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-9.06%
This Month
+7.43%
Year To Date
+265.91%
2 Years
-16.37%
5 Years
-22.1%
10 Years
-4.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology92.75%
- 💵 Cash5.36%
- 🖥️ Technology Services2.12%
- 🪙 Cryptocurrencies1.98%
- ⚡ Utilities0.96%
- 🚗 Consumer Durables0.38%
- 💼 Commercial Services0.3%
- 🛠️ Producer Manufacturing0.18%
- 💇♀️ Consumer Services0.14%
- 💰 Finance0.02%
- 🧬 Health Technology0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE88.44%
- 🇺🇸 NYSE3.03%
- 🇫🇷 Euronext Paris2.62%
- 🌍 Digital Currency1.98%
- 🇺🇸 Nasdaq1.44%
- 🇩🇰 Copenhagen Stock Exchange0.63%
- 🇳🇱 Euronext Amsterdam0.41%
- 🇭🇰 Hong Kong Exchanges0.3%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom88.44%
- 🇺🇸 United States2.93%
- 🇳🇱 Netherlands1.82%
- 🇹🇼 Taiwan1.55%
- 🇫🇷 France0.81%
- 🇩🇰 Denmark0.63%
- 🇨🇿 Czech Republic0.39%
- 🇨🇳 China0.3%
Dividends
Dividend Yield
0.67%
7 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $06862.HK (5%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.7/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.08
0.08
0
1
2
3
3
Jensen's Alpha
-9.03
-9.03
-10
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.15
0.15
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.08
0.08
0
1
2
3
3
Jensen's Alpha
-9.03
-9.03
-10
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.15
0.15
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.42
High:
PLTR
242.08PLTRLow:
1958.HK
-18.981958.HKDetails
PEG Ratio
20.28
High:
06862.HK
384.5706862.HKLow:
03333.HK
-0.0303333.HKDetails
Price/Book
26.5
High:PLTR
49.59PLTRLow:
ALHPI.PA
-0.05ALHPI.PADetails
Price/Sales
7.28
High:PLTR
88.09PLTRLow:ALHPI.PA
-ALHPI.PADetails
Price/CF
23.2
High:PLTR
214.31PLTRLow:1958.HK
0.751958.HKDetails
Price/FCF
32.04
High:
ORCL
348.36ORCLLow:1958.HK
1.161958.HKDetails
P/E Ratio
23.42
High:PLTR
242.08PLTRLow:1958.HK
-18.981958.HKDetails
PEG Ratio
20.28
High:06862.HK
384.5706862.HKLow:03333.HK
-0.0303333.HKDetails
Price/Book
26.5
High:PLTR
49.59PLTRLow:ALHPI.PA
-0.05ALHPI.PADetails
Price/Sales
7.28
High:PLTR
88.09PLTRLow:ALHPI.PA
-ALHPI.PADetails
Price/CF
23.2
High:PLTR
214.31PLTRLow:1958.HK
0.751958.HKDetails
Price/FCF
32.04
High:ORCL
348.36ORCLLow:1958.HK
1.161958.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-80.06% | Nov 2021 | - | 53 |
-6.85% | Feb 2021 | Sep 2021 | 7 |