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-0.31%
This Month
+28.19%
Year To Date
+73.96%
2 Years
+134.91%
5 Years
+155.73%
10 Years
+10.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies19.27%
- 🚗 Consumer Durables17.79%
- 🍞 Consumer Non Durables12.13%
- 🧪 Process Industries11.18%
- ⚡ Utilities11.04%
- 💼 Commercial Services8.9%
- 🏭 Industrial Services8.7%
- 🖥️ Technology Services4.06%
- 🧬 Health Technology2.6%
- 🛍️ Retail Trade1.27%
- 💰 Finance1.01%
- 💻 Electronic Technology0.35%
- 💵 Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.74%
- 🇬🇧 LSE20.26%
- 🌍 Digital Currency19.27%
- 🇺🇸 Nasdaq16.67%
- 🇪🇸 Bolsa De Madrid1.56%
- 🇺🇸 OTC Markets Stock Exchange0.8%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.98%
- 🇬🇧 United Kingdom20.26%
- 🇨🇭 Switzerland7.14%
- 🇯🇵 Japan5.12%
- 🇨🇳 China4.06%
- 🇪🇸 Spain1.56%
- 🇨🇦 Canada0.92%
Dividends
Dividend Yield
1.89%
6 out of 25 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $HTZWW (18.37%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 RKT.L | Pay Day | Sep 18, 2025 | $1.14 |
Performance Metrics
Score 4/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-1.37
-1.37
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-1.37
-1.37
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
13.14
High:
RKT.L
31.26RKT.LLow:
ACB
-20.12ACBDetails
PEG Ratio
22.35
High:
PYPL
105.87PYPLLow:ACB
-40.01ACBDetails
Price/Book
1.28
High:RKT.L
6.11RKT.LLow:
HTZ
-3.34HTZDetails
Price/Sales
0.69
High:
SPCE
82.79SPCELow:
PFC.L
0.01PFC.LDetails
Price/CF
5.32
High:
XYZ
34.86XYZLow:
OHLA.MC
0.36OHLA.MCDetails
Price/FCF
10.07
High:
OCDO.L
2,021.77OCDO.LLow:HTZ
0.31HTZDetails
P/E Ratio
13.14
High:RKT.L
31.26RKT.LLow:ACB
-20.12ACBDetails
PEG Ratio
22.35
High:PYPL
105.87PYPLLow:ACB
-40.01ACBDetails
Price/Book
1.28
High:RKT.L
6.11RKT.LLow:HTZ
-3.34HTZDetails
Price/Sales
0.69
High:SPCE
82.79SPCELow:PFC.L
0.01PFC.LDetails
Price/CF
5.32
High:XYZ
34.86XYZLow:OHLA.MC
0.36OHLA.MCDetails
Price/FCF
10.07
High:OCDO.L
2,021.77OCDO.LLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.76% | Oct 2018 | Oct 2021 | 36 |
-32.45% | Dec 2021 | Mar 2024 | 27 |
-23.15% | Mar 2016 | Dec 2017 | 21 |
-8.95% | Feb 2018 | Aug 2018 | 6 |
-2.56% | Apr 2024 | May 2024 | 1 |
-1.84% | Oct 2024 | Nov 2024 | 1 |
-1.78% | Feb 2025 | Apr 2025 | 2 |
-0.57% | Aug 2024 | Sep 2024 | 1 |
-0.31% | Sep 2025 | - | 1 |