.L | Pay Day | Oct 3, 2025 | $0.02 |
IRM | Pay Day | Oct 3, 2025 | $0.78 |
GLE.PA | Ex-Dividend | Oct 7, 2025 | $0.70 |
GLE.PA | Pay Day | Oct 9, 2025 | $0.70 |
INTU | Ex-Dividend | Oct 9, 2025 | $1.20 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
0968.HK | Pay Day | Oct 10, 2025 | $0.00 |
GRG.L | Pay Day | Oct 10, 2025 | $0.25 |
LRCX | Pay Day | Oct 15, 2025 | $0.26 |
WTW | Pay Day | Oct 15, 2025 | $0.92 |
DGE.L | Ex-Dividend | Oct 16, 2025 | $0.84 |
ITV.L | Ex-Dividend | Oct 16, 2025 | $0.02 |
PSN.L | Ex-Dividend | Oct 16, 2025 | $0.27 |
SNR.L | Ex-Dividend | Oct 16, 2025 | $0.01 |
PUK | Pay Day | Oct 16, 2025 | $0.15 |
EOG | Ex-Dividend | Oct 17, 2025 | $1.02 |
INTU | Pay Day | Oct 17, 2025 | $1.20 |
CSCO | Pay Day | Oct 22, 2025 | $0.41 |
2318.HK | Pay Day | Oct 24, 2025 | $0.13 |
RY | Ex-Dividend | Oct 27, 2025 | $1.11 |
BMO | Ex-Dividend | Oct 30, 2025 | $1.18 |
EOG | Pay Day | Oct 31, 2025 | $1.02 |
PSN.L | Pay Day | Nov 7, 2025 | $0.27 |
SNR.L | Pay Day | Nov 14, 2025 | $0.01 |
RY | Pay Day | Nov 24, 2025 | $1.11 |
ITV.L | Pay Day | Nov 25, 2025 | $0.02 |
BMO | Pay Day | Nov 26, 2025 | $1.18 |
AEM | Ex-Dividend | Dec 1, 2025 | $0.40 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
ORA.PA | Ex-Dividend | Dec 2, 2025 | $0.35 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
ORA.PA | Pay Day | Dec 4, 2025 | $0.35 |
DGE.L | Pay Day | Dec 4, 2025 | $0.84 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
AEM | Pay Day | Dec 15, 2025 | $0.40 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 3.3/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-4.49
-4.49
-5
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-4.49
-4.49
-5
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.93
High:
QTWO
1,260.52QTWOLow:
ZS
-1,000.19ZSDetails
PEG Ratio
579.34
High:
AAPL
24,779.06AAPLLow:ZS
-3,222.65ZSDetails
Price/Book
12.66
High:
RBLX
254.7RBLXLow:
ABBV
-2,055.98ABBVDetails
Price/Sales
8.46
High:
DJT
1,084.8DJTLow:
QS
-QSDetails
Price/CF
25.89
High:
MSTR
7,511.07MSTRLow:
CBK.DE
0.14CBK.DEDetails
Price/FCF
44.92
High:
DOMO
26,722.2DOMOLow:
HTZ
0.31HTZDetails
P/E Ratio
32.93
High:QTWO
1,260.52QTWOLow:ZS
-1,000.19ZSDetails
PEG Ratio
579.34
High:AAPL
24,779.06AAPLLow:ZS
-3,222.65ZSDetails
Price/Book
12.66
High:RBLX
254.7RBLXLow:ABBV
-2,055.98ABBVDetails
Price/Sales
8.46
High:DJT
1,084.8DJTLow:QS
-QSDetails
Price/CF
25.89
High:MSTR
7,511.07MSTRLow:CBK.DE
0.14CBK.DEDetails
Price/FCF
44.92
High:DOMO
26,722.2DOMOLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.27% | Sep 2021 | Nov 2024 | 38 |
-16.01% | May 2021 | Aug 2021 | 3 |
-8.17% | Feb 2025 | May 2025 | 3 |
-2.03% | Dec 2024 | Jan 2025 | 1 |