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-3.6%
This Month
+0.36%
Year To Date
+91.6%
2 Years
+94.72%
5 Years
+479.17%
10 Years
+25.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology57.71%
- 🚗 Consumer Durables17.25%
- ❓ Other10.07%
- 💇♀️ Consumer Services6.71%
- 🪙 Cryptocurrencies5.02%
- 💼 Commercial Services1.36%
- 🛠️ Producer Manufacturing0.94%
- 📦 Distribution Services0.92%
- 💵 Cash0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq85.03%
- 🇺🇸 NYSE5.53%
- 🌍 Digital Currency5.02%
- 🇬🇧 LSE3.46%
- 🇭🇰 Hong Kong Exchanges0.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.49%
- 🇬🇧 United Kingdom3.46%
- 🇨🇳 China0.94%
Dividends
Dividend Yield
0.34%
6 out of 10 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ITV.L (6.75%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
Performance Metrics
Score 6.5/10
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
9.9
9.9
-2
0
2
10
10
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
9.9
9.9
-2
0
2
10
10
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.03
High:
TSLA
372.52TSLALow:
RKLB
-245.35RKLBDetails
PEG Ratio
9.52
High:
TKO
199.72TKOLow:RKLB
-1,227.64RKLBDetails
Price/Book
25.1
High:
NVDA
26.14NVDALow:
CURY.L
0.77CURY.LDetails
Price/Sales
19.52
High:RKLB
72.2RKLBLow:CURY.L
0.2CURY.LDetails
Price/CF
42.15
High:TSLA
79.58TSLALow:CURY.L
4.29CURY.LDetails
Price/FCF
46.02
High:TSLA
187.89TSLALow:CURY.L
5.91CURY.LDetails
P/E Ratio
35.03
High:TSLA
372.52TSLALow:RKLB
-245.35RKLBDetails
PEG Ratio
9.52
High:TKO
199.72TKOLow:RKLB
-1,227.64RKLBDetails
Price/Book
25.1
High:NVDA
26.14NVDALow:CURY.L
0.77CURY.LDetails
Price/Sales
19.52
High:RKLB
72.2RKLBLow:CURY.L
0.2CURY.LDetails
Price/CF
42.15
High:TSLA
79.58TSLALow:CURY.L
4.29CURY.LDetails
Price/FCF
46.02
High:TSLA
187.89TSLALow:CURY.L
5.91CURY.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.27% | Nov 2021 | Jan 2025 | 38 |
-53.48% | May 2018 | Nov 2020 | 30 |
-13.24% | May 2021 | Oct 2021 | 5 |
-12.03% | Feb 2025 | May 2025 | 3 |
-10.1% | Feb 2026 | May 2026 | 3 |
-9.88% | Nov 2025 | Jan 2026 | 2 |
-9.59% | Jun 2026 | - | 2 |