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-3.61%
This Month
+1.78%
Year To Date
+104.54%
2 Years
+210.48%
5 Years
+210.48%
10 Years
+28.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs44.53%
- 🧩 Miscellaneous24.53%
- 💰 Finance17.09%
- 💇♀️ Consumer Services3.26%
- 🧬 Health Technology3.02%
- 🖥️ Technology Services2.18%
- ⛏️ Energy Minerals1.28%
- 💼 Commercial Services1.24%
- 🛠️ Producer Manufacturing1.2%
- 💻 Electronic Technology1.07%
- 🚚 Transportation0.54%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE53.94%
- 🇺🇸 NYSE39.6%
- 🇺🇸 Nasdaq6.41%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom40.58%
- 🇺🇸 United States14.85%
Dividends
Dividend Yield
1.57%
11 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HICL.L (6.9%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.5/10
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
2.8
2.8
0
1
2
3
3
Jensen's Alpha
23.33
23.33
-2
0
2
24
24
Omega Ratio
2.19
2.19
0
1
1.5
3
3
Treynor Ratio
3.87
3.87
0
0.75
1.25
4
4
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
2.16
2.16
0
0.3
0.6
3
3
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
2.8
2.8
0
1
2
3
3
Jensen's Alpha
23.33
23.33
-2
0
2
24
24
Omega Ratio
2.19
2.19
0
1
1.5
3
3
Treynor Ratio
3.87
3.87
0
0.75
1.25
4
4
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
2.16
2.16
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
22.92
High:
ROL
50.68ROLLow:
CRWV
-31.87CRWVDetails
PEG Ratio
65
High:
MCD
562.72MCDLow:
QS
-45.64QSDetails
Price/Book
6
High:ROL
19.3ROLLow:MCD
-129.6MCDDetails
Price/Sales
6.98
High:
JOBY
162.43JOBYLow:
SSIT.L
-236.2SSIT.LDetails
Price/CF
20.21
High:ROL
42.73ROLLow:
WIZZ.L
1.76WIZZ.LDetails
Price/FCF
55.53
High:
HICL.L
8,066.77HICL.LLow:WIZZ.L
3.2WIZZ.LDetails
P/E Ratio
22.92
High:ROL
50.68ROLLow:CRWV
-31.87CRWVDetails
PEG Ratio
65
High:MCD
562.72MCDLow:QS
-45.64QSDetails
Price/Book
6
High:ROL
19.3ROLLow:MCD
-129.6MCDDetails
Price/Sales
6.98
High:JOBY
162.43JOBYLow:SSIT.L
-236.2SSIT.LDetails
Price/CF
20.21
High:ROL
42.73ROLLow:WIZZ.L
1.76WIZZ.LDetails
Price/FCF
55.53
High:HICL.L
8,066.77HICL.LLow:WIZZ.L
3.2WIZZ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.46% | Nov 2021 | Mar 2022 | 4 |
-12.72% | Aug 2022 | Jun 2023 | 10 |
-9.14% | Sep 2021 | Oct 2021 | 1 |
-5.82% | Apr 2022 | Jun 2022 | 2 |
-3.61% | Mar 2026 | - | 1 |
-3.28% | Aug 2023 | Nov 2023 | 3 |
-2.01% | Apr 2024 | May 2024 | 1 |
-1.82% | Dec 2024 | Jan 2025 | 1 |
-1.38% | Mar 2025 | Apr 2025 | 1 |
-0.41% | Oct 2024 | Nov 2024 | 1 |