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-0.34%
This Month
+65.61%
Year To Date
+178.5%
2 Years
+302.29%
5 Years
+630.76%
10 Years
+39.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance29.67%
- 💻 Electronic Technology23.58%
- 📊 ETFs16.03%
- ⛏️ Energy Minerals7.94%
- 🧬 Health Technology7.27%
- 🖥️ Technology Services5.27%
- 🛍️ Retail Trade4.24%
- 🧩 Miscellaneous2.55%
- 🛠️ Producer Manufacturing2.11%
- 💵 Cash1.65%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.77%
- 🇬🇧 LSE31.38%
- 🇺🇸 NYSE27.3%
- 🇩🇪 FRA2.21%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom33.75%
- 🇺🇸 United States30.1%
- 🇰🇾 Cayman Islands5.27%
- 🇧🇷 Brazil4.52%
- 🇺🇾 Uruguay4.24%
- 🇩🇪 Germany2.21%
Dividends
Dividend Yield
1.17%
7 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BP.US (4.43%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.5/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
1.23
1.23
0
0.5
1
2
2
Sortino Ratio
3.16
3.16
0
1
2
4
4
Jensen's Alpha
19.42
19.42
-2
0
2
20
20
Omega Ratio
1.86
1.86
0
1
1.5
2.5
2.5
Treynor Ratio
2.98
2.98
0
0.75
1.25
3
3
Information Ratio
0.74
0.74
0
0.3
0.6
1
1
Calmar Ratio
2.7
2.7
0
0.3
0.6
3
3
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
1.23
1.23
0
0.5
1
2
2
Sortino Ratio
3.16
3.16
0
1
2
4
4
Jensen's Alpha
19.42
19.42
-2
0
2
20
20
Omega Ratio
1.86
1.86
0
1
1.5
2.5
2.5
Treynor Ratio
2.98
2.98
0
0.75
1.25
3
3
Information Ratio
0.74
0.74
0
0.3
0.6
1
1
Calmar Ratio
2.7
2.7
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
25.2
High:
AMD
183.1AMDLow:
OUST
-44.43OUSTDetails
PEG Ratio
43.14
High:AMD
147.81AMDLow:OUST
-87.74OUSTDetails
Price/Book
5.14
High:
RR.L
44.55RR.LLow:
LLOY.L
1.37LLOY.LDetails
Price/Sales
5.4
High:
CRDO
37.2CRDOLow:
SKHY
-SKHYDetails
Price/CF
16.87
High:CRDO
76.52CRDOLow:
BP.US
4.99BP.USDetails
Price/FCF
41.67
High:
XOM
456.41XOMLow:
NU
8.56NUDetails
P/E Ratio
25.2
High:AMD
183.1AMDLow:OUST
-44.43OUSTDetails
PEG Ratio
43.14
High:AMD
147.81AMDLow:OUST
-87.74OUSTDetails
Price/Book
5.14
High:RR.L
44.55RR.LLow:LLOY.L
1.37LLOY.LDetails
Price/Sales
5.4
High:CRDO
37.2CRDOLow:SKHY
-SKHYDetails
Price/CF
16.87
High:CRDO
76.52CRDOLow:BP.US
4.99BP.USDetails
Price/FCF
41.67
High:XOM
456.41XOMLow:NU
8.56NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.51% | Feb 2022 | Nov 2022 | 9 |
-12.85% | Feb 2026 | Apr 2026 | 2 |
-11.48% | Feb 2023 | Feb 2024 | 12 |
-5.93% | Jul 2021 | Oct 2021 | 3 |
-5.46% | Jul 2026 | - | 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 |