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+1.07%
This Month
+64.82%
Year To Date
+101.13%
2 Years
+179.19%
5 Years
+313.71%
10 Years
+31.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance37.99%
- 💻 Electronic Technology33.4%
- 📊 ETFs11.7%
- ⛏️ Energy Minerals10.5%
- 🖥️ Technology Services3.38%
- 🛠️ Producer Manufacturing2.95%
- 💵 Cash0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE40.94%
- 🇺🇸 Nasdaq33.19%
- 🇺🇸 NYSE19.43%
- 🇩🇪 FRA6.37%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom44.26%
- 🇺🇸 United States37.59%
- 🇩🇪 Germany6.37%
Dividends
Dividend Yield
1.89%
6 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BP.US (5.5%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.2/10
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
1.26
1.26
0
0.5
1
2
2
Sortino Ratio
2.64
2.64
0
1
2
3
3
Jensen's Alpha
13.35
13.35
-2
0
2
14
14
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
2.81
2.81
0
0.75
1.25
3
3
Information Ratio
0.5
0.5
0
0.3
0.6
1
1
Calmar Ratio
2.09
2.09
0
0.3
0.6
3
3
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
1.26
1.26
0
0.5
1
2
2
Sortino Ratio
2.64
2.64
0
1
2
3
3
Jensen's Alpha
13.35
13.35
-2
0
2
14
14
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
2.81
2.81
0
0.75
1.25
3
3
Information Ratio
0.5
0.5
0
0.3
0.6
1
1
Calmar Ratio
2.09
2.09
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.71
High:
RHM.DE
85.07RHM.DELow:
QBTS
-19.32QBTSDetails
PEG Ratio
39.1
High:RHM.DE
188.21RHM.DELow:
OUST
-41.11OUSTDetails
Price/Book
2.51
High:
APP
154.04APPLow:
HIVE
1.16HIVEDetails
Price/Sales
2.88
High:QBTS
369.93QBTSLow:
BP.US
0.49BP.USDetails
Price/CF
8.34
High:RHM.DE
91.83RHM.DELow:BP.US
3.71BP.USDetails
Price/FCF
74.41
High:RHM.DE
5,198.92RHM.DELow:BP.US
16.1BP.USDetails
P/E Ratio
23.71
High:RHM.DE
85.07RHM.DELow:QBTS
-19.32QBTSDetails
PEG Ratio
39.1
High:RHM.DE
188.21RHM.DELow:OUST
-41.11OUSTDetails
Price/Book
2.51
High:APP
154.04APPLow:HIVE
1.16HIVEDetails
Price/Sales
2.88
High:QBTS
369.93QBTSLow:BP.US
0.49BP.USDetails
Price/CF
8.34
High:RHM.DE
91.83RHM.DELow:BP.US
3.71BP.USDetails
Price/FCF
74.41
High:RHM.DE
5,198.92RHM.DELow:BP.US
16.1BP.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.51% | Feb 2022 | Nov 2022 | 9 |
-11.48% | Feb 2023 | Feb 2024 | 12 |
-5.93% | Jul 2021 | Oct 2021 | 3 |
-4.34% | Oct 2024 | Jan 2025 | 3 |
-3.95% | Sep 2020 | Nov 2020 | 2 |
-3.81% | Apr 2025 | May 2025 | 1 |
-3.76% | Aug 2024 | Sep 2024 | 1 |
-3.1% | Nov 2021 | Dec 2021 | 1 |
-2.85% | Dec 2022 | Jan 2023 | 1 |
-1.89% | Apr 2024 | May 2024 | 1 |
-1.1% | Jul 2025 | Aug 2025 | 1 |
-0.38% | Jun 2024 | Jul 2024 | 1 |